Ka yi la'akari da shi kamar kwanan wata na farko tare da sabon abokin ciniki - kana so ka yi babban ra'ayi, nuna musu wanda kai ne, kuma saita mataki don dangantaka mai tsawo da farin ciki.
Wannan shi ne abin da onboarding na abokan ciniki shi ne duk game da.
Kafin yin gaggawar gaba don burgewa, duba wannan labarin da farko don fara farawa kan abin da abokan ciniki ke so, ba abin da kuke tsammanin suke buƙata ba.
Teburin Abubuwan Ciki
Nasihu Don Ingantaccen Haɗin kai
Kuna neman hanyar mu'amala don shiga cikin ma'aikatan ku?
Sami samfura da tambayoyi na kyauta don kunna taron ku na gaba. Yi rajista kyauta kuma ɗauki abin da kuke so daga AhaSlides!
🚀 Ajiye Asusu Kyauta
Menene Abokin Ciniki Kan Jirgin?
Shigar abokin ciniki shine tsarin samar da sabon abokin ciniki kuma yana shirye don aiki tare da kasuwancin ku ko ƙungiyar ku.
Wannan ya haɗa da tattara bayanan abokin ciniki da tabbatar da asalinsu, bayyana manufofin ku da tsammaninku, kafa mahimman asusu da samun dama, samar da kayan hawan jirgi, sabis na gwaji don warware kowace matsala, da kasancewa don amsa tambayoyin farko don tallafi.
Me yasa Hawan Kwastomomi yake da mahimmanci?
Lokacin da kwastomomi suka sayi wani abu, ba wai kawai samun abin da ake yi ba ne. Hakanan kuna son tabbatar da cewa sun yi farin ciki da duk ƙwarewar.
Kuma me yasa haka? Nemo a kasa👇
• Yana saita sautin dangantaka - Yadda kuke hawa sabon abokin ciniki yana saita sautin ga duk dangantakarku da su. Santsi, ƙwarewar hawan jirgi mara kyau yana ba abokan ciniki kyakkyawar ra'ayi na farko😊
• Gudanar da tsammanin - Shiga cikin jirgi yana ba ku damar bayyana samfuranku ko ayyukanku yadda ya kamata, saita tsammanin, da sarrafa fatan abokin ciniki gaba. Wannan na iya taimakawa hana rashin jin daɗi daga baya har ma da rage damar rasa abokan ciniki.
• Yana rage jin zafi - Abokan ciniki waɗanda ke da kyakkyawar ƙwarewar hawan jirgin sun fi gamsuwa da aminci a cikin dogon lokaci. Lokacin da abokan cinikin ku suka fara da ƙafar dama, za su fi dacewa su tsaya su gamsu da sabis ɗin ku.
• Inganta ƙimar juyawa - Lokacin da abokan ciniki ke cikin kamfani da gaske, suna son siyan kaya 90% sau da yawa, kashe 60% ƙarin kowane sayan, kuma ba sau uku ƙimar shekara idan aka kwatanta da sauran abokan ciniki.
• Yana tattara bayanai masu mahimmanci - Hawan jirgi shine dama ta farko don tattara duk mahimman bayanan da kuke buƙata don yiwa abokin ciniki hidima yadda yakamata.
• Yana ba abokin ciniki kayan aiki - Samar da jagorori masu taimako, FAQs, demos da horo yayin hawan jirgi yana shirya abokan ciniki don zama masu amfani masu aiki daga rana ɗaya.
• Yana gina amana – Tsare-tsare na zahiri, cikakken tsarin hauhawa yana taimakawa haɓaka amincin abokin ciniki da amincewar kasuwancin ku da mafita.
• Yana inganta matakai - Bayanin abokin ciniki yayin hawa da bayan hawan jirgi na iya haskaka wuraren don haɓakawa a cikin tsarin ku da tafiyar matakai.
• Ajiye albarkatu - Magance batutuwa yayin hawan jirgi yana adana lokacin kasuwancin ku da albarkatun ku idan aka kwatanta da gyara matsalolin bayan an shigar da abokin ciniki gabaɗaya.
Yadda kuke maraba da hawa sabbin kwastomomi yana saita matakin gabaɗayan tafiyar abokin ciniki. Santsi, tabbataccen ƙwarewar hawan jirgi yana ba da rarrabuwa a cikin gamsuwar abokin ciniki, riƙewa, da nasara na dogon lokaci!
Menene Abubuwan Shiga Abokin Ciniki?
Ƙwarewa mai zurfi, ƙarancin juzu'i akan hawan jirgi yana da mahimmanci don canza rajista zuwa masu amfani masu aiki. Bincika cikakken jagorarmu da ke ƙasa don haɓaka sabbin abokan ciniki da sauri yayin magance duk wani fargaba.
#1. Yi jerin abubuwan dubawa
Ƙirƙiri cikakken jerin matakai da ayyukan da ke tattare da hawan abokin ciniki.
Ɗauki lokaci gaba don fahimtar ƙayyadaddun bukatun abokin ciniki, maki zafi, fifiko da manufofin abokin ciniki.
Wannan yana tabbatar da cewa babu abin da aka rasa kuma tsarin ya daidaita ga kowane sabon abokin ciniki.
Bayyana wanda ke da alhakin ayyukan hawan jirgin don guje wa rudani da jinkiri.
Ƙwaƙwalwar tunani tare da Laka
Yin aiki tare yana sa mafarki yayi aiki. Yi hankali tare da ƙungiyar ku don nemo mafi kyawun ayyuka don hawan abokin ciniki.
#2. Yi atomatik Lokacin da Zai yiwu
Yi amfani da software da aiki da kai don daidaita ayyuka kamar ƙirƙira asusu, zazzagewa daftarin aiki, da cika fom. Wannan yana adana lokaci kuma yana rage kurakuran ɗan adam.
Haɗa tsarin yin rajista tare da samfuran da abokan ciniki ke amfani da su, ta yadda za su iya zama memba cikin sauƙi a cikin dannawa ɗaya kawai.
Bada izini ga abokan ciniki su sanya hannu kan takardu a lambobi. Wannan ya fi sauri kuma ya fi dacewa fiye da sa hannun jiki.
#3. Saita Layi
Ƙirƙiri layukan ƙayyadaddun lokaci don kammala kowane mataki na kan jirgin da kuma gabaɗayan tsari, kamar lokacin aika imel maraba, tsara kiran waya, shirya taron farawa, da sauransu ga abokan ciniki.
Wannan yana taimakawa ci gaba da tafiyar matakai cikin sauri mai kyau.
#4. Saita Share Tsammani
Sadar da abin da abokin ciniki zai iya tsammani da gaske daga samfuranku/ayyukan ku, layukan lokaci, tallafi, da aiki.
Sarrafa tsammaninsu gaba gaba don gujewa rashin fahimta daga baya.
#5. Bada Jagorori
Ba abokan ciniki tushen ilimi mai sauƙin fahimta, jagororin kan jirgi, FAQs da yadda ake yin takardu don rage buƙatun tallafi yayin hawan jirgi.
Baya ga koyawa masu shiryarwa, kasance masu samuwa kuma a ba da amsa a lokacin farkon hawan jirgi don amsa tambayoyi da sauri warware duk wasu matsalolin da suka taso.
Bayar da nuni mai amfani don tabbatar da abokin ciniki ya fahimci yadda ake amfani da samfuran ku da sabis ɗin ku.
Wannan yana taimaka wa abokan ciniki su sami nasara da tallafi daga rana ɗaya.
#6. Tara martani
Shiga tare da abokan ciniki bayan an shigar da su don kimanta gamsuwarsu da tsarin, tattara ra'ayoyin don ingantawa da gano duk wata tambaya da ke daɗe.
Yayin da kuke gano hanyoyin haɓakawa da daidaita tsarin hawan ku bisa ga ra'ayin abokin ciniki da gogewa, aiwatar da waɗannan canje-canjen don ci gaba da haɓaka tsarin yayin hawan abokin ciniki.
#7. Horar da Ƙungiyar ku
Tabbatar cewa ma'aikatan ku da ke cikin hawan abokin ciniki sun sami horon da ya dace akan tsari da manufofin ku.
Zaɓar ma'aikaci don sarrafa duk tsarin kan jirgin don kowane sabon abokin ciniki. Wannan mutumin yana da alhakin bin jerin abubuwan dubawa, saduwa da lokutan lokaci, da aiki azaman wurin tuntuɓar abokin ciniki guda ɗaya.
Hawan Shawarwari na Software na Abokan ciniki
Zaɓin dandali mai dacewa don hawan abokin ciniki shima yana da mahimmanci kamar yadda software da ke ba da jeri na kan jirgi na keɓaɓɓen ga masu amfani na iya rage ƙima na kasuwanci. Bayan gwadawa da gwada software da yawa, anan akwai shawarwarin dandamali na kan jirgin da muke tsammanin zaku so gwadawa
• WalkMe - Yana ba da jagora ta mataki-mataki ta amfani da rubutu, hotuna, bidiyo da abubuwa masu ma'amala don jagorantar abokan ciniki ta hanyar abubuwan da suka faru na farko, kamar saitin asusu da shiga. Yana koyo daga amfanin abokin ciniki don inganta jagora akan lokaci.
• Abinda - Hakanan yana ba da jagorar in-app don sabbin abokan ciniki yayin hawan jirgi. Yana da fasalulluka kamar jerin abubuwan dubawa, sauye-sauyen ayyukan aiki, sa hannun e-sa hannu, nazari da haɗin kai tare da aikace-aikace da yawa. Whatfix yana nufin samar da gogewar hauhawa mara ƙarfi.
• Indunƙwasawa - Yana ba ku damar ƙirƙirar tafiye-tafiye na koyo da ba da damar duka tallace-tallace da ƙungiyoyin abokin ciniki. Don hawan jirgi, yana ba da fasali kamar dakunan karatu, kimantawar kan jirgin, jerin abubuwan dubawa, masu tuni masu sarrafa kansa da ayyuka. Ana kuma samun bincike da bin diddigin ayyuka.
• Rocketlane - Yana nufin taimakawa ƙungiyoyi su samar da ganuwa, daidaito da kuma ingantaccen ƙwarewar abokin ciniki ta duk tsarin kan jirgin.
• moxo - Yana taimaka wa kamfanoni su daidaita ayyukan aiki na waje kamar hawan jirgi, sabis na asusu da keɓance kulawa ga abokan ciniki, dillalai da abokan tarayya. Yana nufin samar da inganci, da haɓaka ƙwarewar abokin ciniki kuma ya sadu da tsauraran tsaro da buƙatun bin ƙa'idodi.
Irin waɗannan nau'ikan sarrafa kansa, AI da kayan aikin software na iya taimaka muku aiwatar da tsari, matakai da tsarin don haɓaka ƙwarewar kan jirgin don abokan ciniki ta hanyar fasalulluka kamar tafiye-tafiyen jagora, tsara takardu, jerin abubuwan dubawa, ayyuka na atomatik, sa hannu e-sa hannu, nazari, haɗaka da ƙari.
Hawan Sabbin Abokan Ciniki Misalai
Shin kun taɓa mamakin yadda hawan kwastomomi yake a kowace masana'antu? Ga wasu misalan tsarin da za su bi:
#1. Kamfanonin SaaS:
• Tattara abokin ciniki da bayanan asusun
• Bayyana fasali, tsare-tsare da farashi
• Saita asusun abokin ciniki kuma sanya izini
• Samar da takardu, jagorori da hanyoyin tafiya
• Gudanar da demo samfurin
• Gwada tsarin kuma warware kowace matsala
• Aiwatar da ra'ayi da matakai na bita
#2. Ayyukan Kuɗi:
Tabbatar da ainihin abokin ciniki kuma yi cak na KYC
• Bayyana sharuddan, kudade, manufofi da fasalulluka na asusu
• Saita asusun kuma saita saituna
• Samar da bayanan shiga da bayanan tsaro
• Gudanar da kiran kan jirgi don amsa tambayoyi
Bayar da takaddun e-dokument da duba amfani akai-akai
• Aiwatar da sa ido don gano zamba da rashin daidaituwa
#3. Kamfanonin Tuntuba:
• Tara buƙatun abokin ciniki da manufofinsu
• Bayyana iyaka, abubuwan da za a iya bayarwa, jadawalin lokaci da kudade
• Ƙirƙiri tashar tashar abokin ciniki don raba takardu
• Gudanar da taron farawa don daidaita maƙasudai
• Ƙirƙiri shirin aiwatarwa kuma a sami sa hannu
• Samar da rahotannin ci gaba mai gudana da dashboards
• tattara ra'ayoyin don inganta hawan jirgi na gaba
#4. Kamfanonin Software:
• Tattara bayanan abokin ciniki da abubuwan da ake so asusu
• Bayyana fasali, sadaukarwar tallafi da taswirar hanya
• Sanya aikace-aikacen kuma sanya lasisi
• Samar da damar zuwa tushen ilimi da tashar tallafi
• Gudanar da gwajin tsarin da warware batutuwa
• Tara ra'ayoyin abokin ciniki a duk lokacin hawan jirgi
• Aiwatar da hanyoyin bita don auna nasara
Kwayar
Yayin da ƙa'idodin hawan abokin ciniki ya bambanta ta masana'antu da yanayin amfani, tushen ƙa'idodin shirya abokan ciniki, sarrafa tsammanin, gano batutuwa da wuri da samar da tallafi mai gudana gabaɗaya suna aiki a cikin hukumar.
Tambayoyin da
Menene abokin ciniki na KYC akan jirgin?
Shigar abokin ciniki na KYC yana nufin Sanin hanyoyin Abokin Ciniki na ku waɗanda wani ɓangare ne na hawan kwastomomi don cibiyoyin kuɗi da sauran kasuwancin da aka tsara. KYC ya haɗa da tabbatar da ainihi da tantance bayanan haɗarin sabbin abokan ciniki. Abokin ciniki na KYC akan jirgin yana taimaka wa cibiyoyin kuɗi da sauran kasuwancin da aka kayyade su bi dokokin duniya da ƙa'idodi na hana haramun kamar FATF, AMLD, da dokokin KYC.
Menene abokin ciniki akan jirgin a AML?
Shigar da abokin ciniki a cikin AML yana nufin hanyoyin da Cibiyoyin Kuɗi ke bi yayin aikin hawan don biyan ka'idojin Anti-Money Laundering. Makasudin hanyoyin shigar da abokin ciniki na AML shine a rage haɗarin satar kuɗi da tallafin ƴan ta'adda ta hanyar tabbatar da shaidar abokin ciniki, tantance haɗarinsu, da kuma lura da ayyukansu daidai da buƙatu kamar Dokar Sirrin Banki, shawarwarin FATF, da sauran dokokin AML masu aiki.
Menene tsarin hawa 4-mataki?
Matakan 4 - tattara bayanai, samar da abokin ciniki, gwada tsarin da samar da tallafi na farko - taimakawa wajen kafa tushe mai tushe don dangantakar abokin ciniki.
