{"id":29034,"date":"2026-08-24T11:45:00","date_gmt":"2026-08-24T04:45:00","guid":{"rendered":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/?p=29034"},"modified":"2026-08-24T17:14:11","modified_gmt":"2026-08-24T10:14:11","slug":"phan-mem-crm-la-gi-va-cach-chon-phu-hop","status":"publish","type":"post","link":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/goc-ky-nang\/phan-mem-crm-la-gi-va-cach-chon-phu-hop","title":{"rendered":"Ph\u1ea7n m\u1ec1m CRM l\u00e0 g\u00ec v\u00e0 c\u00e1ch ch\u1ecdn gi\u1ea3i ph\u00e1p ph\u00f9 h\u1ee3p cho doanh nghi\u1ec7p"},"content":{"rendered":"

Khi l\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng t\u0103ng l\u00ean, l\u01b0u th\u00f4ng tin trong s\u1ed5 tay hay v\u00e0i file Excel r\u1eddi r\u1ea1c khi\u1ebfn \u0111\u1ed9i ng\u0169 b\u1ecf s\u00f3t c\u01a1 h\u1ed9i v\u00e0 tr\u1ea3 l\u1eddi ch\u1eadm. Ph\u1ea7n m\u1ec1m CRM<\/strong> gom d\u1eef li\u1ec7u v\u00e0 t\u01b0\u01a1ng t\u00e1c kh\u00e1ch h\u00e0ng v\u1ec1 m\u1ed9t n\u01a1i, gi\u00fap b\u00e1n h\u00e0ng, marketing v\u00e0 ch\u0103m s\u00f3c kh\u00e1ch h\u00e0ng c\u00f9ng nh\u00ecn v\u00e0o m\u1ed9t b\u1ee9c tranh chung. Hi\u1ec3u \u0111\u00fang c\u00e1ch ch\u1ecdn gi\u00fap b\u1ea1n tr\u00e1nh mua nh\u1ea7m c\u00f4ng c\u1ee5.<\/p>\n

\"ph\u1ea7n<\/p>\n

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T\u1ed5ng quan nhanh<\/strong><\/p>\n

\u2013 CRM (Customer Relationship Management) l\u00e0 ph\u1ea7n m\u1ec1m qu\u1ea3n l\u00fd quan h\u1ec7 kh\u00e1ch h\u00e0ng, gom d\u1eef li\u1ec7u v\u00e0 t\u01b0\u01a1ng t\u00e1c v\u1ec1 m\u1ed9t h\u1ec7 th\u1ed1ng chung.<\/p>\n

\u2013 CRM th\u01b0\u1eddng chia th\u00e0nh ba nh\u00f3m: operational, analytical v\u00e0 collaborative, ph\u1ee5c v\u1ee5 c\u00e1c m\u1ee5c ti\u00eau v\u1eadn h\u00e0nh kh\u00e1c nhau.<\/p>\n

\u2013 T\u00ednh n\u0103ng c\u1ed1t l\u00f5i g\u1ed3m qu\u1ea3n l\u00fd li\u00ean h\u1ec7, pipeline b\u00e1n h\u00e0ng, t\u1ef1 \u0111\u1ed9ng h\u00f3a quy tr\u00ecnh v\u00e0 b\u00e1o c\u00e1o tr\u1ef1c quan.<\/p>\n

\u2013 Vi\u1ec7c ch\u1ecdn c\u00f4ng c\u1ee5 n\u00ean d\u1ef1a v\u00e0o quy m\u00f4 doanh nghi\u1ec7p, ng\u00e2n s\u00e1ch, kh\u1ea3 n\u0103ng t\u00edch h\u1ee3p v\u00e0 m\u1ee9c \u0111\u1ed9 d\u1ec5 d\u00f9ng.<\/p>\n<\/div>\n

1. Ph\u1ea7n m\u1ec1m CRM l\u00e0 g\u00ec v\u00e0 gi\u1ea3i quy\u1ebft v\u1ea5n \u0111\u1ec1 g\u00ec<\/h2>\n

Ph\u1ea7n m\u1ec1m CRM (Customer Relationship Management \u2014 qu\u1ea3n l\u00fd quan h\u1ec7 kh\u00e1ch h\u00e0ng) l\u00e0 h\u1ec7 th\u1ed1ng gi\u00fap doanh nghi\u1ec7p l\u01b0u tr\u1eef, theo d\u00f5i v\u00e0 qu\u1ea3n l\u00fd to\u00e0n b\u1ed9 th\u00f4ng tin c\u00f9ng l\u1ecbch s\u1eed t\u01b0\u01a1ng t\u00e1c v\u1edbi kh\u00e1ch h\u00e0ng \u1edf m\u1ed9t n\u01a1i duy nh\u1ea5t. Thay v\u00ec m\u1ed7i nh\u00e2n vi\u00ean gi\u1eef m\u1ed9t danh s\u00e1ch ri\u00eang, c\u1ea3 nh\u00f3m c\u00f9ng nh\u00ecn v\u00e0o m\u1ed9t c\u01a1 s\u1edf d\u1eef li\u1ec7u th\u1ed1ng nh\u1ea5t, bi\u1ebft ai \u0111\u00e3 li\u00ean h\u1ec7 v\u1edbi kh\u00e1ch n\u00e0o v\u00e0 \u0111ang \u1edf giai \u0111o\u1ea1n n\u00e0o.<\/p>\n

V\u1ea5n \u0111\u1ec1 n\u00e0y kh\u00e1 quen thu\u1ed9c v\u1edbi nhi\u1ec1u \u0111\u1ed9i kinh doanh. Khi d\u1eef li\u1ec7u n\u1eb1m r\u1ea3i r\u00e1c, vi\u1ec7c b\u00e0n giao kh\u00e1ch d\u1ec5 g\u00e2y th\u1ea5t l\u1ea1c th\u00f4ng tin, c\u00f2n qu\u1ea3n l\u00fd kh\u00f3 n\u1eafm b\u1ee9c tranh t\u1ed5ng th\u1ec3. M\u1ed9t h\u1ec7 th\u1ed1ng t\u1eadp trung gi\u00fap gi\u1ea3m sai s\u00f3t th\u1ee7 c\u00f4ng v\u00e0 gi\u1eef tr\u1ea3i nghi\u1ec7m kh\u00e1ch h\u00e0ng nh\u1ea5t qu\u00e1n h\u01a1n.<\/p>\n

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CRM kh\u00f4ng thay con ng\u01b0\u1eddi ch\u0103m s\u00f3c kh\u00e1ch h\u00e0ng, n\u00f3 ch\u1ec9 d\u1ecdn s\u1ea1ch m\u1edb d\u1eef li\u1ec7u l\u1ed9n x\u1ed9n \u0111\u1ec3 con ng\u01b0\u1eddi c\u00f3 th\u1eddi gian l\u00e0m ph\u1ea7n vi\u1ec7c quan tr\u1ecdng h\u01a1n.<\/em><\/p>\n<\/blockquote>\n

2. C\u00e1c lo\u1ea1i ph\u1ea7n m\u1ec1m CRM ph\u1ed5 bi\u1ebfn hi\u1ec7n nay<\/h2>\n

Kh\u00f4ng ph\u1ea3i gi\u1ea3i ph\u00e1p CRM n\u00e0o c\u0169ng gi\u1ed1ng nhau, v\u00e0 hi\u1ec3u c\u00e1ch ph\u00e2n lo\u1ea1i gi\u00fap b\u1ea1n x\u00e1c \u0111\u1ecbnh th\u1ee9 m\u00ecnh th\u1ef1c s\u1ef1 c\u1ea7n. Theo c\u00e1ch ph\u00e2n chia ph\u1ed5 bi\u1ebfn, ph\u1ea7n m\u1ec1m qu\u1ea3n l\u00fd kh\u00e1ch h\u00e0ng th\u01b0\u1eddng \u0111\u01b0\u1ee3c x\u1ebfp v\u00e0o ba nh\u00f3m ch\u00ednh d\u1ef1a tr\u00ean m\u1ee5c \u0111\u00edch s\u1eed d\u1ee5ng. M\u1ed9t s\u1ed1 n\u1ec1n t\u1ea3ng l\u1edbn k\u1ebft h\u1ee3p c\u1ea3 ba trong c\u00f9ng s\u1ea3n ph\u1ea9m, nh\u01b0ng n\u1eafm r\u00f5 t\u1eebng lo\u1ea1i v\u1eabn gi\u00fap b\u1ea1n \u0111\u00e1nh gi\u00e1 \u0111\u00fang tr\u1ecdng t\u00e2m.<\/p>\n

\u2013 CRM v\u1eadn h\u00e0nh (operational CRM) t\u1eadp trung t\u1ef1 \u0111\u1ed9ng h\u00f3a c\u00e1c quy tr\u00ecnh b\u00e1n h\u00e0ng, marketing v\u00e0 d\u1ecbch v\u1ee5 kh\u00e1ch h\u00e0ng h\u1eb1ng ng\u00e0y.<\/p>\n

\u2013 CRM ph\u00e2n t\u00edch (analytical CRM) chuy\u00ean x\u1eed l\u00fd d\u1eef li\u1ec7u \u0111\u1ec3 t\u00ecm ra insight v\u1ec1 h\u00e0nh vi v\u00e0 gi\u00e1 tr\u1ecb c\u1ee7a t\u1eebng nh\u00f3m kh\u00e1ch h\u00e0ng.<\/p>\n

\u2013 CRM c\u1ed9ng t\u00e1c (collaborative CRM) gi\u00fap c\u00e1c ph\u00f2ng ban chia s\u1ebb th\u00f4ng tin kh\u00e1ch h\u00e0ng \u0111\u1ec3 ph\u1ed1i h\u1ee3p m\u01b0\u1ee3t m\u00e0 h\u01a1n.<\/p>\n

Trong ba nh\u00f3m tr\u00ean, CRM c\u1ed9ng t\u00e1c g\u1eafn r\u1ea5t g\u1ea7n v\u1edbi c\u00f4ng vi\u1ec7c ch\u0103m s\u00f3c kh\u00e1ch h\u00e0ng, v\u00ec \u0111\u1ed9i h\u1ed7 tr\u1ee3 c\u1ea7n l\u1ecbch s\u1eed t\u01b0\u01a1ng t\u00e1c \u0111\u1ea7y \u0111\u1ee7 m\u1edbi x\u1eed l\u00fd y\u00eau c\u1ea7u nhanh v\u00e0 \u0111\u00fang. Mu\u1ed1n khai th\u00e1c t\u1ed1t lo\u1ea1i c\u00f4ng c\u1ee5 n\u00e0y, \u0111\u1ed9i ng\u0169 v\u1eabn c\u1ea7n n\u1ec1n t\u1ea3ng ngh\u1ec1 v\u1eefng; b\u1ea1n c\u00f3 th\u1ec3 tham kh\u1ea3o b\u00e0i 8 k\u1ef9 n\u0103ng c\u1ea7n thi\u1ebft cho d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c kh\u00e1ch h\u00e0ng<\/a> \u0111\u1ec3 th\u1ea5y c\u00f4ng c\u1ee5 v\u00e0 con ng\u01b0\u1eddi b\u1ed5 tr\u1ee3 cho nhau ra sao.<\/p>\n

3. Nh\u1eefng t\u00ednh n\u0103ng c\u1ed1t l\u00f5i c\u1ee7a m\u1ed9t ph\u1ea7n m\u1ec1m CRM<\/h2>\n

\u0110\u1ebfn \u0111\u00e2y, c\u00e2u h\u1ecfi ph\u1ea7n m\u1ec1m CRM l\u00e0 g\u00ec \u0111\u00e3 r\u00f5 h\u01a1n khi ta nh\u00ecn v\u00e0o c\u00e1c t\u00ednh n\u0103ng c\u1ee5 th\u1ec3 m\u00e0 h\u1ea7u h\u1ebft gi\u1ea3i ph\u00e1p \u0111\u1ec1u cung c\u1ea5p. D\u00f9 giao di\u1ec7n m\u1ed7i n\u1ec1n t\u1ea3ng m\u1ed7i kh\u00e1c, ph\u1ea7n l\u00f5i th\u01b0\u1eddng xoay quanh v\u00e0i nh\u00f3m ch\u1ee9c n\u0103ng quen thu\u1ed9c, v\u00e0 n\u1eafm \u0111\u01b0\u1ee3c ch\u00fang gi\u00fap b\u1ea1n so s\u00e1nh s\u1ea3n ph\u1ea9m d\u1ec5 h\u01a1n.<\/p>\n

\u2013 Qu\u1ea3n l\u00fd li\u00ean h\u1ec7 (contact management) l\u01b0u \u0111\u1ea7y \u0111\u1ee7 th\u00f4ng tin, l\u1ecbch s\u1eed trao \u0111\u1ed5i v\u00e0 ghi ch\u00fa c\u1ee7a t\u1eebng kh\u00e1ch h\u00e0ng.<\/p>\n

\u2013 Qu\u1ea3n l\u00fd pipeline b\u00e1n h\u00e0ng th\u1ec3 hi\u1ec7n tr\u1ef1c quan t\u1eebng c\u01a1 h\u1ed9i \u0111ang n\u1eb1m \u1edf giai \u0111o\u1ea1n n\u00e0o c\u1ee7a ph\u1ec5u b\u00e1n h\u00e0ng.<\/p>\n

\u2013 T\u1ef1 \u0111\u1ed9ng h\u00f3a (automation) thay con ng\u01b0\u1eddi l\u00e0m c\u00e1c thao t\u00e1c l\u1eb7p l\u1ea1i nh\u01b0 g\u1eedi email nh\u1eafc, g\u00e1n vi\u1ec7c hay c\u1eadp nh\u1eadt tr\u1ea1ng th\u00e1i.<\/p>\n

\u2013 B\u00e1o c\u00e1o v\u00e0 dashboard t\u1ed5ng h\u1ee3p s\u1ed1 li\u1ec7u b\u00e1n h\u00e0ng, t\u1ef7 l\u1ec7 chuy\u1ec3n \u0111\u1ed5i v\u00e0 hi\u1ec7u su\u1ea5t \u0111\u1ed9i nh\u00f3m theo th\u1eddi gian th\u1ef1c.<\/p>\n

Nhu c\u1ea7u v\u1eadn h\u00e0nh c\u00e1c h\u1ec7 th\u1ed1ng nh\u01b0 v\u1eady khi\u1ebfn k\u1ef9 n\u0103ng ph\u00e1t tri\u1ec3n, t\u00f9y bi\u1ebfn ph\u1ea7n m\u1ec1m \u0111\u01b0\u1ee3c nhi\u1ec1u doanh nghi\u1ec7p t\u00ecm ki\u1ebfm. B\u1ea1n c\u00f3 th\u1ec3 xem th\u00eam c\u00e1c tin vi\u1ec7c l\u00e0m CNTT ph\u1ea7n m\u1ec1m<\/a> \u0111ang tuy\u1ec3n tr\u00ean CareerLink \u0111\u1ec3 h\u00ecnh dung nhu c\u1ea7u th\u1ecb tr\u01b0\u1eddng v\u1edbi nh\u00f3m k\u1ef9 n\u0103ng tri\u1ec3n khai, t\u00edch h\u1ee3p CRM. Nhi\u1ec1u n\u1ec1n t\u1ea3ng c\u00f2n m\u1edf r\u1ed9ng sang qu\u1ea3n l\u00fd chi\u1ebfn d\u1ecbch marketing v\u00e0 c\u1ed5ng t\u1ef1 ph\u1ee5c v\u1ee5 cho kh\u00e1ch, t\u00f9y g\u00f3i d\u1ecbch v\u1ee5.<\/p>\n

4. M\u1ed9t s\u1ed1 n\u1ec1n t\u1ea3ng CRM ph\u1ed5 bi\u1ebfn \u0111\u1ec3 tham kh\u1ea3o<\/h2>\n

Tr\u00ean th\u1ecb tr\u01b0\u1eddng c\u00f3 r\u1ea5t nhi\u1ec1u gi\u1ea3i ph\u00e1p, t\u1eeb n\u1ec1n t\u1ea3ng qu\u1ed1c t\u1ebf l\u1edbn \u0111\u1ebfn s\u1ea3n ph\u1ea9m n\u1ed9i \u0111\u1ecba. Vi\u1ec7c \u0111i\u1ec3m qua v\u00e0i c\u00e1i t\u00ean ph\u1ed5 bi\u1ebfn gi\u00fap b\u1ea1n c\u00f3 m\u1ed1c so s\u00e1nh, d\u00f9 l\u1ef1a ch\u1ecdn cu\u1ed1i c\u00f9ng v\u1eabn ph\u1ea3i d\u1ef1a tr\u00ean nhu c\u1ea7u ri\u00eang. B\u1ea3ng d\u01b0\u1edbi \u0111\u00e2y t\u00f3m t\u1eaft v\u00e0i \u0111\u1eb7c \u0111i\u1ec3m hay \u0111\u01b0\u1ee3c nh\u1eafc c\u1ee7a b\u1ed1n n\u1ec1n t\u1ea3ng quen thu\u1ed9c.<\/p>\n\n\n\n\n\n\n\n\n
N\u1ec1n t\u1ea3ng<\/th>\n\u0110\u1eb7c \u0111i\u1ec3m th\u01b0\u1eddng \u0111\u01b0\u1ee3c nh\u1eafc<\/th>\nTh\u01b0\u1eddng ph\u00f9 h\u1ee3p v\u1edbi<\/th>\n<\/tr>\n<\/thead>\n
Salesforce<\/td>\nH\u1ec7 sinh th\u00e1i r\u1ed9ng, kh\u1ea3 n\u0103ng t\u00f9y bi\u1ebfn s\u00e2u<\/td>\nDoanh nghi\u1ec7p l\u1edbn, quy tr\u00ecnh ph\u1ee9c t\u1ea1p<\/td>\n<\/tr>\n
HubSpot<\/td>\nC\u00f3 b\u1ea3n mi\u1ec5n ph\u00ed, d\u1ec5 l\u00e0m quen, m\u1ea1nh v\u1ec1 marketing<\/td>\nDoanh nghi\u1ec7p nh\u1ecf v\u00e0 v\u1eeba m\u1edbi b\u1eaft \u0111\u1ea7u<\/td>\n<\/tr>\n
Zoho CRM<\/td>\nChi ph\u00ed h\u1ee3p l\u00fd, nhi\u1ec1u \u1ee9ng d\u1ee5ng t\u00edch h\u1ee3p s\u1eb5n<\/td>\nNh\u00f3m c\u1ea7n gi\u1ea3i ph\u00e1p linh ho\u1ea1t, ti\u1ebft ki\u1ec7m<\/td>\n<\/tr>\n
Odoo<\/td>\nM\u00e3 ngu\u1ed3n m\u1edf, g\u1eafn li\u1ec1n c\u00e1c ph\u00e2n h\u1ec7 ERP kh\u00e1c<\/td>\nDoanh nghi\u1ec7p mu\u1ed1n qu\u1ea3n tr\u1ecb t\u1ed5ng th\u1ec3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Danh s\u00e1ch tr\u00ean ch\u1ec9 mang t\u00ednh tham kh\u1ea3o v\u00e0 kh\u00f4ng ph\u1ea3i x\u1ebfp h\u1ea1ng. M\u1ed7i n\u1ec1n t\u1ea3ng \u0111\u1ec1u c\u00f3 g\u00f3i d\u1ecbch v\u1ee5, ch\u00ednh s\u00e1ch gi\u00e1 v\u00e0 th\u1ebf m\u1ea1nh ri\u00eang. C\u00e1ch t\u1ed1t \u0111\u1ec3 \u0111\u00e1nh gi\u00e1 l\u00e0 d\u00f9ng th\u1eed b\u1ea3n demo v\u1edbi ch\u00ednh d\u1eef li\u1ec7u v\u00e0 quy tr\u00ecnh c\u1ee7a b\u1ea1n, thay v\u00ec ch\u1ecdn theo t\u00ean tu\u1ed5i.<\/p>\n

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L\u01b0u \u00fd<\/strong><\/p>\n

\u2013 M\u1ed9t c\u00f4ng c\u1ee5 CRM m\u1ea1nh nh\u01b0ng kh\u00f4ng kh\u1edbp quy tr\u00ecnh th\u1ef1c t\u1ebf s\u1ebd tr\u1edf th\u00e0nh g\u00e1nh n\u1eb7ng khi\u1ebfn nh\u00e2n vi\u00ean ng\u1ea1i nh\u1eadp li\u1ec7u.<\/p>\n

\u2013 \u0110\u1eebng ch\u1ec9 nh\u00ecn ph\u00ed thu\u00ea bao h\u1eb1ng th\u00e1ng, h\u00e3y t\u00ednh c\u1ea3 chi ph\u00ed tri\u1ec3n khai, \u0111\u00e0o t\u1ea1o v\u00e0 t\u00f9y bi\u1ebfn tr\u01b0\u1edbc khi quy\u1ebft \u0111\u1ecbnh.<\/p>\n<\/div>\n

\"ph\u1ea7n<\/p>\n

5. Ti\u00eau ch\u00ed ch\u1ecdn ph\u1ea7n m\u1ec1m CRM ph\u00f9 h\u1ee3p doanh nghi\u1ec7p<\/h2>\n

Ch\u1ecdn c\u00f4ng c\u1ee5 qu\u1ea3n l\u00fd quan h\u1ec7 kh\u00e1ch h\u00e0ng kh\u00f4ng ph\u1ea3i l\u00e0 t\u00ecm s\u1ea3n ph\u1ea9m nhi\u1ec1u t\u00ednh n\u0103ng nh\u1ea5t, m\u00e0 l\u00e0 t\u00ecm gi\u1ea3i ph\u00e1p kh\u1edbp nh\u1ea5t v\u1edbi c\u00e1ch doanh nghi\u1ec7p b\u1ea1n v\u1eadn h\u00e0nh. M\u1ed9t h\u1ec7 th\u1ed1ng d\u01b0 th\u1eeba t\u00ednh n\u0103ng nh\u01b0ng kh\u00f3 d\u00f9ng th\u01b0\u1eddng b\u1ecb b\u1ecf x\u00f3, c\u00f2n c\u00f4ng c\u1ee5 v\u1eeba v\u1eb7n l\u1ea1i \u0111\u01b0\u1ee3c c\u1ea3 nh\u00f3m duy tr\u00ec \u0111\u1ec1u \u0111\u1eb7n. V\u00e0i ti\u00eau ch\u00ed d\u01b0\u1edbi \u0111\u00e2y gi\u00fap b\u1ea1n thu h\u1eb9p l\u1ef1a ch\u1ecdn.<\/p>\n

\u2013 Quy m\u00f4 doanh nghi\u1ec7p quy\u1ebft \u0111\u1ecbnh b\u1ea1n c\u1ea7n gi\u1ea3i ph\u00e1p g\u1ecdn nh\u1eb9 cho nh\u00f3m nh\u1ecf hay n\u1ec1n t\u1ea3ng m\u1edf r\u1ed9ng \u0111\u01b0\u1ee3c cho h\u00e0ng tr\u0103m ng\u01b0\u1eddi d\u00f9ng.<\/p>\n

\u2013 Ng\u00e2n s\u00e1ch c\u1ea7n t\u00ednh theo t\u1ed5ng chi ph\u00ed s\u1edf h\u1eefu, g\u1ed3m ph\u00ed thu\u00ea bao, tri\u1ec3n khai, \u0111\u00e0o t\u1ea1o v\u00e0 b\u1ea3o tr\u00ec v\u1ec1 sau.<\/p>\n

\u2013 Kh\u1ea3 n\u0103ng t\u00edch h\u1ee3p v\u1edbi c\u00f4ng c\u1ee5 s\u1eb5n c\u00f3 nh\u01b0 email, t\u1ed5ng \u0111\u00e0i, ph\u1ea7n m\u1ec1m k\u1ebf to\u00e1n hay website gi\u00fap d\u1eef li\u1ec7u ch\u1ea3y li\u1ec1n m\u1ea1ch.<\/p>\n

\u2013 M\u1ee9c \u0111\u1ed9 d\u1ec5 d\u00f9ng \u1ea3nh h\u01b0\u1edfng tr\u1ef1c ti\u1ebfp \u0111\u1ebfn t\u1ef7 l\u1ec7 nh\u00e2n vi\u00ean ch\u1ecbu d\u00f9ng, v\u00ec c\u00f4ng c\u1ee5 kh\u00f3 thao t\u00e1c s\u1ebd nhanh b\u1ecb b\u1ecf.<\/p>\n

Ngo\u00e0i b\u1ed1n ti\u00eau ch\u00ed tr\u00ean, b\u1ea1n n\u00ean c\u00e2n nh\u1eafc th\u00eam ch\u1ea5t l\u01b0\u1ee3ng h\u1ed7 tr\u1ee3 c\u1ee7a nh\u00e0 cung c\u1ea5p, t\u00ednh b\u1ea3o m\u1eadt d\u1eef li\u1ec7u v\u00e0 kh\u1ea3 n\u0103ng truy c\u1eadp tr\u00ean \u0111i\u1ec7n tho\u1ea1i. M\u1ed9t c\u00e1ch l\u00e0m h\u1ee3p l\u00fd l\u00e0 li\u1ec7t k\u00ea c\u00e1c quy tr\u00ecnh quan tr\u1ecdng nh\u1ea5t c\u1ee7a m\u00ecnh, r\u1ed3i ki\u1ec3m tra xem t\u1eebng ph\u1ea7n m\u1ec1m \u0111\u00e1p \u1ee9ng \u0111\u1ebfn \u0111\u00e2u. Quy\u1ebft \u0111\u1ecbnh d\u1ef1a tr\u00ean nhu c\u1ea7u th\u1ef1c t\u1ebf s\u1ebd b\u1ec1n h\u01a1n l\u00e0 ch\u1ea1y theo qu\u1ea3ng c\u00e1o t\u00ednh n\u0103ng.<\/p>\n

\n

L\u1eddi khuy\u00ean<\/strong><\/p>\n

\u2013 H\u00e3y b\u1eaft \u0111\u1ea7u v\u1edbi g\u00f3i nh\u1ecf ho\u1eb7c b\u1ea3n d\u00f9ng th\u1eed, tri\u1ec3n khai cho m\u1ed9t nh\u00f3m tr\u01b0\u1edbc r\u1ed3i m\u1edbi nh\u00e2n r\u1ed9ng ra to\u00e0n c\u00f4ng ty.<\/p>\n

\u2013 Chu\u1ea9n h\u00f3a v\u00e0 l\u00e0m s\u1ea1ch d\u1eef li\u1ec7u kh\u00e1ch h\u00e0ng c\u0169 tr\u01b0\u1edbc khi nh\u1eadp v\u00e0o h\u1ec7 th\u1ed1ng \u0111\u1ec3 tr\u00e1nh mang theo sai s\u00f3t c\u00f3 s\u1eb5n.<\/p>\n

\u2013 Ph\u00e2n c\u00f4ng m\u1ed9t ng\u01b0\u1eddi ph\u1ee5 tr\u00e1ch qu\u1ea3n tr\u1ecb CRM \u0111\u1ec3 duy tr\u00ec d\u1eef li\u1ec7u g\u1ecdn g\u00e0ng v\u00e0 h\u1ed7 tr\u1ee3 \u0111\u1ed3ng nghi\u1ec7p khi c\u1ea7n.<\/p>\n<\/div>\n

6. C\u00e2u h\u1ecfi th\u01b0\u1eddng g\u1eb7p<\/h2>\n

1. Doanh nghi\u1ec7p nh\u1ecf c\u00f3 c\u1ea7n d\u00f9ng ph\u1ea7n m\u1ec1m CRM kh\u00f4ng?<\/em><\/strong><\/p>\n

C\u00f3, ngay c\u1ea3 nh\u00f3m v\u00e0i ng\u01b0\u1eddi v\u1eabn h\u01b0\u1edfng l\u1ee3i khi gom d\u1eef li\u1ec7u kh\u00e1ch h\u00e0ng v\u1ec1 m\u1ed9t n\u01a1i thay v\u00ec d\u00f9ng nhi\u1ec1u file r\u1eddi. Nhi\u1ec1u n\u1ec1n t\u1ea3ng nh\u01b0 HubSpot hay Zoho c\u00f3 g\u00f3i mi\u1ec5n ph\u00ed ho\u1eb7c chi ph\u00ed th\u1ea5p, ph\u00f9 h\u1ee3p \u0111\u1ec3 doanh nghi\u1ec7p nh\u1ecf l\u00e0m quen tr\u01b0\u1edbc khi m\u1edf r\u1ed9ng.<\/p>\n

2. CRM v\u00e0 Excel kh\u00e1c nhau \u1edf \u0111i\u1ec3m n\u00e0o?<\/em><\/strong><\/p>\n

Excel l\u00e0 b\u1ea3ng t\u00ednh \u0111a d\u1ee5ng, c\u00f2n CRM \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf ri\u00eang cho qu\u1ea3n l\u00fd quan h\u1ec7 kh\u00e1ch h\u00e0ng v\u1edbi pipeline b\u00e1n h\u00e0ng, t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0 ph\u00e2n quy\u1ec1n theo ng\u01b0\u1eddi d\u00f9ng. Khi s\u1ed1 l\u01b0\u1ee3ng kh\u00e1ch v\u00e0 nh\u00e2n vi\u00ean t\u0103ng, Excel d\u1ec5 tr\u00f9ng l\u1eb7p v\u00e0 kh\u00f3 theo d\u00f5i l\u1ecbch s\u1eed, \u0111\u00f3 l\u00e0 l\u00fac m\u1ed9t h\u1ec7 th\u1ed1ng chuy\u00ean d\u1ee5ng ph\u00e1t huy gi\u00e1 tr\u1ecb.<\/p>\n

3. Tri\u1ec3n khai m\u1ed9t ph\u1ea7n m\u1ec1m CRM m\u1ea5t bao l\u00e2u?<\/em><\/strong><\/p>\n

Th\u1eddi gian r\u1ea5t kh\u00e1c nhau t\u00f9y quy m\u00f4, t\u1eeb v\u00e0i ng\u00e0y v\u1edbi g\u00f3i c\u01a1 b\u1ea3n \u0111\u1ebfn v\u00e0i th\u00e1ng v\u1edbi h\u1ec7 th\u1ed1ng l\u1edbn c\u1ea7n t\u00f9y bi\u1ebfn v\u00e0 t\u00edch h\u1ee3p s\u00e2u. Y\u1ebfu t\u1ed1 quy\u1ebft \u0111\u1ecbnh th\u01b0\u1eddng l\u00e0 m\u1ee9c \u0111\u1ed9 s\u1ea1ch c\u1ee7a d\u1eef li\u1ec7u v\u00e0 s\u1ef1 s\u1eb5n s\u00e0ng c\u1ee7a \u0111\u1ed9i ng\u0169, ch\u1ee9 kh\u00f4ng ch\u1ec9 n\u1eb1m \u1edf b\u1ea3n th\u00e2n c\u00f4ng c\u1ee5.<\/p>\n

Nh\u00ecn l\u1ea1i to\u00e0n b\u1ed9, c\u00f3 th\u1ec3 th\u1ea5y ph\u1ea7n m\u1ec1m CRM<\/strong> kh\u00f4ng ph\u1ea3i th\u1ee9 g\u00ec qu\u00e1 xa v\u1eddi: \u0111\u00e2y l\u00e0 c\u00e1ch gom d\u1eef li\u1ec7u kh\u00e1ch h\u00e0ng v\u1ec1 m\u1ed9t m\u1ed1i \u0111\u1ec3 c\u1ea3 nh\u00f3m ph\u1ee5c v\u1ee5 t\u1ed1t h\u01a1n. N\u1eafm \u0111\u01b0\u1ee3c c\u00e1c lo\u1ea1i CRM, t\u00ednh n\u0103ng c\u1ed1t l\u00f5i v\u00e0 ti\u00eau ch\u00ed ch\u1ecdn theo quy m\u00f4, ng\u00e2n s\u00e1ch, kh\u1ea3 n\u0103ng t\u00edch h\u1ee3p v\u00e0 \u0111\u1ed9 d\u1ec5 d\u00f9ng, b\u1ea1n s\u1ebd tr\u00e1nh c\u1ea3nh mua nh\u1ea7m c\u00f4ng c\u1ee5. H\u00e3y b\u1eaft \u0111\u1ea7u t\u1eeb nhu c\u1ea7u th\u1eadt c\u1ee7a m\u00ecnh.<\/p>\n

N\u1ed9i dung trong b\u00e0i mang t\u00ednh tham kh\u1ea3o, gi\u00fap b\u1ea1n h\u00ecnh dung c\u00e1ch ch\u1ecdn v\u00e0 d\u00f9ng ph\u1ea7n m\u1ec1m CRM. T\u00ean g\u1ecdi, t\u00ednh n\u0103ng v\u00e0 ch\u00ednh s\u00e1ch gi\u00e1 c\u1ee7a t\u1eebng n\u1ec1n t\u1ea3ng c\u00f3 th\u1ec3 thay \u0111\u1ed5i theo c\u1eadp nh\u1eadt c\u1ee7a nh\u00e0 cung c\u1ea5p, b\u1ea1n n\u00ean \u0111\u1ed1i chi\u1ebfu v\u1edbi th\u00f4ng tin ch\u00ednh th\u1ee9c m\u1edbi nh\u1ea5t tr\u01b0\u1edbc khi quy\u1ebft \u0111\u1ecbnh.<\/em><\/p>\n

Minh An<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Khi l\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng t\u0103ng l\u00ean, l\u01b0u th\u00f4ng tin trong s\u1ed5 tay hay v\u00e0i file Excel r\u1eddi r\u1ea1c khi\u1ebfn \u0111\u1ed9i ng\u0169 b\u1ecf s\u00f3t c\u01a1 h\u1ed9i …<\/p>\n","protected":false},"author":58,"featured_media":28620,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[],"class_list":["post-29034","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-goc-ky-nang"],"_links":{"self":[{"href":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/wp-json\/wp\/v2\/posts\/29034","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/wp-json\/wp\/v2\/users\/58"}],"replies":[{"embeddable":true,"href":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/wp-json\/wp\/v2\/comments?post=29034"}],"version-history":[{"count":1,"href":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/wp-json\/wp\/v2\/posts\/29034\/revisions"}],"predecessor-version":[{"id":29035,"href":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/wp-json\/wp\/v2\/posts\/29034\/revisions\/29035"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/wp-json\/wp\/v2\/media\/28620"}],"wp:attachment":[{"href":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/wp-json\/wp\/v2\/media?parent=29034"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/wp-json\/wp\/v2\/categories?post=29034"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.careerlink.vn\/cam-nang-viec-lam\/wp-json\/wp\/v2\/tags?post=29034"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}