{"id":71376,"date":"2022-11-11T16:00:24","date_gmt":"2022-11-11T09:00:24","guid":{"rendered":"http:\/\/amis.misa.vn\/?p=71376"},"modified":"2023-12-11T16:22:46","modified_gmt":"2023-12-11T09:22:46","slug":"crm-google-sheet","status":"publish","type":"post","link":"https:\/\/amis.misa.vn\/71376\/crm-google-sheet\/","title":{"rendered":"CRM Google Sheet l\u00e0 g\u00ec? C\u00e1ch \u1ee9ng d\u1ee5ng CRM Google Sheet hi\u1ec7u qu\u1ea3"},"content":{"rendered":"

Hi\u1ec7n nay, nhi\u1ec1u doanh nghi\u1ec7p v\u1eabn s\u1eed d\u1ee5ng CRM Google Sheet \u0111\u1ec3 qu\u1ea3n l\u00fd th\u00f4ng tin kh\u00e1ch h\u00e0ng. V\u1eady \u01b0u, nh\u01b0\u1ee3c \u0111i\u1ec3m c\u1ee7a CRM Google Sheet l\u00e0 g\u00ec v\u00e0 c\u00e1ch \u1ee9ng d\u1ee5ng c\u1ee7a c\u00f4ng c\u1ee5 n\u00e0y? H\u00e3y c\u00f9ng MISA AMIS \u0111i t\u00ecm c\u00e2u tr\u1ea3 l\u1eddi qua b\u00e0i vi\u1ebft d\u01b0\u1edbi \u0111\u00e2y nh\u00e9.<\/b><\/p>\n

\"CRM
CRM Google Sheet l\u00e0 g\u00ec? C\u00e1ch \u1ee9ng d\u1ee5ng CRM Google Sheet hi\u1ec7u qu\u1ea3<\/figcaption><\/figure>\n

I. CRM Google Sheet l\u00e0 g\u00ec?<\/strong><\/h2>\n

CRM<\/span><\/a> l\u00e0 t\u1eeb vi\u1ebft t\u1eaft ti\u1ebfng Anh c\u1ee7a Customer Relationship Management, t\u1ea1m d\u1ecbch l\u00e0 Qu\u1ea3n tr\u1ecb m\u1ed1i quan h\u1ec7 v\u1edbi kh\u00e1ch h\u00e0ng. Qua c\u00f4ng c\u1ee5 CRM, doanh nghi\u1ec7p c\u00f3 th\u1ec3 th\u1ea5u hi\u1ec3u nhu c\u1ea7u c\u1ee7a kh\u00e1ch h\u00e0ng m\u1ed9t c\u00e1ch d\u1ec5 d\u00e0ng h\u01a1n, t\u1eeb \u0111\u00f3 x\u00e2y d\u1ef1ng m\u1ed1i quan h\u1ec7 l\u00e2u d\u00e0i v\u1edbi kh\u00e1ch h\u00e0ng hi\u1ec7u qu\u1ea3.\u00a0<\/span><\/p>\n

T\u1eeb kh\u00e1i ni\u1ec7m tr\u00ean, ta c\u00f3 th\u1ec3 xem CRM Google Sheet l\u00e0 qu\u1ea3n tr\u1ecb m\u1ed1i quan h\u1ec7 v\u1edbi kh\u00e1ch h\u00e0ng qua c\u00f4ng c\u1ee5 Google Sheet. Th\u00f4ng qua Google Sheet, doanh nghi\u1ec7p s\u1ebd n\u1eafm b\u1eaft \u0111\u01b0\u1ee3c m\u1ed9t c\u00e1ch t\u1ed5ng quan nh\u1ea5t th\u00f4ng tin c\u01a1 b\u1ea3n c\u1ee7a t\u1eebng kh\u00e1ch h\u00e0ng, t\u00ecnh tr\u1ea1ng ch\u0103m s\u00f3c kh\u00e1ch h\u00e0ng c\u1ee7a t\u1eebng nh\u00e2n vi\u00ean kinh doanh c\u0169ng nh\u01b0 l\u01b0u tr\u1eef th\u00f4ng tin v\u1ec1 <\/span>h\u00e0nh vi kh\u00e1ch h\u00e0ng<\/span><\/a>, <\/span>nhu c\u1ea7u kh\u00e1ch h\u00e0ng<\/span>.<\/span><\/p>\n

Nh\u1eefng doanh nghi\u1ec7p nh\u1ecf v\u1edbi s\u1ed1 l\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng \u00edt, c\u00f3 th\u1ec3 theo d\u00f5i \u0111\u01b0\u1ee3c m\u00e0 kh\u00f4ng b\u1ecf s\u00f3t b\u1ea5t k\u1ef3 th\u00f4ng tin g\u00ec th\u00ec CRM Google Sheet ch\u00ednh l\u00e0 c\u00f4ng c\u1ee5 h\u1eefu \u00edch gi\u00fap nh\u00e0 qu\u1ea3n l\u00fd c\u0169ng nh\u01b0 nh\u00e2n vi\u00ean kinh doanh n\u1eafm b\u1eaft \u0111\u01b0\u1ee3c t\u00ecnh h\u00ecnh kinh doanh, doanh s\u1ed1 c\u1ee7a t\u1eebng nh\u00e2n s\u1ef1 m\u1ed9t c\u00e1ch t\u1ed5ng quan nh\u1ea5t.<\/span><\/p>\n

II. T\u00ednh n\u0103ng ch\u00ednh c\u1ee7a CRM Google Sheet<\/strong><\/h2>\n

Sau khi t\u00ecm hi\u1ec3u v\u1ec1 CRM Google Sheet<\/a> l\u00e0 g\u00ec, ta s\u1ebd c\u1ea7n t\u00ecm hi\u1ec3u v\u1ec1 nh\u1eefng t\u00ednh n\u0103ng ch\u00ednh c\u1ee7a CRM Google Sheet.<\/span><\/p>\n

\"T\u00ednh
T\u00ednh n\u0103ng ch\u00ednh c\u1ee7a CRM Google Sheet<\/figcaption><\/figure>\n

Nh\u00ecn chung, CRM Google Sheet s\u1ebd c\u00f3 3 t\u00ednh n\u0103ng ch\u00ednh nh\u01b0 sau:<\/span><\/p>\n

1. \u0110\u00e1nh gi\u00e1 \u0111\u01b0\u1ee3c hi\u1ec7u qu\u1ea3 kinh doanh<\/strong><\/h3>\n

T\u00ednh n\u0103ng ch\u00ednh \u0111\u1ea7u ti\u00ean c\u1ee7a CRM Google Sheet gi\u00fap nh\u00e0 qu\u1ea3n l\u00fd \u0111\u00e1nh gi\u00e1 \u0111\u01b0\u1ee3c hi\u1ec7u qu\u1ea3 kinh doanh.\u00a0<\/span><\/p>\n

V\u1edbi Google Sheet, doanh nghi\u1ec7p c\u00f3 th\u1ec3 t\u1ed5ng h\u1ee3p d\u1eef li\u1ec7u kh\u00e1ch h\u00e0ng tr\u00ean c\u00f9ng m\u1ed9t trang t\u00ednh \u0111\u1ec3 theo d\u00f5i th\u00f4ng tin kh\u00e1ch h\u00e0ng m\u1ed9t c\u00e1ch bao qu\u00e1t nh\u1ea5t. T\u1ea5t c\u1ea3 nh\u1eefng th\u00f4ng tin nh\u01b0 s\u1ed1 l\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng, giai \u0111o\u1ea1n ch\u0103m s\u00f3c, t\u1ef7 l\u1ec7 chuy\u1ec3n \u0111\u1ed5i hay doanh s\u1ed1 t\u1eeb kh\u00e1ch h\u00e0ng s\u1ebd \u0111\u01b0\u1ee3c t\u1ed5ng h\u1ee3p v\u00e0 l\u01b0u tr\u1eef t\u1eadp trung \u0111\u1ec3 nh\u00e0 qu\u1ea3n l\u00fd c\u00f3 th\u1ec3 \u0111\u00e1nh gi\u00e1 \u0111\u01b0\u1ee3c hi\u1ec7u qu\u1ea3 c\u1ee7a c\u00e1c ho\u1ea1t \u0111\u1ed9ng kinh doanh c\u1ee7a doanh nghi\u1ec7p.\u00a0<\/span><\/p>\n

Qua CRM Google Sheet, ch\u1ee7 doanh nghi\u1ec7p c\u00f3 th\u1ec3 n\u1eafm b\u1eaft \u0111\u01b0\u1ee3c hi\u1ec7u qu\u1ea3 kinh doanh c\u1ee7a t\u1eebng nh\u00e2n vi\u00ean kinh doanh \u0111\u1ec3 t\u1eeb \u0111\u00f3 k\u1ecbp th\u1eddi \u0111\u01b0a ra ch\u00ednh s\u00e1ch khen th\u01b0\u1edfng KPI cho nh\u1eefng nh\u00e2n s\u1ef1 xu\u1ea5t s\u1eafc \u0111\u00e3 \u0111\u1ea1t ho\u1eb7c v\u01b0\u1ee3t KPI \u0111\u1ec1 ra.<\/span><\/p>\n

2. Thu lead qua Google Form<\/strong><\/h3>\n

Google Sheet v\u00e0 Google Form th\u01b0\u1eddng \u0111\u01b0\u1ee3c k\u1ebft n\u1ed1i v\u1edbi nhau. V\u00ec v\u1eady, m\u1ed9t t\u00ednh n\u0103ng c\u1ee7a CRM Google Sheet c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c k\u1ec3 \u0111\u1ebfn vi\u1ec7c thu lead qua Google Form.<\/span><\/p>\n

Khi kh\u00e1ch h\u00e0ng \u0111\u1ec3 l\u1ea1i th\u00f4ng tin c\u1ee7a h\u1ecd qua Google Form, doanh nghi\u1ec7p c\u00f3 th\u1ec3 xu\u1ea5t d\u1eef li\u1ec7u c\u1ee7a kh\u00e1ch h\u00e0ng \u1edf Google Form d\u01b0\u1edbi d\u1ea1ng trang t\u00ednh. B\u00ean c\u1ea1nh \u0111\u00f3, nh\u00e0 qu\u1ea3n l\u00fd v\u00e0 nh\u00e2n vi\u00ean kinh doanh c\u0169ng c\u00f3 th\u1ec3 li\u00ean k\u1ebft Google Form v\u1edbi Google Sheet \u0111\u1ec3 khi b\u1ea5t k\u1ef3 kh\u00e1ch h\u00e0ng n\u00e0o \u0111i\u1ec1n th\u00f4ng tin, d\u1eef li\u1ec7u s\u1ebd t\u1ef1 \u0111\u1ed9ng xu\u1ea5t hi\u1ec7n tr\u00ean trang t\u00ednh t\u1ed5ng h\u1ee3p d\u1eef li\u1ec7u kh\u00e1ch h\u00e0ng.<\/span><\/p>\n

3. B\u00e1o c\u00e1o tr\u1ef1c quan d\u1eef li\u1ec7u<\/strong><\/h3>\n

M\u1ed9t t\u00ednh n\u0103ng h\u1eefu \u00edch kh\u00e1c c\u1ee7a CRM Google Sheet l\u00e0 c\u00f3 nh\u1eefng b\u00e1o c\u00e1o tr\u1ef1c quan d\u1eef li\u1ec7u. Nh\u00e0 qu\u1ea3n l\u00fd v\u00e0 nh\u00e2n vi\u00ean kinh doanh c\u00f3 th\u1ec3 x\u00e2y d\u1ef1ng nh\u1eefng b\u00e1o c\u00e1o d\u01b0\u1edbi d\u1ea1ng nhi\u1ec1u bi\u1ec3u \u0111\u1ed3 kh\u00e1c nhau \u0111\u1ec3 n\u1eafm \u0111\u01b0\u1ee3c hi\u1ec7u qu\u1ea3 kinh doanh m\u1ed9t c\u00e1ch kh\u00e1i qu\u00e1t, tr\u1ef1c quan nh\u1ea5t. Google Sheet c\u00f3 t\u00ednh n\u0103ng l\u00e0m Dashboard b\u00e1o c\u00e1o, gi\u00fap doanh nghi\u1ec7p c\u00f3 th\u1ec3 theo d\u00f5i th\u00f4ng tin kh\u00e1ch h\u00e0ng v\u00e0 t\u00ecnh h\u00ecnh doanh s\u1ed1 \u0111em v\u1ec1 cho c\u00f4ng ty c\u1ee7a t\u1eebng nh\u00e2n vi\u00ean kinh doanh.\u00a0<\/span><\/p>\n

\"\"<\/a><\/p>\n

III. \u01afu \u0111i\u1ec3m v\u00e0 nh\u01b0\u1ee3c \u0111i\u1ec3m c\u1ee7a CRM Google Sheet<\/strong><\/h2>\n

V\u1edbi nhi\u1ec1u t\u00ednh n\u0103ng h\u1eefu \u00edch, CRM Google Sheet v\u1eabn c\u00f3 nh\u1eefng \u01b0u v\u00e0 nh\u01b0\u1ee3c \u0111i\u1ec3m kh\u00e1c nhau. V\u1eady nh\u1eefng \u01b0u \u0111i\u1ec3m v\u00e0 nh\u01b0\u1ee3c \u0111i\u1ec3m c\u1ee7a CRM Google Sheet l\u00e0 g\u00ec?<\/span><\/p>\n

1. \u01afu \u0111i\u1ec3m<\/strong><\/h3>\n

V\u1ec1 c\u01a1 b\u1ea3n, CRM Google Sheet s\u1ebd \u0111em t\u1edbi cho nh\u00e0 qu\u1ea3n l\u00fd v\u00e0 nh\u00e2n vi\u00ean kinh doanh nh\u1eefng \u01b0u \u0111i\u1ec3m nh\u01b0 sau:<\/span><\/p>\n

1.1 D\u1eef li\u1ec7u \u0111\u01b0\u1ee3c l\u01b0u tr\u1eef tr\u1ef1c tuy\u1ebfn, c\u00f3 th\u1ec3 truy c\u1eadp m\u1ecdi n\u01a1i<\/strong><\/h4>\n

Google Sheet l\u00e0 c\u00f4ng c\u1ee5 l\u01b0u tr\u1eef d\u1eef li\u1ec7u tr\u1ef1c tuy\u1ebfn tr\u00ean b\u1ed9 nh\u1edb \u0111\u00e1m m\u00e2y c\u1ee7a Google v\u00e0 \u0111\u01b0\u1ee3c li\u00ean k\u1ebft v\u1edbi c\u00e1c t\u00e0i kho\u1ea3n Gmail kh\u00e1c nhau. Qua \u0111\u00f3, doanh nghi\u1ec7p c\u00f3 th\u1ec3 ti\u1ebft ki\u1ec7m \u0111\u01b0\u1ee3c nhi\u1ec1u di\u1ec7n t\u00edch l\u01b0u tr\u1eef h\u1ed3 s\u01a1, \u0111\u1ed3ng th\u1eddi \u0111em l\u1ea1i t\u00ednh b\u1ea3o m\u1eadt th\u00f4ng tin cao, tr\u00e1nh vi\u1ec7c th\u1ea5t tho\u00e1t th\u00f4ng tin hay h\u1ecfng h\u00f3c m\u00e1y m\u00f3c so v\u1edbi c\u00e1ch l\u01b0u tr\u1eef th\u00f4ng tin truy\u1ec1n th\u1ed1ng. Ngo\u00e0i ra, ch\u1ec9 v\u1edbi m\u1ea1ng Internet, doanh nghi\u1ec7p c\u00f3 th\u1ec3 truy c\u1eadp v\u00e0o CRM Google Sheet m\u1ecdi l\u00fac m\u1ecdi n\u01a1i.<\/span><\/p>\n

1.2 Nh\u1eadp v\u00e0 ch\u1ec9nh s\u1eeda d\u1eef li\u1ec7u 1 c\u00e1ch d\u1ec5 d\u00e0ng<\/strong><\/h4>\n

M\u1ed9t l\u1ee3i \u00edch kh\u00e1c c\u1ee7a CRM Google Sheet l\u00e0 nh\u00e0 qu\u1ea3n l\u00fd v\u00e0 nh\u00e2n vi\u00ean kinh doanh c\u00f3 th\u1ec3 nh\u1eadp v\u00e0 ch\u1ec9nh s\u1eeda d\u1eef li\u1ec7u m\u1ed9t c\u00e1ch d\u1ec5 d\u00e0ng. Khi c\u00f3 b\u1ea5t k\u1ef3 thay \u0111\u1ed5i n\u00e0o, m\u1ed9t ng\u01b0\u1eddi \u0111\u01b0\u1ee3c c\u1ea5p quy\u1ec1n ch\u1ec9nh s\u1eeda tr\u00ean trang t\u00ednh c\u00f3 th\u1ec3 v\u00e0o ch\u1ec9nh s\u1eeda, thay \u0111\u1ed5i, th\u00eam b\u1edbt d\u1eef li\u1ec7u cho ph\u00f9 h\u1ee3p v\u1edbi s\u1ef1 thay \u0111\u1ed5i. Vi\u1ec7c ch\u1ec9nh s\u1eeda d\u1eef li\u1ec7u \u0111\u1ec1u \u0111\u01b0\u1ee3c l\u01b0u tr\u1eef l\u1ea1i. Ch\u1ee7 doanh nghi\u1ec7p hay nh\u00e0 qu\u1ea3n l\u00fd \u0111\u1ec1u c\u00f3 th\u1ec3 xem \u0111\u01b0\u1ee3c ai \u0111\u00e3 ch\u1ec9nh s\u1eeda d\u1eef li\u1ec7u v\u00e0 nh\u1eefng th\u00f4ng tin n\u00e0o \u0111\u00e3 b\u1ecb thay \u0111\u1ed5i qua Google Sheet.<\/span><\/p>\n

1.3 Ti\u1ebft ki\u1ec7m chi ph\u00ed<\/strong><\/h4>\n

Th\u1ef1c t\u1ebf, so v\u1edbi c\u00e1c ph\u1ea7n m\u1ec1m CRM kh\u00e1c nh\u01b0 Hubspot, Salesforce th\u00ec CRM Google Sheet l\u00e0 c\u00f4ng c\u1ee5 gi\u00fap doanh nghi\u1ec7p ti\u1ebft ki\u1ec7m r\u1ea5t nhi\u1ec1u chi ph\u00ed. V\u1edbi c\u00f4ng c\u1ee5 n\u00e0y, nh\u00e0 qu\u1ea3n l\u00fd v\u00e0 nh\u00e2n vi\u00ean kinh doanh ho\u00e0n to\u00e0n c\u00f3 th\u1ec3 l\u01b0u tr\u1eef d\u1eef li\u1ec7u, theo d\u00f5i v\u00e0 th\u1ed1ng k\u00ea b\u00e1o c\u00e1o m\u00e0 kh\u00f4ng c\u1ea7n t\u1ed1n qu\u00e1 nhi\u1ec1u chi ph\u00ed cho c\u00e1c c\u00f4ng c\u1ee5 \u0111\u1eaft \u0111\u1ecf.<\/span><\/p>\n

\"\u01afu
\u01afu \u0111i\u1ec3m v\u00e0 nh\u01b0\u1ee3c \u0111i\u1ec3m c\u1ee7a CRM Google Sheet<\/figcaption><\/figure>\n

2. Nh\u01b0\u1ee3c \u0111i\u1ec3m<\/strong><\/h3>\n

B\u00ean c\u1ea1nh \u01b0u \u0111i\u1ec3m th\u00ec vi\u1ec7c qu\u1ea3n tr\u1ecb m\u1ed1i quan h\u1ec7 v\u1edbi kh\u00e1ch h\u00e0ng th\u00f4ng qua Google Sheet c\u0169ng c\u00f3 nhi\u1ec1u nh\u01b0\u1ee3c \u0111i\u1ec3m kh\u00e1c. C\u1ee5 th\u1ec3, nh\u01b0\u1ee3c \u0111i\u1ec3m c\u1ee7a CRM Google Sheet bao g\u1ed3m:<\/span><\/p>\n

2.1 Kh\u00f4ng t\u1ed1i \u01b0u th\u1eddi gian nh\u1eadp d\u1eef li\u1ec7u th\u1ee7 c\u00f4ng<\/strong><\/h4>\n

V\u1edbi Google Sheet, nh\u00e0 qu\u1ea3n l\u00fd v\u00e0 nh\u00e2n vi\u00ean kinh doanh v\u1eabn ph\u1ea3i m\u1ea5t th\u1eddi gian nh\u1eadp th\u00f4ng tin kh\u00e1ch h\u00e0ng m\u1ed9t c\u00e1ch th\u1ee7 c\u00f4ng. \u0110i\u1ec1u n\u00e0y r\u1ea5t t\u1ed1n th\u1eddi gian v\u00e0 c\u00f3 th\u1ec3 g\u00e2y ra nh\u1eefng nh\u1ea7m l\u1eabn, sai s\u00f3t kh\u00f4ng \u0111\u00e1ng c\u00f3. Kh\u00f4ng nh\u1eefng v\u1eady, c\u00f4ng vi\u1ec7c nh\u1eadp d\u1eef li\u1ec7u th\u1ee7 c\u00f4ng c\u0169ng khi\u1ebfn nh\u00e2n vi\u00ean kinh doanh m\u1ea5t h\u1ee9ng th\u00fa v\u1edbi c\u00f4ng vi\u1ec7c v\u00e0 gi\u1ea3m n\u0103ng su\u1ea5t \u0111\u00e1ng k\u1ec3.<\/span><\/p>\n

2.2 Kho d\u1eef li\u1ec7u s\u1ebd kh\u00f3 qu\u1ea3n l\u00fd n\u1ebfu s\u1ed1 l\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng t\u0103ng<\/strong><\/h4>\n

CRM Google Sheet s\u1ebd r\u1ea5t ti\u1ec7n l\u1ee3i n\u1ebfu s\u1ed1 l\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng m\u00e0 doanh nghi\u1ec7p c\u1ea7n ch\u0103m s\u00f3c kh\u00f4ng qu\u00e1 nhi\u1ec1u. Tuy nhi\u00ean, n\u1ebfu doanh nghi\u1ec7p m\u1edf r\u1ed9ng quy m\u00f4 v\u1edbi s\u1ed1 l\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng nhi\u1ec1u h\u01a1n th\u00ec kho d\u1eef li\u1ec7u s\u1ebd r\u1ea5t kh\u00f3 \u0111\u1ec3 qu\u1ea3n l\u00fd. Th\u00f4ng tin s\u1ebd d\u1ec5 b\u1ecb tr\u00f9ng l\u1eb7p, b\u1ecf s\u00f3t ho\u1eb7c b\u1ecb s\u1eeda \u0111\u1ed5i m\u00e0 nh\u00e0 qu\u1ea3n l\u00fd kh\u00f3 c\u00f3 th\u1ec3 ki\u1ec3m so\u00e1t \u0111\u01b0\u1ee3c.<\/span><\/p>\n

2.3 Tra c\u1ee9u d\u1eef li\u1ec7u kh\u00f4ng ti\u1ec7n l\u1ee3i<\/strong><\/h4>\n

Khi s\u1eed d\u1ee5ng Google Sheet, n\u1ebfu ch\u1ee7 doanh nghi\u1ec7p mu\u1ed1n tra c\u1ee9u t\u00ecnh h\u00ecnh doanh s\u1ed1 c\u1ee7a 1 nh\u00e2n vi\u00ean kinh doanh ri\u00eang bi\u1ec7t th\u00ec s\u1ebd m\u1ea5t th\u1eddi gian xin nh\u00e2n vi\u00ean kinh doanh \u0111\u00f3 file d\u1eef li\u1ec7u t\u1ed5ng h\u1ee3p. V\u00ec v\u1eady, vi\u1ec7c tra c\u1ee9u d\u1eef li\u1ec7u s\u1ebd c\u1ed3ng k\u1ec1nh v\u00e0 kh\u00f4ng m\u1ea5y ti\u1ec7n l\u1ee3i.\u00a0<\/span><\/p>\n\n\n\n
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L\u00e0 nh\u00e0 qu\u1ea3n l\u00fd kinh doanh, b\u1ea1n lu\u00f4n tr\u0103n tr\u1edf nh\u1eefng v\u1ea5n \u0111\u1ec1 nh\u01b0:<\/strong><\/p>\n