Ganizirani ngati tsiku loyamba ndi kasitomala watsopano - mukufuna kupanga chidwi, kuwawonetsa kuti ndinu ndani, ndikukhazikitsa ubale wautali komanso wosangalala.
Izi ndi zomwe kukwera kwa makasitomala uliri.
Musanathamangire patsogolo kuti musangalatse, yang'anani nkhaniyi poyamba kuti mukhomere zomwe makasitomala akufuna, osati zomwe mukuganiza kuti akufunikira.
M'ndandanda wazopezekamo
Malangizo Opangira Chibwenzi Bwino
Mukuyang'ana njira yolumikizirana yolumikizira antchito anu?
Pezani ma tempulo aulere ndi mafunso oti muzisewera pamisonkhano yanu yotsatira. Lowani kwaulere ndikutenga zomwe mukufuna kuchokera ku AhaSlides!
🚀 Tengani Akaunti Yaulere
Kodi Customer Onboarding ndi chiyani?
Kukwera kwamakasitomala ndi njira yopezera kasitomala watsopano ndikukonzekera kugwira ntchito ndi bizinesi kapena bungwe lanu.
Izi zimaphatikizapo kusonkhanitsa zidziwitso zamakasitomala ndikuwonetsetsa kuti ndi ndani, kufotokozera mfundo zanu ndi zomwe mukuyembekezera, kukhazikitsa maakaunti ofunikira ndi mwayi wopeza, kupereka zida zolowera, ntchito zoyesa kuthetsa vuto lililonse, komanso kupezeka kuti muyankhe mafunso oyamba kuti muthandizidwe.
Chifukwa Chiyani Kuyika Makasitomala Ndikofunikira?
Makasitomala akamagula chinthu, sikuti amangotenga chinthucho n’kuchichita. Mufunanso kuwonetsetsa kuti akusangalala ndi zochitika zonse.
Ndipo chifukwa chiyani? Dziwani apa👇
• Amakhazikitsa kamvekedwe ka ubale - Momwe mumalowera kasitomala watsopano kumakhazikitsa kamvekedwe ka ubale wanu wonse ndi iwo. Kukwera kosalala, kopanda msoko kumapatsa makasitomala chidwi choyamba😊
• Amayendetsa zoyembekeza - Onboarding imakupatsani mwayi wofotokozera zomwe mumagulitsa kapena ntchito zanu, kukhazikitsa zoyembekeza, ndikuwongolera zomwe kasitomala amayembekezera. Izi zingathandize kupewa kukhumudwa pambuyo pake komanso kuchepetsa mwayi wotaya makasitomala.
• Amachepetsa kutentha - Makasitomala omwe ali ndi chidziwitso chabwino chokwera amakhala okhutira komanso okhulupirika pakapita nthawi. Makasitomala anu akayamba kuphazi lakumanja, amatha kumamatira ndikukhutira ndi ntchito yanu.
• Limbikitsani kutembenuka - Makasitomala akakhala mukampani, amakonda kugula zinthu 90% nthawi zambiri, amawononga 60% yochulukirapo pakugula, ndikupereka kuwirikiza katatu mtengo wapachaka poyerekeza ndi makasitomala ena.
• Amasonkhanitsa mfundo zofunikira - Onboarding ndiye mwayi woyamba kusonkhanitsa zidziwitso zonse zofunika zomwe mungafune kuti muthandizire kasitomala kupita patsogolo.
• Kukonzekeretsa kasitomala - Kupereka maupangiri othandiza, ma FAQ, ma demo ndi maphunziro panthawi yokwera kumakonzekeretsa makasitomala kukhala ogwiritsa ntchito kuyambira tsiku loyamba.
• Kumanga kudalirana - Njira yowonekera, yokhazikika bwino imathandiza kukulitsa chidaliro ndi chidaliro cha kasitomala mubizinesi yanu ndi mayankho.
• Kuwongolera njira - Ndemanga zamakasitomala panthawi komanso pambuyo pake zitha kuwonetsa mbali zomwe mungawongolere pamakina anu ndi njira zanu.
• Amasunga zothandizira - Kuthetsa zovuta pakukwera kumakupulumutsirani nthawi yabizinesi yanu ndi zida zanu poyerekeza ndi kukonza zovuta kasitomala atakwera.
Momwe mumalandirira makasitomala atsopano ndizomwe zimayambira paulendo wonse wamakasitomala. Kuyenda kosalala, kowonekera bwino kumapereka phindu pakukhutitsidwa kwamakasitomala, kusunga, komanso kuchita bwino kwanthawi yayitali!
Ndi Zinthu Zotani Zopangira Makasitomala?
Chidziwitso chodziwika bwino, chosasunthika pang'onopang'ono ndikofunikira kuti musinthe ma signups kukhala ogwiritsa ntchito. Onani kalozera wathu wathunthu pansipa kuti makasitomala atsopano azigwira ntchito mwachangu pothana ndi nkhawa zilizonse.
#1. Khalani ndi Mndandanda
Pangani mndandanda watsatanetsatane wa masitepe onse ndi ntchito zomwe zikukhudzidwa pakukweza kasitomala.
Tengani nthawi yakutsogolo kuti mumvetsetse zosowa zenizeni za kasitomala, zowawa, zofunika kwambiri komanso zolinga.
Izi zimatsimikizira kuti palibe chomwe chaphonya ndipo ndondomekoyi ndi yofanana kwa kasitomala aliyense watsopano.
Fotokozerani momveka bwino kuti ndani amene ali ndi udindo woyendetsa ntchito kuti mupewe chisokonezo komanso kuchedwa.
Kambiranani malingaliro ndi Chidwi
Kugwirira ntchito limodzi kumapangitsa malotowo kugwira ntchito. Kambiranani ndi gulu lanu kuti mupeze njira zabwino zokwezera kasitomala.
#2. Ingoyendetsani Pamene Kutheka
Gwiritsani ntchito mapulogalamu ndi makina kuti musinthe ntchito monga kupanga akaunti, kutsitsa zolemba, ndi kudzaza mafomu. Izi zimapulumutsa nthawi komanso zimachepetsa zolakwa za anthu.
Phatikizani ndondomeko yolembera ndi zinthu zomwe makasitomala amagwiritsa ntchito kale, kuti athe kukhala membala mosavuta kamodzi kokha.
Lolani makasitomala kusaina zikalata pakompyuta pakompyuta. Izi ndizofulumira komanso zosavuta kuposa ma signature akuthupi.
#3. Khazikitsani Nthawi
Khazikitsani nthawi yoti mumalize kukwera kulikonse ndi njira yonse, monga nthawi yotumiza imelo yolandirira, kukonza kuyimbira foni, kuchititsa msonkhano woyambira, ndi zina zambiri kwa makasitomala.
Izi zimathandiza kuti ndondomekoyi ikuyenda bwino.
#4. Khazikitsani Zoyembekeza Zomveka
Lankhulani zomwe kasitomala angayembekezere kuchokera pazogulitsa / ntchito zanu, nthawi, chithandizo, ndi magwiridwe antchito.
Yang'anirani zomwe akuyembekezera kuti mupewe kusamvana pambuyo pake.
#5. Perekani Malangizo
Apatseni makasitomala chidziwitso chosavuta kumva, maupangiri olowera, mafunso ofunsidwa kawirikawiri ndi zolemba zochepetsera zopempha zothandizira mukakwera.
Kuphatikiza pa maphunziro odzitsogolera, khalani opezeka komanso oyankha pa nthawi yoyambira kuti muyankhe mafunso ndikuthetsa zovuta zilizonse zomwe zingabuke.
Perekani ziwonetsero zothandiza kuti kasitomala amvetsetse momwe angagwiritsire ntchito malonda ndi ntchito zanu.
Izi zimathandiza makasitomala kumva bwino komanso kuthandizidwa kuyambira tsiku loyamba.
#6. Sonkhanitsani Ndemanga
Yang'anani ndi makasitomala atakwera kuti awone kukhutitsidwa kwawo ndi ndondomekoyi, sonkhanitsani ndemanga kuti muwongolere ndikuzindikira mafunso omwe akuchedwa.
Mukazindikira njira zowongolerera ndikuwongolera njira yanu yotsatsira kutengera zomwe kasitomala amakumana nazo komanso zomwe wakumana nazo, tsatirani zosinthazo kuti mupitilize kukhathamiritsa ntchitoyo mukamakwera kasitomala.
#7. Phunzitsani Gulu lanu
Onetsetsani kuti ogwira nawo ntchito omwe akutenga nawo gawo pakukwera kasitomala akuphunzitsidwa bwino panjira ndi ndondomeko/njira zanu.
Sankhani wogwira ntchito kuti ayang'anire ndondomeko yonse yopita kwa kasitomala aliyense watsopano. Munthu uyu ali ndi udindo wotsatira mndandanda, nthawi zokumana nazo, ndikukhala ngati malo amodzi okhudzana ndi kasitomala.
Onboarding of Customers' Software Recommendations
Kusankha nsanja yoyenera kukwera makasitomala ndikofunikiranso chifukwa mapulogalamu omwe amatsata makonda a ogwiritsa ntchito amatha kuchepetsa kuchuluka kwa mabizinesi. Poyesa ndikuyesa mapulogalamu ambiri, nawa mapulatifomu omwe tikuganiza kuti mukufuna kuyesa👇
• Yendetsani - Amapereka chitsogozo cha pang'onopang'ono pogwiritsa ntchito zolemba, zithunzi, makanema ndi zinthu zomwe zimathandizira makasitomala kuwongolera zomwe adakumana nazo koyamba, monga kukhazikitsidwa kwa akaunti ndi kukwera. Imaphunzira kuchokera pakugwiritsa ntchito kwamakasitomala kukhathamiritsa malangizo pakapita nthawi.
• Whatfix - Imaperekanso chiwongolero chapa-app kwa makasitomala atsopano panthawi yokwera. Ili ndi zinthu monga mindandanda, mayendedwe osinthika, ma e-siginecha, ma analytics ndi kuphatikiza ndi mapulogalamu ambiri. Whatfix ikufuna kupereka zokumana nazo zopanda mikangano.
• Malingaliro - Imakulolani kuti mupange maulendo ophunzirira ndi othandizira pazogulitsa ndi magulu amakasitomala. Kuti mulowemo, imapereka zinthu monga malaibulale a zolemba, zowunikira, mindandanda, zikumbutso zokha ndi ntchito. Ma Analytics ndi kutsatira magwiridwe antchito akupezekanso.
• Rocketlane - Cholinga chothandizira magulu kuti aziwoneka, kusasinthika komanso kudziwa bwino kwamakasitomala panthawi yonseyi.
• Mozo - Imathandiza mabizinesi kuwongolera mayendedwe akunja monga kukwera, kusungitsa maakaunti komanso kusanja kwamakasitomala, ogulitsa ndi othandizana nawo. Cholinga chake ndi kupereka bwino, ndikuwongolera makasitomala ndikukwaniritsa zofunikira zachitetezo ndi kutsata.
Mitundu iyi ya automation, AI ndi zida zamapulogalamu zimatha kukuthandizani kukhazikitsa mapangidwe, njira ndi machitidwe kuti muwongolere zomwe mumakumana nazo kwa makasitomala kudzera muzinthu monga maulendo owongoleredwa, kupanga zolemba, mindandanda, ntchito zokhazikika, ma e-signature, analytics, kuphatikiza ndi zina zambiri.
Kupititsa patsogolo Zitsanzo za Makasitomala Atsopano
Munayamba mwadzifunsapo kuti kukwera kwa makasitomala kuli bwanji pamakampani aliwonse? Nazi zitsanzo za njira zomwe angadutse:
#1. Makampani a SaaS:
• Sungani zambiri za kasitomala ndi akaunti
• Fotokozani mawonekedwe, mapulani ndi mitengo
• Khazikitsani akaunti yamakasitomala ndikugawa zilolezo
• Perekani zolembedwa, maupangiri ndi mayendedwe
• Pangani chiwonetsero chazogulitsa
• Yesani dongosolo ndi kuthetsa vuto lililonse
• Kukhazikitsa ndemanga ndi kubwereza ndondomeko
#2. Ntchito Zachuma:
• Tsimikizirani kuti ndi ndani makasitomala ndikuchita macheke a KYC
• Fotokozani mawu, chindapusa, ndondomeko ndi mawonekedwe aakaunti
• Khazikitsani akaunti ndikusintha makonda
• Perekani zidziwitso zolowera ndi chidziwitso chachitetezo
• Imbani foni kuti muyankhe mafunso
• Perekani ma e-documents ndikuyang'ana ntchito nthawi zonse
• Yambitsani kuyang'anira kuti muwone zachinyengo ndi zolakwika
#3. Makampani Othandizira:
• Sonkhanitsani zofuna ndi zolinga za kasitomala
• Fotokozani kuchuluka kwake, zomwe zingabweretse, nthawi ndi malipiro
• Pangani tsamba la kasitomala kuti mugawane zikalata
• Pangani msonkhano woyambira kuti mugwirizane ndi zolinga
• Konzani ndondomeko yoyendetsera ntchito ndikupeza zolembedwa
• Perekani malipoti a momwe zinthu zikuyendera komanso ma dashboards
• Sonkhanitsani ndemanga kuti muwongolere mtsogolo
#4. Makampani a Mapulogalamu:
• Sungani zambiri zamakasitomala ndi zokonda za akaunti
• Fotokozani mawonekedwe, zopereka zothandizira ndi mapu amsewu
• Konzani ntchito ndikugawa ziphaso
• Perekani mwayi wopeza chidziwitso ndi portal yothandizira
• Pangani kuyesa kwadongosolo ndikuthetsa mavuto
• Sonkhanitsani ndemanga zamakasitomala nthawi yonse yomwe mukukwera
• Kukhazikitsa njira zowunikiranso kuti muwone bwino
pansi Line
Ngakhale kuti miyezo yokwera makasitomala imasiyana malinga ndi momwe amagwirira ntchito komanso momwe amagwiritsidwira ntchito, mfundo zazikuluzikulu zokonzekeretsa makasitomala, kuyang'anira zoyembekeza, kuzindikira zovuta ndikupereka chithandizo mosalekeza zimagwira ntchito pagulu lonselo.
Mafunso Ofunsidwa Kawirikawiri
Kodi KYC kasitomala akukwera ndi chiyani?
KYC kasitomala onboarding imatanthawuza njira za Know Your Customer zomwe ndi gawo la kukwera kwamakasitomala kumabungwe azachuma ndi mabizinesi ena olamulidwa. KYC imakhudzanso kutsimikizira kuti ndi ndani ndikuwunika momwe makasitomala atsopano ali pachiwopsezo. Makasitomala a KYC amathandizira mabungwe azachuma ndi mabizinesi ena oyendetsedwa ndi boma kutsatira malamulo ndi malamulo odana ndi kuba ndalama padziko lonse lapansi monga FATF, AMLD, ndi KYC.
Kodi kukwera kwa kasitomala mu AML ndi chiyani?
Kukwera kwamakasitomala ku AML kumatanthawuza njira zomwe mabungwe azachuma amatsata panthawi yomwe akukwera kuti atsatire malamulo a Anti-Money Laundering. Cholinga cha njira zopezera makasitomala a AML ndikuchepetsa kuwopsa kwa kubera ndalama komanso kuthandizira zigawenga potsimikizira makasitomala awo, kuwunika kuopsa kwawo, ndikuyang'anira zochita zawo motsatira zomwe akufuna monga Bank Secrecy Act, malingaliro a FATF, ndi malamulo ena a AML.
Kodi 4-step onboarding process ndi chiyani?
Masitepe 4 - kusonkhanitsa zambiri, kukonzekeretsa makasitomala, kuyesa dongosolo ndi kupereka chithandizo msanga - kumathandizira kuyala maziko olimba a ubale wamakasitomala.
