定制报告

 拥有先进的营销活动追踪、可靠的分析能力和实时数据都是 CRM 系统的关键考量因素。此外，还要确保能够根据时间范围和其他条件自定义报告。这样，您就可以保持营销策略的预期效果，而不是根据 CRM 系统能够报告的内容进行调整。此外，能够将营销活动与往年、渠道等进行比较，可以让您学习、改进和完善营销策略，使其成为一台精准的潜在客户生成机器。

 

好的 CRM 使您能够根据指定的日期范围过滤数据并进行预测（图片来源：LOCALiQ 客户中心）。

一体化

您是否正在使用其他营销自 賭博數據 动化工具，或者未来是否有可能实施这些工具？确保 CRM 与这些技术兼容，并了解集成的复杂程度。

 

Nimble CRM专门针对社交媒体整合。

支持

数字不会说谎，但数据可能会骗人（当然是无意的）。例如，您可能会担心网站流量下降。但是，如果这种情况与转化率上升同



时发生，那么这实际上意味着虽然访问您网站的整体人数可能减少了，但更多对您的业务真正感兴趣的合格访问者会访问您的网站。在这种情况下，流量下降并不意味着什么坏事，而更有可能表明您的SEO 策略正在发挥作用，并且可以扩大规模。总而言之，拥有专门从事小型和/或本地企业营销的个人或团队可能意味着拥有 CRM 仅仅跟踪事情和利用 CRM 来增加收入之间的区别。


 

好的 CRM 会通过知识库等提供支持，但没有什么比 1:1 专家建议更好（图片来源：  Keap）。

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