01 - Is Evernote ye Right Tool for CRM?
Ngatitangei kutanga nekuti Evernote yakanga isati yakasikwa kuti itarisire kana kutaurirana nevatungamiri, uye Evernote vanhu havaedzi kuitengesa nokuda kwemabasa aya. Haisi yakagadzirwa kana kutengeswa seCRM, Customer Relationship Management solution . Zvisinei, kana iwe uchitanga kutamisa zvakawanda zvebhizimisi rako rekuunganidza nekugadzirisa mabasa kuEvernote, iri danho rinotevera rekushandisa kushandiswa kwekutarisira zvivako zvemaimba, vatengi, uye vatengi.
Nemhaka yokuti haisi dhesi yakagadzirirwa mabasa aya, mushandisi anofanira kufanana nezvimwe zvisingakwanisi, uye iwe uchada kutora maonero chaiwo pane zvaunotarisira kubva pane chigadziro chekutarisira ruzivo rwevatengi. Chinhu chokutanga chatinofanira kubvumirana nacho ndechekuti CRM, Customer Relationship Management , inenge ichitaura nezvekutumira ruzivo pamusoro pehama dzedu nevatengi, kutora kushamwaridzana kwedu navo, nekutsvaga nyore nyore iyo ruzivo gare gare pakushambadzira uye kubasa.
02 - Zvandinoda kubva kuEvernote neRRM
The Minimalist Real Estate CRM Nzira
Ini ndinotora minimalist approach ku real estate CRM. Handidi kupedza nguva yangu yakawanda mukutora mashoko ose ehuwandu pamusoro pehama dzangu dzavanoda kugovera. Handiiti kukwazisa kwekuzvarwa, haufaniri kuchengetedza mazita evana uye zvikwereti kuchikoro, uye handina hanya nemotokari yavanotya kana kuti maresitorendi avo vanofarira. Kana iwe uchidaro, handiri kutaura kuti Evernote haigoni kushanda, nokuti ichaita. Asi, ndinongofunga kuti nguva uye simba rinobatanidzwa mukuedza kutora uye kurasira kure ruzivo urwu rwakanyanya kudzvinyirira kudarika kukosha kwandinogamuchira uye nemafungiro andinoita kune vanhu vane tsamba yekufambiswa kwemazuva emazuva.
Zvandinoda kubva kuRWR Tool
Iko kune chokwadi chehumwe ruzivo rwehupenyu hwemunhu isu tinofanira kuchengetedza kuitira kuti tibvunze nevatengi vedu nevatengi, uyewo kupa hutano hwepamusoro hwevashandi, kusanganisira:
- Vose mazita ekuita mazano
- Mazita, kumba uye basa
- Foninhamba nhamba, kumba, basa, sero
- Type of contact / prospect; mutengi, mutengesi, mutengesi, kontrakiti, kambani yekambani, appraiser, mupiki, nezvimwewo.
- Kune vatengi, ruzivo pamusoro pezvavanoda
- Kune vatengesi, ruzivo pamusoro pezvinhu zvavo
- Rekodi yeemail uye kukurukurirana kwefoni
- Isa zvinyorwa zvine chokuita nekutumira / kutengesa
- Zviratidzo zvinotitumira kwatiri kuti tikutendese
Iwe unogona kunge une ruzivo rwezvezvinhu, uye izvi zvakanaka, asi izvi ndizvo zvandinoda zvishoma. Saka, sei uchitambudzika neEvernote apo pane CRM solutions kunze uko zvakagadzirirwa basa iri? Kwandiri kungongova chokwadi chokuti ndakabatanidza pamwe chete zvese zvehutungamiri hwangu hwekutengeserana kuEvernote, saka nei uchiita ichi chinhu chakasiyana? Ini ndatove ndichishandisa Evernote uye zvitatu zvekushandisa kubata zvinyorwa, kushamwaridzana kwevatengi, mifananidzo uye nezvimwe zvakawanda, saka zvinongova kukura kwechimiro chekushaya ruzivo rwunogara munzvimbo dzinopfuura imwe.
03 - Bhizimisi Nekukurukurirana Mashoko Akakosha Nyaya
Ndakatotanga kunyora nezveKustomNote, uye ndizvo zvandinoshandisa kuita CRM snap neEvernote. Mufananidzo wacho unoratidza chikamu chekushandisa nzvimbo yekutengeserana kwebhizimisi mutsva mumafomu angu. Iwe unogona kuona kuti ndakasika fomu yakasiyana yebhizimisi vanobatana nemhando. Haisati yashandiswa kune tarisiro nevatengi, asi ini ndichakuratidza iwe unotevera. Ndinoda rumwe ruzivo rwakasiyana rwemhando mbiri dzakasiyana-siyana, uye zvinonyanya kuve nani kuva nemafomu akasiyana-siyana asi pane imwe nguva yakareba.
Gadzira fomu yako chero ipi zvayo yaunoda, asi iwe unogona kuona mumufananidzo kuti yangu inowana ruzivo rwekutsvaga mazita nezita, kero, bhizimusi, mafoni, emails, uye rudzi rwekubatana; appraiser, title company, inspector, etc. Kuvandudza pfungwa yako paKustomNote, kana uchitumira fomu, inoita chinyorwa kamwe chete muEvernote.
04 - Prospect / Customer / Client Info Input Fomu
Iyi ndiyo fomu (ona mufananidzo) wemarudzi akafanana ezvinyorwa zvemashoko, asi munyaya iyi kune mumwe watinotarisira kuita mutengi kana mutengesi mutengesi. Mune fomu iyi, ndine minda yekutsvaga / mutengi wemhando, yakadai somutengi, mutengesi, mutengesi, nezvimwewo. Iyi ndiyo nheyo yekutanga inoshandiswa kune chero tarisiro, mutengi, kana mutengi.
05 - Evernote Kuronga uye Kuwana Mafomu Aya zvakare
Yeuka kuti kana nyanzvi dzichiratidzwa muEvernote, pasinei nokuti tiri kutarisa zviri mukati mekodha, zvinyorwa zvose, kana mhinduro yekutsvaga, tinoona nyora dzakaratidzwa nechitsva pamusoro pekudzoka munguva. Iye zvino tine dambudziko, sezvo mashoko anokosha uye anonyanya kushandiswa ari munyaya iyi yeRRM, iyo ichava yekutanga kana kuti inenge yekutanga tsamba yatinoisa kune vose vanobatana. Izvi zvinoreva kuti zvaizoratidzira pasi pekunyora mazita.
Zvandinoita neKustomNote inogadzirirwa chigadziro chezvinyorwa zvose zvinyorwa kuti ndibvumire kuti ndikwanise kunyora iyi nhoroondo yacho pachayo kana kuti pamusoro pemafupisi mafupi. Nokushandisa mafambiro neKustomNote ndinogona kukwevera zvishoma zvigadziro zvinosangana nemashoko angu chaiwo anodiwa. Matikiti angashanda pamwe chete, uye iwe unokwanisa kuisa muKustomNote, asi zvinoda kuwedzerwa kudarika kuderedza mitsva yako yekutsvaga.
Zvino sezvo ini ndinowedzera marudzi ose ezvitsva zvitsva, zvinyorwa, zvinyorwa zvinyorwa, maeils uye zvinyorwa zvekukurukurirana, vanozonyora pamusoro, asi ini ndinogona kutora zvidzidzo zvese nyore nyore. Zvose zvichagara zvakakosha kune zita rekutaura (s). Iyi ndiyo nzira iyo inofanira kuva nayo, sezvo iwe unoda nguva dzose kuona zvinhu zvitsva pamusoro apo iwe unosangana nekutarisa. Tichashandisa iyi yekufambisa kune mamwe maitiro zvakare, sezvatichaona muChikamu 2 cheProspect uye Contact Management 3 chikamu chezvakataurwa.