{"id":11930,"date":"2024-08-15T01:28:34","date_gmt":"2024-08-14T22:28:34","guid":{"rendered":"https:\/\/simpleone.ru\/?p=11930"},"modified":"2024-09-20T15:41:37","modified_gmt":"2024-09-20T12:41:37","slug":"operativnaya-analitika-dannyh-v-crm-dlya-slozhnyh-prodazh","status":"publish","type":"post","link":"https:\/\/itsm.com\/tr\/blog\/operativnaya-analitika-dannyh-v-crm-dlya-slozhnyh-prodazh\/","title":{"rendered":"Karma\u015f\u0131k sat\u0131\u015flar i\u00e7in CRM’de operasyonel veri analiti\u011fi"},"content":{"rendered":"

CRM’deki operasyonel analitik, y\u00f6neticilerin i\u015flemlerdeki mevcut durumu h\u0131zl\u0131 bir \u015fekilde analiz etmesine, sat\u0131\u015flardaki e\u011filimleri belirlemesine ve m\u00fc\u015fteri davran\u0131\u015f\u0131ndaki de\u011fi\u015fikliklere yan\u0131t vermesine olanak tan\u0131r. Bu, m\u00fc\u015fterilerle \u00e7al\u0131\u015fma stratejisini zaman\u0131nda ayarlamay\u0131, sorunlu alanlar\u0131 belirlemeyi ve ilgili verilere dayal\u0131 bilin\u00e7li kararlar almay\u0131 m\u00fcmk\u00fcn k\u0131lar. Sonu\u00e7 olarak, sat\u0131\u015f departman\u0131n\u0131n verimlili\u011fi ve m\u00fc\u015fteri hizmetlerinin kalitesi artar.<\/p>\n

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Kaliteli operasyonel analiti\u011fin i\u015fletmelere nas\u0131l fayda sa\u011flad\u0131\u011f\u0131n\u0131 ve hangi CRM ara\u00e7lar\u0131n\u0131n daha h\u0131zl\u0131 y\u00f6netim kararlar\u0131 alman\u0131za yard\u0131mc\u0131 oldu\u011funu anlayal\u0131m.<\/p>\n

\u0130\u015f d\u00fcnyas\u0131nda operasyonel analiti\u011fe neden ihtiyac\u0131n\u0131z var<\/h2>\n
\n

Operasyonel veri analiti\u011fi<\/strong>, i\u015fletmelerin de\u011fi\u015fime h\u0131zl\u0131 bir \u015fekilde yan\u0131t vermesini ve ger\u00e7ek zamanl\u0131 olarak bilin\u00e7li kararlar almas\u0131n\u0131 sa\u011flayan bir ara\u00e7t\u0131r. Uzun vadeli e\u011filimlere ve planlanan g\u00f6stergelere odaklanan stratejik analiti\u011fin aksine, operasyonel analitik mevcut sorunlar\u0131 \u00e7\u00f6zmeyi ve mevcut hipotezleri \u00e7\u00f6zmeyi ama\u00e7lamaktad\u0131r.<\/p>\n<\/div>\n

Operasyonel analitik, y\u00f6netim kararlar\u0131n\u0131n kalitesinin art\u0131r\u0131lmas\u0131nda \u00f6nemli bir rol oynar. Gerekli verileri h\u0131zl\u0131 bir \u015fekilde bulma ve analiz etme becerisine sahip olan y\u00f6neticiler \u015funlar\u0131 yapabilir:<\/p>\n

    \n
  1. i\u015flemlerdeki sorunlar\u0131 erken a\u015famalarda derhal tespit etmek;<\/li>\n
  2. Projeler aras\u0131nda daha verimli kaynak tahsisi;<\/li>\n
  3. sat\u0131\u015f sonu\u00e7lar\u0131n\u0131 daha do\u011fru tahmin edin;<\/li>\n
  4. piyasa ko\u015fullar\u0131ndaki de\u011fi\u015fikliklere daha h\u0131zl\u0131 uyum sa\u011flama<\/li>\n<\/ol>\n

    T\u00fcm bunlar i\u015fletmenin rekabet g\u00fcc\u00fcn\u00fc do\u011frudan etkiler – karar verme h\u0131z\u0131 genellikle \u00f6nemli bir ba\u015far\u0131 fakt\u00f6r\u00fc haline gelir.<\/p>\n

    Rekabet avantaj\u0131 olarak operasyonel analitik<\/h2>\n

    Operasyonel analitik, veri ve bunlarla \u00e7al\u0131\u015fmak i\u00e7in uygun ara\u00e7lar gerektirir. Bunlar genellikle i\u015flemler, sat\u0131\u015flar ve tutarlar hakk\u0131nda t\u00fcm bilgilere zaten sahip olan bir CRM sisteminde bulunabilir. Bir \u015firket bir CRM’in t\u00fcm analitik yeteneklerini kulland\u0131\u011f\u0131nda, i\u015fletme verilerden somut faydalar elde eder.<\/p>\n\n\n\n\n
    \u0130\u00e7 Efektler<\/th>\nD\u0131\u015f Efektler<\/th>\n<\/tr>\n
    \n\u25cf bilgi \u00e7al\u0131\u015fanlar i\u00e7in daha eri\u015filebilir hale gelir;
    \n\u25cf hipotezleri h\u0131zl\u0131 bir \u015fekilde test etme ve eylem plan\u0131n\u0131 ayarlama yetene\u011fi;
    \n\u25cf \u00e7al\u0131\u015fanlar veri toplamak i\u00e7in daha az zaman harcad\u0131klar\u0131ndan daha iyi sonu\u00e7lar \u00fcretirler;<\/td>\n    		\n\u25cf kararlar\u0131n kalitesi artar;
    \n\u25cf sorunlar\u0131n erken tespiti ve \u00e7\u00f6z\u00fcm\u00fc sayesinde i\u015flem ya\u015fam d\u00f6ng\u00fcs\u00fc azal\u0131r;
    \n\u25cf bireysel anla\u015fmalardaki durumun daha do\u011fru anla\u015f\u0131lmas\u0131 ve en umut verici olanlara odaklan\u0131lmas\u0131 nedeniyle anla\u015fma d\u00f6n\u00fc\u015f\u00fcm\u00fc artar.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    CRM analiti\u011finin etkinli\u011fini de\u011ferlendirmek i\u00e7in \u015firketler a\u015fa\u011f\u0131daki metrikleri takip edebilir:<\/p>\n

      \n
    • \u00e7al\u0131\u015fanlar\u0131n bilgi aramak i\u00e7in harcad\u0131klar\u0131 zaman;<\/li>\n
    • \u0130\u015flemler hakk\u0131nda karar verme h\u0131z\u0131;<\/li>\n
    • Anla\u015fma ya\u015fam d\u00f6ng\u00fcs\u00fc s\u00fcrelerindeki de\u011fi\u015fiklikler;<\/li>\n
    • sat\u0131\u015f hunisinin farkl\u0131 a\u015famalar\u0131ndaki d\u00f6n\u00fc\u015f\u00fcm dinamikleri;<\/li>\n
    • \u00e7al\u0131\u015fanlar\u0131n veri ara\u00e7lar\u0131ndan memnuniyeti<\/li>\n<\/ul>\n

      Etkili bir operasyonel analitik sisteminin kullan\u0131lmas\u0131, \u015firketlerin yaln\u0131zca i\u00e7 s\u00fcre\u00e7lerinin olgunlu\u011funu geli\u015ftirmelerine de\u011fil, ayn\u0131 zamanda daha h\u0131zl\u0131 ve daha iyi y\u00f6netim kararlar\u0131 sayesinde pazardaki konumlar\u0131n\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde iyile\u015ftirmelerine olanak tan\u0131r.<\/p>\n

      SimpleOne B2B CRM’de operasyonel analitik<\/h2>\n

      SimpleOne B2B CRM, verileri h\u0131zl\u0131 bir \u015fekilde elde etmenize, onlarla etkile\u015fime girmenize ve herhangi bir g\u00f6rev i\u00e7in raporlar\u0131 \u00f6zelle\u015ftirmenize olanak tan\u0131yan bir dizi operasyonel analitik arac\u0131na sahiptir:<\/p>\n

        \n
      1. Karma\u015f\u0131k sorgular i\u00e7in destekli Ko\u015ful Olu\u015fturucu<\/strong><\/li>\n

        Geli\u015fmi\u015f veri filtreleme mant\u0131\u011f\u0131n\u0131 destekleyen esnek bir ko\u015ful olu\u015fturucu ile kullan\u0131c\u0131lar, belirli ihtiya\u00e7lar\u0131 kar\u015f\u0131lamak \u00fczere veri \u00f6rneklemesine ince ayar yapmak i\u00e7in AND ve OR operat\u00f6rlerini kullanarak \u00e7ok seviyeli sorgular olu\u015fturabilir.<\/p>\n

        \u00d6rne\u011fin, bir sat\u0131\u015f m\u00fcd\u00fcr\u00fc potansiyel riskleri analiz etmek i\u00e7in bir filtre olu\u015fturabilir; bu filtre veya<\/strong> tahmini kapan\u0131\u015f tarihi 30 g\u00fcnden fazla ge\u00e7mi\u015f olan, veya<\/strong> son faaliyeti 1 haftadan daha \u00f6nce olan t\u00fcm olas\u0131 anla\u015fmalar\u0131 g\u00f6r\u00fcnt\u00fcleyecektir. Bu, acil dikkat gerektiren i\u015flemleri h\u0131zl\u0131 bir \u015fekilde belirleyecektir.<\/p>\n

      2. Dinamik Filtreler<\/strong><\/li>\n

        Sistem, \u00f6rne\u011fin ge\u00e7erli tarihe g\u00f6re otomatik olarak g\u00fcncellenen dinamik filtreleri destekler. Bu, her zaman g\u00fcncel bilgileri g\u00f6steren raporlar\u0131 h\u0131zl\u0131 bir \u015fekilde olu\u015fturman\u0131za olanak tan\u0131r; \u00f6rne\u011fin, i\u00e7inde bulundu\u011funuz ay\u0131n ilk g\u00fcn\u00fcnden veya ge\u00e7en ay\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00c7ar\u015famba g\u00fcn\u00fcnden itibaren veri toplayabilirsiniz – tarihi manuel olarak se\u00e7menize gerek yoktur.<\/p>\n

        Dinamik filtreler, \u00f6rne\u011fin mali y\u0131l ve mali \u00e7eyrek gibi \u015firkete \u00f6zg\u00fc d\u00f6nemler kullan\u0131larak i\u015f ihtiya\u00e7lar\u0131n\u0131 kar\u015f\u0131layacak \u015fekilde \u00f6zelle\u015ftirilebilir.<\/p>\n

      3. Ba\u011flant\u0131l\u0131 verilerle \u00e7al\u0131\u015fmak i\u00e7in nokta y\u00fcr\u00fcy\u00fc\u015f\u00fc<\/strong><\/li>\n

        Mevcut kay\u0131tla ilgili kay\u0131t alanlar\u0131n\u0131n yan\u0131 s\u0131ra ilgili kay\u0131tlarla ilgili alanlara (ve benzeri) yukar\u0131da a\u00e7\u0131klanan eri\u015fim teknolojisine nokta y\u00fcr\u00fcy\u00fc\u015f\u00fc denir. CRM sistemindeki bu i\u015flevsellik, karma\u015f\u0131k sorgular ger\u00e7ekle\u015ftirmeden ve tablolar\u0131 birle\u015ftirmeden yaln\u0131zca bir tablodaki verileri analiz etmenize de\u011fil, ayn\u0131 zamanda ilgili kay\u0131tlar\u0131 ele alman\u0131za da olanak tan\u0131r.<\/p>\n

        \u00d6rne\u011fin, “M\u00fc\u015fteriler” tablosu “Anla\u015fmalar” tablosuna ba\u011fl\u0131d\u0131r – bu verilerden y\u00f6neticinin karl\u0131 sat\u0131\u015f y\u00f6nlerini de\u011ferlendirmek i\u00e7in i\u015flem b\u00f6lgeleri hakk\u0131nda bilgi toplamas\u0131 gerekir. Nokta y\u00fcr\u00fcy\u00fc\u015f\u00fc ile bir \u00e7al\u0131\u015fan, anla\u015fmalar\u0131 aramak i\u00e7in anla\u015fmaya ba\u011fl\u0131 \u015firketin kart\u0131nda belirtilen “Konum” \u00f6zelli\u011fini kullanabilir.<\/p>\n

        Nokta y\u00fcr\u00fcy\u00fc\u015f\u00fc, yaln\u0131zca ge\u00e7erli tablonun \u00f6zniteliklerine g\u00f6re de\u011fil, ayn\u0131 zamanda ilgili tablolar\u0131n \u00f6zniteliklerine g\u00f6re de filtreleme yap\u0131lmas\u0131na olanak tan\u0131r.<\/p>\n

        Bu mekanizmay\u0131 ayr\u0131ca bu ek s\u00fctunlar\u0131 tablo g\u00f6r\u00fcn\u00fcm\u00fcnde g\u00f6r\u00fcnt\u00fclemek, aramak, s\u0131ralamak ve gruplamak i\u00e7in de kullanabilirsiniz.<\/p>\n

      4. Tablo Kal\u0131t\u0131m\u0131<\/strong><\/li>\n

        Tablo kal\u0131t\u0131m\u0131, hiyerar\u015fik veri yap\u0131lar\u0131 olu\u015fturman\u0131za olanak tan\u0131yan bir CRM sistemi i\u015flevidir. Bu durumda, alt tablolar ana tablodan ortak alanlar\u0131, \u00f6znitelikleri, eri\u015fim haklar\u0131 ayarlar\u0131n\u0131 ve i\u015f kurallar\u0131n\u0131 devralabilir, kendi benzersiz alanlar\u0131n\u0131, formlar\u0131n\u0131 ve kay\u0131t i\u015fleme mant\u0131\u011f\u0131n\u0131 kullanabilir.<\/p>\n

        \u00d6rne\u011fin, alt tablolar Toplant\u0131lar, \u00c7a\u011fr\u0131lar ve E-postalar \u00fcst tablo Eylemler’den miras al\u0131n\u0131r. T\u00fcm bu tablolar, \u00fcst tablodan devral\u0131nan “Konu” ve “Tarih” gibi ortak alanlara sahiptir. Ayn\u0131 zamanda, her bir alt tablonun kendine \u00f6zg\u00fc alanlar\u0131 vard\u0131r.<\/p>\n

        Bu yap\u0131, kullan\u0131c\u0131lar\u0131n t\u00fcm eylem t\u00fcrlerini tek bir listede g\u00f6r\u00fcnt\u00fclemesine ve bunun \u00fczerine raporlar olu\u015fturmas\u0131na olanak tan\u0131r. Ayn\u0131 zamanda, her eylem t\u00fcr\u00fc ba\u011f\u0131ms\u0131z bir tablo olarak ele al\u0131nabilir.<\/p>\n

      5. Alt dizelere g\u00f6re h\u0131zl\u0131 arama<\/strong> s\u00fctunlarda<\/strong><\/li>\n

        Alt dize aramas\u0131, kullan\u0131c\u0131lar\u0131n arama kutusuna bir kelime veya kelime \u00f6be\u011finin bir k\u0131sm\u0131n\u0131 yazarak arad\u0131klar\u0131 bilgileri bulmalar\u0131n\u0131 sa\u011flayan bir i\u015flevdir. Bu \u00f6zellik aramay\u0131 daha esnek ve verimli hale getirir ve arama verileri eksik veya yanl\u0131\u015f olsa bile (\u00f6rne\u011fin bir \u015firketin tam yaz\u0131l\u0131\u015f\u0131n\u0131n bilinmedi\u011fi veya bir \u00e7al\u0131\u015fan\u0131n yaln\u0131zca ad\u0131n\u0131n bilindi\u011fi durumlarda) kullan\u0131c\u0131lar\u0131n arad\u0131klar\u0131 bilgileri h\u0131zl\u0131 bir \u015fekilde bulmalar\u0131n\u0131 sa\u011flar.<\/p>\n

      6. \u0130lgili verilerin h\u0131zl\u0131 se\u00e7imi i\u00e7in \u00f6zellik eleme<\/strong><\/li>\n

        SimpleOne B2B CRM, verileri etkile\u015fimli olarak filtrelemek veya “elemek” i\u00e7in ara\u00e7lar sa\u011flayarak kullan\u0131c\u0131lar\u0131n analiz ederken \u00f6rne\u011fi h\u0131zla daraltmas\u0131na olanak tan\u0131r. Bu, \u00f6zellikle hangi verilere ihtiya\u00e7 duyuldu\u011funun net olarak anla\u015f\u0131lamad\u0131\u011f\u0131 durumlarda kullan\u0131\u015fl\u0131d\u0131r – mevcut filtreden gereksiz bilgileri etkile\u015fimli olarak eleyebilir ve yaln\u0131zca gerekli kay\u0131tlar\u0131 b\u0131rakabilirsiniz.<\/p>\n

      7. \u0130ki t\u0131klamayla rapor olu\u015fturun<\/strong><\/li>\n

        SimpleOne B2B CRM, kelimenin tam anlam\u0131yla iki t\u0131klamayla g\u00f6rsel raporlar olu\u015fturman\u0131za olanak tan\u0131r: bunu yapmak i\u00e7in, ilgilendi\u011finiz s\u00fctunu se\u00e7meniz, sa\u011f t\u0131klaman\u0131z ve “Grafik Olu\u015ftur” se\u00e7ene\u011fine t\u0131klaman\u0131z gerekir. Sistem, gerekti\u011finde daha da \u00f6zelle\u015ftirilebilen bir raporu otomatik olarak olu\u015fturur.<\/p>\n

        Sistem i\u015flevselli\u011finde bir\u00e7ok rapor t\u00fcr\u00fc vard\u0131r: \u00e7ubuk grafik, pasta grafik, ok g\u00f6stergesi, say\u0131sal g\u00f6sterge, zaman \u00f6l\u00e7e\u011fi, trend grafi\u011fi, liste, \u00f6zet tablo, \u0131s\u0131 haritas\u0131, \u00e7ok seviyeli tablo vb.<\/p>\n

      8. \u0130nceleme \u00f6zelli\u011fine sahip interaktif raporlar<\/strong><\/li>\n

        Sistemdeki raporlar etkile\u015fimlidir ve kullan\u0131c\u0131lar\u0131n b\u00fcy\u00fck resimden daha ayr\u0131nt\u0131l\u0131 bilgilere ge\u00e7erek verileri derinlemesine incelemesine olanak tan\u0131yan detaya inme analizini destekler. \u00d6rne\u011fin, bir pasta grafi\u011fin bir b\u00f6l\u00fcm\u00fcne t\u0131kland\u0131\u011f\u0131nda, kullan\u0131c\u0131 o b\u00f6l\u00fcm\u00fc olu\u015fturan kay\u0131tlar\u0131n bir listesini g\u00f6recektir.<\/p>\n

        Bu yakla\u015f\u0131m, genel e\u011filimlerden \u00f6zel durumlara h\u0131zl\u0131 bir \u015fekilde ge\u00e7menizi sa\u011flar; bu da \u00f6zellikle sorunlar\u0131n temel nedenlerini belirlemek ve bilin\u00e7li kararlar almak i\u00e7in kullan\u0131\u015fl\u0131d\u0131r. Drill-down analizi, bir\u00e7ok ayr\u0131 rapor olu\u015fturmadan farkl\u0131 b\u00f6l\u00fcmlerdeki verileri incelemeyi m\u00fcmk\u00fcn k\u0131lar, bu da zamandan tasarruf sa\u011flar ve analitik \u00e7al\u0131\u015fman\u0131n verimlili\u011fini art\u0131r\u0131r.<\/p>\n

      9. Pazarlama ve sat\u0131\u015f performans\u0131n\u0131 analiz etmek i\u00e7in g\u00f6sterge tablolar\u0131<\/strong><\/li>\n

        SimpleOne B2B CRM, \u00e7e\u015fitli raporlar\u0131 ve g\u00f6stergeleri tek bir sayfada birle\u015ftiren bilgilendirici g\u00f6sterge tablolar\u0131 olu\u015fturmak i\u00e7in ara\u00e7lar sunar. G\u00f6sterge tablolar\u0131, verilerin belirli bir s\u0131kl\u0131kta otomatik olarak g\u00fcncellenmesini destekler.<\/p>\n

      10. Verileri Excel’e aktar\u0131n<\/strong><\/li>\n

        Daha derinlemesine analiz i\u00e7in veriler, ba\u011flant\u0131l\u0131 verilerin yap\u0131s\u0131 korunarak nokta y\u00fcr\u00fcy\u00fc\u015f\u00fc ile Excel’e aktar\u0131labilir.<\/p>\n

      11. \u0130\u015f zekas\u0131 sistemleri ile entegrasyon<\/strong><\/li>\n

        SimpleOne B2B CRM, pop\u00fcler BI sistemleri ile kolayca entegre edilebilir – veriler harici bir analiz sistemine kolayca aktar\u0131labilir ve karma\u015f\u0131k geriye d\u00f6n\u00fck raporlar olu\u015fturmak i\u00e7in kullan\u0131labilir.\n<\/ol>\n

        \u00d6zet<\/h2>\n

        Operasyonel analitik, \u015firketlerin bilin\u00e7li kararlar almas\u0131n\u0131 ve sat\u0131\u015f ve pazarlama etkinli\u011fini art\u0131rmas\u0131n\u0131 sa\u011flar. Kullan\u0131c\u0131 dostu analitik ara\u00e7lar\u0131, dahili s\u00fcre\u00e7leri optimize etmenin yan\u0131 s\u0131ra pazardaki de\u011fi\u015fikliklere daha h\u0131zl\u0131 yan\u0131t vermenize ve rekabet avantaj\u0131 elde etmenize yard\u0131mc\u0131 olur.<\/p>","protected":false},"excerpt":{"rendered":"

        CRM’deki operasyonel analitik, y\u00f6neticilerin i\u015flemlerdeki mevcut durumu h\u0131zl\u0131 bir \u015fekilde analiz etmesine, sat\u0131\u015flardaki e\u011filimleri belirlemesine ve m\u00fc\u015fteri davran\u0131\u015f\u0131ndaki de\u011fi\u015fikliklere yan\u0131t vermesine olanak tan\u0131r. Bu, m\u00fc\u015fterilerle \u00e7al\u0131\u015fma stratejisini zaman\u0131nda ayarlamay\u0131, sorunlu alanlar\u0131 belirlemeyi ve ilgili verilere dayal\u0131 bilin\u00e7li kararlar almay\u0131 m\u00fcmk\u00fcn k\u0131lar. Sonu\u00e7 olarak, sat\u0131\u015f departman\u0131n\u0131n verimlili\u011fi ve m\u00fc\u015fteri hizmetlerinin kalitesi artar. 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