{"id":55969,"date":"2018-06-19T08:35:28","date_gmt":"2018-06-19T08:35:28","guid":{"rendered":"https:\/\/blog.salesflare.com\/?p=55969"},"modified":"2024-01-16T12:16:19","modified_gmt":"2024-01-16T11:16:19","slug":"from-a-prospecting-tool-to-a-crm-74bbab6c6ba3","status":"publish","type":"post","link":"https:\/\/blog.salesflare.com\/zh\/\u4ece\u63a2\u77ff\u5de5\u5177\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406-74bbab6c6ba3","title":{"rendered":"\u4ece\u63a2\u77ff\u5de5\u5177\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406"},"content":{"rendered":"
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\u4ece\u63a2\u77ff\u5de5\u5177\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/strong><\/h1>\n

\u5173\u4e8e\u9500\u552e\u81ea\u52a8\u5316\u7684 Salesflare \u548c Autoklose - \u7b2c\u4e8c\u90e8\u5206<\/strong><\/h2>\n

Salesflare \u4e0e Autoklose<\/a>\u5408\u4f5c\uff0c\u4e3e\u529e\u4e86\u4e00\u573a\u7f51\u7edc\u7814\u8ba8\u4f1a\uff0c\u5185\u5bb9\u662f\u5173\u4e8e\u5229\u7528\u6f5c\u5728\u5ba2\u6237\u5de5\u5177\u548c CRM \u5b9e\u73b0\u9500\u552e\u81ea\u52a8\u5316\u6d41\u7a0b\u3002<\/p>\n

\u9519\u8fc7\u7f51\u7edc\u7814\u8ba8\u4f1a\u4e86\u5417\uff1f\u67e5\u770b <\/em>\u5b8c\u6574\u91cd\u64ad\u5728\u6b64<\/em><\/a>!<\/em><\/p>\n

\u6211\u4eec\u4e4b\u524d\u8ba8\u8bba\u4e86\u7f51\u7edc\u7814\u8ba8\u4f1a\u524d\u534a\u90e8\u5206\u7684\u91cd\u70b9--\u5173\u4e8e\u5982\u4f55\u4ece\u7ebf\u7d22\u5230\u4ea4\u6613<\/a>\u3002\u73b0\u5728\uff0c\u8ba9\u6211\u4eec\u8fdb\u5165\u7b2c\u4e8c\u90e8\u5206\uff01\ud83c\udfca\u200d<\/p>\n<\/div>\n<\/div>\n<\/section>\n

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\u63a2\u77ff\u5de5\u5177\u548c CRM \u4e4b\u95f4\u7684\u6d41\u7a0b\u5e94\u8be5\u5982\u4f55\u8fd0\u4f5c\uff1f<\/h4>\n

\u8fd9\u5f88\u7b80\u5355\u660e\u4e86\u3002<\/p>\n

\u8fd9\u4e9b\u5de5\u5177\u4e4b\u95f4\u7684\u6d41\u7a0b\u975e\u5e38\u7b80\u5355\uff0c\u9996\u5148\u4f7f\u7528\u6f5c\u5728\u5ba2\u6237\u5b9a\u4f4d\u5de5\u5177\u627e\u5230\u6f5c\u5728\u5ba2\u6237\uff0c\u7136\u540e\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a>\u4e3a\u6f5c\u5728\u5ba2\u6237\u5efa\u7acb\u7535\u5b50\u90ae\u4ef6\u8ddf\u8fdb\u6d3b\u52a8\u3002\ud83d\udcec<\/p>\n

\u5f53\u7136\uff0c\u60a8\u4e5f\u53ef\u4ee5\u4ece\u53e6\u4e00\u4e2a\u65b9\u5411\u8fdb\u884c\u64cd\u4f5c\uff0c\u4f46\u8fd9\u4e3b\u8981\u662f\u4e3a\u4e86\u8fc7\u6ee4\u548c\u5bfc\u51fa\u3002<\/p>\n

\u4f7f\u7528 Salesflare\uff0c\u53ea\u9700\u5355\u51fb\u5bfc\u51fa\uff0c\u7136\u540e\u5c31\u53ef\u4ee5\u901a\u8fc7\u5bfc\u5165\u6a21\u5757\u5bfc\u5165\u5230 Autoklose \u7b49\u5de5\u5177\u4e2d\u3002<\/p>\n

\u8fd9\u4e2a\u8fc7\u7a0b\u4e0d\u4f1a\u8d85\u8fc7\u51e0\u5206\u949f\u3002<\/p>\n

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\u5982\u679c\u60a8\u540c\u65f6\u4f7f\u7528 Autoklose \u7b49\u6f5c\u5728\u5ba2\u6237\u6316\u6398\u5de5\u5177\u548c Salesflare \u7b49\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u6709\u51e0\u9879\u5185\u5bb9\u9700\u8981\u540c\u6b65\u3002\ud83d\udd04<\/p>\n

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  1. \u7535\u5b50\u90ae\u4ef6<\/li>\n
  2. \u8054\u7cfb\u4eba\u548c\u516c\u53f8\u6570\u636e<\/li>\n
  3. \u8ddf\u8e2a\u6570\u636e<\/li>\n<\/ol>\n

    \u8ba9\u6211\u4eec\u4ece\u7535\u5b50\u90ae\u4ef6\u5f00\u59cb\u3002<\/strong><\/p>\n

    \u5982\u679c\u60a8\u4f7f\u7528\u7684\u662f Autoklose \u548c Salesflare\uff0c\u5219\u65e0\u9700\u52a8\u4e00\u6839\u624b\u6307\u3002\ud83d\udc4c<\/p>\n

    Autoklose \u901a\u8fc7 Google Workspace<\/a> \/ Gmail<\/a> \u548c Office 365 \u53d1\u9001\uff0c\u90ae\u4ef6\u6700\u7ec8\u4f1a\u8fdb\u5165\u60a8\u7684\u5df2\u53d1\u9001\u6587\u4ef6\u5939\u3002<\/p>\n

    Salesflare \u53ef\u8fde\u63a5\u5230 Gmail \u548c Office365\uff0c\u56e0\u6b64\u5728\u60a8\u6536\u53d1\u90ae\u4ef6\u65f6\uff0cSalesflare \u4f1a\u81ea\u52a8\u63a5\u6536\u8fd9\u4e9b\u90ae\u4ef6\u3002<\/p>\n

    \u5b8c\u6210\u3002\ud83d\udc4d<\/p>\n

    <\/figure>\n

    \"\u5df4\u5c3c-\u65af\u5766\u68ee\u5728\u7535\u8111\u524d\u6253\u5b57\u5e76\u5fae\u7b11\"<\/p>\n

    \u5982\u679c\u60a8\u4f7f\u7528\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u4e0d\u540c\u6b65\u7535\u5b50\u90ae\u4ef6\uff0c\u5e76\u4e14\u4f9d\u8d56\u4e8e BCC \u7535\u5b50\u90ae\u4ef6\u5730\u5740\u4e4b\u7c7b\u7684\u4e1c\u897f\uff0c\u60a8\u53ef\u4ee5\u4f7f\u7528\u5b83\u3002<\/p>\n

    \u5f53\u5ba2\u6237\u8fd8\u4e0d\u5b58\u5728\u65f6\uff0c\u53ef\u80fd\u4f1a\u5931\u8d25\uff0c\u4f46\u60a8\u5fc5\u987b\u8fdb\u884c\u6d4b\u8bd5\u624d\u80fd\u786e\u5b9a 100%\u3002<\/p>\n

    \u5728 Salesflare\uff0c\u6211\u4eec\u4e0d\u4f7f\u7528 BCC - \u90a3\u662f\u8001\u6280\u672f\u4e86\u3002\ud83d\udc75<\/p>\n

    \u63a5\u4e0b\u6765\u662f\u8054\u7cfb\u4eba\u548c\u516c\u53f8\u6570\u636e\u3002<\/strong><\/p>\n

    \u5982\u524d\u6240\u8ff0\uff0c\u60a8\u53ef\u4ee5\u4f7f\u7528 Zapier \u5c06\u60a8\u7684\u6f5c\u5728\u5ba2\u6237\u5de5\u5177\u4e0e CRM \u76f8\u8fde\u63a5\u3002<\/p>\n

    Autoklose \u548c Salesflare \u4e5f\u80fd\u505a\u5230\u8fd9\u4e00\u70b9\u3002<\/p>\n

    \u5b83\u8fd8\u5141\u8bb8\u4f60\u6309\u7167\u81ea\u5df1\u7684\u610f\u613f\u5728 Zapier \u4e2d\u8fdb\u884c\u81ea\u5b9a\u4e49\u96c6\u6210\u3002<\/p>\n

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    \u5f88\u5feb\uff0c\u6211\u4eec\u8fd8\u5c06\u5728 Autoklose \u548c Salesflare \u4e4b\u95f4\u5b9e\u73b0\u826f\u597d\u7684\u672c\u5730\u96c6\u6210\uff0c\u8ba9\u60a8\u53ef\u4ee5\u5c06\u7ebf\u7d22\u4ece Salesflare \u63a8\u9001\u5230 Autoklose\u3002<\/p>\n

    \u4e0d\u8fc7\uff0c\u8fd8\u662f\u8981\u6ce8\u610f\u8fd9\u4e00\u70b9\uff0c\u56e0\u4e3a\u5982\u679c\u60a8\u89e6\u53d1\u4e86\u7535\u5b50\u90ae\u4ef6\u56de\u590d\uff0c\u7535\u5b50\u90ae\u4ef6\u56de\u590d\u4e0d\u4e00\u5b9a\u610f\u5473\u7740\u8fd9\u662f\u4e00\u6761\u597d\u7ebf\u7d22\u3002\u4ed6\u4eec\u53ef\u80fd\u4f1a\u8981\u6c42\u4f60\u505c\u6b62\u8054\u7cfb\u4ed6\u4eec\u3002\ud83d\ude45\u200d<\/p>\n

    \u6700\u540e\u662f\u8ddf\u8e2a\u6570\u636e\u3002<\/strong><\/p>\n

    \u5728\u4e0d\u540c\u7684\u7cfb\u7edf\u4e2d\u8ddf\u8e2a\u7535\u5b50\u90ae\u4ef6\u70b9\u51fb<\/a>\u56fa\u7136\u5f88\u597d\uff0c\u4f46\u5982\u679c\u6f5c\u5728\u5ba2\u6237\u5de5\u5177\u4e2d\u7684\u8425\u9500\u6d3b\u52a8\u70b9\u51fb\u4e5f\u80fd\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u663e\u793a\u51fa\u6765\uff0c\u90a3\u5c31\u66f4\u597d\u4e86\u3002<\/p>\n

    \u5728\u4f7f\u7528 Autoklose \u548c Salesflare \u6216 Salesflare \u548c\u5176\u4ed6\u6f5c\u5728\u5ba2\u6237\u5de5\u5177\u65f6\uff0c\u60a8\u53ef\u4ee5\u5728 Autoklose \u7535\u5b50\u90ae\u4ef6\u4e2d\u8f7b\u677e\u4f7f\u7528 Salesflare \u7684\u94fe\u63a5\u8ddf\u8e2a\u529f\u80fd\u3002<\/p>\n

    \u53ea\u9700\u524d\u5f80\u8bbe\u7f6e > \u5e94\u7528\u7a0b\u5e8f\u548c\u96c6\u6210\u3002\u7136\u540e\u70b9\u51fb \"\u7535\u5b50\u90ae\u4ef6\u94fe\u63a5\u8ddf\u8e2a\"\u3002<\/p>\n

    \u5982\u679c\u60a8\u4f7f\u7528\u5e26\u6807\u8bc6\u7684\u7535\u5b50\u90ae\u4ef6\u94fe\u63a5\u8ddf\u8e2a\uff0c\u5373\u5728\u8ddf\u8e2a\u94fe\u63a5\u4e2d\u4f20\u9012\u4e2a\u4eba\u7684\u7535\u5b50\u90ae\u4ef6\u5730\u5740\uff0c\u90a3\u4e48\u5f53\u4e00\u4e2a\u4eba\u70b9\u51fb\u94fe\u63a5\u65f6\uff0c\u4ed6\u7684\u8eab\u4efd\u5c31\u4f1a\u88ab\u8bc6\u522b\uff0c\u60a8\u5c31\u4f1a\u5728 Salesflare \u4e2d\u770b\u5230\u4e0e\u6b64\u4eba\u76f8\u5173\u7684\u70b9\u51fb\u3002<\/p>\n

    \u8fd9\u79cd\u5e26\u6709\u8bc6\u522b\u529f\u80fd\u7684\u94fe\u63a5\u8ddf\u8e2a\u8fd8\u6709\u4e00\u4e2a\u597d\u5904\uff0c\u90a3\u5c31\u662f\u4ed6\u4eec\u5728\u8bbf\u95ee\u60a8\u7684\u7f51\u7ad9\u65f6\u4e5f\u4f1a\u901a\u8fc7 Cookie \u8fdb\u884c\u8bc6\u522b\u3002\ud83c\udf6a<\/p>\n

    \u56e0\u6b64\uff0c\u60a8\u4e5f\u53ef\u4ee5\u5728 Salesflare \u4e2d\u770b\u5230\u8fd9\u4e9b\u7ebf\u7d22\u6d4f\u89c8\u4e86\u54ea\u4e9b\u9875\u9762\u4ee5\u53ca\u6d4f\u89c8\u4e86\u591a\u957f\u65f6\u95f4\u3002<\/p>\n

    \u5982\u679c\u60a8\u6ca1\u6709\u7acb\u5373\u5728 Salesflare \u4e2d\u521b\u5efa\u8054\u7cfb\u4eba\u548c\u8d26\u6237\uff0c\u4e5f\u4e0d\u7528\u62c5\u5fc3\u3002<\/p>\n

    \u53ea\u8981\u4f60\u505a\u4e86\uff0c\u4e00\u5207\u90fd\u4f1a\u88ab\u8c03\u5165\u3002\u56e0\u4e3a\u6570\u636e\u5df2\u7ecf\u5b58\u5728\u3002\u4e0e\u5927\u591a\u6570 CRM \u4e0d\u540c\u7684\u662f\uff0cSalesflare \u80fd\u591f\u52a8\u6001\u8c03\u5165\u6570\u636e\u3002\ud83e\udd2f<\/p>\n

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    \u8fd9\u6837\uff0c\u60a8\u5c31\u53ef\u4ee5\u8f7b\u677e\u540c\u6b65\u7535\u5b50\u90ae\u4ef6\u3001\u8054\u7cfb\u4eba\u3001\u516c\u53f8\u6570\u636e\u548c\u8ddf\u8e2a\u6570\u636e\u3002Autoklose \u548c Salesflare \u4e4b\u95f4\u7684\u5207\u6362\u5c06\u662f\u65e0\u7f1d\u7684\u3002\u8fd9\u4e24\u4e2a\u5de5\u5177\u53ef\u4ee5\u4f5c\u4e3a\u4e00\u4e2a\u6574\u4f53\u534f\u540c\u5de5\u4f5c\u3002<\/p>\n<\/div>\n<\/div>\n<\/section>\n

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    \u611f\u8c22\u5927\u5bb6\u53c2\u52a0\u6211\u4eec\u4e0e Autoklose \u7684\u7f51\u7edc\u7814\u8ba8\u4f1a\u3002\u6211\u4eec\u5f88\u9ad8\u5174\u80fd\u4e0e\u5927\u5bb6\u8ba8\u8bba\u6f5c\u5728\u5ba2\u6237\u6316\u6398\u5de5\u5177\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u81ea\u52a8\u5316\u7684\u53ef\u80fd\u6027\uff0c\u6211\u4eec\u4e5f\u5f88\u671f\u5f85\u672a\u6765\u7684\u53d1\u5c55\u3002<\/p>\n

    \u70b9\u51fb\u6b64\u5904\u9605\u8bfb\u7f51\u7edc\u7814\u8ba8\u4f1a\u7b2c\u4e00\u90e8\u5206\uff01<\/em><\/a> \ud83d\udc48<\/em><\/p>\n<\/div>\n<\/div>\n<\/section>\n

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    \u5e0c\u671b\u60a8\u559c\u6b22\u8fd9\u7bc7\u6587\u7ae0\u3002\u5982\u679c\u60a8\u559c\u6b22\uff0c\u8bf7\u4f20\u64ad\u51fa\u53bb\uff01<\/em><\/p>\n

    \u4e86\u89e3\u66f4\u591a\u5173\u4e8e\u521d\u521b\u4f01\u4e1a\u3001\u589e\u957f\u578b\u8425\u9500\u548c\u9500\u552e\u7684\u70ed\u95e8\u8bdd\u9898\uff1a<\/em><\/p>\n

    \ud83d\udc49 <\/em><\/strong>\u5728\u6b64\u8ba2\u9605<\/em><\/strong><\/a><\/p>\n

    \u5173\u6ce8 @salesflare on <\/em><\/strong>\u63a8\u7279<\/em><\/strong><\/a> \u6216 <\/em><\/strong>Facebook<\/a><\/em>\u3002<\/strong><\/p>\n<\/div>\n<\/div>\n<\/section>\n<\/section>\n<\/article>","protected":false},"excerpt":{"rendered":"

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