Webinar – 2025 如何讓您的CRM真正發揮作用——重新定義客戶關係管理
隨著商業發展的角色演變,CRM應不僅限於用來記錄客戶資料,更需要協助業務團隊與客戶緊密連結、促進跨部門協作,並推動業績成長。在本次線上研討會中,monday.com將重新定義CRM的核心價值,並提供實用建議。
隨著商業發展的角色演變,CRM應不僅限於用來記錄客戶資料,更需要協助業務團隊與客戶緊密連結、促進跨部門協作,並推動業績成長。在本次線上研討會中,monday.com將重新定義CRM的核心價值,並提供實用建議。
monday.com 新增的「Portfolio Management Solution」(產品組合管理)全新功能是企業版客戶專屬,包含一個「Portfolio Board」用來概覽所有專案,和多個「Project Board」用來詳細管理每個專案。Portfolio Board 可以被用來同步資訊、使用各種欄位類型來追蹤各項專案進度。
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