Contact Management Systems

Kuti aone zomwe amachita ndi makasitomala akuluakulu komanso ogwira ntchito komanso ogwira ntchito, makampani ambiri ogulitsa ntchito zachuma ali ndi machitidwe oyanjanirana. Izi zikutheka makamaka ngati pulogalamuyi yagwirizanitsa malonda ake, ndipo amalephera kulankhulana ndi anthu oterewa kuti azikhala ndi ukonde wofunika kwambiri wa alangizi a zachuma, makampani akuluakulu ogwirira ntchito komanso / kapena mabanki akuluakulu a zachuma .

Nthawi iliyonse mmodzi wa oimirira a fakitale adayankhulana ndi kasitomala kapena kuyembekezera (kaya payekha, pa telefoni, pa e-mail kapena pa positi ya positi), iye akuyenera kulowetsa mwatsatanetsatane wa zomwe akulankhulana nazo mu otsogolera dongosolo (kapena CMS, mwachidule).

Zifukwa za kufufuza izi zikuphatikizapo:

• Kuwongolera oimira awa ndikuyika malipiro awo.
• Kuonetsetsa kuti kasitomala kapena malonda akukumana ndifupipafupi, osati nthawi zambiri kapena nthawi zambiri.
• Kuwongolera zotsatira za olankhulana nawo, monga chuma chosonkhanitsidwa, kapena kugwirizana kwa mabanki a mabanki.

Monga momwe mfundo yomaliza ikusonyezera, zofunikira mu CMS zonse ziyenera kuphatikizapo ndemanga pa zotsatira za ojambulawa, kuphatikizapo mitundu ya maselo omwe ayenera kukhala mbali ya kayendedwe ka kayendedwe ka kayendetsedwe kake . Zomwe zinalembedwa ndi akatswiri omwe akulowetsa mu CMS ayenera kukhala ovomerezeka okha.

Phunziro la Mutu:

Mtsinje wapamwamba wokhala ndi akatswiri omwe amagwiritsidwa ntchito ndi dipatimenti yapamwamba yogulitsa nsomba ku Merrill Lynch , yomwe tsopano imadziwika kuti Private Advisory Services, inali ndi dongosolo la bonasi limene makamaka linali lachitsanzo, pogwiritsa ntchito katundu wa nyumba . Mtsinje waukulu wa Merrill Lynch wofunika kwambiri wa CMS, akatswiriwa angalowe muyeso ya ndalama zomwe wofuna chithandizo kapena amene adaziika (kapena analonjeza kuti adzaziyika) ndi khama, malinga ndi malonda awo.

Pambuyo pake, wotsogolera wa Services Advisory Services angayang'ane ntchito mu nkhani za makasitomalawo kuti atsimikizire ngati ma depositiwa analididi kapena ayi. Kuwonjezera apo, zolembera mu CMS zikhoza kugwiritsidwa ntchito pa gawo lovomerezeka la mabhonasi, kuti mudziwe momwe akatswiri akhala akutsatira pa ntchito.

Kuwonjezera pamenepo, zolembera mu CMS zidzakhala zogawidwa potsata njira zogulitsira, monga Vintage Motor Sports, Merrill Lynch Shootout ndi chithandizo cha symphony kapena usiku wa museum. Deta iyi idzagwiritsidwanso ntchito poyesa kubwerera kwa ndalama kuchokera ku chithandizo ndi kukwezedwa .