{"id":7113,"date":"2022-08-09T13:55:22","date_gmt":"2022-08-09T06:55:22","guid":{"rendered":"https:\/\/bap-software.net\/?post_type=knowledge&p=7113"},"modified":"2023-12-28T16:59:02","modified_gmt":"2023-12-28T09:59:02","slug":"outstanding-salesforce-features","status":"publish","type":"knowledge","link":"https:\/\/bap-software.net\/vi\/knowledge\/outstanding-salesforce-features\/","title":{"rendered":"10 t\u00ednh n\u0103ng n\u1ed5i b\u1eadt c\u1ee7a Salesforce m\u00e0 c\u00e1c doanh nghi\u1ec7p c\u1ea7n c\u00f3\u00a0"},"content":{"rendered":"

Salesforce l\u00e0 c\u00e1i t\u00ean h\u00e0ng \u0111\u1ea7u khi n\u00f3i v\u1ec1 gi\u1ea3i ph\u00e1p qu\u1ea3n l\u00fd quan h\u1ec7 kh\u00e1ch h\u00e0ng (CRM). M\u1ed7i ph\u1ea7n m\u1ec1m CRM \u0111\u1ec1u c\u00f3 nh\u1eefng \u0111\u1eb7c t\u00ednh ri\u00eang. V\u1eady nh\u1eefng t\u00ednh n\u0103ng n\u1ed5i b\u1eadt c\u1ee7a Salesforce l\u00e0 g\u00ec m\u00e0 t\u1ea1o n\u00ean s\u1ef1 kh\u00e1c bi\u1ec7t v\u00e0 l\u00e0 s\u1ef1 l\u1ef1a ch\u1ecdn c\u1ee7a r\u1ea5t nhi\u1ec1u doanh nghi\u1ec7p? H\u00e3y c\u00f9ng t\u00ecm hi\u1ec3u qua b\u00e0i vi\u1ebft sau.<\/p>\n

1. T\u1ed5ng quan v\u1ec1 Salesforce<\/b><\/h2>\n

Salesforce l\u00e0 m\u1ed9t trong nh\u1eefng n\u1ec1n t\u1ea3ng qu\u1ea3n tr\u1ecb quan h\u1ec7 kh\u00e1ch h\u00e0ng (CRM) d\u1ef1a tr\u00ean \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y s\u1edbm nh\u1ea5t v\u00e0 n\u1ed5i ti\u1ebfng nh\u1ea5t.\u00a0<\/span><\/p>\n

Salesforce gi\u00fap c\u00e1c c\u00f4ng ty th\u1ea5u hi\u1ec3u kh\u00e1ch h\u00e0ng c\u1ee7a h\u1ecd, k\u1ebft n\u1ed1i t\u1ed1t h\u01a1n, gi\u1eef ch\u00e2n kh\u00e1ch h\u00e0ng v\u00e0 ti\u1ebfp th\u1ecb l\u1ea1i t\u1eadp kh\u00e1ch h\u00e0ng m\u1ed9t c\u00e1ch hi\u1ec7u qu\u1ea3,… Theo salesforce.com, kh\u00e1ch h\u00e0ng c\u1ee7a Salesforce \u0111\u00e3\u00a0 cho th\u1ea5y m\u1ee9c t\u0103ng trung b\u00ecnh c\u1ee7a doanh thu b\u00e1n h\u00e0ng l\u00e0 26%, chuy\u1ec3n \u0111\u1ed5i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng l\u00e0 26%, th\u1eddi gian gi\u1ea3i quy\u1ebft nhanh h\u01a1n l\u00e0 49%.<\/span><\/p>\n

T\u00ecm hi\u1ec3u th\u00eam v\u1ec1 Salesforce t\u1ea1i: <\/span>Salesforce l\u00e0 g\u00ec? T\u1ea5t t\u1ea7n t\u1eadt th\u00f4ng tin v\u1ec1 Salesforce<\/span><\/i><\/a><\/p>\n

\"Benifits

T\u1ed5ng quan v\u1ec1 Salesforce – H\u00ecnh \u1ea3nh: bloomberg.com<\/p><\/div>\n

2. 10 t\u00ednh n\u0103ng c\u1ee7a Salesforce<\/b><\/h2>\n

C\u00e1c t\u00ednh n\u0103ng c\u1ee7a Salesforce l\u00e0 g\u00ec m\u00e0 t\u1ea1o n\u00ean m\u1ed9t ph\u1ea7n m\u1ec1m CRM h\u1eefu \u00edch tr\u00ean to\u00e0n c\u1ea7u? C\u00f9ng \u0111i\u1ec3m qua 10 t\u00ednh n\u0103ng sau.<\/span><\/p>\n

2.1. Chatter<\/strong><\/span><\/h3>\n

\u0110\u00e2y l\u00e0 t\u00ednh n\u0103ng h\u1eefu \u00edch cho ph\u00e9p nh\u00e2n vi\u00ean c\u1ee7a doanh nghi\u1ec7p c\u00f3 th\u1ec3 c\u1eadp nh\u1eadt, chia s\u1ebb th\u00f4ng tin v\u1edbi kh\u00e1ch h\u00e0ng v\u00e0 c\u00e1c b\u00ean li\u00ean quan nhanh ch\u00f3ng h\u01a1n. Chatter kh\u00f4ng ch\u1ec9 mang l\u1ea1i hi\u1ec7u qu\u1ea3 l\u00e0m vi\u1ec7c gi\u1eefa kh\u00e1ch h\u00e0ng v\u1edbi c\u00e1c b\u1ed9 ph\u1eadn li\u00ean quan m\u00e0 c\u00f2n \u0111em \u0111\u1ebfn s\u1ef1 ph\u1ed1i h\u1ee3p nh\u1ecbp nh\u00e0ng gi\u1eefa c\u00e1c nh\u00e2n vi\u00ean trong c\u00f4ng ty.<\/span><\/p>\n

M\u1ed9t \u0111i\u1ec3m \u0111\u1eb7c bi\u1ec7t c\u1ee7a t\u00ednh n\u0103ng n\u00e0y l\u00e0 c\u00f3 th\u1ec3 h\u1ed7 tr\u1ee3 ph\u00e2n quy\u1ec1n chia s\u1ebb th\u00f4ng tin, t\u00e0i li\u1ec7u, c\u00f4ng vi\u1ec7c gi\u1eefa c\u00e1c nh\u00f3m v\u1edbi nhau m\u1ed9t c\u00e1ch tuy\u1ec7t m\u1eadt, b\u1ea3o \u0111\u1ea3m an to\u00e0n nh\u1eefng d\u1eef li\u1ec7u quan tr\u1ecdng c\u1ee7a doanh nghi\u1ec7p.<\/span><\/p>\n

2.2. AppExchange<\/strong><\/span><\/h3>\n

V\u1edbi AppExchange, b\u1ea1n c\u00f3 th\u1ec3 ph\u00e1t tri\u1ec3n \u1ee9ng d\u1ee5ng c\u1ee7a m\u00ecnh, s\u1eed d\u1ee5ng c\u00e1c \u1ee9ng d\u1ee5ng kh\u00e1c v\u00e0 c\u00e0i \u0111\u1eb7t \u1ee9ng d\u1ee5ng \u0111\u1ec3 t\u00f9y ch\u1ec9nh trang Salesforce c\u1ee7a m\u00ecnh.<\/span><\/p>\n

Ngo\u00e0i ra, AppExchange c\u00f2n cho ph\u00e9p ng\u01b0\u1eddi d\u00f9ng thu\u00ea c\u00e1c nh\u00e0 ph\u00e1t tri\u1ec3n hay nh\u00e0 t\u01b0 v\u1ea5n b\u1ea5t c\u1ee9 khi n\u00e0o c\u00f3 nhu c\u1ea7u. B\u1ea1n s\u1ebd d\u1ec5 d\u00e0ng th\u01b0\u01a1ng l\u01b0\u1ee3ng v\u1edbi h\u1ecd th\u00f4ng qua quy\u1ec1n truy c\u1eadp v\u00e0o h\u1ed3 s\u01a1 v\u00e0 th\u00f4ng tin li\u00ean h\u1ec7 c\u1ee7a h\u1ecd.<\/span><\/p>\n

\"Salesforce\u2019s

AppExchange c\u1ee7a Salesforce – H\u00ecnh \u1ea3nh: acsgl.com<\/p><\/div>\n

2.3. Qu\u1ea3n l\u00fd kh\u00e1ch h\u00e0ng v\u00e0 th\u00f4ng tin li\u00ean h\u1ec7<\/strong><\/span><\/h3>\n

L\u00e0 m\u1ed9t t\u00ednh n\u0103ng c\u1ee7a Salesforce gi\u00fap n\u1eafm r\u00f5 th\u00f4ng tin kh\u00e1ch h\u00e0ng chi ti\u1ebft nh\u1ea5t. N\u00f3 bao g\u1ed3m th\u00f4ng tin li\u00ean h\u1ec7, l\u1ecbch s\u1eed ho\u1ea1t \u0111\u1ed9ng, n\u0103ng l\u1ef1c t\u00e0i ch\u00ednh c\u1ee7a kh\u00e1ch h\u00e0ng,…T\u1eeb \u0111\u00f3, ch\u00fang ta c\u00f3 th\u1ec3 ph\u00e2n chia kh\u00e1ch h\u00e0ng theo t\u1eebng ph\u00e2n kh\u00fac kh\u00e1c nhau v\u00e0 c\u00f3 nh\u1eefng chi\u1ebfn l\u01b0\u1ee3c ti\u1ebfp th\u1ecb ph\u00f9 h\u1ee3p v\u1edbi nhu c\u1ea7u c\u1ee7a kh\u00e1ch h\u00e0ng.<\/span><\/p>\n

2.4. Qu\u1ea3n l\u00fd \u0111\u1ed1i t\u00e1c<\/strong><\/span><\/h3>\n

\u0110\u1ed1i t\u00e1c c\u0169ng \u0111\u01b0\u1ee3c xem nh\u01b0 l\u00e0 kh\u00e1ch h\u00e0ng c\u1ee7a doanh nghi\u1ec7p, h\u1ecd c\u00f3 th\u1ec3 l\u00e0 nh\u1eefng nh\u00e0 ph\u00e2n ph\u1ed1i s\u1ea3n ph\u1ea9m. Salesforce x\u00e2y d\u1ef1ng v\u00e0 qu\u1ea3n l\u00fd c\u1ed9ng \u0111\u1ed3ng c\u00e1c \u0111\u1ed1i t\u00e1c, \u0111\u1ea1i l\u00fd trung th\u00e0nh.<\/span><\/p>\n

B\u00ean c\u1ea1nh \u0111\u00f3, ph\u1ea7n m\u1ec1m c\u00f2n gi\u00fap t\u0103ng c\u01b0\u1eddng s\u1ef1 tham gia c\u1ee7a \u0111\u1ed1i t\u00e1c trong ho\u1ea1t \u0111\u1ed9ng kinh doanh v\u1edbi vi\u1ec7c tuy\u1ec3n d\u1ee5ng, \u0111\u00e0o t\u1ea1o v\u00e0 h\u1ed7 tr\u1ee3 c\u00e1c k\u00eanh b\u00e1n h\u00e0ng gi\u00e1n ti\u1ebfp. Nh\u1edd v\u1eady, qu\u00e1 tr\u00ecnh b\u00e1n h\u00e0ng s\u1ebd d\u1ec5 d\u00e0ng v\u00e0 nhanh h\u01a1n cho c\u00e1c \u0111\u1ed1i t\u00e1c.<\/span><\/p>\n

2.5. Theo d\u00f5i c\u01a1 h\u1ed9i b\u00e1n h\u00e0ng<\/strong><\/span><\/h3>\n

M\u1ee5c \u201cC\u01a1 h\u1ed9i b\u00e1n h\u00e0ng\u201d c\u1ee7a Salesforce gi\u00fap doanh nghi\u1ec7p n\u1eafm b\u1eaft chi ti\u1ebft c\u00e1c th\u00f4ng tin quan tr\u1ecdng nh\u01b0 \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh, h\u1ee3p \u0111\u1ed3ng, c\u01a1 h\u1ed9i b\u00e1n h\u00e0ng,…\u00a0<\/span><\/p>\n

Doanh nghi\u1ec7p c\u00f3 th\u1ec3 theo d\u00f5i s\u00e1t sao c\u00e1c h\u1ee3p \u0111\u1ed3ng c\u1ee7a m\u00ecnh v\u00e0 gia t\u0103ng c\u01a1 h\u1ed9i th\u1eafng h\u1ee3p \u0111\u1ed3ng.\u00a0<\/span><\/p>\n

\"Salesforce\u306e\u7279\u5fb4\"

T\u00ednh n\u0103ng c\u1ee7a Salesforce – H\u00ecnh \u1ea3nh: scnsoft.com<\/p><\/div>\n

2.6. \u0110\u1ed3ng b\u1ed9 h\u00f3a Email<\/strong><\/span><\/h3>\n

Ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 \u0111\u1ed3ng b\u1ed9 h\u00f3a t\u1ea5t c\u1ea3 d\u1eef li\u1ec7u v\u1edbi mail c\u1ee7a m\u00ecnh \u0111\u1ec3 n\u00f3 \u0111\u01b0\u1ee3c g\u1eedi t\u1ef1 \u0111\u1ed9ng, gi\u00fap ti\u1ebft ki\u1ec7m th\u1eddi gian.\u00a0<\/span><\/p>\n

Salesforce c\u0169ng h\u1ed7 tr\u1ee3 Microsoft Outlook v\u00e0 c\u00e1c \u1ee9ng d\u1ee5ng email c\u1ee7a b\u00ean th\u1ee9 ba kh\u00e1c.<\/span><\/p>\n

2.7. Marketing v\u00e0 t\u00ecm ki\u1ebfm kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng<\/strong><\/span><\/h3>\n

Ph\u1ea7n m\u1ec1m Salesforce gi\u00fap k\u1ebf ho\u1ea1ch marketing \u0111\u01b0\u1ee3c k\u1ebft n\u1ed1i v\u1edbi c\u00e1c ho\u1ea1t \u0111\u1ed9ng b\u00e1n h\u00e0ng, s\u1eafp x\u1ebfp ng\u00e2n s\u00e1ch ph\u00f9 h\u1ee3p cho t\u1eebng chi\u1ebfn d\u1ecbch. V\u00e0 c\u00e1c chi\u1ebfn d\u1ecbch marketing s\u1ebd \u0111\u01b0\u1ee3c theo d\u00f5i k\u1ef9 l\u01b0\u1ee1ng qua t\u1eebng giai \u0111o\u1ea1n kh\u00e1c nhau.\u00a0<\/span><\/p>\n

2.8. Ph\u00e2n t\u00edch, b\u00e1o c\u00e1o v\u00e0 d\u1ef1 b\u00e1o kinh doanh<\/strong><\/span><\/h3>\n

C\u00e1c doanh nghi\u1ec7p c\u00f3 th\u1ec3 c\u00f3 d\u1ef1 \u0111o\u00e1n t\u1ed1t h\u01a1n v\u1ec1 doanh thu, nhu c\u1ea7u s\u1ea3n ph\u1ea9m, l\u01b0\u1ee3ng s\u1ea3n ph\u1ea9m,… Vi\u1ec7c l\u1eadp k\u1ebf ho\u1ea1ch kinh doanh v\u00e0 \u01b0\u1edbc t\u00ednh doanh thu b\u00e1n h\u00e0ng c\u0169ng d\u1ec5 d\u00e0ng h\u01a1n r\u1ea5t nhi\u1ec1u nh\u1edd kh\u1ea3 n\u0103ng d\u1ef1 b\u00e1o \u0111\u01b0\u1ee3c t\u00edch h\u1ee3p s\u1eb5n trong h\u1ec7 th\u1ed1ng.\u00a0<\/span><\/p>\n

\"Tnh

Ph\u00e2n t\u00edch kinh doanh – H\u00ecnh \u1ea3nh: theskyplanner.com<\/p><\/div>\n

2.9. Thi\u1ebft l\u1eadp v\u00e0 qu\u1ea3n l\u00fd quy tr\u00ecnh l\u00e0m vi\u1ec7c<\/strong><\/span><\/h3>\n

Kh\u1ea3 n\u0103ng t\u1ef1 \u0111\u1ed9ng h\u00f3a c\u1ee7a Salesforce cho ph\u00e9p doanh nghi\u1ec7p x\u00e2y d\u1ef1ng quy tr\u00ecnh l\u00e0m vi\u1ec7c ph\u00f9 h\u1ee3p cho t\u1eebng b\u1ed9 ph\u1eadn, nh\u00e2n vi\u00ean m\u1edbi. Ph\u1ea7n m\u1ec1m Salesforce c\u00f2n \u0111\u1ec1 xu\u1ea5t c\u00e1c b\u01b0\u1edbc trong quy tr\u00ecnh l\u00e0m vi\u1ec7c nh\u1edd c\u00f4ng ngh\u1ec7 AI s\u1eb5n c\u00f3, \u0111\u1ea3m b\u1ea3o kh\u1ed1i l\u01b0\u1ee3ng c\u00f4ng vi\u1ec7c v\u1eeba \u0111\u1ee7, th\u1eddi gian ho\u00e0n th\u00e0nh theo ch\u1ec9 ti\u00eau,…<\/span><\/p>\n

2.10. H\u1ed7 tr\u1ee3 tr\u00ean thi\u1ebft b\u1ecb di \u0111\u1ed9ng<\/strong><\/span><\/h3>\n

Salesforce CRM c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c truy c\u1eadp v\u00e0 c\u1eadp nh\u1eadt t\u1eeb m\u1ecdi n\u01a1i v\u1edbi s\u1ef1 h\u1ed7 tr\u1ee3 c\u1ee7a \u1ee9ng d\u1ee5ng di \u0111\u1ed9ng. Ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 li\u00ean h\u1ec7 v\u1edbi kh\u00e1ch h\u00e0ng, hay truy c\u1eadp v\u00e0o c\u00e1c th\u00f4ng tin quan tr\u1ecdng m\u00e0 kh\u00f4ng c\u1ea7n ph\u1ea3i m\u1edf m\u00e1y t\u00ednh.<\/span><\/p>\n

T\u00ednh n\u0103ng c\u1ee7a Salesforce kh\u00f4ng ch\u1ec9 d\u1eebng l\u1ea1i \u1edf con s\u1ed1 10 tr\u00ean m\u00e0 c\u00f2n r\u1ea5t nhi\u1ec1u \u0111\u1eb7c \u0111i\u1ec3m h\u1eefu \u00edch kh\u00e1c. \u0110\u1eebng b\u1ecf l\u1ee1 c\u00e1c b\u00e0i vi\u1ebft ti\u1ebfp theo \u0111\u1ec3 kh\u00e1m ph\u00e1 nhi\u1ec1u \u0111i\u1ec1u th\u00fa v\u1ecb h\u01a1n v\u1ec1 ph\u1ea7n m\u1ec1m Salesforce.<\/span><\/p>","protected":false},"author":25,"featured_media":11772,"template":"","meta":{"_acf_changed":false},"tags":[9302,9303,9253],"blog-cat":[2073,2058],"class_list":["post-7113","knowledge","type-knowledge","status-publish","has-post-thumbnail","hentry","tag-crm","tag-salesforce","tag-software-development","blog-cat-big-data-cloud","blog-cat-technology"],"acf":[],"yoast_head":"\n10 t\u00ednh n\u0103ng n\u1ed5i b\u1eadt c\u1ee7a Salesforce m\u00e0 c\u00e1c doanh nghi\u1ec7p c\u1ea7n c\u00f3\u00a0<\/title>\n<meta name=\"description\" content=\"Salesforce l\u00e0 c\u00e1i t\u00ean 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