前言介紹
- 這款 WordPress 外掛「Banckle CRM」是 2014-04-29 上架。
- 目前有 10 個安裝啟用數。
- 上一次更新是 2014-05-07，距離現在已有 4019 天。超過一年沒更新，安裝要確認版本是否可用。以及後續維護問題！
- 外掛最低要求 WordPress 2.0.2 以上版本才可以安裝。
- 尚未有人給過這款外掛評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
imranwar |
外掛標籤
crm | banckle | wordpress plugin | Contacts capturing | Customers relationship management |
內容簡介
Banckle CRM 功能
所有的 CRM 工具都在同一個地方
為繁忙並且分散的團隊提供易用的線上客戶關係管理（CRM）工具。在同一個地方與同事和客戶保持聯繫，管理任務並查看管道。
即時 CRM 儀表板讓您瞭解行情
在基於網絡的 CRM 應用程序儀表板上，隨時了解您的業務狀況。查看有關整個管道價值、銷售團隊活動和客戶溝通的即時更新。查看每位團隊成員的個性化待辦事項清單，讓每個人都能專注並完成任務。
可見的銷售管道帶有強大的追踪和管理
對於您帶來的每項交易，從第一次接觸到結束，Banckle.CRM 軟件都實時跟踪您的通訊記錄，完整地記錄在同一個地方，並幫助您贏取最大的利益。輕鬆地查看、更新、跟踪和管理您的銷售管道，從協作銷售中獲益。
Banckle Apps 連接
使用互聯的 Banckle 應用程序，與您的客戶在客戶參與週期的每個階段保持聯繫。無論是實時聊天會話、電子郵件、電話還是音頻視頻會議，將所有通訊記錄在線上 CRM 軟件的一個中心點下。從即時聊天應用程序中創建商業機會和聯繫人。與您的客戶進行音頻和視頻會議，一鍵訪問您的客戶機器或為銷售前景進行實時演示和產品展示！所有這些功能都可以使用 Banckle 應用程序平台。
智能任務管理
使用個性化的任務清單，在您的 CRM 儀表板上永遠不會錯過后續和截止日期。使用易用、高效和有用的任務管理功能保持銷售活動的頂端。始終可以訪問您的更新任務日曆。
電子郵件集成和聯繫人管理
將您的商務電子郵件集成到 Banckle.CRM 軟件中。從您自己的雲 CRM 平台上發送、接收和跟踪所有電子郵件往來。始終可以訪問個人和公司的完整和更新聯繫人信息。將銷售前景、客戶、供應商和供應商全部放在同一個地方。
互動報告和深入的銷售分析 CRM
獲取銷售漏斗分析的洞察力，衡量團隊績效，深入挖掘評估整體銷售有效性。詳細、靈活且先進的報告 CRM 應用程序功能。查看分析以獲取 360 度的全面視角，以便更好地進行預測和知情決策。
平台獨立和流動性相容
完整的平台獨立線上 CRM 解決方案。無需設置-無需下載。在辦公室裡或離開辦公室，可在任何設備、操作系統或瀏覽器上使用。無論平台或位置如何，始終關注客戶。
Skype 即點即打
使用即點即打功能，可以輕鬆地通過 Skype 呼叫任何銷售前景、聯繫人和帳戶，而這一切都在您的銷售 CRM 應用程序中。無需手動撥打任何電話號碼或手動記錄您的通話歷史紀錄，因為 Banckle.CRM 一切都為您完成。
開發人員友好的 API
基於強大的 Banckle.CRM 引擎，使用一組強大的 API 探索您的創意，以增強您的在線客戶關係管理應用程序功能。
原文外掛簡介
Banckle CRM Features
All Your CRM Tools in One Place
Easy online customer relationship management (CRM) tools for busy and dispersed teams. Stay in touch with colleagues and customers, manage tasks and view the pipeline, all in one place.
Stay Informed with Real Time CRM Dashboard
Get a real time picture of your business, right on your web based CRM application dashboard. See instant updates about the total pipeline value, sales teams’ activities and customer communication. View personalized to-do task list for every team member, keeps everyone focused and gets things done.
Visible Sales Pipeline with Powerful Tracking and Management
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. Easily view, update, track and manage your sales pipeline and benefit from collaborative sales efforts.
Banckle Apps Connections
With interconnected Banckle apps, stay in touch with your customers at every stage of the customer engagement cycle. 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. Create business leads and contacts, right from the live chat application. 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! All with Banckle apps platform.
Intelligent Task Management
Never miss a follow up or a deadline with personalized task list right on your CRM dashboard. Stay on top of your sales activities with easy, efficient and useful task management features. Always have access to your updated task calendar.
Email Integration and Contacts Management
Integrate your business email into Banckle.CRM software. Send, receive and track all email correspondence right from your own cloud CRM platform. Stay on top of communication and build stronger business relationships. Always have access to complete and updated contact information of individuals and companies. Keep sales leads, customers, suppliers and vendors, all in one place.
Interactive Reporting and in-depth CRM for Sales Analytics
Get insight into Sales Funnel Analysis, gauge your team performance and dig deeper to assess overall sales effectiveness. Detailed, flexible and advanced reporting CRM application feature. View analytics to get 360 degree perspective, for better forecasting and informed decision making.
Excel with Platform Independence and Mobility
A complete platform independent online CRM solution. No setup – nothing to download. Use it on any device, operating system or browser, in or away from the office. Stay focused on customers, irrespective of your platform or location.
Skype Click to Call
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. 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.
Developer Friendly APIs
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.
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Banckle CRM」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
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