{"id":35362,"date":"2025-07-02T20:09:11","date_gmt":"2025-07-02T12:09:11","guid":{"rendered":"https:\/\/www.xiazhi.co\/?p=35362"},"modified":"2025-07-02T20:09:11","modified_gmt":"2025-07-02T12:09:11","slug":"leanx-sales-prospect-research-survey","status":"publish","type":"post","link":"https:\/\/www.xiazhi.co\/en\/leanx-sales-prospect-research-survey\/","title":{"rendered":"\u6f5c\u5728\u5ba2\u6237\u8c03\u67e5\u95ee\u5377\u6a21\u677f"},"content":{"rendered":"\n<p>\u4f7f\u7528Salesforce\u7684\u9500\u552e\u56e2\u961f\u8bbe\u8ba1\u7684\u3002\u8fd9\u4efd\u95ee\u5377\u65e8\u5728\u9ad8\u6548\u6536\u96c6\u5173\u952e\u4fe1\u606f\uff0c\u5e2e\u52a9\u9500\u552e\u4ee3\u8868\u5feb\u901f\u8bc4\u4f30\u7ebf\u7d22\u8d28\u91cf\u3001\u7406\u89e3\u5ba2\u6237\u9700\u6c42\u3001\u5b9a\u4f4d\u75db\u70b9\uff0c\u5e76\u6307\u5bfc\u540e\u7eed\u5728Salesforce\u4e2d\u7684\u8ddf\u8fdb\u7b56\u7565\u3002<\/p>\n\n\n\n<p><strong>\u95ee\u5377\u8bbe\u8ba1\u539f\u5219\uff1a<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u7b80\u6d01\u9ad8\u6548\uff1a<\/strong> \u95ee\u9898\u6570\u91cf\u9002\u4e2d\uff0c\u805a\u7126\u6838\u5fc3\u4fe1\u606f\u3002<\/li>\n\n\n\n<li><strong>\u4ef7\u503c\u5bfc\u5411\uff1a<\/strong> \u8ba9\u6f5c\u5728\u5ba2\u6237\u611f\u53d7\u5230\u56de\u7b54\u95ee\u9898\u7684\u4ef7\u503c\uff08\u5373\uff1a\u80fd\u5e2e\u52a9\u4ed6\u4eec\u89e3\u51b3\u95ee\u9898\uff09\u3002<\/li>\n\n\n\n<li><strong>\u884c\u52a8\u5bfc\u5411\uff1a<\/strong> \u6536\u96c6\u7684\u4fe1\u606f\u80fd\u76f4\u63a5\u7528\u4e8eSalesforce\u4e2d\u7684\u8bc4\u5206\u3001\u5206\u7ea7\u3001\u5185\u5bb9\u5b9a\u5236\u548c\u4e0b\u4e00\u6b65\u884c\u52a8\u3002<\/li>\n\n\n\n<li><strong>\u53ef\u6269\u5c55\u6027\uff1a<\/strong> \u6838\u5fc3\u95ee\u9898\u56fa\u5b9a\uff0c\u53ef\u6839\u636e\u884c\u4e1a\u6216\u4ea7\u54c1\u6dfb\u52a0\u5c11\u91cf\u7279\u5b9a\u95ee\u9898\u3002<\/li>\n\n\n\n<li><strong>\u6613\u4e8e\u5f55\u5165\uff1a<\/strong> \u95ee\u9898\u8bbe\u8ba1\u4fbf\u4e8e\u5c06\u7b54\u6848\u76f4\u63a5\u5f55\u5165\u6216\u96c6\u6210\u5230Salesforce\u5b57\u6bb5\u4e2d\u3002<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Salesforce \u6f5c\u5728\u5ba2\u6237\u8c03\u67e5\u95ee\u5377<\/strong><\/p>\n\n\n\n<p><strong>\u5c0a\u656c\u7684 [\u6f5c\u5728\u5ba2\u6237\u59d3\u540d\/\u516c\u53f8\u540d\u79f0]\uff0c<\/strong><\/p>\n\n\n\n<p>\u611f\u8c22\u60a8\u62bd\u51fa\u5b9d\u8d35\u65f6\u95f4\uff01\u4e3a\u4e86\u66f4\u597d\u5730\u4e86\u89e3\u60a8\u7684\u9700\u6c42\u548c\u6311\u6218\uff0c\u4ee5\u4fbf\u6211\u4eec\u4e3a\u60a8\u63d0\u4f9b\u6700\u76f8\u5173\u7684\u4fe1\u606f\u548c\u5efa\u8bae\uff0c\u8bf7\u60a8\u82b1\u51e0\u5206\u949f\u56de\u7b54\u4ee5\u4e0b\u95ee\u9898\u3002\u60a8\u7684\u53cd\u9988\u5bf9\u6211\u4eec\u81f3\u5173\u91cd\u8981\uff0c\u5c06\u5e2e\u52a9\u6211\u4eec\u5224\u65ad\u662f\u5426\u6709\u673a\u4f1a\u4e3a\u60a8\u63d0\u4f9b\u6709\u4ef7\u503c\u7684\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n\n\n\n<p><strong>\u7b2c\u4e00\u90e8\u5206\uff1a\u516c\u53f8\u53ca\u8054\u7cfb\u4eba\u57fa\u672c\u4fe1\u606f<\/strong> <em>(\u4e3b\u8981\u7528\u4e8eSalesforce\u8bb0\u5f55)<\/em><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u60a8\u7684\u59d3\u540d\uff1a<\/strong> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n\n\n\n<li><strong>\u804c\u4f4d\/\u89d2\u8272\uff1a<\/strong> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n\n\n\n<li><strong>\u516c\u53f8\u540d\u79f0\uff1a<\/strong> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n\n\n\n<li><strong>\u516c\u53f8\u7f51\u5740\uff1a<\/strong> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n\n\n\n<li><strong>\u516c\u53f8\u4e3b\u8981\u4e1a\u52a1\/\u884c\u4e1a\uff1a<\/strong> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n\n\n\n<li><strong>\u60a8\u6240\u5728\u7684\u90e8\u95e8\uff1a<\/strong> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong> (\u5982\uff1a\u9500\u552e\u3001\u5e02\u573a\u3001\u5ba2\u670d\u3001IT\u3001\u8fd0\u8425\u7b49)<\/li>\n\n\n\n<li><strong>\u60a8\u7684\u5de5\u4f5c\u90ae\u7bb1\uff1a<\/strong> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong> <em>(\u7528\u4e8e\u540e\u7eed\u6c9f\u901a\u548c\u53d1\u9001\u8d44\u6599)<\/em><\/li>\n\n\n\n<li><strong>\u60a8\u7684\u5de5\u4f5c\u7535\u8bdd\uff1a<\/strong> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong> <em>(\u53ef\u9009\uff0c\u4f46\u65b9\u4fbf\u9ad8\u6548\u6c9f\u901a)<\/em><\/li>\n\n\n\n<li><strong>\u60a8\u504f\u597d\u7684\u6c9f\u901a\u65b9\u5f0f\uff1a<\/strong> \u2610 \u7535\u8bdd \u2610 \u90ae\u4ef6 \u2610 \u89c6\u9891\u4f1a\u8bae<\/li>\n<\/ol>\n\n\n\n<p><strong>\u7b2c\u4e8c\u90e8\u5206\uff1a\u9700\u6c42\u4e0e\u6311\u6218\u63a2\u7d22<\/strong> <em>(\u6838\u5fc3\u8bc4\u4f30\u90e8\u5206)<\/em><\/p>\n\n\n\n<ol start=\"10\" class=\"wp-block-list\">\n<li><strong>\u60a8\u76ee\u524d\u6700\u5e0c\u671b\u89e3\u51b3\u54ea\u65b9\u9762\u7684\u4e1a\u52a1\u6311\u6218\u6216\u8fbe\u6210\u4ec0\u4e48\u76ee\u6807\uff1f<\/strong> <em>(\u4f8b\u5982\uff1a\u63d0\u9ad8\u9500\u552e\u6548\u7387\u3001\u6539\u5584\u5ba2\u6237\u670d\u52a1\u54cd\u5e94\u65f6\u95f4\u3001\u7edf\u4e00\u5ba2\u6237\u6570\u636e\u89c6\u56fe\u3001\u81ea\u52a8\u5316\u8425\u9500\u6d41\u7a0b\u3001\u63d0\u5347\u56e2\u961f\u534f\u4f5c\u7b49)<\/em><\/li>\n\n\n\n<li><strong>\u8fd9\u4e9b\u6311\u6218\u6216\u76ee\u6807\u5bf9\u60a8\u7684\u56e2\u961f\/\u516c\u53f8\u4ea7\u751f\u4e86\u54ea\u4e9b\u5177\u4f53\u5f71\u54cd\uff1f<\/strong> <em>(\u4f8b\u5982\uff1a\u9500\u552e\u5468\u671f\u8fc7\u957f\u3001\u5ba2\u6237\u6d41\u5931\u7387\u9ad8\u3001\u6570\u636e\u5206\u6563\u96be\u4ee5\u5206\u6790\u3001\u624b\u52a8\u6d41\u7a0b\u8017\u65f6\u6613\u9519\u3001\u90e8\u95e8\u95f4\u4fe1\u606f\u4e0d\u7545\u7b49)<\/em><\/li>\n\n\n\n<li><strong>\u60a8\u662f\u5426\u5c1d\u8bd5\u8fc7\u6216\u6b63\u5728\u4f7f\u7528\u4efb\u4f55\u89e3\u51b3\u65b9\u6848\u6765\u5e94\u5bf9\u8fd9\u4e9b\u6311\u6218\uff1f<\/strong> \u2610 \u662f \u2610 \u5426\n<ul class=\"wp-block-list\">\n<li>\u5982\u679c\u662f\uff0c<strong>\u8bf7\u7b80\u8981\u8bf4\u660e\u662f\u4ec0\u4e48\u89e3\u51b3\u65b9\u6848\uff1f<\/strong> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n\n\n\n<li><strong>\u5b83\u6548\u679c\u5982\u4f55\uff1f\u6709\u54ea\u4e9b\u6ee1\u610f\u6216\u4e0d\u6ee1\u610f\u7684\u65b9\u9762\uff1f<\/strong><br>> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><br>> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u60a8\u8ba4\u4e3a\u7406\u60f3\u7684\u89e3\u51b3\u65b9\u6848\u5e94\u8be5\u5177\u5907\u54ea\u4e9b\u5173\u952e\u529f\u80fd\u6216\u7279\u6027\uff1f<\/strong><br>> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><br>> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n<\/ol>\n\n\n\n<p><strong>\u7b2c\u4e09\u90e8\u5206\uff1a\u51b3\u7b56\u4e0e\u8bc4\u4f30<\/strong> <em>(\u7528\u4e8e\u8bc4\u4f30\u8d2d\u4e70\u9636\u6bb5\u548c\u51b3\u7b56\u6d41\u7a0b)<\/em><\/p>\n\n\n\n<ol start=\"14\" class=\"wp-block-list\">\n<li><strong>\u60a8\u76ee\u524d\u5904\u4e8e\u8bc4\u4f30\u89e3\u51b3\u65b9\u6848\u7684\u54ea\u4e2a\u9636\u6bb5\uff1f<\/strong><br>\u2610 \u521d\u6b65\u4e86\u89e3\/\u4fe1\u606f\u6536\u96c6<br>\u2610 \u6b63\u5728\u7814\u7a76\u4e0d\u540c\u9009\u9879<br>\u2610 \u5df2\u6709\u660e\u786e\u9700\u6c42\uff0c\u51c6\u5907\u6df1\u5165\u6bd4\u8f83<br>\u2610 \u8ba1\u5212\u5728\u672a\u6765 [\u65f6\u95f4\u8303\u56f4\uff0c\u5982\uff1a3\u4e2a\u6708\/6\u4e2a\u6708] \u5185\u505a\u51fa\u51b3\u5b9a<br>\u2610 \u6682\u65e0\u660e\u786e\u65f6\u95f4\u8868<\/li>\n\n\n\n<li><strong>\u60a8\u9884\u671f\u7684\u51b3\u7b56\u65f6\u95f4\u6846\u67b6\u662f\u600e\u6837\u7684\uff1f<\/strong> (\u5927\u6982\u4ec0\u4e48\u65f6\u5019\u9700\u8981\u89e3\u51b3\u65b9\u6848\u4e0a\u7ebf\uff1f)<br>\u2610 \u7d27\u6025 (1\u4e2a\u6708\u5185)<br>\u2610 \u77ed\u671f (1-3\u4e2a\u6708)<br>\u2610 \u4e2d\u671f (3-6\u4e2a\u6708)<br>\u2610 \u957f\u671f (>6\u4e2a\u6708)<br>\u2610 \u5c1a\u672a\u786e\u5b9a<\/li>\n\n\n\n<li><strong>\u9664\u4e86\u60a8\u4e4b\u5916\uff0c\u8fd8\u6709\u54ea\u4e9b\u89d2\u8272\u6216\u90e8\u95e8\u4f1a\u53c2\u4e0e\u8fd9\u4e2a\u9879\u76ee\u7684\u8bc4\u4f30\u548c\u51b3\u7b56\uff1f<\/strong> <em>(\u4f8b\u5982\uff1aIT\u8d1f\u8d23\u4eba\u3001\u90e8\u95e8\u4e3b\u7ba1\u3001\u91c7\u8d2d\u3001\u8d22\u52a1\u3001\u9ad8\u7ba1\u7b49)<\/em><br>> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><br>> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n<\/ol>\n\n\n\n<p><strong>\u7b2c\u56db\u90e8\u5206\uff1a\u9884\u7b97\u4e0e\u8d44\u6e90<\/strong> <em>(\u654f\u611f\u4f46\u91cd\u8981)<\/em><\/p>\n\n\n\n<ol start=\"17\" class=\"wp-block-list\">\n<li><strong>\u60a8\u662f\u5426\u6709\u4e3a\u8fd9\u4e2a\u9879\u76ee\u9884\u7559\u9884\u7b97\uff1f<\/strong><br>\u2610 \u5df2\u6709\u660e\u786e\u9884\u7b97<br>\u2610 \u9884\u7b97\u6b63\u5728\u7533\u8bf7\/\u89c4\u5212\u4e2d<br>\u2610 \u5c1a\u672a\u8003\u8651\u9884\u7b97<br>\u2610 \u53d6\u51b3\u4e8e\u89e3\u51b3\u65b9\u6848\u4ef7\u503c<br><em>(\u5982\u679c\u65b9\u4fbf\uff0c\u53ef\u5206\u4eab\u5927\u81f4\u8303\u56f4\uff1f\u53ef\u9009)<\/em> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n\n\n\n<li><strong>\u5728\u6280\u672f\u5c42\u9762\uff0c\u60a8\u5bf9\u89e3\u51b3\u65b9\u6848\u7684\u90e8\u7f72\u65b9\u5f0f\u6709\u504f\u597d\u5417\uff1f<\/strong> <em>(\u4f8b\u5982\uff1a\u4e91\u4f18\u5148\u3001\u672c\u5730\u90e8\u7f72\u3001\u6df7\u5408\u90e8\u7f72)<\/em><br>\u2610 \u516c\u6709\u4e91 (SaaS)<br>\u2610 \u79c1\u6709\u4e91<br>\u2610 \u672c\u5730\u90e8\u7f72<br>\u2610 \u6df7\u5408\u90e8\u7f72<br>\u2610 \u65e0\u7279\u522b\u504f\u597d<\/li>\n\n\n\n<li><strong>\u60a8\u516c\u53f8\u76ee\u524d\u4f7f\u7528\u7684\u5173\u952e\u4e1a\u52a1\u7cfb\u7edf\u6709\u54ea\u4e9b\uff1f<\/strong> <em>(\u4f8b\u5982\uff1aERP\u7cfb\u7edf\u5982SAP\/Oracle, \u5176\u4ed6CRM, \u8425\u9500\u81ea\u52a8\u5316\u5e73\u53f0\u5982Marketo\/HubSpot, \u8d22\u52a1\u8f6f\u4ef6, \u5ba2\u670d\u7cfb\u7edf\u7b49 &#8211; \u8fd9\u6709\u52a9\u4e8e\u8bc4\u4f30\u96c6\u6210\u9700\u6c42)<\/em><br>> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><br>> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n<\/ol>\n\n\n\n<p><strong>\u7b2c\u4e94\u90e8\u5206\uff1a\u4e0b\u4e00\u6b65\u884c\u52a8\u4e0e\u671f\u671b<\/strong><\/p>\n\n\n\n<ol start=\"20\" class=\"wp-block-list\">\n<li><strong>\u60a8\u5e0c\u671b\u901a\u8fc7\u8fd9\u6b21\u521d\u6b65\u6c9f\u901a\uff0c\u83b7\u5f97\u54ea\u4e9b\u5177\u4f53\u4fe1\u606f\u6216\u5e2e\u52a9\uff1f<\/strong><\/li>\n\n\n\n<li><strong>\u60a8\u662f\u5426\u613f\u610f\u5728\u8fd1\u671f\u5b89\u6392\u4e00\u4e2a [\u65f6\u957f\uff0c\u5982\uff1a15-30\u5206\u949f] \u7684\u7535\u8bdd\u6216\u89c6\u9891\u4f1a\u8bae\uff0c\u66f4\u6df1\u5165\u5730\u8ba8\u8bba\u60a8\u7684\u9700\u6c42\u548c\u6211\u4eec\u7684\u89e3\u51b3\u65b9\u6848\uff1f<\/strong> \u2610 \u662f \u2610 \u5426 <em>(\u5982\u679c\u9009\u201c\u662f\u201d\uff0c\u8bf7\u63d0\u4f9b\u65b9\u4fbf\u7684\u65f6\u95f4\u6bb5\u6216\u6211\u4eec\u7a0d\u540e\u8054\u7cfb\u60a8\u786e\u8ba4)<\/em><\/li>\n\n\n\n<li><strong>\u60a8\u8fd8\u6709\u5176\u4ed6\u4efb\u4f55\u95ee\u9898\u6216\u9700\u8981\u8865\u5145\u7684\u4fe1\u606f\u5417\uff1f<\/strong><br>> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><br>> <strong><em><strong><em>_____________<\/em><\/strong><\/em><\/strong><\/li>\n<\/ol>\n\n\n\n<p><strong>\u518d\u6b21\u611f\u8c22\u60a8\u7684\u5b9d\u8d35\u65f6\u95f4\u548c\u5766\u8bda\u5206\u4eab\uff01\u6211\u4eec\u4f1a\u8ba4\u771f\u5ba1\u9605\u60a8\u7684\u53cd\u9988\uff0c\u5e76\u5c3d\u5feb\u4e0e\u60a8\u8054\u7cfb\u8ba8\u8bba\u4e0b\u4e00\u6b65\u3002<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>\u5982\u4f55\u5728Salesforce\u4e2d\u6709\u6548\u5229\u7528\u8fd9\u4efd\u95ee\u5377\uff1a<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u521b\u5efa\u81ea\u5b9a\u4e49\u5b57\u6bb5\uff1a<\/strong> \u5728Salesforce\u7684Lead\/Object\u5bf9\u8c61\u4e2d\uff0c\u4e3a\u95ee\u5377\u4e2d\u7684\u5173\u952e\u95ee\u9898\u521b\u5efa\u5bf9\u5e94\u7684\u81ea\u5b9a\u4e49\u5b57\u6bb5\uff08\u5c24\u5176\u662f\u7b2c\u4e8c\u90e8\u5206\u7684\u9700\u6c42\u6311\u6218\u3001\u7b2c\u4e09\u90e8\u5206\u7684\u51b3\u7b56\u9636\u6bb5\/\u65f6\u95f4\u6846\u67b6\u3001\u7b2c\u56db\u90e8\u5206\u7684\u9884\u7b97\u72b6\u6001\/\u73b0\u6709\u7cfb\u7edf\u7b49\uff09\u3002<\/li>\n\n\n\n<li><strong>Web-to-Lead \u8868\u5355\uff1a<\/strong> \u5c06\u95ee\u5377\u505a\u6210\u5728\u7ebf\u8868\u5355\uff08\u5229\u7528Survey Tools\u5982SurveyMonkey, Typeform, \u6216Salesforce Surveys\uff09\uff0c\u5e76\u901a\u8fc7Web-to-Lead\u529f\u80fd\u5c06\u586b\u5199\u7ed3\u679c\u81ea\u52a8\u6216\u534a\u81ea\u52a8\u5730\u521b\u5efa\/\u66f4\u65b0Salesforce\u4e2d\u7684Lead\u8bb0\u5f55\u3002\u786e\u4fdd\u8868\u5355\u5b57\u6bb5\u6620\u5c04\u5230Salesforce\u5b57\u6bb5\u3002<\/li>\n\n\n\n<li><strong>\u9500\u552e\u4ee3\u8868\u624b\u52a8\u5f55\u5165\/\u66f4\u65b0\uff1a<\/strong> \u5982\u679c\u662f\u901a\u8fc7\u7535\u8bdd\u6216\u90ae\u4ef6\u8fdb\u884c\u7684\u8bbf\u8c08\uff0c\u9500\u552e\u4ee3\u8868\u5e94\u5c06\u5173\u952e\u4fe1\u606f\u5f55\u5165\u5bf9\u5e94\u7684Salesforce\u5b57\u6bb5\u3002<\/li>\n\n\n\n<li><strong>\u7ebf\u7d22\u8bc4\u5206\uff1a<\/strong> \u57fa\u4e8e\u95ee\u5377\u7b54\u6848\u8bbe\u7f6e\u81ea\u52a8\u5316\u7684\u7ebf\u7d22\u8bc4\u5206\u89c4\u5219\u3002\u4f8b\u5982\uff1a\n<ul class=\"wp-block-list\">\n<li>+\u5206\uff1a\u6709\u660e\u786e\u75db\u70b9\u3001\u6709\u9884\u7b97\u3001\u51b3\u7b56\u65f6\u95f4\u77ed\u3001\u5173\u952e\u51b3\u7b56\u8005\u660e\u786e\u3002<\/li>\n\n\n\n<li>-\u5206\uff1a\u65e0\u660e\u786e\u9700\u6c42\u3001\u65e0\u9884\u7b97\u3001\u51b3\u7b56\u65f6\u95f4\u957f\/\u4e0d\u786e\u5b9a\u3002<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\u7ebf\u7d22\u5206\u7ea7\uff1a<\/strong> \u7ed3\u5408\u8bc4\u5206\u548c\u4e3b\u89c2\u5224\u65ad\uff08\u5982\u516c\u53f8\u89c4\u6a21\u3001\u884c\u4e1a\u5339\u914d\u5ea6\uff09\uff0c\u5bf9\u7ebf\u7d22\u8fdb\u884c\u5206\u7ea7\uff08Hot\/Warm\/Cold\uff09\uff0c\u4f18\u5148\u8ddf\u8fdb\u9ad8\u8d28\u91cf\u7ebf\u7d22\u3002<\/li>\n\n\n\n<li><strong>\u5b9a\u5236\u5316\u5185\u5bb9\uff1a<\/strong> \u6839\u636e\u95ee\u5377\u4e2d\u586b\u5199\u7684\u75db\u70b9\u3001\u884c\u4e1a\u3001\u89d2\u8272\u7b49\u4fe1\u606f\uff0c\u5728\u540e\u7eed\u6c9f\u901a\uff08\u90ae\u4ef6\u3001\u6f14\u793a\uff09\u4e2d\u53d1\u9001\u9ad8\u5ea6\u76f8\u5173\u7684\u5185\u5bb9\uff08\u6848\u4f8b\u7814\u7a76\u3001\u4ea7\u54c1\u529f\u80fd\u4ecb\u7ecd\u3001\u767d\u76ae\u4e66\uff09\u3002<\/li>\n\n\n\n<li><strong>\u96c6\u6210\u9700\u6c42\u8bc4\u4f30\uff1a<\/strong> \u6839\u636e\u201c\u73b0\u6709\u7cfb\u7edf\u201d\u7684\u56de\u7b54\uff0c\u63d0\u524d\u51c6\u5907\u96c6\u6210\u65b9\u6848\u6216\u76f8\u5173\u4fe1\u606f\u3002<\/li>\n\n\n\n<li><strong>\u62a5\u544a\u4e0e\u5206\u6790\uff1a<\/strong> \u5229\u7528\u95ee\u5377\u6570\u636e\u5b57\u6bb5\u521b\u5efa\u62a5\u544a\uff0c\u5206\u6790\uff1a\n<ul 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\u53ef\u4ee5\u6839\u636e\u5bf9\u8bdd\u60c5\u5883\u8df3\u8fc7\u90e8\u5206\u95ee\u9898\uff08\u5c24\u5176\u662f\u9884\u7b97\u7b49\u654f\u611f\u95ee\u9898\uff09\uff0c\u6216\u5206\u9636\u6bb5\u63d0\u95ee\u3002<\/li>\n\n\n\n<li><strong>\u4fdd\u6301\u7075\u6d3b\u6027\uff1a<\/strong> \u8fd9\u53ea\u662f\u4e00\u4e2a\u6a21\u677f\u3002\u6839\u636e\u4f60\u7684\u5177\u4f53\u4ea7\u54c1\/\u670d\u52a1\u3001\u76ee\u6807\u5ba2\u6237\u7fa4\u4f53\u548c\u9500\u552e\u6d41\u7a0b\u8fdb\u884c\u8c03\u6574\u548c\u4f18\u5316\u3002<\/li>\n\n\n\n<li><strong>\u57f9\u8bad\u9500\u552e\u56e2\u961f\uff1a<\/strong> \u786e\u4fdd\u9500\u552e\u4ee3\u8868\u7406\u89e3\u6bcf\u4e2a\u95ee\u9898\u7684\u610f\u56fe\u4ee5\u53ca\u5982\u4f55\u5728Salesforce\u4e2d\u8bb0\u5f55\u548c\u5229\u7528\u8fd9\u4e9b\u4fe1\u606f\u3002<\/li>\n\n\n\n<li><strong>\u5c0a\u91cd\u9690\u79c1\uff1a<\/strong> \u9075\u5b88\u76f8\u5173\u6570\u636e\u9690\u79c1\u6cd5\u89c4\uff08\u5982GDPR, CCPA\uff09\uff0c\u660e\u786e\u544a\u77e5\u6570\u636e\u7528\u9014\u5e76\u83b7\u53d6\u540c\u610f\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u901a\u8fc7\u8fd9\u4efd\u7ed3\u6784\u5316\u7684\u95ee\u5377\u548cSalesforce\u7684\u914d\u5408\u4f7f\u7528\uff0c\u4f60\u7684\u9500\u552e\u56e2\u961f\u53ef\u4ee5\u66f4\u667a\u80fd\u3001\u66f4\u9ad8\u6548\u5730\u7b5b\u9009\u548c\u57f9\u80b2\u6f5c\u5728\u5ba2\u6237\uff0c\u63d0\u9ad8\u8f6c\u5316\u7387\u3002<\/p>\n\n\n\n<p>\u8054\u7cfbLeanx\uff0c\u5c06\u8be5\u95ee\u5377\u529f\u80fd\u5bfc\u5165\u5230\u60a8\u7684CRM\u7cfb\u7edf\uff0c\u5f00\u542f\u9ad8\u8d28\u91cf\u4e1a\u52a1\u5f00\u53d1\u65c5\u7a0b\u3002<\/p>\n<div class=\"pld-like-dislike-wrap pld-template-1\">\r\n    <div class=\"pld-like-wrap  pld-common-wrap\">\r\n    <a href=\"javascript:void(0)\" class=\"pld-like-trigger pld-like-dislike-trigger  \" title=\"\" data-post-id=\"35362\" data-trigger-type=\"like\" data-restriction=\"cookie\" data-already-liked=\"0\">\r\n                        <i class=\"fas fa-thumbs-up\"><\/i>\r\n                <\/a>\r\n    <span class=\"pld-like-count-wrap pld-count-wrap\">0    <\/span>\r\n<\/div><div class=\"pld-dislike-wrap  pld-common-wrap\">\r\n    <a href=\"javascript:void(0)\" class=\"pld-dislike-trigger pld-like-dislike-trigger  \" title=\"\" data-post-id=\"35362\" data-trigger-type=\"dislike\" data-restriction=\"cookie\" data-already-liked=\"0\">\r\n                        <i class=\"fas fa-thumbs-down\"><\/i>\r\n                <\/a>\r\n    <span class=\"pld-dislike-count-wrap pld-count-wrap\">0<\/span>\r\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>\u4f7f\u7528Salesforce\u7684\u9500\u552e\u56e2\u961f\u8bbe\u8ba1\u7684\u3002\u8fd9\u4efd\u95ee\u5377\u65e8\u5728\u9ad8\u6548\u6536\u96c6\u5173\u952e\u4fe1\u606f\uff0c\u5e2e\u52a9\u9500\u552e\u4ee3\u8868\u5feb\u901f\u8bc4\u4f30\u7ebf\u7d22\u8d28\u91cf\u3001\u7406\u89e3\u5ba2\u6237 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