Pulogalamu yabwino kwambiri yoyendetsera ntchito: Momwe mungasankhire chida choyenera cha kukula kwanu

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Zida zopangira ma workflow automation zimagwiritsa ntchito mabizinesi obwerezabwereza pamakina onse pogwiritsa ntchito zoyambitsa ndi malingaliro. Mapulatifomuwa amalumikiza mapulogalamu, data ya CRM, ndi njira zoyankhulirana kuti agwiritse ntchito njira zingapo popanda kugwiritsa ntchito manja - kuwongolera chitsogozo chatsopano kudzera pa imelo, kuyiyika, ndikuipereka kwa wobwereza motsatira ndondomeko imodzi yokha. Mwa kusintha masitepe a bukhu ngati/kenako n’kuyendetsa ntchito, magulu amathandizira kuti ntchitoyo ikhale yolondola komanso yolondola, imamasula nthawi yogwira ntchito zaluso, ndikuwoneka bwino pakuchita malonda, kugulitsa, ndi ntchito zantchito. Malinga ndi McKinsey & Company, mpaka 60% ya ntchito zimatha kupanga gawo limodzi mwa magawo atatu a ntchito zawo pogwiritsa ntchito ukadaulo womwe ulipo. Momwe magulu a B2B amakulira pakutsatsa, kugulitsa, ndi ntchito, zida zoyendetsera ntchito zakhala zofunikira pakuchotsa ntchito zobwerezabwereza komanso kuwongolera machitidwe pamakina. Zamkatimu Kodi zida zogwirira ntchito zogwirira ntchito ndi chiyani? Momwe Mungasankhire The Best Workflow Automation Software Zida za HubSpot Workflow Management Mapulogalamu ena a Workflow Kuyenda kwa AI vs Rule-Based Automation Momwe Mungatulutsire Njira Yoyendetsera Ntchito Yopanda Chisokonezo Mafunso Omwe Amafunsidwa Kawirikawiri Okhudza Zida Zamagetsi Zoyenda Ntchito Kodi zida zogwirira ntchito zogwirira ntchito ndi chiyani? Zida zopangira zokha za Workflow ndi mapulogalamu apulogalamu omwe amawongolera njira zamabuku, zobwerezabwereza pochita zomwe zafotokozedweratu zochitika zina zikachitika. Mwachitsanzo, njira yotsatsira malonda imatha kutumiza maimelo angapo otsatiridwa pomwe munthu woyembekeza atsitsa pepala loyera, kapena mayendedwe amalonda atha kutumiza pempho lachiwonetsero chatsopano ku rep yoyenera kutengera geography. Zida zimenezi nthawi zambiri zimagwiritsa ntchito mfundo zozikidwa pa malamulo - "ngati X ichitika, chitani Y" - kotero kuti ntchito monga kugawa kutsogolera, kulowetsa deta, kapena zosintha matikiti zichitike modalirika komanso mosasintha. Zotsatira zake ndikuti magulu amathera nthawi yochepa pantchito yotanganidwa komanso yochulukirapo pamalingaliro, popeza ntchito zomwe wamba zimayendetsedwa ndi makina opangira makina. M'malo mwake, mapulatifomu opangira ntchito amalumikiza data ya CRM, makampeni otsatsa, ndi machitidwe a ntchito, zomwe zimayambitsa zochita pazida zingapo nthawi iliyonse mbiri ikakwaniritsa zofunikira zina. (Mwachitsanzo, kutumiza fomu kungapangitse wolumikizana nawo ku drip ya imelo ndikudziwitsa wogulitsa malonda nthawi imodzi.) Mayankho amakono a kayendetsedwe ka ntchito nthawi zambiri amakhala opangidwa ndi mitambo ndipo amaphatikizana kwambiri, kotero amatha kukonza njira zomaliza mpaka kumapeto pa malonda, malonda, ntchito, ndi ntchito. Momwe Mungasankhire The Best Workflow Automation Software Kusankha chida chogwiritsira ntchito makina opangira ntchito kumatheka bwino pofananiza kukhwima kwa bungwe ndi zofunikira zofunikira: sankhani omanga osavuta, opanda code pa zosowa zoyambirira; onjezani kuyimba, ma templates, ndi makina opangidwa ndi CRM-integrated kwa magulu okulirapo; ndikutengera utsogoleri wamabizinesi, ma API amitundu yosiyanasiyana, ndi othandizira a AI pamlingo wovuta. Kuyamba: Kuthamanga Kwambiri, Kutsika Kwambiri Magulu ang'onoang'ono amafunikira nthawi yofulumira komanso yosamalidwa pang'ono, ndipo makina odziwikiratu otengera malamulo (madontho olandirira, njira yopita patsogolo) amatha kutumiza mwachangu. Chifukwa chake, pulogalamu yopepuka yantchito komanso makina opangira ma imelo (palibe code) amalimbikitsidwa kuti akhale oyenera. Chitsogozo chodzipangira cha AI: Sungani mayendedwe a ntchito malinga ndi malamulo; yambitsani AI (kulemba zomwe zili kapena malingaliro apamutu) ngati chowonjezera. Kuyenerera kwa HubSpot: HubSpot Marketing Hub Starter/zida za imelo zaulere + mayendedwe oyambira. Magulu atha kuyamba ndi kuyesa kwaulere kwa HubSpot Marketing Hub kuyesa makina ogwiritsira ntchito pamakampeni enieni. Scaleup: Orchestration + Performance Kwa makampani pakadali pano, magulu angapo amafunikira makina opangira okha, magawo, komanso mphamvu yoyezera. Ndipo kuyimba pakutsatsa, kugulitsa, ndi ntchito kumafunika kuti muchepetse ma handoffs ndikuwongolera kutsatira kwa SLA. Chifukwa chake, kachitidwe kantchito kokhala ndi ma templates, mayendedwe azinthu, ndi ma analytics amakwanira bwino. Chitsogozo cha AI: Yambitsani othandizira a AI kuti apititse patsogolo makonda anu komanso kuyika patsogolo (monga othandizira a Breeze pa kafukufuku woyembekezeka, kope lothandizidwa ndi AI pamakampeni osiyanasiyana). Gwiritsani ntchito AI kuti mupangire zabwino zomwe mungachite kwinaku mukusiya zisankho zovuta kuti mulamulire malingaliro. Kuyenerera kwa HubSpot: HubSpot Marketing Hub Professional (kayendetsedwe ka ntchito, kutsatizana, zoyambitsa khalidwe) + Sales Hub Professional pamayendedwe otsogolera. Magulu atha kuyamba ndi kuyesa kwaulere kwa HubSpot Marketing Pro + Sales Hub Pro kuyesa makina ogwiritsira ntchito pamakampeni enieni. Bizinesi: Ulamuliro, Kukulitsa, ndi AI pa Scale Akaunti yovutazitsanzo, makomiti ogula angapo, ndi kutsata zimafuna kulamulira mwamphamvu, kuwerengera, komanso kuthekera kopanga makina opangira makina akunja pamabizinesi. Chifukwa chake, choyenera kwambiri kwamakampani pakadali pano ndikuwongolera kayendetsedwe ka bizinesi ndi ma API, utsogoleri wapamwamba, zolosera zam'tsogolo, ndi othandizira a AI omwe amagwira ntchito pamakina onse. Chitsogozo cha AI: Tumizani othandizira a AI pazisankho zosalongosoka (kutengera zomwe zili, kutengera zolinga, kuchita bwino kwambiri). Gwiritsani ntchito AI kuti muwonetse ma siginecha, kenako sinthani zisankho zomwe zingabwerezedwe m'machitidwe ozikidwa pamalamulo ngati kuli koyenera. Mwachitsanzo, othandizira a Breeze AI amatha kusanthula ma siginecha osakhazikika ndikupangitsa kuti pakhale kufalikira kwamunthu payekhapayekha. Kuyenerera kwa HubSpot: HubSpot Marketing Hub Enterprise + Sales Hub Enterprise + Breeze AI Agents (ndi ma Enterprise-level credits subscriptions). Magulu amatha kulumikizana ndi gulu la HubSpot Sales kuti apeze chiwonetsero chofananira. Zida za HubSpot Workflow Management HubSpot imapereka zida zingapo zopangira zokha pagawo lililonse laulendo wamakasitomala. Izi zikuphatikiza koma sizimangokhala ndi Marketing Hub's workflow builder, Marketing Email automation, Sales Hub sequences & lead routing, AI agents ngati Breeze, Lead Scoring, and Customer services automation. Chida chilichonse chimagwira ntchito zosiyanasiyana komanso masikelo okhala ndi zosowa zamagulu. Tikufotokozera chilichonse m'munsimu, kuphatikiza zoyambira, mitengo, ndi mitundu yamagulu omwe amawakonda. Marketing Workflow Automation Zida HubSpot Marketing Hub imaphatikizanso omanga mayendedwe owoneka bwino omwe amatha kupanga makampeni a imelo, kuwongolera kutsogolera, magawo, ndi zina zambiri. Mayendedwe otsatsa amatha kutumiza maimelo otsatila, kusinthira zinthu zolumikizana nawo, kugawa zitsogozo, kugawa nthambi ndi machitidwe, ndikuyambitsa zidziwitso zamkati. Magulu amatha kugwiritsa ntchito kuphatikiza kulikonse kwa maimelo, kuchedwa, ngati/kenako nthambi, ndi mafoni a webhook/API. Kuyenda kwa ntchito kumaphatikizana ndi mafomu awebusayiti, makampeni otsatsa, zomwe zili mu CMS, ndi njira zina. Mitengo: Yophatikizidwa ndi Marketing Hub Professional ndi Enterprise. Mapulani oyambira amapereka "zosintha zosavuta" zochepa. Nthambi zapamwamba kwambiri, zoyambitsa zochitika, ndikuyenda kwazinthu zofunikira zimafuna Pro/Ent. Zabwino kwa: Magulu otsatsa amsika wapakatikati ndi mabizinesi omwe akufuna kuyika pakati ndikusintha mayendedwe onse a kampeni. (Mabizinesi oyambira nthawi zambiri amadalira njira zosavuta zodumphira m'malo mwake.) Zomwe timakonda: Zimagwirizanitsa makina opangira kampeni, kotero mutha kukonzekera kampeni yolerera kuchokera pamayendedwe amodzi. Kuphatikizika kwa CRM kwa HubSpot kumatanthauza kuti deta imayenda yokha, chifukwa chake Kutsatsa kwantchito kumakhala ndi nkhani zonse pazolumikizana ndi kampani iliyonse. Kuphatikiza apo, kuphatikiza kwaposachedwa ndi othandizira a AI a HubSpot ndi protocol yachitsanzo (kulumikizana ndi zida zakunja) kumabweretsa makina okonzeka a AI kwa ogulitsa. Malangizo Othandizira: Gwiritsani ntchito Situdiyo Yotsatsa ya HubSpot kukonzekera makampeni ndikupanga katundu ndikuyenda kwanu. Ndipo gwiritsani ntchito zida za Breeze AI kuti mulembe makalata a imelo kuti mugwire ntchito. Imelo Campaign Automation Zida Chida Chotsatsa Imelo cha HubSpot (gawo la Marketing Hub) chimakupatsani mwayi wotumiza maimelo ndikukhazikitsa kampeni yotsitsa mosavuta. Otsatsa amatha kupanga ma tempuleti a imelo ndikugwiritsa ntchito mayendedwe kuti akonze mndandanda wa zotumiza kwa omwe akulumikizana nawo. Mwachitsanzo, wolembetsa watsopano wabulogu amatha kulembetsa yekha mndandanda wamakalata olandila, uthenga uliwonse woyambitsidwa ndi kuchedwa kwa nthawi kapena zochita za ogwiritsa ntchito (monga kudina ulalo). Imelo ya HubSpot imaphatikizapo machitidwe abwino kwambiri monga mitundu yolembetsa, kusanja olembetsa, ndi kusanthula kachitidwe. Mitengo: Imapezeka pamagawo onse olipira a Marketing Hub. (Pali chida chaulere chotsatsa maimelo chokhala ndi zotumiza zochepa ndi mawonekedwe amagulu ang'onoang'ono kwambiri.) Professional/Enterprise tsegulani kutumiza zopanda malire, ma templates achikhalidwe, makina apamwamba / kulera, ndi ma analytics. Zabwino kwa: Gulu lililonse lotsatsa lomwe likugwiritsa ntchito CRM ya HubSpot. Magulu ang'onoang'ono amatha kugwiritsa ntchito maimelo aulere ndi kudontha kosavuta, pomwe magulu akulu amagwiritsa ntchito imelo ya HubSpot mumayendedwe ovuta. Zomwe timakonda: Ma analytics a imelo a HubSpot amadya mwachindunji m'marekodi olumikizirana (kutsegula, kudina, ndi zina), kubweretsa mawonekedwe apamwamba pakupanga kampeni yotsitsa. HubSpot's Loop Marketing framework imayitanitsa imelo ngati njira yofunikira mu gawo la "Kukulitsa kufikira kwanu", zomwe zikuwonetsanso kufunikira kwa kugawa kokha pakutsatsa maimelo. Malangizo Othandizira: Phatikizani Imelo ndi Mayendedwe a Ntchito ndi ma AI: gwiritsani ntchito kuyenda kwa AI kuti musinthe makonda anu nthawi zotumizira, mitu yofikira, mauthenga olembedwa, ndi kutsata kwamphamvu. Zida Zamagetsi Zogulitsa HubSpotimapereka Sales Automation makamaka kudzera mu Sequences ndi machitidwe ogwiritsira ntchito kachitidwe monga Lead Routing. Kutsatizana kumapangitsa ogulitsa kuti apange maimelo amayendedwe angapo omwe amalembetsa okha ndikufikira otsogolera. Njira Yotsogola (kudzera mumayendedwe a ntchito) imangopereka zotsogola zatsopano ku ma reps kutengera magawo, ma robin ozungulira, kapena malamulo a eni akaunti. Zabwino Kwambiri: Magulu ogulitsa omwe akufuna kufulumizitsa kufufuza pamlingo waukulu ndikuwonetsetsa kuti otsogolera sakugwera m'ming'alu. Magulu ang'onoang'ono atha kugwiritsa ntchito mindandanda kuti azitsatira zotsatizana. Magulu akuluakulu nthawi zambiri amagwiritsa ntchito njira zosinthira makonda. Zomwe timakonda: Kutsatizana kwa HubSpot kumapangitsa kuti ma reps azisintha pamlingo chifukwa cha Breeze AI. Kuphatikizika ndi mayendedwe a ntchito kumatanthauza kuti ntchito zapamanja (monga kudziwitsa zamalonda zomwe zakonzedwa) zimangochitika zokha. Malangizo Othandizira: Mayendedwe a Pair Sales Hub ndi makina oyendera a HubSpot omwe ali ndi cholinga chogula kuti ayambitse okha kulumikizana kogwirizana ndi maakaunti omwe mukufuna akuwonetsa zizindikiro zazikulu, mwachitsanzo, kufufuza mitu yoyenera kapena kupita patsamba lofunikira. Izi zimalola magulu ogulitsa kuti aziyika patsogolo kufalikira potengera zomwe zikuchitika zenizeni m'malo mwa mindandanda yokhazikika. Zida za Breeze AI Agent Breeze ndi HubSpot's AI wosanjikiza wophatikizidwa pa nsanja yamakasitomala, yopangidwira kupititsa patsogolo kutsatsa, kugulitsa, ndikuyenda kwa ntchito. Chimodzi mwazinthu zomwe zimakhudzidwa kwambiri ndi magulu opeza ndalama ndi Breeze Prospecting Agent. Breeze Prospecting Agent amasanthula ma CRM records, ma sign of accounting, komanso data yabizinesi yomwe ikupezeka pagulu kuti athandize magulu kuzindikira, kuika patsogolo, ndikusintha momwe anthu amafikirako. M'malo mosintha makina opangira ntchito, Breeze amakulitsa mwa kuwonjezera luntha pamachitidwe okhazikika. Workflows imachita zomwe zafotokozedweratu, pomwe Breeze amazindikiritsa omwe ayenera kulowa mumayendedwewo komanso momwe mauthenga amayenera kusinthira. Zabwino kwa: Magulu okulirapo amayang'ana kwambiri zofufuza zakunja zomwe zikufuna kukulitsa otsogolera popanda kuwerengera kowonjezera. Zothandizanso kwa ogulitsa otanganidwa omwe akufuna kafukufuku wachangu, wapamwamba kwambiri. Zomwe timakonda: Breeze imagwiritsa ntchito imodzi mwazogulitsa zomwe zimawononga nthawi kwambiri: kufufuza kwachiyembekezo ndi kulemba koyambirira kwa uthenga. M'malo mofufuza ndi kuonana ndi anthu, ma reps amalandira chiyembekezo chodziwika bwino ndikulemba zolemba zaumwini. Malangizo Othandizira: Pair Breeze Prospecting Agent ndi HubSpot workflows ndi zizindikiro za ogula kuti ayambitse anthu pamene maakaunti omwe akuwunikira akuwonetsa kuchitapo kanthu (monga kuyendera masamba mobwerezabwereza kapena kutsitsa zomwe zili). Ganizirani kugwiritsa ntchito mphamvu zowonjezera za Breeze, monga Breeze Data Agent, kusunga zolemba za CRM zoyera ndikulimbitsa magawo. Pamodzi, zida izi zitha kugwira ntchito ngati scalable, AI-augmented SDR motion. Zida Zowongolera Zotsogolera HubSpot's Lead Scoring imagwiritsa ntchito njira yolumikizirana ndi / kapena makampani kutengera momwe amayenderana ndi mbiri yabwino yamakasitomala komanso kuchitapo kanthu mwachangu. Magulu amatanthauzira makhalidwe (kukula kwa kampani, makampani) ndi makhalidwe (imelo imatsegulidwa, maonekedwe a masamba) omwe amasonyeza chiyembekezo chotentha. HubSpot ndiye amawerengera zokha zigoli za munthu aliyense wolumikizana naye/kampani ndikuzisunga mugulu lazogoletsa. Ziwerengerozi zitha kugwiritsidwa ntchito pamayendetsedwe a ntchito: mwachitsanzo, kugoletsa kulikonse komwe kumadutsa pamtunda kumatha kupanga MQL ndikugulitsa chenjezo. Zabwino kwa: Magulu otsatsa a B2B ndi ogulitsa omwe amafunikira kuyika patsogolo zitsogozo bwino. Pamene otsogolera ambiri abwera tsiku ndi tsiku, kugoletsa pawokha kumawonetsetsa kuti ma reps amayang'ana kwambiri omwe angasinthe. Zomwe timakonda: Imatsitsa imodzi mwazinthu zofunika kwambiri zotsatsa - kuwongolera - pamakina ochita kupanga. Kutsogola koyendetsedwa ndi AI komanso kugoletsa kwamakampani kumawunika mosalekeza zoyenera komanso kuchitapo kanthu, kuthandiza magulu ogulitsa kuyang'ana kwambiri mwayi wopezeka. Langizo la Pro: Nthawi zonse yeretsani chitsanzo chanu poyerekezera ndi zigoli zomwe zimatembenuza. HubSpot imakulolani kuti musinthe mfundo zamtundu uliwonse. Tikukulimbikitsani kuti muwunikenso momwe mukugwirira ntchito kotala lililonse ngati gawo la "Evolve" mu Loop Marketing yanu. Mapulogalamu ena a Workflow Mayankho ena akuyenda kwantchito pamsika akuphatikiza zida zoyimilira zoyendetsera kayendetsedwe ka ntchito, nsanja zopangira ma projekiti, ndi machitidwe ophatikizana monga Asana, Monday.com, Zapier, ndi Atlassian. Mapulatifomuwa nthawi zambiri amayang'ana kwambiri pakuyimba ntchito, mayendedwe a projekiti, kapena kuphatikiza kwa mapulogalamu osiyanasiyana. Komabe, magulu ambiri omwe amapeza ndalama za B2B amaika patsogolo mapulogalamu oyendetsera ntchito omwe amaphatikizana mwachibadwa ndi dongosolo la CRM kuti awonetsetse malonda, malonda, ndi ntchito zokha.zimagwira ntchito kuchokera ku dongosolo logwirizana la zolemba. Kuyenda kwa AI vs Rule-Based Automation Kuyenda kozikidwa pamalamulo kumapereka malingaliro ofotokozedweratu ndikuwonetsetsa kuti magwiridwe antchito akhazikika. Othandizira a AI amasanthula machitidwe pa data yokhazikika komanso yosalongosoka ndikuthandizira kupanga zisankho zosinthika. Njira zamakono zogwirira ntchito zogwirira ntchito zimaphatikiza zonse ziwiri: mayendedwe ogwirira ntchito amatha kulosera kuchuluka, ndipo othandizira a AI amakhathamiritsa magwiridwe antchito mkati mwamayendedwewo. Kumbukirani kuti othandizira a AI amawonjezera njira zoyendetsera ntchito, osati m'malo mwake. Kuyenda kozikidwa pamalamulo ndi makina oyendetsedwa ndi AI chilichonse chili ndi malo ake. Mayendedwe a ntchito amagwiritsa ntchito momveka bwino ngati/kenako akuyambitsa. Amachita bwino kwambiri pantchito zodziwikiratu - mwachitsanzo, "Ngati wolumikizana naye apereka fomu X, ndiye tumizani Imelo Y" kapena "Round-robin assign lead by dera." Mayendedwe opangidwa mwadongosolo awa amapereka kusasinthika komanso kosavuta kuwunika. Othandizira a AI, mosiyana, amayang'anira zolowa zosakhazikika komanso kupanga zisankho. Amasanthula deta ndikusankha zochita paokha. Mwachitsanzo, m'malo motsatira maimelo omwe adafotokozedwa kale, wothandizira wa AI amatha kuwerenga mbiri ya wotsogolera ndikupanga imelo yamunthu kuti afikire. Ma AI Agents vs Mayendedwe Okhazikitsidwa ndi Malamulo mu Zida Zamagetsi Zogwirira Ntchito Mwachidule: Ngati ndondomeko yanu ndi yokhazikika komanso yobwerezabwereza, khalani okhazikika. Ngati muli ndi zolowetsa zosalongosoka (monga mayankho aulere) kapena mukufuna dongosolo kuti liphunzire ndikusintha, yambani kuyambitsa othandizira a AI. M'malo otsatsa amasiku ano a AI, tanthauzoli limakula. Sikuti kungochotsa ntchito zobwerezabwereza pazantchito za tsiku ndi tsiku za amalonda. Zakukulitsa mayendedwe anu ndi AI kuti awapangitse kulosera komanso makonda. Momwe Mungatulutsire Njira Yoyendetsera Ntchito Yopanda Chisokonezo Khwerero 1: Yambani mophweka ndikugwirizanitsa zolinga. Dziwani zambiri (monga njira zotsogola kapena kutsata maimelo) ndikuzisintha zokha. Kupititsa patsogolo ntchito zambiri nthawi imodzi kungayambitse chisokonezo komanso kuchedwa. Dziwani bwino momwe kupambana kumawonekera. Khwerero 2: Onetsetsani kuti deta ili yabwino. Mayendedwe a ntchito ndi abwino ngati data yanu ya CRM. Yeretsani katundu wa HubSpot CRM ndi kubwereza zolumikizana musanapange makina atsopano. Ganizirani kugwiritsa ntchito luso la HubSpot's Breeze wothandizira data kuti muthandizire kuti data ya CRM ikhale yoyendetsedwa, yolemeretsedwa, komanso yosasinthika pamakina otsatsa ndi malonda. Breeze imatha kuwonetsa zidziwitso zomwe zikusowa, kuyimitsa ma rekodi, ndikuthandizira magawo oyeretsera kuti azingopanga zokha. Gawo 3: Lembani ndikuwongolera. Lembani cholinga cha ulendo uliwonse ndi malingaliro ake. Perekani eni ake (nthawi zambiri woyang'anira malonda kapena ops) pa makina aliwonse kuti mutsimikizire kuyankha. Tsimikizirani zowongolera zolowera: ogwiritsa ntchito ophunzitsidwa okha ndi omwe ayenera kupanga kapena kusintha mayendedwe. Zida zamabizinesi (monga HubSpot Pro/Ent) zimapereka zipika zowunikira kuti ziwondolere zosintha zamitundu ndi zolemba. Njira zowongolera izi zimathandizira kupewa "zochita zolimbitsa thupi" ndikuwonetsetsa kuti njira sizikutsutsana. Gawo 4: Yesani ndikubwerezabwereza. Pambuyo poyambitsa makina opangira makina, yang'anani momwe akukhudzira ndikuyang'ana zosiyana. Mwachitsanzo, onetsetsani kuti ntchito zotsogola sizinachuluke, kapena kuti maimelo akufikira ma inbox omwe akuyembekezeka. Komanso, onetsetsani kuti mwakonza kuwunika kwanthawi ndi nthawi kwazitsulo zazikulu (zotanthauzidwa ndi zolinga za kayendetsedwe ka ntchito). Ngati ma metrics owoneka akusintha, lingalirani zowongolera kayendetsedwe ka ntchito (monga kusintha kuchedwa kapena zofunikira). Chitani makina aliwonse ngati gawo lakusintha kopitilira muyeso - m'mawu a HubSpot's Loop Marketing, gwiritsani ntchito gawo la "Evolve" kuti musinthe ndikuwongolera pakapita nthawi. Khwerero 5: Phunzitsani ndi kukwera. Pomaliza, phunzitsani magulu anu njira zatsopano. Malemba osavuta ophunzitsira kapena ma demo amatha kuwonetsa otsatsa ndi ogulitsa momwe mayendedwe amagwirira ntchito, ndikuwapatsa mphamvu kuti azitha kuwona mipata ndikuwonetsa makina atsopano. Kawirikawiri, yambani ndi maulendo angapo oyendetsedwa bwino, kenaka onjezerani pang'onopang'ono kuti mupewe chisokonezo monga miyeso yogwiritsira ntchito. Mafunso Omwe Amafunsidwa Kawirikawiri Okhudza Zida Zamagetsi Zoyenda Ntchito Ndiyenera kusintha liti kuchoka ku malamulo kukhala othandizira a AI? Gwirizanani ndi kayendetsedwe ka ntchito kozikidwa pamalamulo pazodziwikiratu, ntchito zokhazikika (mwachitsanzo, kutumiza zotsatiridwa zokhazikika). Yambitsani othandizira a AI pamene mayendedwe a ntchito akuphatikiza zolowa zosakhazikika kapena akufuna kupanga zisankho zosinthika. Monga momwe HubSpot imanenera, mabungwe opambana ambiri amagwiritsa ntchito zonsezi: sinthani masitepe anthawi zonse ndikuyenda kwa ntchito ndikulola AI kuwongolera zisankho mwamphamvu. Lamulo labwino la chala chachikulu ndi: gwiritsani ntchito AI zinthu zikasintha pafupipafupi, kapena makonda ndikofunikira. Kodi zida izi zimalumikizana bwanji ndi data yanga ya CRM? Pulatifomu iyenera kulunzanitsa bi-directionally ndi CRM kuti zochita zoyendetsera ntchito zisinthe.HubSpot ndi chitsanzo cha nsanja yolumikizana: Marketing Hub yake, Sales Hub, ndi Service Hub onse amagawana mbiri yomweyo ya Smart CRM. Izi zikutanthauza kuti njira iliyonse yogwirira ntchito imakhala ndi zolumikizana zaposachedwa komanso data yamalonda. Nthawi zambiri, powunika chida, onetsetsani kuti chikugwirizana ndi CRM yanu kuti zochita za kasamalidwe kantchito zisinthe mbiri (ndi mosemphanitsa) munthawi yeniyeni. Ndi njira iti yabwino yoyendetsera ma automation m'magulu onse? Khazikitsani umwini ndi maulamuliro omveka bwino: fotokozerani yemwe angapange, kusintha, kapena kufalitsa mayendedwe a ntchito. Gwiritsani ntchito zilolezo zotengera maudindo ndipo mufunika kuvomerezedwa pamakina akuluakulu. Sungani mndandanda wamayendedwe ogwirira ntchito (zomwe amachita ndi eni ake). Zida zoyendetsera ntchito zamakampani zimapereka zolemba zowerengera ndi mbiri yakale - gwiritsani ntchito izi kuti muwunikenso zosintha. Mwachitsanzo, HubSpot Enterprise imaphatikizapo zipika zosinthira kayendedwe kantchito ndi zilolezo zomwe zimalepheretsa kusintha kosaloledwa. Kodi ndikufunika dongosolo la kayendetsedwe ka ntchito kapena chida choyendetsera ntchito? "Kachitidwe kantchito" nthawi zambiri amatanthauza injini yodzichitira (monga HubSpot Workflows) yomwe imayendetsa njirazo. "Chida chowongolera kayendetsedwe ka ntchito" chingatanthauze nsanja yotakata yomwe imathandizira magulu kukonza kayendedwe ka ntchito. M'malo mwake, magulu ambiri amagwiritsa ntchito zonsezi: chida cha PM (kapena bolodi loyera) kupanga njira, ndi chida chodzipangira okha kuti azichita. Kwa magulu omwe amayang'ana kwambiri mapulogalamu, kuyika patsogolo nsanja yopangira makina ndiyo njira yamphamvu kwambiri. Kodi gulu laling'ono lingayambitse bwanji makina ake oyamba? Mwachangu kwambiri! Ndi zida zamakono zopanda code, gulu laling'ono nthawi zambiri limatha kupanga ntchito yosavuta mu maola kapena masiku. Mwachitsanzo, wogulitsa akhoza kukhazikitsa maimelo oyambira mu maola ochepa pogwiritsa ntchito template ndikuyilumikiza ku fomu. Kuthamanga kumadalira zovuta: makina oyamba (monga imelo yolandirira) amatha kuchitika m'mawa, pomwe nthambi zambiri zotsogola zitha kutenga sabata kuti zitheke. Chinsinsi ndichoyamba chosavuta ndikukulitsa. Ngakhale imelo imodzi yokha imatha kuyamba kusunga nthawi nthawi yomweyo, ndikupanga chidaliro kuti muthane ndi zovuta zambiri pakapita nthawi. Workflow Automation ngati Kukula kwa Lever Zida zopangira makina ogwirira ntchito zakhala zofunikira pakutsatsa ndi kugulitsa zamakono. Kukhazikitsa mwamphamvu kwambiri kumaphatikiza mayendedwe ozikidwa pamalamulo pamavoliyumu apamwamba, ntchito zodziwikiratu ndi othandizira a AI kuti azitha kusankha mwamakonda. Ponseponse, dongosolo la CRM liyenera kukhala gwero limodzi lachowonadi, ndikuyenda kulikonse kochokera ndikulembera ku database yomwe yagawidwa. Deta yoyera ndi utsogoleri zimapanga maziko a kutulutsa kopambana kulikonse. Magulu omwe amayamba mophweka, amagawira eni ake omveka bwino, komanso obwerezabwereza malinga ndi deta ya machitidwe amapanga mapulogalamu odzipangira okha omwe amakula popanda kuwonjezera zovuta zogwirira ntchito. Njira yoyenera yodzipangira yokha imatha kuwirikiza kawiri kapena katatu kupititsa patsogolo kampeni popanda kuwonjezera zothandizira. Magulu omwe amaphatikiza makina opangira ntchito ndi othandizira a AI amatha kuchoka pamanja kutumiza kalata imodzi pamwezi kupita kumayendedwe atsiku ndi tsiku omwe amayambitsidwa ndi munthu payekha. Ngakhale gulu laling'ono litha kuyambitsa makina ogwira ntchito mwachangu ndikumangirira pang'onopang'ono kuti azitha kugulitsa bwino.

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