[wordpress插件] Banckle CRMBanckle CRM

wordpress 插件 文章 2020-02-29 00:50 528 0 全屏看文

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Banckle CRM Features

Banckle CRM功能

All Your CRM Tools in One Place

所有您的CRM工具集中在一个地方

Easy online customer relationship management (CRM) tools for busy and dispersed teams.

方便的在线客户关系管理(CRM)工具,用于繁忙和分散的团队。

Stay in touch with colleagues and customers, manage tasks and view the pipeline, all in one place.

一站式与同事和客户保持联系,管理任务并查看管道。

Stay Informed with Real Time CRM Dashboard

实时了解实时CRM仪表板

Get a real time picture of your business, right on your web based CRM application dashboard.

直接在基于Web的CRM应用程序仪表板上获取您的业务的实时图片。

See instant updates about the total pipeline value, sales teams’ activities and customer communication.

查看有关管道总价值,销售团队的活动和客户沟通的即时更新。

View personalized to-do task list for every team member, keeps everyone focused and gets things done.

查看每个团队成员的个性化待办任务列表,让每个人集中精力完成工作。

Visible Sales Pipeline with Powerful Tracking and Management

具有强大跟踪和管理功能的可见销售渠道

For each and every deal you bring in, from first contact to closure, Banckle.CRM software maintains real-time track of your communication, keeps a complete history in one place and helps you win the most.

对于您带来的每笔交易,从首次接触到达成交易,Banckle.CRM软件都可以实时跟踪您的沟通,将完整的历史记录保存在一个地方,并帮助您赢得最大的收益。

Easily view, update, track and manage your sales pipeline and benefit from collaborative sales efforts.

轻松查看,更新,跟踪和管理您的销售渠道,并从协作销售工作中受益。

Banckle Apps Connections

Banckle Apps连接

With interconnected Banckle apps, stay in touch with your customers at every stage of the customer engagement cycle.

借助互连的Banckle应用,可以在客户参与周期的每个阶段与您的客户保持联系。

Whether it’s a live chat session, an email, phone call or an audio video conference, keep all the communication at one central point under your online CRM software.

无论是实时聊天会话,电子邮件,电话还是音频视频会议,都应将所有通信保持在在线CRM软件下的一个中心位置。

Create business leads and contacts, right from the live chat application.

直接从实时聊天应用程序中创建业务线索和联系人。

Hold audio and video conferences with your customers, have one click access to your clients’ machines or give live presentations and product demos to your sales prospects!

与您的客户举行音频和视频会议,一键访问您的客户的机器,或为您的销售前景提供实时演示和产品演示!

All with Banckle apps platform.

全部使用Banckle应用程序平台。

Intelligent Task Management

智能任务管理

Never miss a follow up or a deadline with personalized task list right on your CRM dashboard.

CRM仪表板上的个性化任务列表绝对不会错过跟进或截止日期。

Stay on top of your sales activities with easy, efficient and useful task management features.

通过简单,高效和有用的任务管理功能,始终掌握销售活动的最上层。

Always have access to your updated task calendar.

始终有权访问更新的任务日历。

Email Integration and Contacts Management

电子邮件集成和联系人管理

Integrate your business email into Banckle.CRM software.

将您的企业电子邮件集成到Banckle.CRM软件中。

Send, receive and track all email correspondence right from your own cloud CRM platform.

直接从您自己的云CRM平台发送,接收和跟踪所有电子邮件通信。

Stay on top of communication and build stronger business relationships.

保持沟通交流,建立更牢固的业务关系。

Always have access to complete and updated contact information of individuals and companies.

始终有权访问个人和公司的完整和更新的联系信息。

Keep sales leads, customers, suppliers and vendors, all in one place.

将销售线索,客户,供应商和供应商集中在一个地方。

Interactive Reporting and in-depth CRM for Sales Analytics

用于销售分析的交互式报表和深度CRM

Get insight into Sales Funnel Analysis, gauge your team performance and dig deeper to assess overall sales effectiveness.

深入了解“销售漏斗分析”,评估团队绩效并更深入地评估整体销售效率。

Detailed, flexible and advanced reporting CRM application feature.

详细,灵活和高级的报表CRM应用程序功能。

View analytics to get 360 degree perspective, for better forecasting and informed decision making.

查看分析以获取360度透视图,以便更好地进行预测和做出明智的决策。

Excel with Platform Independence and Mobility

具有平台独立性和移动性的Excel

A complete platform independent online CRM solution.

完整的独立于平台的在线CRM解决方案。

No setup – nothing to download.

没有设置-无需下载。

Use it on any device, operating system or browser, in or away from the office.

在办公室内外的任何设备,操作系统或浏览器上使用它。

Stay focused on customers, irrespective of your platform or location.

无论您使用的平台或位置如何,都应专注于客户。

Skype Click to Call

Skype点击通话

With the Click to Call feature, easily call any of your sales prospects, contacts and accounts via Skype, right from your CRM for sales application.

使用“点击通话”功能,可以直接从CRM for sales应用程序中通过Skype轻松致电您的任何潜在客户,联系人和客户。

No need to manually dial any phone numbers or to keep a manual record of your calls, because Banckle.CRM does it all for you.

不需要手动拨打任何电话号码或保留电话记录,因为Banckle.CRM会为您完成所有操作。

Developer Friendly APIs

开发人员友好的API

Based on powerful Banckle.CRM engine, explore your creative side using a set of powerful APIs to enhance your online customer relationship management application functions.

基于强大的Banckle.CRM引擎,使用一组强大的API来探索您的创造力,以增强您的在线客户关系管理应用程序功能。

安装步骤

From the Archive

来自存档

    1. Extract all files from the banckle-crm ZIP archive.
    2. banckle-crm ZIP存档中提取所有文件。

    3. Upload the extracted banckle-crm folder to the /wp-content/plugins/ directory.
    4. 将提取的 banckle-crm 文件夹上传到 / wp-content / plugins / 目录。

    5. Activate the plugin through the Plugins menu in WordPress.
    6. 通过WordPress中的插件菜单激活插件。

    From the WordPress admin

    通过WordPress管理员

      1. Download the Banckle CRM widget for WordPress.
      2. 下载适用于WordPress的Banckle CRM小部件。

      3. Sign into your WordPress website admin.
      4. 登录到您的WordPress网站管理员。

      5. On the left menu click Plugins.

      6. 在左侧菜单上,点击插件

        The Plugins screen displays.

      7. 显示“插件”屏幕。

      8. Click Add New.

      9. 点击添加新

        The Install Plugins screen is displayed.

      10. 显示“安装插件”屏幕。

      11. Click Upload.
      12. 点击上传

      13. Provide the path or browse to the plugin files you downloaded earlier.
      14. 提供路径或浏览到您先前下载的插件文件。

      15. Click Install Now.

      16. 点击立即安装

        The widget is successfully installed.

      17. 该小部件已成功安装。

      18. Click Activate Plugin.

      19. 点击激活插件

        The widget is successfully activated and now is ready to make it available on your website.

      20. 该小部件已成功激活,现在可以在您的网站上使用它了。

      Note: For more information please check this documentation page.

      “>文档页面。

下载地址
https://downloads.wordpress.org/plugin/banckle-crm.1.0.zip
-EOF-

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