如何在CRM软件中添加挂钩
不知道如何问这个问题,因为我对 CRM 软件知之甚少,但假设如下:
- Joe 有一个网站,提供与各种企业的客户相关的服务
- Joe 希望与公司接洽并说服他们在 CRM 软件中添加挂钩,这样每次他们查看某个客户的条目时,都会出现一个附加字段,该字段指向 Joe 网站上的信息并与该客户相关。
据我了解,大多数/所有 CRM 系统都有一种方法为数据库中的每个条目添加新字段。然而,Joe 为了让公司更容易接受他的建议,他能否准备一个附加组件/脚本/插件/等,以便每个拥有给定品牌 CRM 软件的公司都可以运行它并添加新字段,这样 Joe 就不必安装每家公司单独的 CRM 软件并为此定制解决方案? (基本上,使用 SAP 的公司需要一个附加组件,使用 Oracle 的公司需要一个附加组件,等等)
或者每个公司的 CRM 安装都是如此定制,以至于几乎不可能制作通用的附加组件/脚本/插件/等适用于所有使用特定品牌 CRM 的公司?
Not sure how to ask this question since I know very little about CRM software, but assume the following:
- Joe has a website that offers a service related to customers of various businesses
- Joe wants to approach companies and convince them to add hooks into their CRM software, so that every time they view an entry for a customer, there is one additional field, which points to information on Joe's website and is related to that customer.
As I understand it, most/all CRM systems have a way to add a new field for each entry in the database. However, for Joe to make it easier for companies to accept his proposal, can he prepare an add-on/script/plugin/etc so that every company with CRM software of a given brand can just run it and the new field gets added, so that Joe doesn't have to work with every company's individual CRM Software installation and tailor his solution to that? (Basically one add-on for companies who use SAP, one add-on for companies which use Oracle, etc)
Or is each company's CRM installation so customized that it is almost impossible to make a generic add-on/script/plugin/etc for all companies who use CRM of a given brand?
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不幸的是,没有标准。这就是为什么坚持使用流行的 CRM(例如 Salesforce 和 SugarCRM。两者都通过 AppExchange 和 SugarExchange 分别。
Unfortunately, there is no standard. This is one reason why it's a good idea to stick to popular CRMs such as Salesforce and SugarCRM. Both have a large selection of add-ons through AppExchange and SugarExchange respectively.
大多数现代 CRM 解决方案都基于 SOA 方法。每个 CRM 平台都旨在支持此类独立供应商解决方案。每个 CRM 使用不同的部署方法和不同的软件开发语言。根据您所掌握的语言,这可能会帮助您找到第一个 CRM 产品。
Most modern CRM solutions is based on an SOA approach. Each CRM platform is design to support independent vendor solutions like this. Each CRM uses a different deployment approach and different software development languages. Depending on the language you know, that may help direct you to the first CRM product.
我希望我正确理解您的问题,您希望任何系统都能够链接到您的系统并检索链接,以便人们可以通过链接从您的系统中提取数据。如果是这种情况,最好的方法是创建 Web 服务,任何 CRM 程序都应该能够调用 Web 服务并获取所需的数据。
I hope I understand your question correctly, you want any system to be able to link in to yours and retrieve a link so that people can pull data from your system via the link. If that is the case the best way is to create a Webservice, any CRM program should be able to call the Webservice and get the required data.