SuiteCRM 基本概念及中英文术语对照表

更新日期: 2024-01-13 阅读次数: 222 字数: 908 分类: 管理

客户 Account

注意这里的客户是公司名,而不是具体的联系人(Contact)名字。

Accounts in SuiteCRM will typically hold all information specific to a company that your organisation will have a relationship with.

联系人 Contact

a Contact is an individual who is typically associated with an Account (organisation) or Opportunity (qualified prospect). For example if Techco is the Account, then John Smith, Sales Manager of Techco is the Contact.

与 Contact 联系人相关联的是 Meeting, Case (反馈),Email.

一个客户,即公司或组织,可能对应多个联系人。例如,不同的采购人员,不同的负责人,离职人员交接等。

潜在客户 Lead

Lead 不但有领导的意思,还有线索的意思。

In SuiteCRM a Lead is an unqualified contact usually generated from some form of marketing related event, for example it could be a person that has filled out a form on your website or someone that you met at a trade show and you are not sure yet if they have buying authority. Once a Lead is qualified and converted then it can be split into three parts; a Contact once you have established 'Who' it is, an Account when you know 'Where' they work and an Opportunity once it is known 'What' they might buy.

这段解释太棒了。

潜在客户,即,没有验证过的联系人(不确定是否会购买)。比如,来自网站的留言,展会上留的名片等。

一旦一个潜在客户(线索)在交流之后被验证,那么一个线索将被转化为三个部分。

  • 联系人:跟谁联系的
  • 客户:联系人所属的公司
  • 商业机会:客户可能购买什么

商业机会 Opportunity

商业机会与潜在客户(线索)的区别是,商业机会等同于合格的潜在客户。

An Opportunity is a qualified Sales prospect with a likely chance that they will be able to do business with your company. You have established that they have buying power and have entered into the buying cycle. This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is 'Closed Lost or 'Closed Won'.

客户跟商业机会分离的好处是,一个客户可能多次购买,形成多次交易,那么每笔交易对应一个商业机会,就条理清晰多了。

客户反馈 Case

SuiteCRM Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function. A Case can be created, updated when a User is working on it, assigned to a colleague and closed when resolved. At each stage of the Case the User can track and update the incoming and outgoing conversation thread so a clear record of what has occurred is registered in the CRM. Cases can be related to individual records such as Accounts, Contacts and Bugs.

客户反馈可以关联到客户,或者联系人,或者 bug。

如何更方便理解

我感觉很多中文翻译,容易引起歧义。比如,客户和联系人,第一次用很难分清楚。

我的一种想法是只需要加一些提示,或者在右上角的快捷创建按钮组中,在现有的按钮后面增加一个括号,追加上好理解的名字。例如,客户(公司、组织),这样的形式,其实就很好理解。

关于培训

这个系统做培训是必然的,省不了,我昨晚大概看完了官网的一些基础功能文档,其实很好理解,而且看完后,感觉这样的设计很周全,比我想的细致多了,而且可以应对各种实际使用情况。

学习一下 SuiteCRM 的基础概念,及流程,可以起到规范化的作用。

参考

https://docs.suitecrm.com/user/

tags: CRM

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