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But what prevents 80% of companies from trying out a CRM tool? If prices is the matter, we are offering a free CRM system integrated with the phone system and free PBX.

但是，是什么阻止了80％的公司嘗試使用CRM工具呢？ 如果價格問題，我們將提供與電話系統(tǒng)和免費PBX集成的免費CRM系統(tǒng)。

To anticipate questions about installation difficulty, CRM setup and contact import doesn’t take more than 5 minutes.

為了預(yù)見有關(guān)安裝困難的問題，CRM設(shè)置和聯(lián)系人導(dǎo)入的時間不會超過5分鐘。

什么是CRM系統(tǒng)？ (What is a CRM system?)

If you have more than one client, you need to keep track of their data. If there is more than one employee, client information needs to be transferred. CRM (Client Relations Management) systems were created just for that. CRM tools store your client base and the whole history of interactions with them.

如果您有多個客戶端，則需要跟蹤其數(shù)據(jù)。 如果雇員不止一個，則需要傳輸客戶信息。 為此創(chuàng)建了CRM(客戶關(guān)系管理)系統(tǒng)。 CRM工具存儲您的客戶群以及與之互動的整個歷史。

So, if your business interacts with clients over the phone, CRM integration with telephony might be vital; this way you always know who calls (or make calls in one click). Creating leads during calls is also preferable, but we’ll discuss that in the feature list.

因此，如果您的企業(yè)通過電話與客戶互動，則CRM與電話的集成可能至關(guān)重要。 這樣，您就始終知道誰打來電話(或一鍵打出電話)。 在通話中創(chuàng)建銷售線索也是可取的，但是我們將在功能列表中進(jìn)行討論。

We suggest trying out free Zadarma CRM fully integrated with a VoIP system.

我們建議嘗試完全與VoIP系統(tǒng)集成的免費Zadarma CRM 。

免費的主要CRM功能： (Main free CRM features:)

• All contacts and interaction history in client’s card
  客戶卡中的所有聯(lián)系人和互動歷史記錄
• Convenient task management, Kanban, list and calendar display
  方便的任務(wù)管理，看板，列表和日歷顯示
• Supports 50+ employees
  支持50多名員工
• Full integration with voice communication
  與語音通訊完全集成

ZCRM的其他重要功能： (Other important ZCRM features:)

• Easy client and lead database import and export in .csv format
  輕松客戶端和Lead數(shù)據(jù)庫以.csv格式導(dǎo)入和導(dǎo)出
• Tag creation
  標(biāo)簽創(chuàng)建
• Filters, sorting, tags and search for fast client location
  篩選，排序，標(biāo)記和搜索快速的客戶位置
• Tasks can be viewed in a list, Kanban or calendar; managers see all employees’ tasks in their calendar.
  可以在列表，看板或日歷中查看任務(wù)； 經(jīng)理在日歷中查看所有員工的任務(wù)。
• Agent who answered a call from an unknown number will receive a new lead with call recording at the end of the conversation. When lead is processed, its status is changed, it turns into a client or is marked as not matching (deleted). The unassigned lead pool consists of all leads that are not assigned to any agent.
  應(yīng)答了來自未知號碼的呼叫的業(yè)務(wù)代表將在對話結(jié)束時收到一條帶有通話記錄的新線索。 處理銷售線索后，其狀態(tài)將更改，變?yōu)榭蛻艋虮粯?biāo)記為不匹配(已刪除)。 未分配的潛在客戶池包括未分配給任何業(yè)務(wù)代表的所有潛在客戶。
• You can create user groups with different ZCRM features access
  您可以創(chuàng)建具有不同ZCRM功能訪問權(quán)限的用戶組

ZCRM與PBX功能的集成 (ZCRM integration with PBX features)

• Calls from ZCRM in one click, through a browser (WebRTC) or any application.
  一鍵式通過瀏覽器(WebRTC)或任何應(yīng)用程序從ZCRM發(fā)出的呼叫。
• Popup client card during incoming and outgoing calls.
  來電和去電時彈出客戶卡。
• Call statistics and recording available from ZCRM.
  呼叫統(tǒng)計信息和記錄可從ZCRM獲得。
• Automatic call routing to the responsible manager (who leads communication with this client).
  自動將呼叫路由至負(fù)責(zé)的經(jīng)理(由其負(fù)責(zé)與此客戶的通信)。
• Integration with free CallBack widget from Zadarma (call back task creation).
  與Zadarma的免費CallBack小部件集成(創(chuàng)建回叫任務(wù))。
• New lead creation during a call from unknown numbers.
  通話中來自未知號碼的新潛在客戶創(chuàng)建。

為什么免費？ (Why free?)

We operate at a freemium model, which means most of our features are provided for free. To enjoy all of our services, users only need to cover outgoing calls and virtual numbers (but even they are frequently discounted). Zadarma has several other services free of charge besides ZCRM:

我們以免費增值模式運作，這意味著我們的大多數(shù)功能都是免費提供的。 要享受我們的所有服務(wù)，用戶只需要提供撥出電話和虛擬號碼(但即使打折也是如此)。 Zadarma除了ZCRM之外還免費提供其他幾項服務(wù)：

• Cloud PBX

  云PBX

• Callback widget
  回調(diào)小部件

• Call Tracking

  通話追蹤

• WebRTC widget for calls from the browser
  WebRTC小部件，用于來自瀏覽器的呼叫

If so many features are free, the other must be really expensive? Not at all, you can check and compare to other operators – our rates are very competitive. We also offer packages for different countries and continents.

如果有那么多免費功能，那么其??他功能真的必須昂貴嗎？ 完全沒有，您可以檢查并與其他運營商進(jìn)行比較–我們的價格非常具有競爭力。 我們還提供針對不同國家和大洲的套餐。

Moreover, you are not required to use Zadarma CRM or other Zadarma services. Our free PBX can be integrated simultaneously with ZCRM and with another CRM system (for example, HubSpot, Salesforce, Zoho and more).

此外，您無需使用Zadarma CRM或其他Zadarma服務(wù)。 我們的免費PBX可以與ZCRM和另一個CRM系統(tǒng) (例如HubSpot，Salesforce，Zoho等)同時集成。

Free ZCRM is active as long as your free Zadarma PBX is enabled. For Cloud PBX to stay for free you need to top up your account balance at least once in three months (funds can be spent on virtual numbers and outgoing calls, which is essential for client communication).

只要啟用了免費的Zadarma PBX，免費的ZCRM就會處于活動狀態(tài)。 為了免費使用Cloud PBX，您需要至少三個月補充一次帳戶余額(資金可以用于虛擬號碼和去電，這對于客戶溝通至關(guān)重要)。

我該如何嘗試？ (How can I try?)

For CRM creation it would be most convenient to register straight from ZCRM page.

對于CRM的創(chuàng)建，直接從ZCRM頁面進(jìn)行注冊將是最方便的。

After registration, you will be directed to PBX and CRM setup wizards (they’re set up together to avoid double entry). First, enter the number of employees, and create voice greetings if needed.

注冊后，您將被定向到PBX和CRM設(shè)置向?qū)?它們被一起設(shè)置以避免重復(fù)輸入)。 首先，輸入員工人數(shù)，并在需要時創(chuàng)建語音問候。

Then the system will ask for employees’ email addresses to send them invitations to the system. And that’s pretty much it.

然后，系統(tǒng)將詢問員工的電子郵件地址，以將邀請發(fā)送給他們。 就是這樣。

Most importantly, you don’t need to enter client information again, you can import the database from .csv files or excel.

最重要的是，您無需再次輸入客戶端信息，可以從.csv文件或excel導(dǎo)入數(shù)據(jù)庫。

For registered users with an active Zadarma PBX, ZCRM can be activated in your personal account Settings – API and integrations. (If an account doesn’t have PBX enabled, you only need to click on Enable PBX and check a box next to ZCRM)

對于具有活躍Zadarma PBX的注冊用戶，可以在您的個人帳戶“設(shè)置-API和集成”中激活ZCRM。 (如果帳戶未啟用PBX，則只需單擊“啟用PBX”并選中ZCRM旁邊的復(fù)選框 )

聚苯乙烯 (P.S.)

ZCRM functionality is constantly extended. We appreciate all suggestions in the comments.

ZCRM功能不斷擴(kuò)展。 我們感謝評論中的所有建議。

翻譯自: https://habr.com/en/company/zadarma/blog/511100/

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