Ma tahay kaqaybgal?

Koritaanka macaamiisha | 7 Furayaasha Habka Macmiilka Wax ku oolka leh ee Koritaanka (Hagaha + Tusaalooyinka)

Soo bandhigid

Leah Nguyen 10 November, 2023 9 wax akhri

Think of it like the first date with a new client - you want to make a great impression, show them who you are, and set the stage for a long and happy relationship.

Tani waa waxa fuulitaanka macaamiisha waa dhan oo ku saabsan.

Kahor intaadan u degdegin inaad soo jiidato, bal marka hore maqaalkan ka eeg bilawga bilowga ah ee ciddida waxa ay macaamiishu rabaan, ma aha waxa aad u malaynayso inay u baahan yihiin.

Table of Contents

Talooyin loogu talagalay ka-qaybgal wanaagsan

Qoraal Kale


Ma waxaad raadinaysaa hab is-dhexgal ah oo aad ku fuuli karto shaqaalahaaga?

Hel moodallo iyo su'aalo bilaash ah si aad ugu ciyaarto kulammadaada xiga. Lacag la'aan isku diiwaangeli oo ka qaado waxa aad ka rabto AhaSlides!


🚀 Qabso akoon bilaasha

Waa maxay Kordhinta Macmiilka?

Koritaanka macaamiisha
Koritaanka macaamiisha

Koritaanka macmiilku waa habka lagu samaynayo macmiil cusub oo diyaar u ah inuu la shaqeeyo ganacsigaaga ama ururkaaga.

Tani waxay ku lug leedahay ururinta macluumaadka macmiilka iyo xaqiijinta aqoonsigooda, sharaxida siyaasadahaaga iyo waxyaabaha laga filayo, samaynta xisaabaadka lagama maarmaanka ah iyo gelitaanka, bixinta agabka dusha sare, adeegyada tijaabinta si loo xalliyo arin kasta, iyo in la diyaariyo si looga jawaabo su'aalaha bilowga ah ee taageerada.

Waa maxay sababta kaxaynta macaamiisha ay muhiim u tahay?

When the customers buy something, it's not just about getting the item and being done. You also want to make sure that they're happy with the whole experience.

Oo waa maxay sababta? Hoos ka ogow👇

Sida aad u fuulayso macaamiisha cusub ayaa dejin doonta habka hawsha oo dhan
Sida aad u fuulayso macaamiisha cusub ayaa dejin doonta habka hawsha oo dhan

Dejiya qaabka xiriirka - How you onboard a new customer sets the tone for your entire relationship with them. A smooth, seamless onboarding experience gives customers a positive first impression😊

Wuxuu maamulaa filashooyinka - Onboarding allows you to properly explain your products or services, set expectations, and manage the customer's hopes upfront. This can help prevent disappointment later on and even reduce the chance of losing customers.

Waxay yaraynaysaa qulqulka - Customers who have a good onboarding experience are more satisfied and loyal in the long run. When your customers start off on the right foot, they're more likely to stick around and be satisfied with your service.

Hagaajinta heerka beddelka - When customers are really into a company, they tend to buy stuff 90% marar badan, kharash 60% ka badan iibsi kasta, oo bixi saddex jeer qiimaha sanadlaha ah marka loo eego macaamiisha kale.

Habka fuulista macmiilku waxa ay gacan ka geysataa daacadnimada sumadda
Habka fuulista macmiilku waxa ay gacan ka geysataa daacadnimada sumadda

Wuxuu ururiyaa macluumaadka muhiimka ah - Onboarding is the first chance to collect all the important information you need to properly service the customer going forward.

Qalabka macmiilka - Providing helpful guides, FAQs, demos and training during onboarding prepares customers to be active users from day one.

Waxay dhistaa kalsooni - A transparent, thorough onboarding process helps build the customer's trust and confidence in your business and solutions.

Hagaajinta hababka - Customer feedback during and after onboarding can highlight areas for improvement in your systems and processes.

Badbaadiya kheyraadka - Resolving issues during onboarding saves your business time and resources compared to fixing problems after the customer is fully onboarded.

Sida aad u soo dhawaynayso iyo dul saaran macaamiisha cusub waxay dejinaysaa marxaladda safarka macmiilka oo dhan. Khibrad sahal ah, oo daah-furnaan leh oo dusha sare ah ayaa bixisa faa'iidada ku qanacsanaanta macaamilka, sii-haynta, iyo guusha muddada-dheer!

Maxay yihiin Cutubyada Koritaanka Macmiilka?

Waxyaabaha macmiilka ee habka fuulista
Qaybaha marka la fuulayo macmiilka

Khibrad dareen leh, khilaaf hoose oo dusha sare ah ayaa muhiim u ah u beddelka saxiixayaasha isticmaalayaasha firfircoon. Fiiri hagahayaga dhamaystiran si aad u kiciso macaamiisha cusub oo dhaqso u ordaya adigoo wax ka qabanaya cabsi kasta.

#1. Hayso liis hubin

Abuur liiska hubinta oo faahfaahsan dhammaan tillaabooyinka iyo hawlaha ku lug leh fuulista macmiilka.

Take the time upfront to thoroughly understand the client's specific needs, pain points, priorities and goals.

Tani waxay hubinaysaa in aan waxba la seegin oo nidaamku uu yahay mid joogto ah macmiil kasta oo cusub.

Si cad u sheeg cidda mas'uulka ka ah hawlaha fuulista si looga fogaado jahawareer iyo dib u dhac.

Fikradaha maskaxda ku hayso AhaSlides

Wadashaqeynta kooxdu waxay ka dhigtaa riyadu inay shaqeyso. Maskaxda la yeelo kooxdaada si aad u heshid dhaqamada ugu wanaagsan ee fuulista macmiilka.

Kalfadhi maskaxeed iyadoo la adeegsanayo AhaSlides' Brainstorm slide si loo fikiro

#2. Si toos ah u samee marka ay suurtogal tahay

Si otomaatig ah u samee marka ay suurtogal tahay waayo-aragnimada ku-meel-gaadhka ah ee macmiilka
Si otomaatig ah u samee marka ay suurtogal tahay waayo-aragnimada ku-meel-gaadhka ah ee macmiilka

Isticmaal software iyo otomaatig si aad u hagaajiso hawlaha sida xisaab-abuurista, dukumeenti soo dejinta, iyo buuxinta foomka. Tani waxay badbaadinaysaa wakhtiga waxayna yaraynaysaa khaladaadka aadanaha.

Isku-dubarid habka is-diiwaangelinta alaabada ay macaamiishu hore u isticmaali jireen, si ay si fudud xubin ugu noqdaan hal gujin.

U oggolow macaamiisha inay si elektaroonik ah u saxeexaan dukumeentiyada. Tani way ka dhakhso badan tahay ugana habboon tahay saxeexyada jirka.

#3. Samee Jadwal

Deji waqtiyo bartilmaameedka ah si loo dhamaystiro tilaabo kasta oo fuulitaan ah iyo habka oo dhan, sida goorta la dirayo iimaylka soo dhawaynta, jadwal wicitaanka telefoonka, marti galinta kulanka bilowga, iwm. macaamiisha.

Tani waxay kaa caawinaysaa in geedi socodka uu ku socdo xawli fiican.

#4. Deji Rajada Cad

La xidhiidh waxa macmiilku si dhab ah uga fili karo alaabtaada/adeegyadaada, wakhtiga, taageerada, iyo waxqabadka.

Horay u maamusha waxa ay filayaan si aad hadhow uga fogaato isfaham la'aan.

#5. Bixi Tilmaamo

Bixi hagitaan inta lagu guda jiro fuulitaanka macaamiisha sida saldhigga aqoonta | Saldhig Aqooneedka AhaSlides
Bixi hagitaan inta lagu guda jiro fuulitaanka macaamiisha sida saldhigga aqoonta

Sii macmiisha saldhig aqooneed si sahlan loo fahmi karo, hagayaasha dusha sare, FAQs iyo sida loo dukumeentiyo si loo yareeyo codsiyada taageerada inta lagu jiro fuulitaanka.

Marka laga soo tago casharrada la isku hago, diyaar ahow oo ka jawaab inta lagu jiro xilliga bilowga ah ee fuulista si aad uga jawaabto su'aalaha oo aad si dhakhso ah u xalliso caqabadaha soo baxa.

Bixi bandhigyo wax ku ool ah oo loo marayo si loo hubiyo in macaamilku fahmayo sida loo isticmaalo alaabtaada iyo adeegyadaada.

Tani waxay ka caawisaa macaamiisha inay dareemaan guul iyo taageero laga bilaabo maalinta koowaad.

#6. Soo ururi jawaab celin

La soo gal macaamiisha ka dib marka ay fuulaan si ay u qiimeeyaan ku qanacsanaanta nidaamka, ururiyaan jawaab celinta hagaajinta oo ay ogaadaan wixii su'aalo ah ee jira.

Markaad aqoonsato dariiqooyin aad ku wanaajiso oo aad u wanaajiso habka fuulistaada ee ku salaysan jawaab celinta macmiilka iyo waayo-aragnimada, hirgeli isbeddeladaas si aad si joogto ah u wanaajiso habka marka aad fuulayso macmiilka.

#7. Tababar kooxdaada

Tababar shaqaalahaaga si ay u maareeyaan macmiilka habka fuulista
Ku tababar shaqaalahaaga habraacyada fuulista

Hubi in shaqaalahaaga ku lugta leh fuulista macmiilka ay si sax ah u tababaran yihiin habka iyo siyaasadahaaga.

U magacow shaqaale si uu u maareeyo dhammaan habka fuulista macmiil kasta oo cusub. Qofkan ayaa mas'uul ka ah inuu raaco liiska hubinta, la kulanka waqtiyada, iyo u dhaqmo sidii hal meel oo xiriir ah macmiilka.

Onboarding of Customers' Software Recommendations

Koritaanka macaamiisha | Talooyin Software
Onboarding of customers' software recommendations

Doorashada goob ku habboon fuulista macmiilku sidoo kale waa muhiim maadaama softiweerka siiya isku xigxiga dusha sare ee isticmaaleyaasha ay yarayn karto heerka hoos u dhaca ganacsiyada. Markaad tijaabisay oo tijaabisay softiweer badan, halkan waxaa ah aaladaha lagu taliyay ee dusha sare ee aan u maleyneyno inaad rabto inaad tijaabiso

WalkMe - Provides step-by-step guidance using text, images, videos and interactive elements to guide customers through their first experiences, like account setup and onboarding. It learns from customer usage to optimize guidance over time.

Maxaa hagaajin - Also offers in-app guidance for new customers during onboarding. It has features like checklists, customisable workflows, e-signatures, analytics and integration with many apps. Whatfix aims to provide a frictionless onboarding experience.

MindTickle - Allows you to create learning and enablement journeys for both sales and customer teams. For onboarding, it provides features like documentation libraries, onboarding assessments, checklists, automated reminders and tasks. Analytics and performance tracking are also available.

Rocketlane - Aims to help teams provide visibility, consistency and a better customer experience through the entire onboarding process.

moxo - Helps businesses streamline external workflows like onboarding, account servicing and exception handling for customers, vendors and partners. It aims to provide efficiency, and improved customer experience and meets strict security and compliance requirements.

Noocyadan otomaatiga ah, AI iyo aaladaha softiweerku waxay kaa caawin karaan inaad hirgeliso qaab-dhismeedyo, habraacyo iyo nidaamyo si aad ugu wanaajiso khibradaada dul-saarista macaamiisha iyada oo loo marayo astaamo ay ka mid yihiin safarrada la hagayo, jiilka dukumeentiga, liisaska hubinta, hawlo otomaatig ah, saxeexyada elektaroonigga ah, falanqaynta, isku dhafka iyo wax ka badan.

Koritaanka Tusaalooyinka Macaamiisha Cusub

Weligaa ma la yaabtay sida dulsaarida macaamiishu ay tahay warshad kasta? Waa kuwan tusaalayaal ka mid ah hannaanka ay mari doonaan:

#1. Shirkadaha SaaS:

• Ururi macluumaadka macaamiisha iyo akoonnada
• Sharax sifooyinka, qorshayaasha iyo qiimaha
• Samee koontada macaamiisha oo u qoondee ogolaansho
• Bixi dukumeenti, hagitaan iyo socod
• Samee muujinta badeecada
Tijaabi nidaamka oo xalli arin kasta
• Hirgelinta jawaab-celinta iyo dib-u-eegista hababka

#2. Adeegyada Maaliyadda:

Hubi aqoonsiga macmiilka oo samee jeegaga KYC
• Sharax shuruudaha, khidmadaha, siyaasadaha iyo astaamaha akoonnada
• Deji akoontiga oo habee dejinta
• Bixi aqoonsiga gelitaanka iyo macluumaadka amniga
• Samee wicitaan dusha sare ah si aad uga jawaabto su'aalaha
Bixi dukumentiyada elektaroonigga ah oo si joogto ah u hubi isticmaalka
• Fulin la socodka si loo ogaado khiyaanada iyo cilladaha

#3. Shirkadaha La-talinta:

• Soo ururi shuruudaha iyo ujeedooyinka macmiilka
• Sharax baaxadda, waxyaabaha la keeni karo, waqtiyada iyo khidmadaha
• U samee portal macmiilka wadaaga dukumeenti
• Qabo kulanka bilawga ah si loo waafajiyo yoolalka
• Samee qorshe fulineed oo saxiix
• Bixi warbixinaha horumarka socda iyo dashboards
• Soo ururi ra'yi-celin si aad u horumariso fuulista mustaqbalka

#4. Shirkadaha Software-ka:

• Ururi faahfaahinta macaamiisha iyo dookhyada akoonnada
• Sharax sifooyin, wax-bixinno taageero iyo khariidad waddo
• Habee arjiga oo magaci shatiyada
• Bixiso marin u helka saldhigga aqoonta iyo marinka taageerada
• Samee tijaabinta nidaamka oo xalliya arrimaha
• Soo ururi ra'yi-celinta macaamiisha inta aad fuulayso
• Hirgelinta hababka dib u eegista si loo cabbiro guusha

Line hoose

In kasta oo heerarka fuulista macmiilku ay ku kala duwan yihiin warshadaha iyo kiis adeegsigooda, mabaadi'da aasaasiga ah ee diyaarinta macaamiisha, maaraynta waxyaabaha laga filayo, aqoonsashada arrimaha goor hore iyo bixinta taageerada socota guud ahaan waxay khuseeyaan guddiga oo dhan.

Su'aalaha Badiya La Weydiiyo

Waa maxay macmiilka KYC fuulista?

Macmiilka KYC-kordhinta waxa loola jeedaa ogow hababka macmiilkaga ee qayb ka ah fuulista macaamiisha ee hay'adaha maaliyadeed iyo ganacsiyada kale ee sharciyeysan. KYC waxay ku lug leedahay xaqiijinta aqoonsiga iyo qiimaynta khatarta khatarta macaamiisha cusub. Macmiilka KYC oo fuulitaanku waxa uu caawiyaa hay'adaha maaliyadeed iyo ganacsiyada kale ee nidaamsan inay u hoggaansamaan shuruucda caalamiga ah ee ka hortagga lacagta dhaqidda sida FATF, AMLD, iyo xeerarka KYC.

Waa maxay dulsaarka macmiilka ee AML?

Koritaanka macmiilka ee AML waxaa loola jeedaa nidaamyada ay Hay'adaha Maaliyaddu raacaan inta lagu jiro nidaamka fuushan si ay ugu hoggaansamaan xeerarka ka hortagga lacagta dhaqidda. Hadafka macmiilka AML ee nidaamyada fuulitaanka waa in la yareeyo khatarta lacagta la dhaqay iyo maalgelinta argagixisada iyada oo la xaqiijinayo aqoonsiga macmiilka, qiimaynta khatartooda, iyo la socodka dhaqdhaqaaqooda si waafaqsan shuruudaha sida Xeerka Qarsoon ee Bangiga, talooyinka FATF, iyo sharciyada kale ee AML ee lagu dabaqi karo.

Waa maxay habka 4-talaabo ee fuulid?

The 4 steps - gathering info, equipping the customer, testing the system and providing early support - help lay a solid foundation for the customer relationship.