CRM system encounters the common paradigm of cloud computing to determine who is who

Two factors are found to complicate the CRM system. The CRM system becomes more complicated by establishing a leadership relationship among a number of contacts. Interestingly enough, some CRM systems create a Person-count concept for the Business-to-consumer. Sales people claim that these leaders are the first opportunity ... Although these objects must be placed separately in the CRM system. For fun, they added a naming account model to add a leadership relationship to their contacts, even though these leaders were in a standard http://www.aliyun.com/zixun/aggregation/6524.html "> Sales model." How do I add new personnel records to the CRM system? Let's see.

Leadership vs Contact

Back to basics, you might say, "Anyway, why do we all need a leadership relationship, and everyone is just a simple contact?" "In fact, there are cases where it's absolutely true (others think it's completely wrong)," he says. Generally speaking, we know very little about the leaders, and we have a lot of communication with our contacts and we know very well. Often, leaders rarely bundle up with accounts, but the contacts are bound.

Leaders have some special performance in the CRM system:

1 The system will assign representatives to the leaders through rules

2 There are not only individuals under the leadership, but a team.

If your company has a mature leadership group, these characteristics will be very valuable.

If you are a purely business-to-business company, without a mature leadership portfolio and a simple named Sales account model, you are likely to lose some leadership forms. In essence, everyone is a contact because you are not only interested in your named account.

In many business-to-business companies, even though you don't have a mature leadership group, you can't take out a leadership form. such as Google's AdWords, dropper marketing systems and social networking tools, such as the distribution system in the cloud, they focus on the operation based on the leader object. These clouds that integrate with your CRM system may not allow you to use contact objects instead.

Further, if you are a consumer store and use the Person-accounts model, you will regret that you have given up your leadership relationship.

Person VS Account

In the world of the consumer, consumers are individuals. Even if they are part of the company, the system does not use the above methods to deal with them. The problem is common when companies do E-commerce and accept credit cards: Every purchase is made by the cardholder, John Doe, but he does not have a real account to bind to. In some systems, these companies are classified as "individuals."

Then there is the Person-account model, which makes the situation simpler, using a mixture of contacts and accounts. When browsing to a Person-account object, it is essentially not a contact person, but an account. So when you insert a new contact person into your CRM system, if you're using a Person-account object, you're actually inserting some accounts. Unless you are careful, you will make mistakes in accounting.

Therefore, for the CRM system of the Business-to-consumer, it is very important to be a storage value information relationship.

What is the paradigm?

When inserting new people into a CRM system, what kind of object should you use to insert it? This rule depends primarily on your leadership-managing your business processes. But here are a few basic patterns:

_* first, determine if the person is in your named account. If so, insert it as a contact person for that account.

_* then determine if the person is your current account. Then, according to the rules of the enterprise, insert by contact or leader object.

* Furthermore, determine if the person is an individual and if you need to trade it immediately, insert it as a Person-account object, otherwise, as a leader.

_* is not the case, according to the leadership of the object, but need to apply some level and grading rules. First, apply the geographic rules-which country? Then apply Government and industry rules. Finally, the local geographic rules are applied to assign relevant salespeople and partners. If you have sufficient information for a particular leader to use geographic rules, assign a new record to the general queue.

To prevent damage to the database, any source of leadership and contact-whether it's a simple leadership flow or an external cloud-requires adherence to this rule before inserting.

(Responsible editor: admin)