Cov txheej txheem:

CRM migration yog dab tsi?
CRM migration yog dab tsi?

Video: CRM migration yog dab tsi?

Video: CRM migration yog dab tsi?
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A CRM tsiv teb tsaws hais txog tsiv teb tsaws cov ntaub ntawv koj legacy CRM tshuaj muaj rau ib tug tshiab CRM cuab yeej. Thaum koj xav tau tsiv teb tsaws rau ib qho tshiab CRM platform koj yuav tsum txheeb xyuas cov ntaub ntawv uas koj xav kom tsis txhob hloov pauv, rov teeb tsa, hloov tshiab, lossis txawm rho tawm.

Ib yam li ntawd, koj tuaj yeem nug, CRM ua li cas?

Kev tswj cov neeg siv khoom sib raug zoo ( CRM ). Lub hom phiaj yog yooj yim: txhim kho kev lag luam kev sib raug zoo. A CRM system pab cov tuam txhab txuas nrog cov neeg siv khoom, txhim kho cov txheej txheem, thiab txhim kho cov txiaj ntsig.

Ib yam li ntawd, kuv yuav import cov ntaub ntawv rau hauv Dynamics 365 li cas? Cov ntaub ntawv Kev koom ua ke yog cov txheej txheem ntawm kev tsim thiab tswj cov synchronizing ntawm cov ntaub ntawv nruab nrab ntawm Microsoft Dynamics CRM thiab lwm qhov system.

Kev koom ua ke cov ntaub ntawv

  1. Xaiv ib lub cuab yeej siv.
  2. Tshawb xyuas cov ntaub ntawv qhov chaw.
  3. Tsim ib daim ntawv qhia cov ntaub ntawv.
  4. Tsim cov migration integration scripts.
  5. Ntsuam xyuas cov ntaub ntawv hloov.
  6. Ua tiav thiab xa tawm.

Tom qab ntawd, ib tug kuj yuav nug, koj yuav npaj cov ntaub ntawv tsiv teb tsaws chaw li cas?

Yuav ua li cas npaj ib qhov project migration data

  1. Scope qhov project kom meej. Thaum pib ntawm qhov project, scopeing txheeb xyuas cov teeb meem uas yuav tshwm sim tom qab.
  2. Xaiv cov txheej txheem kev tsiv teb tsaws cov ntaub ntawv muaj zog. Cov txheej txheem meej yog ib feem tseem ceeb ntawm kev ua tiav cov ntaub ntawv tsiv teb tsaws.
  3. Npaj cov ntaub ntawv meticulously.
  4. Ua kom cov ntaub ntawv ruaj ntseg.
  5. Txhawb kom muaj kev koom tes ua lag luam.

CRM txuj ci yog dab tsi?

CRM Kev txawj CRM software yog siv los npaj thiab tswj cov neeg siv khoom ntau yam kev sib cuam tshuam nrog lub tuam txhab. CRM software pab txuas qhov sib txawv ntawm kev muag khoom, kev lag luam, thiab kev pabcuam neeg siv khoom. Nrov CRM software suav nrog Salesforce thiab Oracle.

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