{"id":3522,"date":"2021-01-06T01:07:03","date_gmt":"2021-01-05T17:07:03","guid":{"rendered":"http:\/\/www.salesforcecrm.cn\/?p=2989"},"modified":"2021-01-06T01:07:03","modified_gmt":"2021-01-05T17:07:03","slug":"%e9%87%91%e8%9e%8d%e6%9c%8d%e5%8a%a1%e4%ba%91%e7%9a%84%e5%ae%a2%e6%88%b7%e5%90%8d%e5%8d%95%e5%a2%9e%e9%95%bf-%e9%80%9a%e8%bf%87%e6%8e%a8%e8%8d%90%e5%90%b8%e5%bc%95%e5%ae%a2%e6%88%b7","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=3522","title":{"rendered":"\u91d1\u878d\u670d\u52a1\u4e91\u7684\u5ba2\u6237\u540d\u5355\u589e\u957f &#8211; \u901a\u8fc7\u63a8\u8350\u5438\u5f15\u5ba2\u6237"},"content":{"rendered":"<div>\n<h2 id=\"learning-objectives\"><span>\u5b66\u4e60\u76ee\u6807<\/span><\/h2>\n<div>\n<p><span>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/span><\/p>\n<div>\n<ul>\n<li><span>\u8bc6\u522b\u5e76\u521b\u5efa\u5f15\u8350\u3002<\/span><\/li>\n<li><span>\u4f18\u5148\u8003\u8651\u63a8\u4ecb\u3002<\/span><\/li>\n<li><span>\u8f6c\u6362\u5f15\u8350\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"gain-clients-via-referrals-needs\"><a target=\"_blank\" rel=\"noreferrer noopener\" name=\"gain-clients-via-referrals-needs\"><\/a><\/p>\n<h2 id=\"meet-new-customer-needs\"><span>\u6ee1\u8db3\u65b0\u5ba2\u6237\u9700\u6c42<\/span><\/h2>\n<div>\n<p><span>\u63a8\u8350\u4ece\u5ba2\u6237\u9700\u6c42\u5f00\u59cb\u3002\u5ba2\u6237\u9700\u8981\u4e00\u4e9b\u4e1c\u897f-\u62b5\u62bc\uff0c\u9000\u4f11\u8ba1\u5212\u6216\u65b0\u7684\u4fe1\u7528\u5361\u3002\u73b0\u6709\u7684\u5ba2\u6237\uff0c\u5408\u4f5c\u4f19\u4f34\u6216\u540c\u4e8b\u90fd\u77e5\u9053\u60a8\u53ef\u4ee5\u63d0\u4f9b\u5e2e\u52a9\u3002\u56e0\u6b64\uff0c\u4ed6\u4eec\u4f1a\u5411\u60a8\u53d1\u9001\u5f15\u8350\u3002<\/span><\/p>\n<p><span>\u8ba9\u6211\u4eec\u6765\u770b\u4e00\u4e2a\u4f8b\u5b50\u3002Kotori Mizono\u662f\u4e00\u5bb6\u91d1\u878d\u670d\u52a1\u516c\u53f8\u7684\u5ba2\u6237\u52a9\u7406\u3002\u5979\u7684\u5ba2\u6237Kiara Shah\u4e00\u76f4\u5728\u79ef\u84c4\u8d2d\u4e70\u65b0\u623f\u3002Kiara\u7ec8\u4e8e\u5b9e\u73b0\u4e86\u5979\u7684\u50a8\u84c4\u76ee\u6807\u3002\u73b0\u5728\u5979\u6709\u4e86\u65b0\u7684\u9700\u6c42\uff1a\u62b5\u62bc\u3002<\/span><\/p>\n<p><span>Kotori\u5f97\u77e5Kiara\u51c6\u5907\u4e70\u623f\u3002\u5979\u4e0e\u4e00\u4e2a\u540d\u4e3aBob Akua\u7684\u5185\u90e8\u62b5\u62bc\u8d37\u6b3e\u7ecf\u7eaa\u4eba\u4e3aKiara\u521b\u5efa\u4e86\u4e00\u4e2a\u63a8\u8350\u4eba\u3002\u9c8d\u52c3\u8ddf\u8fdb\u5e76\u5e2e\u52a9Kiara\u83b7\u5f97\u62b5\u62bc\u8d37\u6b3e\u3002\u6ee1\u610f\u7684\u5ba2\u6237Kiara\u642c\u5165\u4e86\u5979\u68a6\u60f3\u4e2d\u7684\u5bb6\u3002<\/span><\/p>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/client-list-growth-with-financial-services-cloud\/gain-clients-via-referrals\/images\/4bffe8e6fae760964b45911f65af3a07_grow-1.png\" alt=\"Kiara\u7ad9\u5728\u5979\u68a6dream\u4ee5\u6c42\u7684\u623f\u5b50\u65c1\u8fb9\" \/><\/p>\n<p><span>\u8ba9\u6211\u4eec\u4ece\u5934\u5230\u5c3e\u8ddf\u968fKiara\u7684\u63a8\u8350\u3002<\/span><\/p>\n<p><span>\u5728\u672c\u5355\u5143\u4e2d\uff0c\u6211\u4eec\u5411\u60a8\u663e\u793a\u5728Financial Services Cloud\u4e2d\u521b\u5efa\u5f15\u8350\u7684\u6b65\u9aa4\u3002\u5728\u4e0b\u4e00\u4e2a\u5355\u5143\u4e2d\uff0c\u60a8\u5c06\u901a\u8fc7\u6ce8\u518c\u4e00\u4e2a\u7279\u6b8a\u7684Developer Edition\u7ec4\u7ec7\u6765\u4eb2\u8eab\u5b9e\u8df5\uff0c\u8be5\u7ec4\u7ec7\u5305\u542bFinancial Services Cloud\u548c\u6211\u4eec\u7684\u793a\u4f8b\u6570\u636e\u3002\u7279\u6b8a\u7684Developer Edition\u7ec4\u7ec7\u4f7f\u60a8\u53ef\u4ee5\u5c1d\u8bd5\u5355\u51432\u4e2d\u7684\u67d0\u4e9b\u6b65\u9aa4\u5e76\u63a5\u53d7\u5355\u51432\u7684\u6311\u6218\u3002<\/span><\/p>\n<h2 id=\"create-a-referral\"><span>\u521b\u5efa\u5f15\u8350<\/span><\/h2>\n<div>\n<p><span>Kiara\u544a\u8bc9Kotori\u5979\u9700\u8981\u65b0\u7684\u62b5\u62bc\u8d37\u6b3e\u3002\u5979\u7684\u5ba2\u6237\u5408\u4f19\u4ebaKotori\u521b\u5efa\u4e86\u4e00\u4e2a\u62b5\u62bc\u8d37\u6b3e\u7ecf\u7eaa\u4eba\u7684\u8f6c\u4ecb\uff0c\u4ee5\u5e2e\u52a9Kiara\u6574\u4e2a\u65c5\u7a0b\u3002\u62b5\u62bc\u8d37\u6b3e\u7ecf\u7eaa\u4ebaBob\u4e0eKotori\u5728\u540c\u4e00\u5bb6\u91d1\u878d\u670d\u52a1\u516c\u53f8\u5de5\u4f5c\u3002<\/span><\/p>\n<div><span>\u8fd9\u662fKotori\u5728\u5979\u7684\u7ec4\u7ec7\u4e2d\u6240\u505a\u7684\u4e8b\u60c5\u3002<\/span><\/div>\n<div>\n<ol>\n<li><span>\u70b9\u51fb<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/client-list-growth-with-financial-services-cloud\/gain-clients-via-referrals\/images\/db1e0b9104968003faeb513a2dfee338_app-launcher-5.png\" alt=\"\u5e94\u7528\u542f\u52a8\u5668\" \/><span>\u3002<\/span><\/li>\n<li><span>\u9009\u62e9<\/span><strong><span>\u8d22\u5bcc\u7ba1\u7406\u00a0<\/span><\/strong><span>\u6216<\/span><strong><span>\u96f6\u552e\u94f6\u884c\u63a7\u5236\u53f0<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u5bfc\u822a\u680f\u6216\u83dc\u5355\u4e2d\uff0c\u9009\u62e9<\/span><strong><span>Leads<\/span><\/strong><span>\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>New<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u9009\u62e9<\/span><strong><span>\u4eba\u5458<\/span><\/strong>\u00a0<strong><span>\u63a8\u8350<\/span><\/strong><span>\u8bb0\u5f55\u7c7b\u578b\uff0c\u7136\u540e\u5355\u51fb<\/span><strong><span>\u4e0b\u4e00\u6b65<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u586b\u5199\u65b0\u5ba2\u6237\u7aef\u7684\u503c\u3002\u5728\u6b64\u793a\u4f8b\u4e2d\uff0cKotori\u4e3aKiara Shah\u521b\u5efa\u4e86\u5f15\u8350\u3002<\/span>\n<ul>\n<li><span>\u540d\u5b57\uff1a\u00a0<\/span><code>Kiara<\/code><\/li>\n<li><span>\u59d3\uff1a\u00a0<\/span><code>Shah<\/code><\/li>\n<li><span>\u516c\u53f8\uff1a\u00a0<\/span><code>Indus Ventures<\/code><\/li>\n<li><span>\u8868\u8fbe\u7684\u5174\u8da3\uff1a<\/span><strong><span>\u62b5\u62bc<\/span><\/strong><\/li>\n<li><span>\u5185\u90e8\u63a8\u8350\u4eba\uff1a\u00a0<\/span><code>Kotori Mizono<\/code><\/li>\n<\/ul>\n<\/li>\n<li><span>\u70b9\u51fb<\/span><strong><span>\u4fdd\u5b58<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<\/div>\n<p><span>Financial Services Cloud\u4f1a\u81ea\u52a8\u5c06\u5f15\u8350\u8f6c\u7ed9\u5904\u7406\u62b5\u62bc\u7684\u4eba\u3002\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u90a3\u5c31\u662f\u9c8d\u52c3\u3002Kotori\u5e76\u672a\u5904\u7406Kiara\u7684\u62b5\u62bc\u8d37\u6b3e\uff0c\u4f46\u5979\u4ecd\u7136\u53ef\u4ee5\u6309\u7167\u5979\u7684\u63a8\u8350\u8fdb\u884c\u3002\u5979\u5355\u51fb\u5bfc\u822a\u680f\u4e2d\u7684<\/span><strong><span>Leads<\/span><\/strong><span>\u5e76\u9009\u62e9Kiara\u7684\u5f15\u8350\u3002\u5979\u60f3\u786e\u4fddKiara\u5f97\u5230\u59a5\u5584\u7167\u987e\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"gain-clients-via-referrals-prioritize\"><a target=\"_blank\" rel=\"noreferrer noopener\" name=\"gain-clients-via-referrals-prioritize\"><\/a><\/p>\n<h2 id=\"prioritize-referrals\"><span>\u4f18\u5148\u4ecb\u7ecd<\/span><\/h2>\n<div>\n<div><span>\u9c8d\u52c3\u5728\u6536\u4ef6\u7bb1\u4e2d\u6536\u5230\u65b0\u7684\u63a8\u8350\u4eba\u3002\u4ed6\u5f88\u5fd9\uff0c\u6240\u4ee5\u4ed6\u5fc5\u987b\u9996\u5148\u89e3\u51b3\u4ed6\u6700\u91cd\u8981\u7684\u4efb\u52a1\u3002Kotori\u7684\u63a8\u8350\u662f\u5934\u7b49\u5927\u4e8b\u5417\uff1f\u9c8d\u52c3\u7684\u516c\u53f8\u4f7f\u7528\u7231\u56e0\u65af\u5766\u603b\u5f97\u5206\u6cd5\u6765\u5e2e\u52a9\u4ed6\u5f04\u6e05\u695a\u8fd9\u4e00\u70b9\u3002Einstein Lead Scoring\u4f1a\u4e3a\u6bcf\u4e2a\u63a8\u8350\u4eba\u63d0\u4f9b\u63a8\u8350\u5206\u6570\uff0c\u800cBob\u4f1a\u6839\u636e\u8be5\u5206\u6570\u5bf9\u4ed6\u7684\u63a8\u8350\u4eba\u8fdb\u884c\u4f18\u5148\u6392\u5e8f\u3002<\/span><\/p>\n<div class=\"box message info\">\n<div class=\"inner\">\n<div class=\"bd\">\n<div class=\"media\"><img decoding=\"async\" class=\"img mtm\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/image\/upload\/doc\/trailhead\/en-usb473bb5ea1b7e61dfb07e6a7e547de6b.gif\" alt=\"\u6ce8\u610f\" \/><\/p>\n<div class=\"mediaBd\">\n<h4 class=\"mbs\"><span>\u6ce8\u610f<\/span><\/h4>\n<div class=\"message-media-content\">\n<p><span>Einstein Lead Scoring\u662f\u91d1\u878d\u670d\u52a1\u4e91\u7684\u9644\u52a0\u7ec4\u4ef6\u3002\u5982\u679c\u6ca1\u6709\u5b89\u88c5\uff0c\u5219\u770b\u4e0d\u5230\u63a8\u8350\u5206\u6570\u3002\u5982\u6709\u4efb\u4f55\u7591\u95ee\uff0c\u8bf7\u8054\u7cfb\u60a8\u7684\u7ba1\u7406\u5458\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><span>\u8fd9\u662f\u9c8d\u52c3\u68c0\u67e5\u65b0\u63a8\u8350\u4eba\u5206\u6570\u7684\u65b9\u6cd5\u3002<\/span><\/p>\n<div>\n<ol>\n<li><span>\u70b9\u51fb<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/client-list-growth-with-financial-services-cloud\/gain-clients-via-referrals\/images\/db1e0b9104968003faeb513a2dfee338_app-launcher-5.png\" alt=\"\u5e94\u7528\u542f\u52a8\u5668\" \/><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb<\/span><strong><span>\u96f6\u552e\u94f6\u884c\u63a7\u5236\u53f0<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5728\u5bfc\u822a\u83dc\u5355\u4e2d\uff0c\u9009\u62e9<\/span><strong><span>\u4e3b\u9875<\/span><\/strong><span>\u3002<\/span><\/li>\n<\/ol>\n<\/div>\n<p><span>Bob\u7684\u4e3b\u9875\u663e\u793a\u4e86Kiara Shah\u7684\u63a8\u8350\u5206\u6570\u3002<\/span><\/p>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/client-list-growth-with-financial-services-cloud\/gain-clients-via-referrals\/images\/b8dc4133c44c1b284b4eefce0d8625db_grow-2.png\" alt=\"Bob\u7684\u4e3b\u9875\uff0c\u5176\u4e2dKiara Shah\u7684\u63a8\u8350\u5f97\u5206\u4e3a75\uff0c\u5728\u201c\u5206\u914d\u7ed9\u6211\u7684\u63a8\u8350\u201d\u7a97\u683c\u4e2d\u7a81\u51fa\u663e\u793a\" \/><\/p>\n<p><span>Kiara\u7684\u63a8\u8350\u5206\u6570\u5f88\u9ad8\uff0c\u56e0\u6b64Bob\u5f88\u5feb\u7ed9\u5979\u6253\u4e86\u7535\u8bdd\uff0c\u5e76\u5f00\u59cb\u52aa\u529b\u4f7f\u5979\u83b7\u5f97\u62b5\u62bc\u8d44\u683c\u3002<\/span><\/p>\n<\/div>\n<\/div>\n<div id=\"gain-clients-via-referrals-convert\"><a target=\"_blank\" rel=\"noreferrer noopener\" name=\"gain-clients-via-referrals-convert\"><\/a><\/p>\n<h2 id=\"convert-a-referral\"><span>\u8f6c\u6362\u63a8\u8350<\/span><\/h2>\n<div>\n<p><span>\u5982\u679c\u63a8\u8350\u662f\u5408\u683c\u7684\uff0c\u5219\u5c06\u5176\u8f6c\u6362\u4e3a\u673a\u4f1a\u3002\u7136\u540e\uff0c\u60a8\u53ef\u4ee5\u901a\u8fc7\u5b8c\u6210\u6216\u53d6\u6d88\u673a\u4f1a\u6765\u5229\u7528\u673a\u4f1a\uff0c\u76f4\u5230\u5173\u95ed\u673a\u4f1a\u3002\u4f46\u662f\uff0c\u60a8\u5982\u4f55\u9650\u5b9a\u63a8\u4ecb\uff1f<\/span><\/p>\n<p><span>\u83b7\u5f97\u63a8\u8350\u8d44\u683c\u8868\u793a\u60a8\u76f8\u4fe1\u5ba2\u6237\u5bf9\u60a8\u7684\u4ea7\u54c1\u6709\u4f7f\u7528\u548c\u5174\u8da3\u3002\u51fa\u552e\u7ed9\u6b64\u63a8\u8350\u4eba\u662f\u7edd\u5bf9\u6709\u53ef\u80fd\u7684\u3002\u4e00\u4e9b\u4f01\u4e1a\u9009\u62e9\u8d44\u683c\u6bd4\u5176\u4ed6\u4f01\u4e1a\u66f4\u5feb\u3002\u8d44\u683c\u548c\u8f6c\u6362\u63a8\u8350\u4eba\u7684\u786e\u5207\u6807\u51c6\u662f\u60a8\u516c\u53f8\u72ec\u7279\u7684\u4e1a\u52a1\u6d41\u7a0b\u7684\u4e00\u90e8\u5206\u3002<\/span><\/p>\n<p><span>\u9c8d\u52c3\u7684\u516c\u53f8\u8981\u6c42\u4ed6\u6309\u7167\u8fd9\u4e9b\u5728\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u4e2d\u5e38\u89c1\u7684\u6b65\u9aa4\u6765\u8f6c\u6362Kiara\u7684\u63a8\u8350\u4eba\u3002<\/span><\/p>\n<div>\n<ul>\n<li><span>\u786e\u8ba4\u5979\u5bf9\u62b5\u62bc\u8d37\u6b3e\u7684\u5174\u8da3\u3002<\/span><\/li>\n<li><span>\u786e\u5b9a\u5979\u53ef\u80fd\u4f1a\u8fc5\u901f\u524d\u8fdb\u3002<\/span><\/li>\n<li><span>\u5bf9\u5979\u8fdb\u884c\u8d44\u683c\u9884\u5ba1\uff0c\u4ee5\u786e\u4fdd\u5979\u53ef\u4ee5\u8d1f\u62c5\u62b5\u62bc\u8d37\u6b3e\u3002<\/span><\/li>\n<\/ul>\n<\/div>\n<p><span>\u9c8d\u52c3\u81f4\u7535Kiara\uff0c\u5e76\u786e\u8ba4\u5979\u7b26\u5408\u8fd9\u4e9b\u6761\u4ef6\u3002\u73b0\u5728\uff0c\u4ed6\u51c6\u5907\u5c06\u5f15\u8350\u8f6c\u5316\u4e3a\u673a\u4f1a\u3002<\/span><\/p>\n<div>\n<ol>\n<li><span>\u5728\u5bfc\u822a\u83dc\u5355\u4e2d\uff0c\u9009\u62e9\u9500\u552e<\/span><strong><span>\u7ebf\u7d22<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u5355\u51fb\u5ba2\u6237\u7aef\u540d\u79f0\u3002\u5728\u6b64\u793a\u4f8b\u4e2d\uff0c<\/span><strong><span>Kiara Shah<\/span><\/strong><span>\u3002<\/span><\/li>\n<li><span>\u4ece\u64cd\u4f5c\u4e0b\u62c9\u83dc\u5355\u4e2d\uff0c\u9009\u62e9<\/span><strong><span>\u8f6c\u6362<\/span><\/strong><span>\u3002<\/span><img decoding=\"async\" class=\"image\" src=\"https:\/\/res.cloudinary.com\/hy4kyit2a\/f_auto,fl_lossy,q_70\/learn\/modules\/client-list-growth-with-financial-services-cloud\/gain-clients-via-referrals\/images\/be33c20a60089de15ea75f6bb443d1a7_grow-3.png\" alt=\"\u4ece\u53f3\u4fa7\u7684\u7bad\u5934\u83dc\u5355\u4e2d\u9009\u62e9\u201c\u8f6c\u6362\u201d\u7684Kiara\u6f5c\u5728\u5ba2\u6237\u548c\u5f15\u8350\u8bb0\u5f55\" 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