{"id":8720,"date":"2021-06-09T20:06:45","date_gmt":"2021-06-09T13:06:45","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&p=8720"},"modified":"2021-07-19T13:03:45","modified_gmt":"2021-07-19T06:03:45","slug":"crm-quy-tac-tu-dong-hoa-trong-crm-cau-hoi-thuong-gap","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-quy-tac-tu-dong-hoa-trong-crm-cau-hoi-thuong-gap\/","title":{"rendered":"[CRM] Quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a trong CRM: C\u00e2u h\u1ecfi th\u01b0\u1eddng g\u1eb7p"},"content":{"rendered":"

1. T\u1ea1i sao t\u00f4i kh\u00f4ng c\u00f3 quy\u1ec1n truy c\u1eadp v\u00e0o c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a?<\/h4>\n

C\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a CRM c\u00f3 s\u1eb5n cho ng\u01b0\u1eddi \u0111\u0103ng k\u00fd g\u00f3i CRM +, Standard <\/a> <\/strong> v\u00e0 Professional<\/strong> <\/a>.<\/p>\n

2. Quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u01b0\u1ee3c ch\u1ea1y t\u1ea1i th\u1eddi \u0111i\u1ec3m n\u00e0o?<\/h4>\n

B\u1ea1n th\u00eam quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0o m\u1ed9t giai \u0111o\u1ea1n giao d\u1ecbch\/tr\u1ea1ng th\u00e1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng nh\u1ea5t \u0111\u1ecbnh. Khi giao d\u1ecbch ho\u1eb7c kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u1ea1t \u0111\u1ebfn giai \u0111o\u1ea1n\/tr\u1ea1ng th\u00e1i n\u00e0y, quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a s\u1ebd \u0111\u01b0\u1ee3c ch\u1ea1y.<\/p>\n

3. Quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t b\u1edfi m\u1ed9t s\u1ef1 ki\u1ec7n li\u00ean quan \u0111\u1ebfn th\u1ebb trong CRM kh\u00f4ng? V\u00ed d\u1ee5: m\u1ed9t nhi\u1ec7m v\u1ee5 \u0111\u00e3 \u0111\u01b0\u1ee3c t\u1ea1o ho\u1eb7c m\u1ed9t tr\u01b0\u1eddng \u0111\u00e3 \u0111\u01b0\u1ee3c ho\u00e0n th\u00e0nh.<\/h4>\n

Kh\u00f4ng. Quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a kh\u00f4ng theo d\u00f5i c\u00e1c s\u1ef1 ki\u1ec7n trong th\u1ebb CRM. N\u00f3 ch\u1ec9 theo d\u00f5i c\u00e1c thay \u0111\u1ed5i giai \u0111o\u1ea1n\/tr\u1ea1ng th\u00e1i.<\/p>\n

4. T\u00f4i \u0111\u00e3 th\u00eam quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0o m\u1ed9t giai \u0111o\u1ea1n\/tr\u1ea1ng th\u00e1i v\u1edbi c\u00e1c giao d\u1ecbch\/kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng hi\u1ec7n c\u00f3. Nh\u01b0ng quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a kh\u00f4ng ch\u1ea1y. T\u1ea1i sao?<\/h4>\n

N\u1ebfu m\u1ed9t Kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u00e3 \u0111\u01b0\u1ee3c chuy\u1ec3n \u0111\u1ebfn giai \u0111o\u1ea1n\/tr\u1ea1ng th\u00e1i tr\u01b0\u1edbc khi quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u01b0\u1ee3c th\u00eam v\u00e0o, quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a s\u1ebd kh\u00f4ng ch\u1ea1y.<\/p>\n

5. T\u00f4i \u0111\u00e3 chuy\u1ec3n m\u1ed9t kh\u00e1ch h\u00e0ng sang giai \u0111o\u1ea1n\/tr\u1ea1ng th\u00e1i ti\u1ebfp theo, nh\u01b0ng kh\u00f4ng ph\u1ea3i t\u1ea5t c\u1ea3 c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u01b0\u1ee3c th\u00eam v\u00e0o c\u00e1c giai \u0111o\u1ea1n\/tr\u1ea1ng th\u00e1i tr\u01b0\u1edbc \u0111\u00f3 \u0111\u00e3 \u0111\u01b0\u1ee3c th\u1ef1c thi. \u0110i\u1ec1u g\u00ec x\u1ea3y ra trong tr\u01b0\u1eddng h\u1ee3p n\u00e0y?<\/h4>\n

Sau khi b\u1ea1n chuy\u1ec3n kh\u00e1ch h\u00e0ng sang tr\u1ea1ng th\u00e1i\/giai \u0111o\u1ea1n ti\u1ebfp theo, t\u1ea5t c\u1ea3 c\u00e1c quy t\u1eafc ch\u01b0a \u0111\u01b0\u1ee3c th\u1ef1c thi s\u1ebd b\u1ecb d\u1eebng l\u1ea1i.<\/p>\n

6. C\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u01b0\u1ee3c th\u00eam v\u00e0o to\u00e0n b\u1ed9 T\u00e0i kho\u1ea3n Bitrix24 hay ri\u00eang cho t\u1eebng nh\u00e2n vi\u00ean?<\/h4>\n

B\u1ea1n th\u00eam c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a cho to\u00e0n b\u1ed9 T\u00e0i kho\u1ea3n Bitrix24. B\u1ea1n c\u00f3 th\u1ec3 th\u00eam c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a kh\u00e1c nhau cho c\u00e1c \u0111\u01b0\u1eddng d\u1eabn giao d\u1ecbch kh\u00e1c nhau.<\/p>\n

7. Ai c\u00f3 th\u1ec3 \u0111\u1ecbnh c\u1ea5u h\u00ecnh c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a?<\/h4>\n

T\u1ea5t c\u1ea3 ng\u01b0\u1eddi d\u00f9ng c\u00f3 quy\u1ec1n truy c\u1eadp th\u00edch h\u1ee3p. B\u1ea1n c\u00f3 th\u1ec3 \u0111\u1ecdc th\u00eam v\u1ec1 quy\u1ec1n truy c\u1eadp v\u00e0o c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a trong b\u00e0i vi\u1ebft \u2013 Quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a CRM.<\/p>\n

8. T\u00f4i c\u00f3 th\u1ec3 th\u00eam m\u1ed9t s\u1ed1 quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0o m\u1ed9t giai \u0111o\u1ea1n\/tr\u1ea1ng th\u00e1i kh\u00f4ng?<\/h4>\n

T\u1ea5t nhi\u00ean l\u00e0 c\u00f3. B\u1ea1n c\u0169ng c\u00f3 th\u1ec3 ch\u1ec9 \u0111\u1ecbnh c\u00e1c \u0111i\u1ec1u ki\u1ec7n \u0111\u1ec3 ch\u1ea1y t\u1eebng quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a.<\/p>\n

9. T\u00f4i c\u00f3 th\u1ec3 \u0111\u1ecbnh c\u1ea5u h\u00ecnh quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u1ec3 quy t\u1eafc \u0111\u00f3 s\u1ebd \u0111\u01b0\u1ee3c ch\u1ea1y v\u1edbi \u0111\u1ed9 tr\u1ec5 kh\u00f4ng?<\/h4>\n

B\u1ea1n ho\u00e0n to\u00e0n c\u00f3 th\u1ec3. Th\u1eddi gian tr\u1ec5 t\u1ed1i thi\u1ec3u l\u00e0 10 ph\u00fat.<\/p>\n

10. N\u1ebfu t\u00f4i \u0111\u00e3 th\u00eam m\u1ed9t s\u1ed1 quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0o m\u1ed9t tr\u1ea1ng th\u00e1i\/giai \u0111o\u1ea1n, th\u00ec c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a n\u00e0y s\u1ebd ch\u1ea1y tu\u1ea7n t\u1ef1 hay \u0111\u1ed3ng th\u1eddi?<\/h4>\n

\u0110\u1ed3ng th\u1eddi n\u1ebfu t\u1ea5t c\u1ea3 c\u00e1c quy t\u1eafc n\u00e0y c\u00f3 c\u00f9ng \u0111i\u1ec1u ki\u1ec7n \u0111\u1ec3 ch\u1ea1y (v\u00ed d\u1ee5: \u201cngay l\u1eadp t\u1ee9c\u201d).<\/p>\n

11. T\u00f4i c\u00f3 th\u1ec3 s\u1eed d\u1ee5ng c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u1ec3 th\u00eam th\u00f4ng tin c\u00f3 trong c\u00e1c tr\u01b0\u1eddng c\u1ee7a c\u00f4ng ty\/\u0111\u1ecba ch\u1ec9 li\u00ean h\u1ec7 v\u00e0o giao d\u1ecbch kh\u00f4ng?<\/h4>\n

C\u00f3, b\u1ea1n c\u00f3 th\u1ec3. \u0110\u1ec3 xem danh s\u00e1ch c\u00e1c tr\u01b0\u1eddng c\u00f3 s\u1eb5n, h\u00e3y nh\u1ea5p v\u00e0o \u2026 <\/strong> khi \u0111\u1ecbnh c\u1ea5u h\u00ecnh quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a.<\/p>\n

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12. L\u00e0m c\u00e1ch n\u00e0o \u0111\u1ec3 bi\u1ebft r\u1eb1ng quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u00e3 \u0111\u01b0\u1ee3c ch\u1ea1y?<\/h4>\n

M\u1edf bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed v\u00e0 nh\u1ea5p v\u00e0o T\u1ef1 \u0111\u1ed9ng h\u00f3a <\/strong>. Quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u00e3 \u0111\u01b0\u1ee3c ch\u1ea1y \u0111\u01b0\u1ee3c \u0111\u00e1nh d\u1ea5u b\u1eb1ng d\u1ea5u ki\u1ec3m m\u00e0u xanh l\u1ee5c.<\/p>\n

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13. C\u00e1c bi\u1ec3u t\u01b0\u1ee3ng kh\u00e1c nhau trong quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a c\u00f3 \u00fd ngh\u0129a g\u00ec?<\/h4>\n

D\u1ea5u ki\u1ec3m m\u00e0u xanh l\u1ee5c c\u00f3 ngh\u0129a l\u00e0 quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u00e3 \u0111\u01b0\u1ee3c ch\u1ea1y. Bi\u1ec3u t\u01b0\u1ee3ng m\u00e0u \u0111\u1ecf c\u00f3 ngh\u0129a l\u00e0 m\u1ed9t h\u00e0nh \u0111\u1ed9ng ch\u01b0a \u0111\u01b0\u1ee3c ho\u00e0n th\u00e0nh. B\u1ea1n c\u00f3 th\u1ec3 di chu\u1ed9t qua bi\u1ec3u t\u01b0\u1ee3ng \u0111\u1ec3 xem th\u00f4ng tin b\u1ed5 sung v\u1ec1 l\u1ed7i.<\/p>\n

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Bi\u1ec3u t\u01b0\u1ee3ng h\u00ecnh tr\u00f2n m\u00e0u xanh lam c\u00f3 ngh\u0129a l\u00e0 quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a ch\u01b0a \u0111\u01b0\u1ee3c ch\u1ea1y. V\u00ed d\u1ee5: c\u00f3 th\u1ec3 c\u00f3 \u0111\u1ed9 tr\u1ec5 \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh trong c\u00e0i \u0111\u1eb7t quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a.<\/p>\n

14. Trong nh\u1eefng tr\u01b0\u1eddng h\u1ee3p n\u00e0o, quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a s\u1ebd kh\u00f4ng \u0111\u01b0\u1ee3c ch\u1ea1y?<\/h4>\n

Quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a s\u1ebd kh\u00f4ng \u0111\u01b0\u1ee3c ch\u1ea1y n\u1ebfu th\u1ecfa thu\u1eadn\/giao d\u1ecbch (deal) ho\u1eb7c kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng:<\/p>\n

    \n
  • \u0111\u00e3 \u0111\u01b0\u1ee3c nh\u1eadp t\u1eeb t\u1ec7p .csv;<\/li>\n
  • \u0111\u00e3 \u0111\u01b0\u1ee3c t\u1ea1o t\u1eeb \u0111\u01a1n \u0111\u1eb7t h\u00e0ng t\u1ea1i c\u1eeda h\u00e0ng tr\u1ef1c tuy\u1ebfn;<\/li>\n
  • \u0111\u00e3 \u0111\u01b0\u1ee3c t\u1ea1o b\u1eb1ng c\u00e1ch s\u1eed d\u1ee5ng quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a ho\u1eb7c quy tr\u00ecnh l\u00e0m vi\u1ec7c kh\u00e1c.<\/li>\n<\/ul>\n

    15. Khi \u0111\u1ecbnh c\u1ea5u h\u00ecnh quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a, b\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn V\u00c0 ho\u1eb7c HO\u1eb6C trong c\u00e1c \u0111i\u1ec1u ki\u1ec7n. N\u00f3 ho\u1ea1t \u0111\u1ed9ng nh\u01b0 th\u1ebf n\u00e0o?<\/h4>\n

    \u0110i\u1ec1u ki\u1ec7n c\u00f3 th\u1ec3 bao g\u1ed3m m\u1ed9t s\u1ed1 ph\u1ea7n, \u0111\u01b0\u1ee3c ph\u00e2n t\u00e1ch b\u1eb1ng AND. N\u1ebfu ph\u1ea7n b\u1ea5t k\u1ef3 <\/strong> n\u00e0o kh\u00f4ng kh\u1edbp, quy t\u1eafc s\u1ebd kh\u00f4ng \u0111\u01b0\u1ee3c ch\u1ea1y. N\u1ebfu c\u00e1c ph\u1ea7n n\u00e0y \u0111\u01b0\u1ee3c ph\u00e2n t\u00e1ch b\u1eb1ng HO\u1eb6C v\u00e0 ph\u1ea7n \u0111\u1ea7u ti\u00ean kh\u00f4ng kh\u1edbp, ph\u1ea7n th\u1ee9 hai s\u1ebd \u0111\u01b0\u1ee3c ki\u1ec3m tra. N\u1ebfu b\u1ea5t k\u1ef3 ph\u1ea7n n\u00e0o kh\u1edbp, quy t\u1eafc s\u1ebd \u0111\u01b0\u1ee3c ch\u1ea1y.<\/p>\n","protected":false},"excerpt":{"rendered":"

    1. T\u1ea1i sao t\u00f4i kh\u00f4ng c\u00f3 quy\u1ec1n truy c\u1eadp v\u00e0o c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a? C\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a CRM c\u00f3 s\u1eb5n cho ng\u01b0\u1eddi \u0111\u0103ng k\u00fd g\u00f3i CRM +, Standard v\u00e0 Professional . 2. Quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a \u0111\u01b0\u1ee3c ch\u1ea1y t\u1ea1i th\u1eddi \u0111i\u1ec3m n\u00e0o? B\u1ea1n th\u00eam quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a […]<\/p>\n","protected":false},"author":11,"featured_media":16424,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"tags":[],"ht_kb_category":[5214],"class_list":["post-8720","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-crm"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8720","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/comments?post=8720"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8720\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media\/16424"}],"wp:attachment":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media?parent=8720"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8720"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8720"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}