¸£Ìï´÷Ä·ÀÕÐÐÏúϵͳʹÓÃ˵Ã÷Êé(бà)

2026/4/28 0:35:58

Å·ÂüÐÐÏú¹ÜÀíϵͳ

Customer Relationship Management

Óû§²Ù×÷ÊÖ²á(¾­ÏúÉ̶Ë)

User Manual

1 / 54

Ŀ¼

ϵͳ¿Í»§ÐÅÏ¢²Ù×÷Á÷³Ì±í............................................................................................................. 4 ϵͳµÇ¼ .......................................................................................................................................... 5 1ÐÅÏ¢ÊÕ¼¯Á÷³Ì¹ÜÀí........................................................................................................................ 6

1.1¼Èë¿Í»§ÐÅÏ¢(¾­ÏúÉ̶Ë) .................................................................................................. 6

1.1.1ÒµÎñ¼òÊö .......................................................................................................... 6 1.1.2Æô¶¯Â·¾¶ .......................................................................................................... 6 1.1.3²Ù×÷ϸ½Ú .......................................................................................................... 6

1.2¿Í»§ÐÅÏ¢²éѯ(¾­ÏúÉ̶Ë) ................................................................................................ 17

1.1.1ÒµÎñ¼òÊö ........................................................................................................ 17 1.1.2Æô¶¯Â·¾¶ ........................................................................................................ 17 1.1.3²Ù×÷ϸ½Ú ........................................................................................................ 17

1.3¼Æ»®ÐÅÏ¢²éѯ(¾­ÏúÉ̶Ë) ................................................................................................ 19

1.3.1ÒµÎñ¼òÊö ........................................................................................................ 19 1.3.2Æô¶¯Â·¾¶ ........................................................................................................ 19 1.3.3²Ù×÷ϸ½Ú ........................................................................................................ 19

2ÐÅÏ¢·ÖÅä¹ÜÀí ............................................................................................................................. 20

2.1ÐÅÏ¢·ÖÅä(¾­ÏúÉ̶Ë) ........................................................................................................ 20

2.1.1ÒµÎñ¼òÊö ........................................................................................................ 20 2.1.2Æô¶¯Â·¾¶ ........................................................................................................ 20 2.1.3²Ù×÷ϸ½Ú ........................................................................................................ 20

3·ÃÎÊÁ÷³Ì¹ÜÀí ............................................................................................................................. 23

3.1·ÃÎʼƻ®Öƶ¨(¾­ÏúÉ̶Ë) ................................................................................................ 23

3.1.1ÒµÎñ¼òÊö ........................................................................................................ 23 3.1.2Æô¶¯Â·¾¶ ........................................................................................................ 24 3.1.3²Ù×÷ϸ½Ú ........................................................................................................ 24

3.2·ÃÎʽá¹û¼Èë(¾­ÏúÉ̶Ë) ................................................................................................ 28

3.2.1ÒµÎñ¼òÊö ........................................................................................................ 28 3.2.2Æô¶¯Â·¾¶ ........................................................................................................ 28 3.2.3²Ù×÷ϸ½Ú ........................................................................................................ 28

3.3·ÃÎÊÀúÊ·²éѯ ................................................................................................................... 31

3.3.1ÒµÎñ¼òÊö ........................................................................................................ 31 3.3.2Æô¶¯Â·¾¶ ........................................................................................................ 31 3.3.3²Ù×÷ϸ½Ú ........................................................................................................ 32

4ÏúÊÛ´Ù½øÁ÷³Ì¹ÜÀí...................................................................................................................... 33

4.1ÏúÊÛ´Ù½ø¼Æ»®Öƶ¨(¾­ÏúÉ̶Ë) ........................................................................................ 33

4.1.1ÒµÎñ¼òÊö ........................................................................................................ 33 4.1.2Æô¶¯Â·¾¶ ........................................................................................................ 33 4.1.3²Ù×÷ϸ½Ú ........................................................................................................ 33

4.2ÏúÊÛ´Ù½ø½á¹û¼Èë(¾­ÏúÉ̶Ë) ........................................................................................ 37

4.2.1ÒµÎñ¼òÊö ........................................................................................................ 37 4.2.2Æô¶¯Â·¾¶ ........................................................................................................ 37 4.2.3²Ù×÷ϸ½Ú ........................................................................................................ 37

2 / 54

4.3´Ù½øÀúÊ·²éѯ ................................................................................................................... 40

4.3.1ÒµÎñ¼òÊö ........................................................................................................ 40 4.3.2Æô¶¯Â·¾¶ ........................................................................................................ 40 4.3.3²Ù×÷ϸ½Ú ........................................................................................................ 41

5 »î¶¯¹ÜÀí¡­¡­¡­¡­¡­...¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­ 42

5.1»î¶¯²ß»®£¨¾­ÏúÉ̶ˣ©¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­ 42 5.1.1ÒµÎñ¼òÊö¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­42 5.1.2Æô¶¯Â·¾¶¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­42 5.1.3²Ù×÷ϸ½Ú¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­42 5.2»î¶¯½á¹û¼Èë¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­45 5.1.1ÒµÎñ¼òÊö¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­45 5.1.2Æô¶¯Â·¾¶¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­45 5.1.3²Ù×÷ϸ½Ú¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­45 5.3»î¶¯²éѯ¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­ ¡­¡­..47 5.1.1ÒµÎñ¼òÊö¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­47 5.1.2Æô¶¯Â·¾¶¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­47 5.1.3²Ù×÷ϸ½Ú¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­47 6 ÈÕ³£ÒµÎñ²Ù×÷¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­ ¡­¡­.49

6.1¿Í»§ÐÅÏ¢ÍêÉÆ¹¤×÷¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­ ¡­¡­..49 6.2¿Í»§ÐÅϢƽ̨´î½¨ÐÅÏ¢µÄϵͳ¼Èë¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­ ¡­¡­..50 7 ÒÉÎʽâ´ð¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­ ¡­¡­¡­¡­¡­.52

7.1ÐÅÏ¢ÊÕ¼¯Á÷³Ì¹ÜÀíÀà¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­ ¡­¡­¡­¡­¡­.52 7.2·ÃÎÊÁ÷³Ì¹ÜÀíÀà¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­ ¡­¡­¡­¡­¡­¡­¡­¡­.53 7.3ÐÅÏ¢ÍêÉÆÀà¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­ ¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­54 7.4¿Í»§ÐÅϢƽ̨´î½¨Àà¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­¡­ ¡­¡­¡­¡­¡­.54

3 / 54

¿Í»§ÐÅÏ¢²Ù×÷Á÷³Ì±í

ÐÅÏ¢·ÃÎÊÁ÷³Ì¹ÜÀí¿Í»§ÐÅϢ¼Èë²¢Ìá½»¹º³µÒâÏòÔÚ2ÔÂÒÔÄÚÐÅÏ¢¹ÜÀíÔ±¹º³µÒâÏò2ÔÂÒÔÉÏ»òÎÞ¹º³µÒâÏòÖÆ¶¨·ÃÎʼƻ®Î´Í¨¹ýδͨ¹ýͨ¹ýÉóÅúÉóÅúͨ¹ýδͨ¹ýδͨ¹ý·ÃÎÊÁ÷³Ì¹ÜÀíÐÐÏúµ÷¶ÈÔ±½ðÒøÖʿͻ§¼Æ»®¿Æ¿Æ³¤ÉóÅúÉóÅúͨ¹ýͨ¹ý¼Èë·ÃÎʽá¹ûδͨ¹ýͨ¹ýÉóÅúÉóÅúͨ¹ýÓйº³µÐèÇóδͨ¹ýÎÞ¹º³µÐèÇó½áÊø´Ù½ø¼Æ»®Öƶ¨ÏúÊÛ´Ù½øÁ÷³Ì¹ÜÀíδͨ¹ýÉóÅúͨ¹ýδͨ¹ýÉóÅúͨ¹ýδͨ¹ýÐÐÏúµ÷¶ÈԱͨ¹ýδͨ¹ý¼Æ»®¿Æ¿Æ³¤Í¨¹ýÏúÊÛ´Ù½ø½á¹û¼Èëδͨ¹ýͨ¹ýÉóÅúδͨ¹ýͨ¹ýÉóÅúÐÐÏúµ÷¶ÈԱδͨ¹ýͨ¹ý¼Æ»®¿Æ¿Æ³¤Î´Í¨¹ýͨ¹ý½áÊø²Ù×÷¾­ÏúÉÌÊг¡²¿´óÇø¿Í»§ÓªÏú²¿

4 / 54


¸£Ìï´÷Ä·ÀÕÐÐÏúϵͳʹÓÃ˵Ã÷Êé(бà).doc ½«±¾ÎĵÄWordÎĵµÏÂÔØµ½µçÄÔ
ËÑË÷¸ü¶à¹ØÓÚ£º ¸£Ìï´÷Ä·ÀÕÐÐÏúϵͳʹÓÃ˵Ã÷Êé(бà) µÄÎĵµ
Ïà¹ØÍÆ¼ö
Ïà¹ØÔĶÁ
¡Á ÓοͿì½ÝÏÂÔØÍ¨µÀ£¨ÏÂÔØºó¿ÉÒÔ×ÔÓɸ´ÖƺÍÅŰ棩

ÏÂÔØ±¾ÎĵµÐèÒªÖ§¸¶ 10 Ôª

Ö§¸¶·½Ê½£º

¿ªÍ¨VIP°üÔ»áÔ± ÌØ¼Û£º29Ôª/ÔÂ

×¢£ºÏÂÔØÎĵµÓпÉÄÜ¡°Ö»ÓÐĿ¼»òÕßÄÚÈݲ»È«¡±µÈÇé¿ö£¬ÇëÏÂÔØÖ®Ç°×¢Òâ±æ±ð£¬Èç¹ûÄúÒѸ¶·ÑÇÒÎÞ·¨ÏÂÔØ»òÄÚÈÝÓÐÎÊÌ⣬ÇëÁªÏµÎÒÃÇЭÖúÄã´¦Àí¡£
΢ÐÅ£ºxuecool-com QQ£º370150219