Editocin Sharhi
Misali mafi kyawun fayil ɗin abokin ciniki: Bari mu faɗi nan da nan, “abokin ciniki” shine zuciyar kasuwancin ku, shine wanda ya kawo shi rayuwa. Ba tare da shi ba, ayyukanku ba su wanzu.
Galibi 'yan kasuwa da ma'aikata masu zaman kansu sun yi watsi da su ba tare da kuskure ba, bayanan abokin ciniki duk da haka kayan aiki ne mai ban tsoro. Fayel ingantaccen fayil ɗin abokin ciniki shi kaɗai zai iya haɓaka sakamakon kasuwancinku.
Shin kana son haɓaka tallan ka da jawo hankalin abubuwan da zaka iya jujjuya su zuwa abokan ciniki? Kuna son abokan cinikin ku su ziyarci gidan yanar gizon ku, don haka zaku iya sanin su da kyau? Don haka, lallai ne ku samar da fayil ɗin abokan cinikayya da buƙatu.
Yadda za a ƙirƙiri babban fayil ɗin abokin ciniki? Koyi yadda ake tsammani da riƙe abokan cinikin ku ta hanyar tattara bayanai tare da namu samfurin fayil ɗin abokin ciniki na Excel kyauta.
Table na abubuwan ciki
Me ake amfani da fayil ɗin abokin ciniki?
Kafin ma buɗe maƙunsar Excel, fara da ayyana manufofin ku. Don wadanne dalilai kuke so ƙirƙirar fayil ɗin abokin ciniki ? Menene dalilin ajiyar bayananku? Nau'in bayanan da za a tattara zai dogara ne akan burinku.
Ta hanyar ma'ana, ana amfani da fayil ɗin abokin ciniki don tattara daidaitattun bayanai akan kwastomomi ko abubuwan buƙata. Ana amfani da wannan don tsaftace abubuwan da kuka bayar don faɗaɗa burin ku amma har zuwa amincin abokin ciniki waɗanda suka riga suna amfani da ayyukanku.
Bayanan da aka tattara zasu baku damar keɓance saƙonnin ku ta hanyar miƙawa kwastomomi ko kyaututtukan kyautatawa waɗanda suka dace da yanayin su dangane da buƙatu ko kasafin kuɗi.
Domin sake kunna abokin ciniki kuma kada ku rasa shi, ba shi ƙarin sabis, misali.
Abubuwan fayil na abokin ciniki
Fayil na abokin ciniki ko fayil ɗin hangen nesa, ko fayil ɗin mai yiwuwa, bayanai ne da ke tattaro muhimman bayanai don akwatin gidan waya kai tsaye, tarho, imel ko kamfen ɗin tallan SMS.
Duk wanda ya tuntuɓi kasuwancinku ko wanda kuka yi hulɗa da shi, koda sau ɗaya ne, ana iya saka shi cikin jerin abubuwan da kuke fata.
Koyaya, dole ne a sabunta bayanan da ke cikin wannan rundinar a kai a kai don kawar da ƙarancin damar.
Gabaɗaya, komai burin ku, yana da mahimmanci a sauƙaƙe shi. Don yin amfani da bayanai, dole ne kawai ya kasance bayanai masu amfani.
Anan ga misali nau'in bayanin da zaku iya lura dashi a cikin fayil ɗin abokin cinikin ku:
- sunan
- address
- Emel
- wayar
- Informationarin bayani (jinsi, shekaru, ƙasa, yanki)
Kuna buƙatar sanin sha'awar abokan cinikin ku don ƙulla dangantaka da su kuma, idan lokacin yayi, tuntuɓi su don ba su samfuran ku ko sabis.
Bayanin da ke cikin fayil ɗin yakamata ya zama cikakken isasshen bayani saboda ya dogara akan kowane mutum tare da buƙatunsu da bukatunsu. Koyaya, ba shi da amfani a rubuta komai ko dai. Bayani mai mahimmanci shima ya dogara da masana'antar ku.
Don karanta kuma: Mafi Kyawu ga Litinin.com don Gudanar da Ayyukanka & YOPmail - Ƙirƙiri Adireshin imel da ba za a iya ɓoyewa ba don kare kanku daga spam
Free Excel samfurin samfuri fayil
Anan ne babban fayil ɗin abokin ciniki na Excel na kyauta wanda ya haɗa da:
| COLUMN | KWATANCIN | MISALI |
| BIRNI | Rayuwa (Saka "M" don "Monsieur", "Mme" don "Madame" da "Mlle" don Mademoiselle) | Mr, Mrs, Miss |
| ADDRESS1 | Layin farko na adireshin | 13, rue de l'Etoile |
| ADDRESS2 | Layi na biyu na adireshin | Jemage. HEMIRIS |
| Juyawa | Juyawa a cikin Yuro (dole ne ya zama adadin duka) | 1500 |
| M | Ma'aikatan kamfanin (dole ne su zama cikakkun lambobi) | 50 |
| GROUP | Group ɗin da kamfanin yake. Ana amfani da wannan filin don rarrabe kamfanoni | "Cient", "Tsammani", "Mai kawo kaya" |
| sharhin | Sharhi (rubutu kyauta) game da kamfanin | Mai matukar sha'awar abokin ciniki yayin taronmu na ƙarshe. |
| ASALINSA | Asalin lamba | "Shafukan rawaya", "Phoning", Sunan mai ba da kasuwancin, da sauransu. |
| JIHAR COMPANY | Matsayin dangantaka da wannan kamfani | "A karkashin tattaunawa", "Don tunatarwa", "Ba sha'awa", "Quote in progress", da sauransu. |
| BINSA | Adireshin imel na wakilin tallace-tallace wanda aka ba wannan kamfanin (abokin ciniki) | dupond@masociete.com |
Danna ƙasa don saukar da wannan samfurin abokin ciniki samfurin fayil ɗin a cikin tsarin Excel (mai iya canzawa zuwa Pdf): Zazzage fayil ɗin abokin ciniki mafi kyawun kyauta.
Rauntatawa:
- Duk filayen ba na zaɓi bane sai sunan kamfanin da kuma sunan mutumin idan mun haɗa bayanan sirri.
- Kada a sami lamuran fanko a cikin fayil ɗin
- Idan akwai mutane da yawa a cikin kamfani guda ɗaya, kuna buƙatar layi don kowane mutum a cikin kamfanin kuma sanya bayanan takamaiman kamfanin akan kowane layi.
- Don shigo da fayil ɗin ku, dole ne ku adana fayil ɗin ku na EXCEL a cikin tsarin .CSV (mai raba semicolon). Idan kuna ƙarƙashin MAC, dole ne ku zaɓi zaɓi ".CSV don WINDOWS".
Har ila yau gano: + 20 Mafi kyawun Shafuka don Neman Asali, Mai ɗaukar ido da Sunan Kasuwanci mai Creativeirƙiri. & Google Drive: Duk abin da kuke buƙatar sani don cin gajiyar Cloud
Fayil mai bege na kyauta: Organizationungiyar fayil ɗin abokin ciniki
Dole ne bayanan da aka tattara su zama masu tsari kuma a rubuta su gwargwadon amfanin da kuke son yin sa. Tukwici ... kiyaye shi sauƙi da aiki
Yawan bayanai suna kashe bayanai… Sanin komai baya da amfani ko amfani, aƙalla ba a farkon ba. Zai fi kyau farawa da sauƙi da haɓaka bayanan ku yayin da bukatun ku ke ƙaruwa.
A yau, kayan aiki masu sauƙi suna hannun ku don ƙirƙirar fayil ɗin ku na musamman, zaku iya tuntuɓar hanyar haɗi mai zuwa don ƙarin ra'ayoyi.
Gudanar da aikin: ClickUp, Sauƙaƙe sarrafa duk aikinku! & Mafi Kyawun zabi zuwa WeTransfer don Aika Manyan fayiloli kyauta
Kafa maƙasudai na gaskiya don fara bayanan abokin ciniki da sadarwa da su ga ma'aikatan ku. Tabbas za su sami tsokaci da shawarwari kan mafi kyawun tattarawa da amfani da bayanan da aka tattara.
Don zama mai tasiri, a fayil ɗin abokin ciniki kyauta dole ne ya kasance yana da rai kuma ba daskararre ba. Ka tuna sabuntawa da sabunta shi akai -akai. Share bayanan da kuke tsammanin sun tsufa (misali: adiresoshin imel mara aiki), amma har da rubutu, kwafi, da sauransu.
A gefe guda, wadatar da fayil ɗin abokin ciniki ta hanyar cike bayanan da suka ɓace. A kan lokaci kuma ya danganta da ci gaban kasuwancin ku ko microbusiness, ƙara sababbin nau'ikan bayanai (ba tare da taɓa faɗawa cikin obalodi ba!).
Don zama ma fi inganci, da free Excel samfurin fayil samfuri sannan ana iya shigo da shi cikin daban CRM software kamar Adobe Campaign ko Zoho ...
Kar ka manta raba labarin!
