{"id":3917,"date":"2024-05-31T17:22:27","date_gmt":"2024-05-31T09:22:27","guid":{"rendered":"https:\/\/blog.tectura-china.com\/?p=3917"},"modified":"2024-06-18T13:51:31","modified_gmt":"2024-06-18T05:51:31","slug":"crm-membership-management","status":"publish","type":"post","link":"https:\/\/www.tectura-china.com\/cn\/articles\/crm-membership-management\/","title":{"rendered":"CRM\u5e94\u7528\uff1a\u4f1a\u5458\u5fe0\u8bda\u5ea6\u7ba1\u7406"},"content":{"rendered":"

\u7ba1\u7406\u4f1a\u5458\u7684\u6311\u6218<\/h2>\n

 <\/p>\n

\u4f01\u4e1a\u5728\u4f1a\u5458\u7ba1\u7406\u65b9\u9762\u9762\u4e34\u591a\u4e2a\u75db\u70b9\uff1a<\/p>\n

 <\/p>\n

1. \u7f3a\u4e4f\u5b8c\u6574\u7684\u4f1a\u5458\u4fe1\u606f\u7ba1\u7406<\/h3>\n

\u5b8c\u6574\u7684\u4f1a\u5458\u4fe1\u606f\u5305\u62ec\u4f1a\u5458\u57fa\u672c\u4fe1\u606f\uff08\u5982\u59d3\u540d\u3001\u6027\u522b\u3001\u7535\u8bdd\u3001\u5fae\u4fe1ID\uff09\u3001\u4f1a\u5458\u4e1a\u52a1\u4fe1\u606f\uff08\u9700\u6c42\u4fe1\u606f\u3001\u4ef7\u683c\u4fe1\u606f\u3001\u5206\u7c7b\u4fe1\u606f\uff09\u3001\u4f1a\u5458\u4ea4\u5f80\u4fe1\u606f\uff08\u8054\u7cfb\u5386\u53f2\u3001\u4ea4\u6613\u5386\u53f2\u3001\u670d\u52a1\u5386\u53f2\uff09\u3001\u4f1a\u5458\u4ef7\u503c\u4fe1\u606f\uff08\u4fe1\u7528\u4fe1\u606f\u3001\u4ef7\u503c\u5f71\u54cd\u4fe1\u606f\uff09\u7b49\u65b9\u9762\u3002\u540c\u65f6\uff0c\u4f1a\u5458\u4fe1\u606f\u5728\u4e1a\u52a1\u8fc7\u7a0b\u4e2d\u4e0d\u65ad\u53d8\u5316\uff0c\u56e0\u6b64\u5982\u4f55\u6709\u6548\u5730\u5f52\u96c6\u3001\u7ba1\u7406\u548c\u5229\u7528\u4f1a\u5458\u4fe1\u606f\u662f\u4f01\u4e1a\u7ba1\u7406\u7684\u96be\u70b9\u3002<\/p>\n

 <\/p>\n

2. \u4e0d\u80fd\u5168\u65b9\u4f4d\u7ba1\u7406\u4f1a\u5458\u63a5\u89e6<\/h3>\n

\u7531\u4e8e\u4f1a\u5458\u89c4\u6a21\u5927\u3001\u5206\u5e03\u5e7f\u3001\u8054\u7edc\u9891\u7e41\uff0c\u9500\u552e\u53ca\u4f1a\u5458\u611f\u53d7\u5b58\u5728\u4e8e\u6bcf\u6b21\u63a5\u89e6\u8fc7\u7a0b\u4e2d\u3002\u540c\u65f6\uff0c\u968f\u7740\u79d1\u6280\u7684\u8fdb\u6b65\uff0c\u63a5\u89e6\u65b9\u5f0f\u8d8a\u6765\u8d8a\u591a\uff0c\u5982\u4eba\u5de5\u7535\u8bdd\u3001\u81ea\u52a8\u8bed\u97f3\u3001\u4f20\u771f\u3001\u7535\u5b50\u90ae\u4ef6\u3001\u624b\u673a\u77ed\u6d88\u606f\u3001WEB\u7b49\uff0c\u56e0\u6b64\u4f01\u4e1a\u9700\u8981\u5408\u7406\u5e94\u7528\u8fd9\u4e9b\u63a5\u89e6\u65b9\u5f0f\uff0c\u6765\u6709\u6548\u5730\u8fdb\u884c\u9500\u552e\u3001\u670d\u52a1\u548c\u4f1a\u5458\u5173\u6000\u5de5\u4f5c\uff0c\u4ee5\u4fc3\u8fdb\u4e1a\u52a1\u53d1\u5c55\u3002<\/p>\n

 <\/p>\n

3. \u65e0\u6cd5\u7ba1\u7406\u4f1a\u5458\u6d88\u8d39\u7279\u5f81<\/h3>\n

\u6bcf\u7c7b\u4f1a\u5458\u5b58\u5728\u4e00\u5b9a\u7684\u9700\u6c42\u5171\u6027\uff0c\u540c\u65f6\u6bcf\u4e2a\u4f1a\u5458\u53c8\u5b58\u5728\u76f8\u5bf9\u72ec\u7279\u7684\u9700\u6c42\u4e2a\u6027\u3002\u4f1a\u5458\u5236\u4e1a\u52a1\u6a21\u5f0f\u7684\u6838\u5fc3\u662f\u63a8\u52a8\u4f1a\u5458\u7684\u957f\u671f\u5408\u4f5c\uff0c\u6269\u5927\u5408\u4f5c\u3002\u56e0\u6b64\uff0c\u4f01\u4e1a\u9700\u8981\u660e\u6670\u4f1a\u5458\u7684\u9700\u6c42\u7279\u5f81\uff0c\u4ee5\u5229\u7528\u5173\u8054\u9500\u552e\u3001\u5347\u7ea7\u9500\u552e\u7b49\u79d1\u5b66\u7684\u8425\u9500\u65b9\u6cd5\uff0c\u63d0\u5347\u5ba2\u6237\u4ef7\u503c\u3002<\/p>\n

 <\/p>\n

4. \u65e0\u91cf\u5316\u7684\u4f1a\u5458\u4ef7\u503c\u7ba1\u7406<\/h3>\n

\u4f01\u4e1a\u901a\u5e38\u91c7\u7528\u4ea4\u6613\u91d1\u989d\u4f5c\u4e3a\u4f1a\u5458\u7b49\u7ea7\u8bc4\u4f30\u7684\u552f\u4e00\u6807\u51c6\uff0c\u800c\u4f1a\u5458\u4ef7\u503c\u5e94\u8be5\u662f\u591a\u89d2\u5ea6\u7684\uff0c\u4f8b\u5982\u5408\u4f5c\u65f6\u95f4\u3001\u5408\u4f5c\u7c7b\u522b\u3001\u4fe1\u7528\u60c5\u51b5\u3001\u5f71\u54cd\u529b\u7b49\u3002\u7531\u4e8e\u7f3a\u4e4f\u91cf\u5316\u7684\u5ba2\u6237\u4ef7\u503c\u8bc4\u4f30\u4f53\u7cfb\uff0c\u4f01\u4e1a\u65e0\u6cd5\u5168\u9762\u7ba1\u7406\u5ba2\u6237\u4ef7\u503c\uff0c\u66f4\u4e0d\u80fd\u53ca\u65f6\u6d1e\u5bdf\u5ba2\u6237\u4ef7\u503c\u53d8\u5316\u3002\u56e0\u6b64\uff0c\u4f01\u4e1a\u9700\u8981\u5efa\u7acb\u6709\u6548\u7684\u5ba2\u6237\u5173\u6000\u4f53\u7cfb\uff08\u5173\u6000\u7b56\u7565\u3001\u5173\u6000\u65f6\u673a\u3001\u5173\u6000\u65b9\u5f0f\uff09\u53ca\u5ba2\u6237\u4ef7\u503c\u63d0\u5347\u673a\u5236\u6765\u4fdd\u6709\u548c\u63d0\u5347\u4ef7\u503c\u5ba2\u6237\u3002<\/p>\n

 <\/p>\n

\u4f1a\u5458\u7ba1\u7406\u8f6f\u4ef6\u7cfb\u7edf<\/h2>\n

 <\/p>\n

\"membership-management-crm\"<\/p>\n

 <\/p>\n

\u4e3a\u89e3\u51b3\u8fd9\u4e9b\u95ee\u9898\uff0cTectura \u57fa\u4e8e Microsoft Dynamics 365 \u4e1a\u52a1\u5e94\u7528\u7a0b\u5e8f\uff0c\u4e3a\u96f6\u552e\u3001\u5feb\u6d88\u54c1\u3001\u7535\u5546\u7b49\u884c\u4e1a\u63d0\u4f9b\u4e86\u4e00\u5957\u5b8c\u6574\u4e14\u529f\u80fd\u4e30\u5bcc\u7684\u4f1a\u5458\u5fe0\u8bda\u5ea6\u7ba1\u7406\u7cfb\u7edf\u89e3\u51b3\u65b9\u6848\uff0c\u5305\u62ec\u4f46\u4e0d\u9650\u4e8e\u4ee5\u4e0b\u6a21\u5757\u548c\u529f\u80fd\uff1a<\/p>\n

 <\/p>\n

1. \u4f1a\u5458\u6570\u636e\u7ba1\u7406<\/h3>\n

\u5305\u62ec\u5b8c\u6574\u7684\u4f1a\u5458\u4fe1\u606f\u7ba1\u7406\u548c\u4f1a\u5458\u6d88\u8d39\u7279\u5f81\u7ba1\u7406\u3002<\/p>\n

 <\/p>\n

2. \u5956\u52b1\u8ba1\u5212<\/h3>\n

\u5305\u62ec\u79ef\u5206\u5956\u52b1\u3001\u6298\u6263\u3001\u793c\u54c1\u7b49\u3002<\/p>\n

 <\/p>\n

3. \u4fc3\u9500\u6d3b\u52a8<\/h3>\n

\u5305\u62ec\u521b\u5efa\u548c\u7ba1\u7406\u4fc3\u9500\u6d3b\u52a8\uff0c\u5982\u6ee1\u51cf\u3001\u8d60\u54c1\u3001\u6298\u6263\u7b49\u3002<\/p>\n

 <\/p>\n

4. \u5ba2\u6237\u5173\u6000<\/h3>\n

\u5305\u62ec\u521b\u5efa\u548c\u7ba1\u7406\u5ba2\u6237\u4f53\u9a8c\u7b56\u7565\uff0c\u5982\u5ba2\u6237\u53cd\u9988\u3001\u6295\u8bc9\u89e3\u51b3\u3001\u5ba2\u6237\u652f\u6301\u7b49\u3002<\/p>\n

 <\/p>\n

5. \u6570\u636e\u53ef\u89c6\u5316\u5206\u6790<\/h3>\n

\u4f7f\u7528 Dynamics 365 \u7684 Power BI<\/a> \u5206\u6790\u548c\u62a5\u544a\u5de5\u5177\uff0c\u76d1\u6d4b\u548c\u5206\u6790\u4f1a\u5458\u6570\u636e\uff0c\u5982\u4f1a\u5458\u6570\u91cf\u3001\u6d3b\u8dc3\u5ea6\u3001\u8d2d\u4e70\u884c\u4e3a\u7b49\u3002<\/p>\n

 <\/p>\n

6. \u6269\u5c55\u80fd\u529b<\/h3>\n

\u5c06\u5176\u4ed6\u7cfb\u7edf\u548c\u5e94\u7528\u7a0b\u5e8f\u96c6\u6210\u5230\u4f1a\u5458\u5fe0\u8bda\u5ea6\u7ba1\u7406\u7cfb\u7edf\u4e2d\uff0c\u5982\u652f\u4ed8\u7cfb\u7edf\u3001\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u7cfb\u7edf\u7b49\u3002<\/p>\n

 <\/p>\n

\u901a\u8fc7\u4f7f\u7528 Dynamics 365\u6a21\u5757\u5f00\u53d1\u548c\u5bf9\u63a5\uff0c\u4f01\u4e1a\u53ef\u4ee5\u6709\u6548\u5730\u89e3\u51b3\u4f1a\u5458\u7ba1\u7406\u7684\u75db\u70b9\uff0c\u63d0\u5347\u5ba2\u6237\u4ef7\u503c\u548c\u4e1a\u52a1\u53d1\u5c55\u3002<\/p>\n

\"D365-membership-mgr\"<\/p>\n","protected":false},"excerpt":{"rendered":"

\u7ba1\u7406\u4f1a\u5458\u7684\u6311\u6218   \u4f01\u4e1a\u5728\u4f1a\u5458\u7ba1\u7406\u65b9\u9762\u9762\u4e34\u591a\u4e2a\u75db\u70b9\uff1a   1. \u7f3a\u4e4f\u5b8c\u6574\u7684\u4f1a\u5458\u4fe1\u606f\u7ba1\u7406 \u5b8c\u6574\u7684\u4f1a\u5458\u4fe1\u606f\u5305\u62ec\u4f1a\u5458\u57fa\u672c\u4fe1\u606f\uff08\u5982\u59d3\u540d\u3001\u6027\u522b\u3001\u7535\u8bdd\u3001\u5fae\u4fe1ID\uff09\u3001\u4f1a\u5458\u4e1a\u52a1\u4fe1\u606f\uff08\u9700\u6c42\u4fe1\u606f\u3001\u4ef7\u683c\u4fe1\u606f\u3001\u5206\u7c7b\u4fe1\u606f\uff09\u3001\u4f1a\u5458\u4ea4\u5f80\u4fe1\u606f\uff08\u8054\u7cfb\u5386\u53f2\u3001\u4ea4\u6613\u5386\u53f2\u3001\u670d\u52a1\u5386\u53f2\uff09\u3001\u4f1a\u5458\u4ef7\u503c\u4fe1\u606f\uff08\u4fe1\u7528\u4fe1\u606f\u3001\u4ef7\u503c\u5f71\u54cd\u4fe1\u606f\uff09\u7b49\u65b9\u9762\u3002\u540c\u65f6\uff0c\u4f1a\u5458\u4fe1\u606f\u5728\u4e1a\u52a1\u8fc7\u7a0b\u4e2d\u4e0d\u65ad\u53d8\u5316\uff0c\u56e0\u6b64\u5982\u4f55\u6709\u6548\u5730\u5f52\u96c6\u3001\u7ba1\u7406\u548c\u5229\u7528\u4f1a\u5458\u4fe1\u606f\u662f\u4f01\u4e1a\u7ba1\u7406\u7684\u96be\u70b9\u3002   2. \u4e0d\u80fd\u5168\u65b9\u4f4d\u7ba1\u7406\u4f1a\u5458\u63a5\u89e6 \u7531\u4e8e\u4f1a\u5458\u89c4\u6a21\u5927\u3001\u5206\u5e03\u5e7f\u3001\u8054\u7edc\u9891\u7e41\uff0c\u9500\u552e\u53ca\u4f1a\u5458\u611f\u53d7\u5b58\u5728\u4e8e\u6bcf\u6b21\u63a5\u89e6\u8fc7\u7a0b\u4e2d\u3002\u540c\u65f6\uff0c\u968f\u7740\u79d1\u6280\u7684\u8fdb\u6b65\uff0c\u63a5\u89e6\u65b9\u5f0f\u8d8a\u6765\u8d8a\u591a\uff0c\u5982\u4eba\u5de5\u7535\u8bdd\u3001\u81ea\u52a8\u8bed\u97f3\u3001\u4f20\u771f\u3001\u7535\u5b50\u90ae\u4ef6\u3001\u624b\u673a\u77ed\u6d88\u606f\u3001WEB\u7b49\uff0c\u56e0\u6b64\u4f01\u4e1a\u9700\u8981\u5408\u7406\u5e94\u7528\u8fd9\u4e9b\u63a5\u89e6\u65b9\u5f0f\uff0c\u6765\u6709\u6548\u5730\u8fdb\u884c\u9500\u552e\u3001\u670d\u52a1\u548c\u4f1a\u5458\u5173\u6000\u5de5\u4f5c\uff0c\u4ee5\u4fc3\u8fdb\u4e1a\u52a1\u53d1\u5c55\u3002   3. \u65e0\u6cd5\u7ba1\u7406\u4f1a\u5458\u6d88\u8d39\u7279\u5f81 \u6bcf\u7c7b\u4f1a\u5458\u5b58\u5728\u4e00\u5b9a\u7684\u9700\u6c42\u5171\u6027\uff0c\u540c\u65f6\u6bcf\u4e2a\u4f1a\u5458\u53c8\u5b58\u5728\u76f8\u5bf9\u72ec\u7279\u7684\u9700\u6c42\u4e2a\u6027\u3002\u4f1a\u5458\u5236\u4e1a\u52a1\u6a21\u5f0f\u7684\u6838\u5fc3\u662f\u63a8\u52a8\u4f1a\u5458\u7684\u957f\u671f\u5408\u4f5c\uff0c\u6269\u5927\u5408\u4f5c\u3002\u56e0\u6b64\uff0c\u4f01\u4e1a\u9700\u8981\u660e\u6670\u4f1a\u5458\u7684\u9700\u6c42\u7279\u5f81\uff0c\u4ee5\u5229\u7528\u5173\u8054\u9500\u552e\u3001\u5347\u7ea7\u9500\u552e\u7b49\u79d1\u5b66\u7684\u8425\u9500\u65b9\u6cd5\uff0c\u63d0\u5347\u5ba2\u6237\u4ef7\u503c\u3002   4. \u65e0\u91cf\u5316\u7684\u4f1a\u5458\u4ef7\u503c\u7ba1\u7406 \u4f01\u4e1a\u901a\u5e38\u91c7\u7528\u4ea4\u6613\u91d1\u989d\u4f5c\u4e3a\u4f1a\u5458\u7b49\u7ea7\u8bc4\u4f30\u7684\u552f\u4e00\u6807\u51c6\uff0c\u800c\u4f1a\u5458\u4ef7\u503c\u5e94\u8be5\u662f\u591a\u89d2\u5ea6\u7684\uff0c\u4f8b\u5982\u5408\u4f5c\u65f6\u95f4\u3001\u5408\u4f5c\u7c7b\u522b\u3001\u4fe1\u7528\u60c5\u51b5\u3001\u5f71\u54cd\u529b\u7b49\u3002\u7531\u4e8e\u7f3a\u4e4f\u91cf\u5316\u7684\u5ba2\u6237\u4ef7\u503c\u8bc4\u4f30\u4f53\u7cfb\uff0c\u4f01\u4e1a\u65e0\u6cd5\u5168\u9762\u7ba1\u7406\u5ba2\u6237\u4ef7\u503c\uff0c\u66f4\u4e0d\u80fd\u53ca\u65f6\u6d1e\u5bdf\u5ba2\u6237\u4ef7\u503c\u53d8\u5316\u3002\u56e0\u6b64\uff0c\u4f01\u4e1a\u9700\u8981\u5efa\u7acb\u6709\u6548\u7684\u5ba2\u6237\u5173\u6000\u4f53\u7cfb\uff08\u5173\u6000\u7b56\u7565\u3001\u5173\u6000\u65f6\u673a\u3001\u5173\u6000\u65b9\u5f0f\uff09\u53ca\u5ba2\u6237\u4ef7\u503c\u63d0\u5347\u673a\u5236\u6765\u4fdd\u6709\u548c\u63d0\u5347\u4ef7\u503c\u5ba2\u6237\u3002   \u4f1a\u5458\u7ba1\u7406\u8f6f\u4ef6\u7cfb\u7edf     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