Amathuluzi aphezulu amahhala e-CRM e-Solopreneurs kanye nama-Freelancers

Njengomuntu osebenza yedwa noma ozisebenzelayo, ukuphatha amakhasimende akho namaphrojekthi kungaba yinto enzima kakhulu. Nokho, ukuba nethuluzi elilungile le-CRM (Ukuphathwa Kobudlelwane Bekhasimende) endaweni kungenza umehluko ekugcineni umkhondo wabathintwayo bakho, imisebenzi, nokuxhumana. Nakuba izisombululo ze-CRM ezikhokhelwayo zinikeza izici eziningi, kukhona futhi izinketho ezimbalwa zamahhala ezingakusiza wenze lula ukusebenza kwebhizinisi lakho ngaphandle kokuphula ibhange.

1. I-HubSpot CRM

HubSpot CRM iyisudi ebanzi yamathuluzi okuphatha ukusebenzisana kwamakhasimende nedatha. Ihlinzeka ngezici eziningi, okuhlanganisa ukuphathwa koxhumana nabo, imikhankaso ye-imeyili, nokuqapha kwenkundla yezokuxhumana, konke endaweni eyodwa.

• Ukuphathwa kokuxhumana: I-HubSpot ikuvumela ukuthi ugcine ulwazi olumayelana noxhumana nabo endaweni eyodwa emaphakathi, ikwenze kube lula ukulandelela abakuthandayo, umlando wokuxhumana, nokunye okwengeziwe.
• Imikhankaso ye-imeyili: Nge-HubSpot CRM, ungakha imikhankaso ye-imeyili eqondisiwe ukuze uxhumane namakhasimende akho futhi wakhe ubudlelwano ngokuhamba kwesikhathi.
• Ukuqapha inkundla yezokuxhumana: Ithuluzi likuvumela ukuthi uqaphe umsebenzi wenkundla yezokuxhumana futhi uzibandakanye namakhasimende ngesikhathi sangempela.

2. I-Salesforce Pardot Yamahhala

Salesforce Pardot Free iyinkundla yokumaketha ezenzakalelayo engakusiza ukuthi uphathe ukuhola kwakho, imikhankaso, nohlu lwe-imeyili. Ihlinzeka ngezici eziningi, okuhlanganisa ukukhulisa umthofu, ukumaketha nge-imeyili, nokuhlaziya.

• Ukukhulisa okuphambili: I-Salesforce Pardot Free ikuvumela ukuthi udale imikhankaso ye-imeyili eqondene nawe ukuze ukhulise abaholi futhi ubahambise endleleni yokuthengisa.
• Ukuthengisa nge-imeyili: Ngaleli thuluzi, ungathumela ama-imeyili aqondiwe kwababhalisile bakho futhi ulandelele ukusebenzelana kwabo nokuqukethwe kwakho.
• Izibalo: Inkundla iphinde inikeze izibalo zesikhathi sangempela ukuze ikusize uqonde ukuthi imikhankaso yakho isebenza kanjani futhi wenze izinqumo eziqhutshwa idatha.

3. I-Infusionsoft

Infusionsoft iyinkundla ye-CRM kanye nokuzimaketha okungakusiza uphathe oxhumana nabo, uhlu lwe-imeyili, nefaneli yokuthengisa. Ihlinzeka ngezici eziningi, okuhlanganisa ukuphathwa koxhumana nabo, imikhankaso ye-imeyili, namathuluzi e-e-commerce.

• Ukuphathwa kokuxhumana: I-Infusionsoft ikuvumela ukuthi ugcine ulwazi olumayelana noxhumana nabo endaweni eyodwa emaphakathi, okwenza kube lula ukulandelela abakuthandayo, umlando wokuxhumana, nokunye okwengeziwe.
• Imikhankaso ye-imeyili: Ngaleli thuluzi, ungakha imikhankaso ye-imeyili eqondisiwe ukuze uxhumane namakhasimende akho futhi wakhe ubudlelwano ngokuhamba kwesikhathi.
• Amathuluzi e-E-commerce: I-Infusionsoft iphinde inikeze ngamathuluzi e-e-commerce akuvumela ukuthi udayise imikhiqizo namasevisi ngokuqondile endaweni yakho ye-CRM.

4. I-CRM Yamahhala Ecacile

I-CRM Ebonakalayo Yamahhala iyithuluzi le-CRM elilula nelinembile elingakusiza ulawule abathintwayo bakho, imisebenzi, namaphrojekthi. Ihlinzeka ngezici eziningi, okuhlanganisa ukuphathwa koxhumana nabo, ukulandelela umsebenzi, nokuphathwa kwephrojekthi.

• Ukuphathwa kokuxhumana: I-Insightly ikuvumela ukuthi ugcine ulwazi olumayelana noxhumana nabo endaweni eyodwa emaphakathi, okwenza kube lula ukulandelela abakuthandayo, umlando wokuxhumana, nokunye okwengeziwe.
• Ukulandelela umsebenzi: Ngaleli thuluzi, ungakha futhi unikeze amalungu eqembu imisebenzi, ubeke umnqamulajuqu, futhi ugade ukuqhubeka.
• Ukuphathwa kwephrojekthi: I-Insightly inikezela ngamathuluzi okuphatha amaphrojekthi akuvumela ukuthi uhlele, wenze, futhi ulandelele amaphrojekthi kusukela ekuqaleni kuya ekugcineni.

5. Ingxoxo Epholile

Crisp Chat iyinkundla yokwesekwa kwamakhasimende engakusiza ukuthi uphathe ukuxhumana kwakho namakhasimende ngesikhathi sangempela. Inikeza izinhlobonhlobo zezici, okuhlanganisa ukwesekwa okusekelwe engxoxweni, imilayezo ebukhoma, nezibalo.

• Usekelo olusekelwe engxoxweni: I-Crisp ikuvumela ukuthi unikeze ukwesekwa okusheshayo kumakhasimende akho ngengxoxo ebukhoma, okwenza kube lula ukuxazulula izinkinga ngokushesha nangempumelelo.
• Imiyalezo ebukhoma: Ngaleli thuluzi, ungathumela imilayezo ezenzakalelayo kumakhasimende akho lapho exhumana nawe, uwanikeze izibuyekezo ezifika ngesikhathi kanye nolwazi.
• Izibalo: Inkundla iphinde inikeze izibalo zesikhathi sangempela ukuze ikusize uqonde ukuthi ithimba lakho losekelo lenza kanjani futhi wenze izinqumo eziqhutshwa idatha.

6. I-HubSpot Free CRM Alternatives

Uma ufuna ezinye izindlela zamahhala ze-HubSpot CRM, kunezinketho ezimbalwa ezitholakalayo ezingakusiza ukuthi uphathe oxhumana nabo nokuxhumana kwakho kahle. Nazi izinketho ezimbalwa ezihamba phambili:

• I-Zapier: I-Zapier iyinkundla yokuzenzakalela engakusiza ukuthi uxhume amathuluzi ahlukene namasevisi ndawonye. Nge-Zapier, ungakha ukugeleza komsebenzi okuzenzakalelayo okungakusiza ulawule ukusebenza kwebhizinisi lakho ngaphandle kokuphula ibhange.
I-
• Drift: I-Drift iyinkundla yokubandakanya amakhasimende ekuvumela ukuthi uphathe ukuxhumana kwakho namakhasimende ngesikhathi sangempela. Inikeza izinhlobonhlobo zezici, okuhlanganisa ukwesekwa okusekelwe engxoxweni, izingxoxo ze-imeyili, nezibalo.
• I-Trello CRM (Beta): I-Trello iyithuluzi lokuphatha iphrojekthi elingakusiza ukuthi uphathe abathintwayo bakho nemisebenzi ngokuyikho. Nge-beta entsha ye-Trello CRM, ungakha amabhodi ngokwezifiso ukuze ulandelele ukusebenzisana kwamakhasimende namathuba okuthengisa.

7. Amathuluzi Angcono Kakhulu E-CRM Yama-solopreneurs kanye Nabasebenzi Abazimele: Imininingwane Ebalulekile

Ithuluzi elilungile le-CRM lingenza wonke umehluko ekuphatheni abathintwayo bakho, imisebenzi, namaphrojekthi njengowedwa noma ozisebenzela yedwa. Ngokukhetha isixazululo samahhala se-CRM njenge-HubSpot CRM noma i-Salesforce Pardot Free, ungonga imali ngenkathi usahleli uhlelekile futhi usebenza kahle.

8. Isinyathelo Ngesinyathelo Umhlahlandlela Wokuthola Ithuluzi Lamahhala Le-CRM Lebhizinisi Lakho

Ukuthola ithuluzi lamahhala le-CRM lebhizinisi lakho, landela lezi zinyathelo:

1. Hlola izidingo zakho: Ngaphambi kokukhetha ithuluzi le-CRM, zinike isikhathi sokuhlola izidingo zebhizinisi lakho. Cabangela ukuthi yiziphi izici ozidingayo nokuthi yiziphi ezibaluleke kakhulu ekuhambeni kwakho komsebenzi.
2. Cwaninga izinketho ezahlukene: Uma usunombono walokho okufunayo, qala ukucwaninga amathuluzi ahlukene e-CRM amahhala. Bheka izici zabo, ukubuyekezwa komsebenzisi, nezinhlelo zentengo.
3. Zama ithuluzi: Ngaphambi kokwenza isinqumo, zama amathuluzi e-CRM ahlukene ukuze ubone ukuthi yiliphi elisebenza kangcono ebhizinisini lakho. Bhalisela isikhathi sesilingo futhi uzame ngezici ezihlukene.
4. Yenza isinqumo: Uma usuzame amathuluzi ahlukene, yenza isinqumo ngokusekelwe ezidingweni zakho nokuncamelayo. Cabangela izici ezifana nokusebenziseka kalula, ukwesekwa kwamakhasimende, nokuvumelana nezimo ngaphambi kokwenza ukukhetha kokugcina.

9. Ikusasa Lamathuluzi Amahhala e-CRM Yama-solopreneurs nama-Freelancers

Ikusasa lamathuluzi e-CRM amahhala ezisebenzi ezizimele kanye nezizimele libukeka liqhakazile. Ngokukhula kwesidingo sokuphathwa kwebhizinisi okuphumelelayo nangempumelelo, kuzoba nezinketho eziningi ezitholakalayo zokukusiza uhlale uhlelekile futhi ukhiqiza.

Njengoba ubuchwepheshe buqhubeka nokuvela, singalindela ukubona izici ezithuthuke kakhulu nokuhlanganiswa okungezwe kumathuluzi amahhala e-CRM. Ngokukhetha ithuluzi elithembekile nelisebenziseka kalula, ungahlala ngaphambi komncintiswano futhi uzuze impumelelo njengowedwa noma isisebenzi esizimele.

10. Isiphetho

Njengomuntu osebenza yedwa noma ozisebenzelayo, ukuba nethuluzi elilungile le-CRM endaweni kungenza umehluko ekuphatheni ukusebenza kwebhizinisi lakho ngempumelelo. Yize kunezinketho eziningi zamahhala ezitholakalayo, kubalulekile ukukhetha eyodwa ehlangabezana nezidingo zakho nokuncamelayo.

Ukhiye wokuthola ithuluzi lamahhala le-CRM lebhizinisi lakho ukuhlola izidingo zakho, ucwaninge izinketho ezahlukene, uzame amathuluzi ahlukene, futhi wenze isinqumo esisekelwe ocwaningweni lwakho. Ngokulandela lezi zinyathelo, ungathola isixazululo esiphelele sokukusiza uzuze impumelelo njengowedwa noma isisebenzi esizimele.

Imibuzo Evame Ukubuzwa

Ingabe amathuluzi amahhala e-CRM anele ngempela kwabahamba ngabodwana kanye nabazimele?

Kwabasebenza ngabodwana kanye nabazimele, amathuluzi e-CRM amahhala ahlinzeka ngokusebenza okungaphezu kokwanele ukuphatha abathintwayo, ukulandelela amadili, nokusingatha ukuxhumana kwamaklayenti kwansuku zonke. Amathuluzi afana ne-HubSpot CRM amboza kahle izinto ezibalulekile. Kodwa-ke, njengoba ibhizinisi lakho likhula, ungathola inani elikhulu endaweni eyodwa. Ngokwesibonelo, i-Mewayz, ihlanganisa amakhono e-CRM kanye namanye amamojula ebhizinisi angu-207 - okuhlanganisa ama-invoyisi, ukuhlela, namathuluzi okuthengisa - ngo-$19/ngenyanga nje, okwenza kube ukuthuthukiswa okuphoqelelayo lapho ama-tier amahhala eqala ukuzizwa ekhawulelwa.

Yini okufanele ngiyibheke ku-CRM njengomsebenzi ozimele?

Njengesisebenzi esizimele, beka phambili i-CRM enikeza ukuphathwa koxhumana nabo, ukulandelela umsebenzi, ukubonakala kwamapayipi, nokuhlanganiswa okulula namathuluzi akho okuxhumana akhona. Ukusebenziseka kalula kuyizindaba — awunaso isikhathi sokufunda isoftware eyinkimbinkimbi. Futhi cabanga ukuthi ithuluzi liyakhula nawe. Uma ulindele ukuthi udinge izici ezengeziwe njengeziphakamiso, ama-invoyisi, noma ukuphathwa kwenkundla yezokuxhumana phansi, isixazululo esihlangene njenge-Mewayz (amamojula angama-207 abiza u-$19/mo) singakonga ekuxazululeni izinhlelo zokusebenza eziningi ezinqanyuliwe.

Ngingakwazi ukuphatha amaklayenti amaningi ngempumelelo nge-CRM yamahhala?

Yebo, amathuluzi amaningi amahhala e-CRM akuvumela ukuthi uphathe amaklayenti amaningi ngohlu loxhumana nabo, amapayipi okusebenza, namabhodi omsebenzi. Okubalulekile wukuhlala uhambisana nokufakwa kwedatha nezikhumbuzi zokulandelela. Izinhlelo zamahhala ngokuvamile zihlanganisa inani labasebenzisi noma abathintwayo, okungavamile ukuba yinkinga kwabahamba ngabodwana. Uma udinga ukusebenza okubanzi - njengokuphatha amaphrojekthi amakhasimende, ukufinyelela okuzenzakalelayo, noma ukulandelela izinkokhelo - izinkundla ezifana ne-Mewayz zinikeza amamojula ahlanganisiwe angu-207 ngo-$19/ngenyanga ukuze ahlanganise yonke into endaweni eyodwa.

Kunini lapho kufanele ngicabange khona ukusuka ku-CRM yamahhala ngiye esixazululweni esikhokhelwayo?

Kufanele ucabange ukuthuthukisa lapho ufinyelela othintana naye noma imikhawulo yesici, uchithe isikhathi esiningi ushintsha phakathi kwamathuluzi ahlukene, noma uthole ukuthi amakhono okubika nawokuzenzakalela awanele ekuhambeni komsebenzi wakho. Izinhlelo ezikhokhelwayo akudingekile ukuba zibize - I-Mewayz inikeza ukufinyelela kumamojula webhizinisi angu-207, okuhlanganisa i-CRM, ukuphathwa kwephrojekthi, namathuluzi okumaketha, aqala ku-$19 kuphela ngenyanga. Uma i-CRM yakho yamahhala iba ibhodlela esikhundleni sokuba isikhuthazi sokukhiqiza, kuwuphawu olucacile lokuhlola izinketho eziqinile.

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