建立CRM管理系统有哪些步骤？定制CRM系统找哪家？

现在很多企业都安装了CRM管理系统，该软件可以帮助企业很好地记录客户信息，并实时更新客户的需求，为公司的销售人员提供优质的资源，大大提高了企业的交易率和销售量。并能尽快推广企业的产品，让客户看到企业的特点和优势，所以很多企业离不开CRM管理系统。

Now many enterprises have installed CRM management system, which can help enterprises record customer information well, update customer needs in real time, provide high-quality resources for the company's salesperson, and greatly improve the transaction rate and sales volume of enterprises. And can promote the enterprise's products as soon as possible, so that customers can see the characteristics and advantages of the enterprise, so many enterprises are inseparable from CRM management system.

然后，企业希望有一个CRM管理系统。我该怎么办？总的来说，建立CRM管理系统需要三个步骤。首先，让我们去合适的公司购买CRM管理系统。这样我们可以在购买后直接安装。这种方法更简单，痛苦更小。其次，我们可以选择自己开发CRM系统软件。虽然这种方法能很好地满足企业的个性化需求，但对企业开发CRM系统软件的综合实力要求太高，并不是所有企业都能开发CRM系统软件。第三，我们可以找到专业公司为我们的企业开发CRM系统软件。一方面可以满足企业的个性化需求，另一方面也可以让企业不用花太多的钱。

Then, enterprises want to have a CRM management system. What should I do? In general, the establishment of CRM management system needs three steps. First, let's go to the right company to buy CRM management system. In this way, we can install it directly after purchase. This method is simpler and less painful. Secondly, we can choose to develop our own CRM system software. Although this method can well meet the personalized needs of enterprises, it requires too high the comprehensive strength of enterprises to develop CRM system software. Not all enterprises can develop CRM system software. Third, we can find professional companies to develop CRM system software for our enterprises. On the one hand, it can meet the personalized needs of enterprises, on the other hand, it can also let enterprises not spend too much money.

总的来说，定制CRM开发更具成本效益，那么我们应该找谁来定制它呢？您需要定制哪些步骤？对于找谁定做的问题，我们必须慎重选择。在选择一家专业的生产公司之前，我们必须对三家公司的产品进行比较，充分了解该公司的背景和实力，并且必须找到一家正式的公司为我们定制。关于CRM定制的过程：首先，整理企业的客户数据和信息；其次，我们需要仔细选择一个可靠的定制者。第三，企业在实施CRM软件系统时，必须有完善的营销服务和信用体系。第四，准确分析和定位客户需求；第五，测试定制的CRM软件。

In general, customized CRM development is more cost-effective, so who should we find to customize it? What steps do you need to customize? We must choose carefully who to order. Before choosing a professional production company, we must compare the products of the three companies, fully understand the background and strength of the company, and find a formal company to customize for us. On the process of CRM Customization: first, sort out the customer data and information of the enterprise; Secondly, we need to carefully select a reliable customizer. Third, when implementing CRM software system, enterprises must have perfect marketing service and credit system. Fourth, accurately analyze and locate customer needs; Fifth, test the customized CRM software.

当我们完成一系列定制步骤时，必须有一个测试环节，因为CRM软件定制不合格，我们必须在知道之前进行测试，当我们在测试过程中发现一些不合适的地方时，我们也应该及时要求制造商为我们进行微调。在测试过程中，企业应该输入一些非常接近现实生活的数据，这样测试过程会更真实，测试结果会最好。

When we complete a series of customization steps, there must be a test link. Because the customization of CRM software is unqualified, we must test before we know it. When we find some inappropriate places in the test process, we should also ask the manufacturer to fine tune for us in time. In the testing process, enterprises should input some data very close to real life, so that the testing process will be more realistic and the test results will be the best.

现在市场上有很多公司定制CRM系统，每一家都有自己的优势。在我们购买之前，我们必须在下订单之前清楚地知道产品的优劣势。CRM系统购买后需要自行安装还是可以在线使用？还是需要专业人员进行设置？等等一系列问题，所以我们必须选择售后服务更好的公司购买CRM，这些细节必须提前考虑。

Now there are many companies in the market to customize CRM systems, and each has its own advantages. Before we buy, we must clearly know the advantages and disadvantages of the product before placing an order. Does the CRM system need to be installed by itself or can it be used online after purchase? Or do you need professionals to set it? And so on, so we must choose a company with better after-sales service to buy CRM. These details must be considered in advance.