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Customer Relationship Management (CRM) was born out of enterprises' relentless pursuit of maximizing profits. Customers are the core resources for an enterprise's survival and growth. Managing customers comprehensively and effectively is key to realizing long-term customer value. The essence of customer relationships is the exchange of benefits; therefore, the core of CRM lies in managing these benefits. | 客户关系管理(CRM)源于企业对利益最大化的不懈追求。客户是企业生存和发展的核心资源,全面、有效地管理客户是实现长期客户价值的关键。客户关系的本质是利益交换,因此 CRM 的核心在于对这些利益的管理。
From the profit calculation formula: | 从利润计算公式来看:
Profit = Number of Customers × Customer Value - Cost | 利润 = 客户数量 × 客户价值 - 成本
It is evident that the fundamental ways to increase revenue are increasing the number of customers, enhancing customer value, and reducing operational costs. The emergence of CRM provides enterprises with effective tools and methods to achieve these goals. | 很明显,提高收入的基本方法是增加客户数量、提升客户价值和降低运营成本。CRM 的出现为企业提供了实现这些目标的有效工具和方法。
Enterprises usually introduce CRM for the following reasons: | 企业通常因以下原因引入 CRM:
Addressing Operational Challenges: When enterprises face declining performance or intensified market competition, they hope to optimize customer management through CRM, improve sales efficiency, and enhance business performance. | 应对运营挑战:当企业面临业绩下滑或市场竞争加剧时,希望通过 CRM 优化客户管理,提高销售效率,改善业务表现。
Seeking Business Expansion: When enterprises aim to expand market share, broaden business scope, and improve management efficiency, they leverage CRM to integrate customer resources, optimize business processes, and achieve scalable development. | 寻求业务扩展:当企业希望扩大市场份额、拓展业务范围、提高管理效率时,会利用 CRM 整合客户资源,优化业务流程,实现规模化发展。
If an enterprise views CRM merely as a tool to solve short-term problems rather than a long-term strategy, it may struggle to fully realize its value. CRM is not just a software system but a customer-centric business philosophy and management model covering all aspects of marketing, sales, and customer service. It aims to build and maintain strong customer relationships for sustainable growth. | 如果企业仅将 CRM 视为解决短期问题的工具,而非长期战略,则可能难以充分发挥其价值。CRM 不仅是一个软件系统,更是一种以客户为中心的商业哲学和管理模式,涵盖营销、销售和客户服务的各个方面,旨在建立和维护稳固的客户关系,实现可持续增长。
In B2B businesses, customer conversion cycles are long, and customer value is high. Therefore, establishing a stable and efficient CRM system is crucial. The "1 Base, 3 Dimensions" customer engagement system helps enterprises build a flexible and efficient customer management model: | 在 B2B 业务中,客户转化周期长,客户价值高。因此,建立一个稳定高效的 CRM 体系至关重要。"1 个基础,3 个维度" 的客户运营体系可帮助企业构建灵活高效的客户管理模式:
One Base (1 Base): CRM Support System | 一个基础 (1 Base):CRM 支撑体系
Includes technology platforms, data analytics, personnel training, etc., to ensure the successful implementation of CRM. | 包括技术平台、数据分析、人员培训等,确保 CRM 的成功实施。
Three Dimensions (3 Dimensions) | 三个维度 (3 Dimensions)
Customer Acquisition & Management (Battle Strategy): Focuses on acquiring new customers, including customer insights, customer targeting, customer discovery, customer strategies, and customer conversion. | 客户获取与管理(作战策略):专注于获取新客户,包括客户洞察、客户定位、客户发现、客户策略和客户转化。
Customer Relationship Maintenance (Retention & Revenue): Focuses on maintaining existing customer relationships, including customer value enhancement, customer retention, and customer service. | 客户关系维护(留存与收益):专注于维护现有客户关系,包括客户价值提升、客户留存和客户服务。
Customer Management (Experience, Methodology, and Coordination): Focuses on optimizing customer management processes, including value management, data management, and organizational management. | 客户管理(经验、方法与协同):专注于优化客户管理流程,包括价值管理、数据管理和组织管理。
4. Key Elements of Successful CRM Implementation | 成功实施 CRM 的关键要素
Clear Business Objectives: Enterprises should define clear CRM goals, such as improving customer satisfaction, increasing sales conversion rates, and reducing customer churn. | 清晰的业务目标:企业应明确 CRM 目标,例如提高客户满意度、提升销售转化率和降低客户流失率。
Cross-Department Collaboration: CRM requires seamless collaboration between marketing, sales, and customer service teams to ensure smooth information flow. | 跨部门协作:CRM 需要营销、销售和客户服务团队无缝合作,以确保信息流畅。
Data-Driven Decision Making: Leveraging data analytics to understand customer behavior and preferences helps refine marketing and service strategies. | 数据驱动决策:利用数据分析了解客户行为和偏好,有助于优化营销和服务策略。
Continuous Optimization: CRM is an ongoing process that requires regular review and adaptation to changing business needs and market conditions. | 持续优化:CRM 是一个持续的过程,需要定期审查并根据业务需求和市场变化进行调整。
By understanding and effectively implementing CRM, enterprises can build strong, long-term customer relationships and drive sustainable business growth. | 通过理解并有效实施 CRM,企业可以建立稳固的长期客户关系,并推动可持续的业务增长。
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