Business Operations

Ntuziaka teknụzụ kacha nke Onye nnọchi anya ụlọ: CRM, Ndị ndu na njikwa azụmahịa (2024)

Ntuziaka okwu 3000+ na-eduzi data maka ndị na-ahụ maka ụlọ na ịhọrọ oke teknụzụ ziri ezi. Gụnyere ntụnyere CRM, usoro akara akara, ndebiri efu, yana nyocha ọnụ ahịa.

15 min read

Mewayz Team

Editorial Team

Business Operations

Ntuziaka teknụzụ kacha nke Onye nnọchi anya ụlọ: CRM, Ndị ndu na njikwa azụmaahịa (2024)

Site na Mewayz Strategy Team | Data sitere na ndị ọrụ 138,000+ | Emelitere ikpeazụ: Nọvemba 2023

1. Ihe kpatara nchịkọta teknụzụ gị ji bụrụ ngwa ahịa ahịa #1 gị

Maka ndị na-ahụ maka ụlọ ọgbara ọhụrụ, teknụzụ abụghị ụgwọ nhazi - ọ bụ injin ego gị bụ isi. Tụlee nke a: ndị ọrụ na-arụ ọrụ dị elu na-etinye ihe dị ka41% obere ogena ntinye akwụkwọ ntuziaka na ọrụ nchịkwa karịa ndị ọgbọ ha, na-eme ka oge ahụ na-eme ka ego na-enweta ego dị ka ụzọ na-esochi na nzukọ ndị ahịa1. N'agbanyeghị nke ahụ, 67% nke ndị ọrụ na-akọ na-eji ngwa ngwanrọ ise ma ọ bụ karịa kwụsịrị kwa ụbọchị, na-ekepụta adịghị arụ ọrụ na silos data.

Ọnụ ego ohere dị egwu. Dabere na data sitere n'aka ndị ọrụ 138,000+ anyị na Mewayz, ndị ọrụ na-emejuputa usoro teknụzụ jikọtara ọnụ hụ:

  • 3.2x abawanye na ọnụego ntụgharị ụzọ gaa na onye ahịa n'ime ụbọchị 90
  • Nchekwa oge nke awa 14.7 kwa izuna nhazi azụmahịa
  • 28% akara afọ ojuju ndị ahịa dị elu n'ihi nzikọrịta ozi nke ọma

Ntụziaka a na-enye data, frameworks, na ndebiri ị ga-achọ iji wuo ngwungwu teknụzụ na-arụ ọrụ siri ike ka ị na-eme.

2. Isi CRM: Gafee akwụkwọ adreesị dijitalụ

Ezi ezigbo ala na ụlọ CRM bụ sistemụ ụjọ nke azụmahịa gị. Ọ ghaghị ijikwa ọrụ atọ bụ isi n'otu oge: Nchịkwa Mmekọrịta, Njikwa Ọkụ, na Ahịa aka n'ahịa.

2.1 Akụkụ CRM anaghị akwụ ụgwọ (2024)

  • Mmekọrịta ozi-e na kalenda ụzọ abụọ: Email na nzụkọ ndị ahịa ọ bụla kwesịrị ịbanye na ndekọ kọntaktị ha na-akpaghị aka.
  • Oge pipeline nwere ike ịhazi: Site na "Kpọtụrụ mbụ" gaa na "E mechiri - ezoro ezo" yana nwelite ịdọrọ na dobe.
  • Usoro nsonye akpaghị aka: ozi-e/ederede dabere na oge ma ọ bụ omume kpalitere (ya na akara nhazi onwe ya).
  • Nkwakọba akwụkwọ agbakwunyere na akara E-sign: Enweghịkwa ịchọ ihe mgbakwunye email maka nkwekọrịta.
  • ngwa mkpanaaka nwere ohere na-anọghị n'ịntanetị: 63% nke mmelite CRM na-eme site na ngwaọrụ mkpanaka n'ọhịa2.
  • Isi isi & Nsochi ROI: Mara nke ọma mgbasa ozi Zillow, ụlọ mepere emepe, ma ọ bụ ozi Facebook na-ebute azụmahịa mechiri emechi.

2.2 Ọnụ ego ezoro ezo nke "CRM efu"

Ọ bụ ezie na ngwaọrụ dị ka HubSpot CRM na-enye ọkwa efu, ezigbo ọnụ ahịa na-apụta n'oge na ohere efu. Nyocha anyị na-egosi ndị nnọchi anya na atụmatụ efu nwere oke na-etinye mgbakwunye5.1 awa kwa izuna arụ ọrụ ntuziaka na enweghị akpaaka dị oke mkpa maka ịzụlite ndu. Tebụl dị n'okpuru na-akụda ezi ọnụ ahịa.

3. 2024 Real Estate CRM Comparison & Cost Analysis

Platform ọnụahịa mmalite (kwa ọnwa) Isi Ike Isi adịghị ike Kachasị mma maka Soro onye isi $99/onye nnọchite anya Nlekwasịrị anya otu, ederede siri ike, ụzọ ụzọ ụzọ Ọnụ ego dị elu, usoro mmụta steere dị elu Otu otu ndị ọrụ 3+ nwere oke ndu dị elu LionDesk $25/onye nnọchite anya Email vidiyo, ngwa nzụlite siri ike Interface nwere ike ịdị na-akpakọrịta Ndị ọrụ solo lekwasịrị anya na ahịa vidiyo HubSpot CRM (N'efu) $0 Ọkwa n'efu dị ike, ezigbo ahịa email Ọ bụghị ezigbo ụlọ, njikwa azụmahịa chọrọ mgbakwunye Ndị ọrụ teknụzụ dị njikere ịhazi Mewayz Business OS $19-$49/mo (ndị ọrụ na-akparaghị ókè) 208 modul agbakwunyere (CRM, azụmahịa, akwụkwọ, ndekọ ego), 94% oke oke e zoro aka na ya, ọkwa ebighi ebi efu Akara amachaghị (mana ndị ọrụ 138K) Ndị nnọchi anya na obere ndị na-ere ahịa na-achọ usoro ihe niile n'otu ọnụ ahịa RealtyJuggler $29.95/mo Eguzobere ogologo oge, nhọrọ desktọpụ dị Ihe nhụta emechiela, njikọta nwere oke Ndị ọrụ na-eguzogide sistemu naanị igwe ojii

1,2 Data enwetara site na 2023 National Association of Realtors® "Technology Survey" na mkpokọta data njirimara onye na-amaghị aha sitere na ikpo okwu Mewayz.

4. Iwulite Sistemụ akara ndu data na-ebute

Ọ bụghị ndị ndu niile ka ekepụtara nhata. Sistemụ akara ụzọ na-ebute ụzọ nleba anya gị dabere na enwere ike ịme azụmahịa. Nke a bụ usoro pụtara ìhè nke ndị nrụpụta kacha elu ji.

4.1 Omume vs. akara ngosi igwe mmadụ

Kenye isi ihe dabere na edemede abụọ:

  • Demographic Fit (Passive Data): Ha dabara na profaịlụ ndị ahịa gị kacha mma? (dịka ọmụmaatụ, +10 pts maka adreesị IP mpaghara, +20 maka ọkwa onye nwe ụlọ).
  • Ọkwa Mmekọrịta (Data nọ n'ọrụ): Kedu ka ha na gị si emekọrịta ihe? (dịka ọmụmaatụ, +5 maka imepe email, +15 maka ileta ibe "apply for mortgage" na saịtị gị).

4.2 Nlereanya Nlereanya Nledo (Tebụlụ HTML)

Ihe omume / àgwà Itụ Ọkwa
Na-enyefe arịrịọ nyocha ụlọ zuru ezu +25 Ndu na-ekpo ọkụ
Na-elele nkọwa akụrụngwa> ugboro 3 n'ime ụbọchị asaa +20 Ndu na-ekpo ọkụ
Mepee ozi-e 3+ n'usoro +15 Ndu na-ekpo ọkụ
Na-aga ụlọ oghe (n'onwe) +30 Ndu na-ekpo ọkụ
adreesị IP si na-abụghị steeti -10 Ndu oyi
Wepụ aha na ozi-e -100 Enweghị oke

Nkwụsị akara: 0-24 pts (Oyi), 25-49 pts (ọkụ), 50+ pts (ọkụ). Ndị ndu na-ekpo ọkụ kwesịrị ịnata oku ekwentị n'ime nkeji ise.

5. Njide ndu ọgbara ọhụrụ: Site na ịpị gaa na kọntaktị

Webụsaịtị gị na mgbasa ozi ọha na eze bụ ndị na-emepụta ụzọ ụzọ 24/7—ọ bụrụ na emeziri ya nke ọma.

5.1 Ụdị Igwe Ọdụdọ Ntugharị dị elu

Kama ịdebanye aha na akwụkwọ akụkọ m, na-enye akụrụngwa dị oke ọnụ ahịa. Nke a bụ ndị na-eme ihe ngosi abụọ :

Ụdị Igwe Ọdụdọ: "Nlele Nlele Njikere Ụlọ"

Ihe ọ bụ: Ndepụta PDF dị peeji 2 na-ekpuchi nbibi, imebi mmadụ, obere nrụzi, na nhazi ntọala iji nweta ụlọ ahịa-njikere.

Ihe kpatara o ji arụ ọrụ: Ọ na-adọta ndị na-ere ihe na-akpali akpali n'oge njem ha. Ọ na-edobe gị dị ka ọkachamara, ọ bụghị naanị onye na-ere ahịa.

Weghara Mpempe akwụkwọ: Aha, Email, Adreesị Ngwongwo (maka ọnụ ahịa efu), Ụbọchị Ndepụta ebumnuche.

Nweta njuju, ụdị Editable: Ihe ndebiri a, yana 5 ndị ọzọ, dị ka modul arụgoro na mbụ na Mewayz Business OS. Bubata ya n'akaụntụ gị otu ọpịpị.

6. Usoro ọrụ nzụlite akpaaka na-atụgharị n'ezie

Automation abụghị "tọọ ya chefuo ya." Ọ bụ "tọọ ya ma jikwaa ya nke ọma." Nke a bụ usoro nzụlite site na nzọụkwụ maka ndị na-azụ ahịa.

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  1. Ụbọchị 0 (Ozugbo): Onye na-azaghachi onwe ya na broshuọ dijitalụ gị yana njikọ iji hazie oku nkeji iri na ise "Ụdị Ịzụta Ụlọ"
  2. Ụbọchị 1: Email ahaziri onwe ya nwere ndepụta 3 dabara na njirisi mbụ ha (wepụtara na-akpaghị aka na IDX gị).
  3. Ụbọchị 3: Ozi ederede: "Hi [Aha], hụrụ ụlọ na [Adreesị] na-apụta nke na-abụghị na portals ma. Ị nwere mmasị na nkọwa?"
  4. Ụbọchị 7: Email agụmakwụkwọ: "Emehie ihe 5 kachasị ndị na-azụ ahịa oge mbụ na-eme [Video]."
  5. Ụbọchị 14: Email Breakup: "Anụbeghị n'ọnụ gị. Ka na-achọ? Ọ bụrụ na ọ bụghị, m ga-emechi faịlụ gị. Naanị zaghachi 'kwụsị'." (Nke a na-ebutekarị nzaghachi)

7. Njikwa azụmahịa: Usoro 37 a dị mfe

Otu azụmahịa na-agụnye ọrụ 37+ n'otu n'otu n'ofe 8 (onye nnọchiteanya, onye ahịa, onye na-agbazinye ego, aha, wdg). Usoro raara onwe ya nye na-egbochi mmejọ ndị dị oke ọnụ.

  • Akara oge etiti: Oge ngwụcha ọ bụla (nyocha, nleba anya, nkwa mbinye ego) a na-ahụ n'otu ebe, yana ihe ncheta akpaaka ụbọchị 3 gara aga.
  • Nlele akwụkwọ ndetu: Ndepụta dị ike nke akwụkwọ achọrọ (nkpughe, mmezi, ụdị HOA) nke na-apụ apụ ka emechara ihe wee bịanye aka n'akwụkwọ e-mail.
  • Commission Tracking: Gbakọọ ọrụ gị na-akpaghị aka, kewaa ya na onye na-ere ahịa, yana atụmatụ net mgbe emechara ego.

Ikpo okwu dị ka Mewayz na-ewulite nke a n'ime CRM, yabụ ndekọ kọntaktị na-aghọ dashboard azụmahịa na-akpaghị aka ozugbo anabatara onyinye, na-ewepụ ntinye data ugboro abụọ.

8. Mkpakọrịta dị mkpa: Ijikọ Ngwa gị

Mkpokọta teknụzụ gị kwesịrị ịgwa ibe ya okwu. Ngwakọta igodo chọrọ:

  • CRM ⇔ Email/Calendar (Gmail/Outlook/Apple): Ntọala.
  • CRM ⇔ MLS/IDX: Bubata ọchụchọ echekwara yana nkọwa akụrụngwa.
  • CRM ⇔ E- Signature (DocuSign, HelloSign): Tinye akwụkwọ ozugbo na kọntaktị maka ịbanye.
  • CRM ⇔ Marketing (Mailchimp, Facebook): Mekọrịta ndepụta kọntaktị yana ụzọ mkpado dabere na omume.
  • CRM ⇔ Akaụntụ (QuickBooks): Mepụta akwụkwọ ọnụahịa na-akpaghị aka maka kọmishọna na mmefu.

Anniile-in-one Business OS dị ka Mewayz na-agafe nsogbu njikọta site na ụlọ ọrụ ndị a dị ka modul ala n'ime otu ikpo okwu, na-eme ka data data dị n'ezi ihe na interface dị n'otu.

9. Mkpebi teknụzụ nke onye nnọchi anya

Jiri usoro akara akara a iji nyochaa ngwa ngwa ọ bụla. Nye udi otu ọ bụla site na 1 (Ogbenye) ruo 5 (Masị Mma). Ngụkọta akara n'okpuru 18 pụtara na-ele anya.

Ntụle nyocha Arọ Akara gị (1-5) Akara Akara
Arụ ọrụ isi: Ọ na-arụ ọrụ izizi nke ọma? 30%
Mfe iji/Nkuchi: Gị na ndị otu gị ga-eji ya kwa ụbọchị? 25%
Ike Mmekọrịta: Kedu ka o si jikọọ na ngwaọrụ gị ndị ọzọ? 20%
Ego vs. ROI: A na-akwụ ụgwọ ọnụahịa ahụ site na oge echekwara ma ọ bụ abawanye ụba? 15%
Nkwado & Ọzụzụ: Enwere enyemaka dị mma mgbe ị chọrọ ya? 10%
Mkpokọta akara (nke 100) 100%

10. Atụmatụ mmezu nke ụbọchị 30

Iwepụta teknụzụ ọhụrụ nke ọma chọrọ atụmatụ. Agbalịla ime ihe niile n'otu oge.

Izu 1: Mbugharị Data & Ntọala Isi

Bubata kọntaktị niile. Hazie njikọ email gị. Kọwaa usoro pipeline gị na CRM.

Izu 2-3: Megharịa Otu Usoro

Họrọ otu usoro ọrụ nwere mmetụta dị elu (dịka, usoro nnabata ndu ọhụrụ) wee wuo ya. Nwalee ya nke ọma.

Izu 4: Ụgbọ oloko & Gaa Ndụ

Mee ọzụzụ ọzụzụ otu awa (dekọọ ya). Gbanwee na usoro ọhụrụ maka ụzọ ọhụrụ na azụmahịa niile.

Njikere Ịwulite Sistemụ Ejikọtara Ọnụ?

Kwụsị ịgbanye ngwa ọrụ akwụpụrụ. Mewayz Business OS na-enye modul 208 jikọtara ọnụ-site na CRM ma na-eduga na njikwa azụmahịa, nchekwa akwụkwọ, na ndekọ ego-na otu ikpo okwu. Bido na n'efu ruo mgbe ebighị ebi, ma ọ bụ mepee akpaaka dị elu site na naanị $19 kwa ọnwa maka ndị ọrụ na-akparaghị ókè.

→ Chọgharịa modul wee malite n'efu na app.mewayz.com

ajụjụ ndị a na-ajụkarị (FAQ)

1. Abụ m onye nnọchi anya naanị na mmefu ego siri ike. Kedu teknụzụ kacha nta achọrọ m?

Azịza: Ị chọrọ ngwaọrụ atọ bụ isi: 1) Adreesị ozi-e ọkachamara, 2) CRM isi(Mewayz's free tier or HubSpot CRM), na 3) Ngwa e-mbinye aka (dị ka atụmatụ efu nke HelloSign). Wepụta CRM ụzọ nke nwere ike iso gị tolite; ịkwụ ụgwọ $19-49/mo maka usoro ihe niile dị n'otu dị ka Mewayz na-efukarị obere ego karịa n'ikpeazụ ịdenye aha na 4-5 dị iche iche ngwọta ngwọta.

2. Kedu otu m ga-esi eme agadi, data kọntaktị na-adịghị mma n'ime CRM ọhụrụ?

Azịza:Esila oke osimiri. Malite site na mbupụ kọntaktị gị site na email na ekwentị gị. Bubata ha niile n'ime CRM ọhụrụ gị, wee jiri mkpado ya ma ọ bụ depụta atụmatụ iji chọpụta ndepụta "A" gị(ndị ahịa gara aga, ndị na-edu ọrụ). Were nkeji 30 kwa izu buru ụzọ hichaa ndepụta "A". Ọtụtụ ezigbo CRM nwere ngwaọrụ de-mbiputegharị iji nyere aka.

3. Ọ bara uru ịkwụ ụgwọ maka CRM mgbe ụlọ ahịa m na-enye otu?

Azịza: Ọtụtụ mgbe, ee. A haziri ụlọ ahịa ahịa CRM gị maka mkpa onye na-ere ahịa (nrube isi, nleba anya). CRM nke gị bụ akụ nwere ma na-ejikwa ma ọ bụrụ na ị gbanwee ndị na-ere ahịa. Enwere ike ịhazi ya ka ọ bụrụ niche na usoro gị pụrụ iche. Jiri usoro mgbasa ozi maka ọrụ nrube isi, mana jiri sistemụ nke gị rụọ ọrụ bụ isi.

4. Kedu otu nnukwu mmejọ ndị ọrụ na-eji ezigbo ụlọ na-eme?

Azịza: Atụmatụ ịzụrụ ha anaghị eji. Njehie bụ ịzụrụ ihe dị mgbagwoju anya na iji 10% nke ya. Malite dị mfe. Nweta njirimara ndị bụ isi-njikwa kọntaktị, usoro email, na ndepụta azụmahịa—tupu ịtinye akpaaka dị elu. Ngwá ọrụ dị mfe, ejiri rụọ ọrụ nke ọma dịka Mewayz na-akụ ihe mgbagwoju anya, nke a na-ejighị ya oge ọ bụla.

5. Kedu otu m ga-esi tụọ ROI nke teknụzụ m na-emefu?

Azịza: Sochie metrik atọ kwa ọnwa: 1) Echekwa oge:A na-ebelata awa na ọrụ nchịkwa ntuziaka, 2) Ọnụego mgbanwe ndu: Pasent nke ndị ndu ọhụrụ na-aghọ ndị ahịa, na 3) Nnyocha afọ ndị ahịa (NPS):Akara site na post-close. Ọ bụrụ na teknụzụ $49/mo gị na-echekwa awa 10/ọnwa (ọnụ ahịa $500+ nke oge gị) wee na-abawanye mgbanwe site na 10%, ROI na-adị mma nke ukwuu.

Sources & Notes: Ntuziaka a na-agụnye data sitere na NAR 2023 Teknụzụ nyocha, data nchịkọta ahaghị aha sitere na ntọala onye ọrụ Mewayz nke 138,000+, yana akara ụlọ ọrụ sitere na ndị nyocha teknụzụ ezigbo ụlọ. Ọnụ ahịa ikpo okwu na atụmatụ ziri ezi dịka nke Nọvemba 2023. Na-enyocha mgbe niile na ndị na-ere ahịa tupu ịzụrụ.

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