{"id":3725,"date":"2021-09-02T20:12:23","date_gmt":"2021-09-02T13:12:23","guid":{"rendered":"https:\/\/tino.org\/?p=3725"},"modified":"2025-06-11T15:52:28","modified_gmt":"2025-06-11T08:52:28","slug":"salesforce-la-gi","status":"publish","type":"post","link":"https:\/\/tino.vn\/blog\/salesforce-la-gi\/","title":{"rendered":"Salesforce l\u00e0 g\u00ec? H\u01b0\u1edbng d\u1eabn \u0111\u0103ng k\u00fd ph\u1ea7n m\u1ec1m Salesforce \u0111\u01a1n gi\u1ea3n"},"content":{"rendered":"\n

B\u1ea1n ngh\u0129 sao khi vi\u1ec7c qu\u1ea3n l\u00fd quan h\u1ec7 kh\u00e1ch h\u00e0ng \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf d\u1ef1a tr\u00ean n\u1ec1n t\u1ea3ng \u0111\u00e1m m\u00e2y<\/a> – c\u00f4ng ngh\u1ec7 hi\u1ec7n \u0111\u1ea1i b\u1eadc nh\u1ea5t hi\u1ec7n nay? Ch\u1eafc ch\u1eafn s\u1ef1 k\u1ebft h\u1ee3p n\u00e0y s\u1ebd t\u1ea1o n\u00ean m\u1ed9t \u201cc\u00fa h\u00edch\u201d m\u1ea1nh m\u1ebd gi\u00fap doanh nghi\u1ec7p k\u1ebft n\u1ed1i v\u1edbi kh\u00e1ch h\u00e0ng t\u1ed1t h\u01a1n. N\u1ebfu mu\u1ed1n tr\u1ea3i nghi\u1ec7m t\u00ednh n\u0103ng n\u00e0y, h\u00e3y \u0111\u0103ng k\u00fd ph\u1ea7n m\u1ec1m Salesforce ngay nh\u00e9!<\/strong> <\/p>\n\n\n\n

<\/a>Salesforce l\u00e0 g\u00ec?<\/strong><\/h2>\n\n\n\n

<\/a>Gi\u1edbi thi\u1ec7u v\u1ec1 ph\u1ea7n m\u1ec1m Salesforce<\/strong><\/h3>\n\n\n\n

\n Salesforce l\u00e0 m\u1ed9t c\u00f4ng c\u1ee5 CRM (Customer Relationship Management<\/strong>) – qu\u1ea3n l\u00fd quan h\u1ec7 kh\u00e1ch h\u00e0ng ph\u00e1t tri\u1ec3n tr\u00ean n\u1ec1n t\u1ea3ng \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y. Ph\u1ea7n m\u1ec1m \u0111\u01b0\u1ee3c s\u00e1ng l\u1eadp v\u00e0o n\u0103m 1999 v\u1edbi tr\u1ee5 s\u1edf t\u1ea1i San Francisco, California. D\u00f9 \u0111\u00e3 ra \u0111\u1eddi \u0111\u01b0\u1ee3c kh\u00e1 l\u00e2u nh\u01b0ng Salesforce v\u1eabn gi\u1eef v\u1eefng v\u1ecb th\u1ebf c\u1ee7a m\u00ecnh v\u00e0 tr\u1edf th\u00e0nh gi\u1ea3i ph\u00e1p qu\u1ea3n l\u00fd CRM h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi.\n<\/p>\n\n\n\n

\"salesforce-la-gi\"<\/figure><\/div>\n\n\n\n

\n Ph\u1ea7n m\u1ec1m Salesforce xu\u1ea5t s\u1eafc \u0111\u01b0\u1ee3c Gartner trao t\u1eb7ng danh hi\u1ec7u Leader – danh hi\u1ec7u cao qu\u00fd nh\u1ea5t d\u1ef1a tr\u00ean t\u1ea7m nh\u00ecn v\u00e0 kh\u1ea3 n\u0103ng th\u1ef1c thi c\u1ee7a nh\u00e0 cung c\u1ea5p trong su\u1ed1t 12 n\u0103m li\u1ec1n (d\u1ef1a tr\u00ean b\u00e1o c\u00e1o c\u1ee7a Magic Quadrant).\n<\/p>\n\n\n\n

Kh\u00f4ng ch\u1ec9 t\u1eadp trung v\u00e0o CRM, Salesforce c\u00f2n h\u1ed7 tr\u1ee3 doanh nghi\u1ec7p trong m\u1ed9t s\u1ed1 ho\u1ea1t \u0111\u1ed9ng kh\u00e1c nh\u01b0: qu\u1ea3n l\u00fd b\u00e1n h\u00e0ng, ti\u1ebfp th\u1ecb t\u1ef1 \u0111\u1ed9ng<\/a>, ph\u00e2n t\u00edch s\u1ed1 li\u1ec7u<\/a>, ch\u0103m s\u00f3c kh\u00e1ch h\u00e0ng,… Ngo\u00e0i ra, doanh nghi\u1ec7p c\u00f3 th\u1ec3 truy c\u1eadp v\u00e0 s\u1eed d\u1ee5ng ph\u1ea7n m\u1ec1m m\u1ecdi l\u00fac, m\u1ecdi n\u01a1i tr\u00ean b\u1ea5t k\u1ef3 thi\u1ebft b\u1ecb n\u00e0o. <\/p>\n\n\n\n

<\/a>M\u1ed9t s\u1ed1 t\u00ednh n\u0103ng n\u1ed5i b\u1eadt c\u1ee7a ph\u1ea7n m\u1ec1m Salesforce<\/strong><\/h3>\n\n\n\n

<\/a>T\u0103ng s\u1ef1 k\u1ebft n\u1ed1i gi\u1eefa ng\u01b0\u1eddi d\u00f9ng<\/strong><\/h4>\n\n\n\n

\n Salesforce t\u1ea1o n\u00ean m\u00f4i tr\u01b0\u1eddng l\u00e0m vi\u1ec7c chuy\u00ean nghi\u1ec7p v\u00e0o hi\u1ec7u qu\u1ea3. Th\u00f4ng qua modules chatter, doanh nghi\u1ec7p c\u00f3 th\u1ec3 t\u01b0\u01a1ng t\u00e1c v\u1edbi kh\u00e1ch h\u00e0ng, \u0111\u1ed1i t\u00e1c m\u1ed9t c\u00e1ch nhanh ch\u00f3ng, gi\u00fap c\u1ee7ng c\u1ed1 m\u1ed1i quan h\u1ec7 v\u00e0 x\u00e2y d\u1ef1ng ni\u1ec1m tin v\u1edbi kh\u00e1ch h\u00e0ng. C\u00f4ng c\u1ee5 n\u00e0y c\u00f2n h\u1ed7 tr\u1ee3 nh\u00e2n vi\u00ean ph\u1ed1i h\u1ee3p v\u1edbi nhau, th\u00fac \u0111\u1ea9y n\u0103ng su\u1ea5t l\u00e0m vi\u1ec7c hi\u1ec7u qu\u1ea3.\n<\/p>\n\n\n\n

<\/a>Thu th\u1eadp v\u00e0 ki\u1ec3m so\u00e1t th\u00f4ng tin hi\u1ec7u qu\u1ea3<\/strong><\/h4>\n\n\n\n

Salesforce CRM c\u00f3 kh\u1ea3 n\u0103ng qu\u1ea3n l\u00fd kh\u00e1ch h\u00e0ng v\u00e0 c\u1eadp nh\u1eadt th\u00f4ng tin li\u00ean h\u1ec7 ch\u00ednh x\u00e1c. V\u1edbi s\u1ef1 h\u1ed7 tr\u1ee3 c\u1ee7a c\u00f4ng c\u1ee5 n\u00e0y, nh\u00e2n vi\u00ean d\u1ec5 d\u00e0ng n\u1eafm b\u1eaft th\u00f4ng tin li\u00ean quan \u0111\u1ebfn kh\u00e1ch h\u00e0ng nh\u01b0: n\u0103ng l\u1ef1c t\u00e0i ch\u00ednh, nh\u00e2n kh\u1ea9u h\u1ecdc, l\u1ecbch s\u1eed giao d\u1ecbch,… Nh\u1eefng th\u00f4ng tin n\u00e0y t\u1ea1o ra ngu\u1ed3n d\u1eef li\u1ec7u n\u1ed9i b\u1ed9 gi\u00fap ph\u00f2ng Marketing<\/a> x\u00e2y d\u1ef1ng chi\u1ebfn l\u01b0\u1ee3c ti\u1ebfp th\u1ecb hi\u1ec7u qu\u1ea3 h\u01a1n. <\/p>\n\n\n\n

\"salesforce-la-gi\"<\/figure><\/div>\n\n\n\n

<\/a>Ph\u00e2n t\u00edch c\u01a1 h\u1ed9i b\u00e1n h\u00e0ng<\/strong><\/h4>\n\n\n\n

\n Ch\u1eafc h\u1eb3n b\u1ea1n s\u1ebd kh\u00e1 ng\u1ea1c nhi\u00ean khi m\u1ed9t ph\u1ea7n m\u1ec1m l\u1ea1i c\u00f3 t\u00ednh n\u0103ng ph\u00e2n t\u00edch c\u01a1 h\u1ed9i b\u00e1n h\u00e0ng. Salesforce t\u1ea1o ra nh\u1eefng b\u00e1o c\u00e1o tr\u1ef1c quan v\u1ec1 c\u00e1c v\u1ea5n \u0111\u1ec1 quan tr\u1ecdng trong h\u1ee3p \u0111\u1ed3ng giao d\u1ecbch. Nh\u1edd \u0111\u00f3, doanh nghi\u1ec7p d\u1ec5 d\u00e0ng n\u1eafm b\u1eaft \u0111\u01b0\u1ee3c m\u1ed9t s\u1ed1 th\u00f4ng tin nh\u01b0: % c\u01a1 h\u1ed9i b\u00e1n h\u00e0ng, th\u1ecb ph\u1ea7n, nhu c\u1ea7u ti\u00eau d\u00f9ng hi\u1ec7n t\u1ea1i,…\n<\/p>\n\n\n\n

\n X\u00e1c \u0111\u1ecbnh \u0111\u01b0\u1ee3c nh\u1eefng y\u1ebfu t\u1ed1 \u0111\u00f3, kh\u1ea3 n\u0103ng b\u00e1n h\u00e0ng c\u1ee7a doanh nghi\u1ec7p s\u1ebd t\u0103ng nhanh. \u0110\u1eb7c bi\u1ec7t, n\u1ebfu b\u1ea1n \u0111ang kinh doanh online, t\u1ef7 l\u1ec7 chuy\u1ec3n \u0111\u1ed5i r\u1ea5t cao b\u1edfi b\u1ea1n cung c\u1ea5p s\u1ea3n ph\u1ea9m ph\u00f9 h\u1ee3p v\u1edbi kh\u00e1ch h\u00e0ng.\n<\/p>\n\n\n\n

<\/a>Th\u01b0 vi\u1ec7n t\u00ecm ki\u1ebfm<\/strong><\/h4>\n\n\n\n

\n Doanh nghi\u1ec7p hi\u1ec7n \u0111\u1ea1i th\u01b0\u1eddng ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi kh\u1ed1i l\u01b0\u1ee3ng th\u01b0 m\u1ee5c, email, t\u00e0i li\u1ec7u,…, kh\u1ed5ng l\u1ed3. V\u1edbi s\u1ef1 h\u1ed7 tr\u1ee3 c\u1ee7a Salesforce, b\u1ea1n ho\u00e0n to\u00e0n kh\u1eafc ph\u1ee5c \u0111\u01b0\u1ee3c \u0111i\u1ec1u \u0111\u00f3. Ph\u1ea7n m\u1ec1m gi\u00fap b\u1ea1n s\u1eafp x\u1ebfp m\u1ecdi th\u1ee9 v\u00e0o \u201cth\u01b0 vi\u1ec7n th\u00f4ng tin\u201d v\u00e0 h\u1ed7 tr\u1ee3 m\u1ed9t s\u1ed1 c\u00f4ng c\u1ee5 nh\u01b0: tagging, x\u1ebfp h\u1ea1ng, danh m\u1ee5c,…, \u0111\u1ec3 vi\u1ec7c t\u00ecm ki\u1ebfm thu\u1eadn l\u1ee3i h\u01a1n.\n<\/p>\n\n\n\n

<\/a>Cung c\u1ea5p s\u1ed1 li\u1ec7u kinh doanh<\/strong><\/h4>\n\n\n\n

\n T\u00ednh n\u0103ng ti\u1ebfp theo c\u1ee7a Salesforce l\u00e0 ph\u00e2n t\u00edch, b\u00e1o c\u00e1o v\u00e0 d\u1ef1 \u0111o\u00e1n k\u1ebft qu\u1ea3 kinh doanh. To\u00e0n b\u1ed9 ng\u01b0\u1eddi d\u00f9ng trong doanh nghi\u1ec7p \u0111\u1ec1u \u0111\u01b0\u1ee3c cung c\u1ea5p s\u1ed1 li\u1ec7u kinh doanh th\u00f4ng qua v\u00e0i b\u01b0\u1edbc thao t\u00e1c \u0111\u01a1n gi\u1ea3n.\n<\/p>\n\n\n\n

\"salesforce-la-gi\"<\/figure><\/div>\n\n\n\n

\n M\u1ecdi con s\u1ed1 \u0111\u01b0\u1ee3c ph\u1ea7n m\u1ec1m th\u1ed1ng k\u00ea tr\u1ef1c quan, \u0111\u1ea7y \u0111\u1ee7 tr\u00ean m\u1ed9t giao di\u1ec7n chung gi\u00fap ki\u1ec3m so\u00e1t v\u00e0 qu\u1ea3n l\u00fd s\u1ed1 li\u1ec7u ch\u00ednh x\u00e1c h\u01a1n. T\u1eeb \u0111\u00f3, ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 \u0111\u01b0a ra c\u00e1c d\u1ef1 \u0111o\u00e1n v\u1ec1 nhu c\u1ea7u ti\u00eau d\u00f9ng s\u1ea3n ph\u1ea9m, doanh thu v\u00e0 \u0111\u1ec1 xu\u1ea5t chi\u1ebfn l\u01b0\u1ee3c kinh doanh ph\u00f9 h\u1ee3p. \n<\/p>\n\n\n\n

<\/a>T\u1ef1 \u0111\u1ed9ng h\u00f3a qu\u1ea3n l\u00fd c\u00f4ng vi\u1ec7c<\/strong><\/h4>\n\n\n\n

\n Salesforce gi\u00fap ch\u1ee7 doanh nghi\u1ec7p kh\u00f4ng ph\u1ea3i \u201c\u0111au \u0111\u1ea7u\u201d v\u1ec1 c\u00e1c chu\u1ed7i ho\u1ea1t \u0111\u1ed9ng r\u01b0\u1eddm r\u00e0, ph\u1ee9c t\u1ea1p. M\u1ed9t s\u1ed1 c\u00f4ng vi\u1ec7c nh\u01b0: ph\u00e2n c\u00f4ng nhi\u1ec7m v\u1ee5, ph\u00e2n b\u1ed5 ngu\u1ed3n l\u1ef1c kinh doanh, b\u00e1n h\u00e0ng,…, s\u1ebd \u0111\u01b0\u1ee3c t\u1ef1 \u0111\u1ed9ng h\u00f3a ho\u00e0n to\u00e0n. B\u00ean c\u1ea1nh \u0111\u00f3, ph\u1ea7n m\u1ec1m c\u00f2n h\u1ed7 tr\u1ee3 ban l\u00e3nh \u0111\u1ea1o theo d\u00f5i tr\u1ea1ng th\u00e1i ho\u1ea1t \u0111\u1ed9ng v\u00e0 ti\u1ebfn \u0111\u1ed9 c\u00f4ng vi\u1ec7c c\u1ee7a t\u1eebng nh\u00e2n vi\u00ean, gi\u00fap hi\u1ec7u qu\u1ea3 l\u00e0m vi\u1ec7c \u0111\u01b0\u1ee3c \u0111\u1ea9y m\u1ea1nh.\n<\/p>\n\n\n\n

<\/a>T\u00edch h\u1ee3p v\u1edbi c\u00e1c \u1ee9ng d\u1ee5ng kh\u00e1c<\/strong><\/h4>\n\n\n\n

\n Ph\u1ea7n m\u1ec1m Salesforce c\u00f3 kh\u1ea3 n\u0103ng t\u00edch h\u1ee3p v\u1edbi m\u1ed9t s\u1ed1 \u1ee9ng d\u1ee5ng ph\u1ed5 bi\u1ebfn nh\u01b0: Google, Microsoft Outlook,… \u0110i\u1ec1u n\u00e0y gi\u00fap ng\u01b0\u1eddi d\u00f9ng th\u1eeba h\u01b0\u1edfng th\u00eam c\u00e1c t\u00ednh n\u0103ng th\u00f4ng minh v\u00e0 h\u1eefu \u00edch h\u01a1n. T\u00ednh n\u0103ng n\u00e0y gi\u00fap b\u1ea1n l\u00e0m vi\u1ec7c hi\u1ec7u qu\u1ea3 tr\u00ean m\u1ed9t h\u1ec7 th\u1ed1ng duy nh\u1ea5t, kh\u00f4ng ph\u1ee5 thu\u1ed9c v\u00e0o c\u00e1c ph\u1ea7n m\u1ec1m b\u1ed5 tr\u1ee3 kh\u00e1c g\u00e2y t\u1ed1n th\u1eddi gian v\u00e0 n\u0103ng su\u1ea5t k\u00e9m.\n<\/p>\n\n\n\n

\"salesforce-la-gi\"<\/figure><\/div>\n\n\n\n

<\/a>T\u1ea1o chi\u1ebfn d\u1ecbch ti\u1ebfp th\u1ecb<\/strong><\/h4>\n\n\n\n

\n M\u1ed7i chi\u1ebfn d\u1ecbch Marketing c\u1ee7a doanh nghi\u1ec7p s\u1ebd \u0111\u01b0\u1ee3c theo d\u00f5i ch\u1eb7t ch\u1ebd th\u00f4ng qua t\u00ednh n\u0103ng qu\u1ea3n l\u00fd d\u1eef li\u1ec7u t\u1eadp trung. Qu\u00e1 tr\u00ecnh ti\u1ebfp th\u1ecb s\u1ebd ph\u00e1t tri\u1ec3n song h\u00e0nh c\u00f9ng c\u00e1c ho\u1ea1t \u0111\u1ed9ng kinh doanh. B\u00ean c\u1ea1nh \u0111\u00f3, Salesforce h\u1ed7 tr\u1ee3 c\u00e1c danh m\u1ee5c qu\u1ea3ng c\u00e1o nh\u01b0: Email Marketing, Google Adwords,…, gi\u00fap doanh nghi\u1ec7p thi\u1ebft l\u1eadp c\u00e1c chi\u1ebfn d\u1ecbch ti\u1ebfp th\u1ecb ph\u00f9 h\u1ee3p nh\u1ea5t.\n<\/p>\n\n\n\n

<\/a>Ho\u1ea1t \u0111\u1ed9ng tr\u00ean \u0111i\u1ec7n tho\u1ea1i r\u1ea5t t\u1ed1t<\/strong><\/h4>\n\n\n\n

\n Salesforce cho ph\u00e9p ng\u01b0\u1eddi d\u00f9ng truy c\u1eadp qua c\u00e1c n\u1ec1n t\u1ea3ng tr\u00ean thi\u1ebft b\u1ecb di \u0111\u1ed9ng, gi\u00fap qu\u00e1 tr\u00ecnh s\u1eed d\u1ee5ng ph\u1ea7n m\u1ec1m tr\u1edf n\u00ean linh ho\u1ea1t v\u00e0 ti\u1ec7n \u00edch h\u01a1n. Ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 ph\u1ea3n h\u1ed3i kh\u00e1ch h\u00e0ng, truy c\u1eadp th\u00f4ng tin quan tr\u1ecdng, th\u1ef1c hi\u1ec7n cu\u1ed9c g\u1ecdi,…, m\u1ecdi l\u00fac m\u1ecdi n\u01a1i m\u00e0 kh\u00f4ng c\u1ea7n s\u1eed d\u1ee5ng m\u00e1y t\u00ednh.\n<\/p>\n\n\n\n

<\/a>5 b\u01b0\u1edbc \u0111\u0103ng k\u00fd ph\u1ea7n m\u1ec1m Salesforce c\u1ef1c k\u1ef3 \u0111\u01a1n gi\u1ea3n<\/strong><\/h2>\n\n\n\n

<\/a>B\u01b0\u1edbc 1: Truy c\u1eadp v\u00e0o trang ch\u1ee7 Salesforce<\/strong><\/h3>\n\n\n\n

\n \u0110\u1ec3 th\u0103m \u201cng\u00f4i nh\u00e0\u201d Salesforce, b\u1ea1n h\u00e3y \u0111i theo \u0111\u1ecba ch\u1ec9 n\u00e0y (d\u00e1n link). Khi \u1ea5y, s\u1ebd xu\u1ea5t hi\u1ec7n m\u1ed9t giao di\u1ec7n nh\u01b0 h\u00ecnh b\u00ean d\u01b0\u1edbi.\n<\/p>\n\n\n\n

\n B\u1ea1n ti\u1ebfp t\u1ee5c click v\u00e0o Try for free <\/strong>\u1edf g\u00f3c ph\u1ea3i ph\u00eda tr\u00ean m\u00e0n h\u00ecnh\n<\/p>\n\n\n\n

\"salesforce-la-gi\"<\/figure><\/div>\n\n\n\n

<\/a>B\u01b0\u1edbc 2: C\u1eadp nh\u1eadt to\u00e0n b\u1ed9 th\u00f4ng tin ng\u01b0\u1eddi d\u00f9ng<\/strong><\/h3>\n\n\n\n

\n Ti\u1ebfp theo b\u1ea1n h\u00e3y cung c\u1ea5p \u0111\u1ea7y \u0111\u1ee7 th\u00f4ng tin c\u1ee7a m\u00ecnh \u0111\u1ec3 tr\u1edf th\u00e0nh th\u00e0nh vi\u00ean c\u1ee7a Salesforce nh\u00e9! M\u1ed9t s\u1ed1 th\u00f4ng tin b\u1ea1n c\u1ea7n cung c\u1ea5p nh\u01b0 sau:\n<\/p>\n\n\n\n

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