Wayfen Blog · 27 Oktoba 2026

Indlela yokulandela isiphakamiso sentengo: umkhuba wesinyathelo ngesinyathelo wamaqembu okuhambela

Isiphakamiso sentengo esingalandelwa siyithuba lokuthengisa owasebenzela wabe usinikeza ngaphandle kokulwela. Lesi siqondiso sikhombisa indlela yokulandela isiphakamiso sentengo ngaphandle kokucindezela: nini uxhumane, yini oyisho ngalokhu ngalesi sikhathi, yiluphi uhlobo lokuxhumana okufanele usebenzise, nokuthi umphathi ugcina kanjani isiphakamiso ngasinye sisanda phambili phakathi kwethimba labasebenzi bokuhambela.

Ngokufushane:

Qinisekisa ukuthi isiphakamiso sifike ngosuku olufanayo, bese ulandela cishe ezinsukwini ezimbili zokusebenza kamuva, bese futhi cishe ngosuku lwesi-5 kuya kolwesi-7, nangaphambi kokuthi siphelelwe yisikhathi.
Ukulandela ngakunye kufanele kwengeze okuthile: impendulo, imininingwane esilahlekile, inketho elula noma isinyathelo esicacile esilandelayo. "Ngiyahlola nje" ngokwayo ayivamise ukusebenza.
Sebenzisa izinhlobo ezimbili zokuxhumana, isibonelo i-WhatsApp nocingo, bese ubhala ngolimi lwekhasimende.
Nika sonke isiphakamiso esivulekile umnikazi oyedwa nosuku olulandelayo olulodwa, bese usivala njengesiphumelele noma esilahlekile nesizathu, ukuze i-pipeline yakho ikhombise iqiniso.

Kungani iziphakamiso zithula

Lapho ikhasimende licela isiphakamiso, kusho ukuthi linentshisekelo. Lapho lithula, akuvamile ukuba ngu-"cha". Ngokuvamile isiphakamiso silindele omunye umuntu ukuthi asigunyaze, ikhasimende linombuzo elingakawabuzi, liqhathanisa nomhlinzeki omunye, noma libe nomsebenzi. Ukulandela okuhle kususa ngayinye yalezi zinto ezivimbayo.

Kuyasiza futhi ukukhumbula ukuthi isinqumo esiningi sesenzeka ngaphandle kwakho. Kusurvey ye-Gartner yabathengi bebhizinisi abangu-646 eyenziwa ngo-Agasti noSepthemba 2025, u-67% bathi bakhetha ukuthenga ngaphandle komuntu wokuthengisa. Enye isurvey yabathengi abangu-645 ka-Gartner, yalesi sikhathi esifanayo, yathola ukuthi abathengi basebenzisa imithombo yolwazi eyisikhombisa ngesilinganiso ngesikhathi sokuthenga kwakamuva, futhi u-69% basakhetha ukuhlola lokho amathuluzi e-AI ayekutshele ngomuntu wokuthengisa. Ngamanye amagama, amakhasimende enza iningi lomsebenzi wodwa, kodwa asafuna umuntu amethembayo ukuqinisekisa imininingwane. Ukulandela kwakho yileso sikhathi.

Ngaphambi kokuthumela isiphakamiso: yenza ukulandela kube lula

Ukulandela okuhle kuhlelwa ngaphambi kokuthi isiphakamiso siphume. Lezi zinkambiso ezintathu zenza konke okulandelayo kube lula kakhulu:

Vumelanani isinyathelo esilandelayo ngobuso nobuso. Ngaphambi kokuthi umsebenzi wokuhambela ashiye ikhasimende, buza: "Uzonquma nini, futhi ubani kwesinye okudingeka sikubone lokhu?" Bhala impendulo negama lomuntu onquma.
Faka usuku lokuphelelwa yisikhathi kwesiphakamiso. Usuku "olusebenza kuze kube" akuwona umzamo wokucindezela. Lusivikela amanani akho futhi lunikeza omabili isizathu sokuxoxa futhi ngaphambi kokuthi luphele.
Yithumele ngefomethi elula ukudluliselwa. I-PDF ecacile enemininingwane yebhizinisi lakho, imikhiqizo, isamba esiphelele nosuku lokuphelelwa yisikhathi ingadluliselwa ngqo kumuntu ogunyaza ukuchitha kwemali.

Isikhathi sokulandela isiphakamiso

Alikho inani lezinsuku elisebenza kuwo wonke amabhizinisi. Amaodolo amancane alula ahamba ngezinsuku; amaphrojekthi amakhulu angathatha amasonto. Sebenzisa isikhathi esilandelayo njengesisekelo bese uyasilungisa ngokuya ngokuthi amakhasimende akho ajwayele ukunquma isikhathi esingakanani.

Usuku 0: qinisekisa ukuthi lifikile

Thumela isiphakamiso, bese uthumela umyalezo omfushane ngosuku olufanayo ukuhlola ukuthi lifikile futhi livula kahle. Ugcine ube yimigqa emibili futhi ufake isinyathelo esilandelayo ovumelene ngaso.

Isibonelo: "Sawubona Grace, ngisanda kuthumela isiphakamiso sezingxenye ezingu-40 esikhulume ngazo. Sisebenza kuze kube ngomhla we-10 kuNovemba. Ushilo ukuthi uzokubuyekeza nethimba lakho lezezimali ngoLwesine, ngakho ngizobheka ngoLwesihlanu ekuseni."

Usuku 2: phendula imibuzo yokuqala

Cishe ezinsukwini ezimbili zokusebenza kamuva, hlola ukuthi ikhasimende linemibuzo yini. Yilapho kuvela khona izinkinga ezincane eziningi: usuku lokulethwa, indlela yokukhokha, umkhiqizo abefuna ukuwushintsha.

Isibonelo: "Sawubona Grace, ingabe isiphakamiso siqondakele kahle? Ngiyajabula ukushintsha izinani noma ukwahlukanisa ukulethwa uma kusiza."

Usuku 5 kuya kwesi-7: engeza okusha

Uma kusalokhu kungekho mpendulo, ungaphindi umyalezo wokuqala. Engeza inani: inketho elula, impendulo emkhathazweni ovamile, isithombe somkhiqizo osetshenziswa kwelinye ibhizinisi elifanayo, noma isikhathi lapho umsebenzi wokuhambela esiseduze futhi angavakashela ngokushesha.

Isibonelo: "Sawubona Grace, amakhasimende amaningi aqala ngesigamu sevolumu ukuze avivinye. Ngifake enye inketho encane eyizingxenye ezingu-20. Ngizoba endaweni yakho ngoLwesibili uma ufuna ukubona isampula."

Ngaphambi kokuphela kwesikhathi: sebenzisa usuku

Izinsuku ezimbalwa ngaphambi kosuku lokuphelelwa yisikhathi, khumbuza ikhasimende bese unikeza ukugcina inani noma ukulibuyekeza.

Isibonelo: "Sawubona Grace, isikhumbuzo esisheshayo sokuthi isiphakamiso siphela ngoLwesihlanu. Uma udinga isikhathi esengeziwe, ngingasiqhubekisela phambili ngamasonto amabili. Ngitshele nje."

Emva kokuphelelwa yisikhathi: vala umjikelezo

Uma usazwa ukuthula, thumela umyalezo owodwa wokugcina ohloniphekile owenza kube lula ukuthi uthi cha. Lo myalezo uvame ukuthola impendulo ngoba ucela kancane kakhulu.

Isibonelo: "Sawubona Grace, ngizothatha ukuthi isikhathi asikafiki manje, ngakho ngizovala lesi siphakamiso ohlangothini lwethu. Uma kukhona okushintsha, ngiyajabula ukuthumela inani elibuyekeziwe."

Bese umaka isiphakamiso njengesilahlekile (nesizathu esifana nathi "akukho mpendulo" noma "uhambe nomhlinzeki omunye") bese usetha isikhumbuzo sokuhlola futhi ngemva kwezinyanga ezimbalwa. Isiphakamiso esivaliwe sisahlala siyisixhumanisi esifudumele.

Yini okufanele uyisho: imiyalezo emihlanu esebenzayo

Imiyalezo emihle yokulandela inezici ezintathu ezifanayo: imfushane, ihlobene nezidingo zekhasimende, futhi iphela ngombuzo owodwa ocacile. Lezi yizinto ezinhlanu ongazilungisa:

Ukuvula ngombuzo: "Kukhona okukhona kwisiphakamiso ongathanda ngikucacisele noma ngikushintshe?"
Umyalezo womuntu onquma: "Kungasiza yini uma ngikuthumela isifinyezo sekhasi elilodwa ongabelana ngaso nomphathi wakho?"
Umyalezo wenketho: "Uma inani eliphelele kuyinkinga, nansi oda lokuqala elincane, noma singalethela ngezingxenye ezimbili."
Umyalezo wesikhathi: "Uhlela ukunquma nini? Ngizobeka inothi ukuthi ngikushaye ucingo ngalesosikhathi."
Umyalezo wokuvala umjikelezo: "Ngabe ngiyivale lesi siphakamiso okwamanje, noma ufuna isikhathi esengeziwe?"

Gwema imiyalezo ethi "Ngilandela nje" noma "Kukhona okusha?" kuphela. Ayinikezi ikhasimende lutho lokuphendula futhi yenza isiphakamiso sakho sibonakale njengomsebenzi onzima. Imiyalezo yomuntu siqu nayo ivame ukusebenza kangcono kunemiyalezo evamile: Gartner Digital Markets ibike ngo-2021 ukuthi ukwenza imiyalezo ibe yomuntu siqu kungaphindaphinda kabili izinga lokuphendula uma uxhumana kabusha nothintana naye.

Yisiphi isiteshi okufanele usisebenzise

Sebenzisa isiteshi ikhasimende sesivele likusebenzisa nawe, kodwa ungathembeli kwesisodwa kuphela. Isihloko esifanayo se-Gartner Digital Markets sithi ukuxhumana nomuntu ngezinhlobo ezintathu noma ezimbili ngesikhathi esifanayo kungakhulisa amathuba okuphendula kuze kube ngu-14%.

WhatsApp noma umlayezo: kuhle kakhulu ngokuhlola okufushane nemibuzo esheshayo. Isici se-click to chat sika-WhatsApp sikuvumela ukuthi uvule ingxoxo kusuka kusixhumanisi ngaphandle kokuthi ulondoloze inombolo yekhasimende kuqala, futhi isixhumanisi singaphatha umyalezo osuvele ubhalwe.
Ucingo: kuhle kakhulu lapho kukhona imali eyiqiniso engozini, lapho ikhasimende lithule ngemva kokukhombisa intshisekelo enkulu, noma lapho udinga ukuqonda ukuphikisa kwalo.
I-imeyli: kuhle kubakhasimende abasemthethweni, ekuthumeleni isiphakamiso esilungisiwe nakunoma yini ikhasimende elingayidlulisela ngqo ezezimali.
Ukuvakashela: abasebenzi bokuhambela banenzuzo abathengisi basehhovisi abangayinikeki. Uma useseduze, ukuma kwemizuzu emihlanu nesampula noma ikhophi eprintiwe kuvame ukuba ukulandela okunamandla kunakho konke. Hlela lokhu osukwini lwakho usebenzisa uhlelo lwendlela hhayi njengohambo olukhethekile.

Uma amakhasimende akho ekhuluma izilimi ezehlukene, landela ngolimi lwawo, nakuba isiphakamiso sokuqala sasibhalwe ngesiNgisi. Umyalezo ngolimi lwekhasimende ufundeka njengokunakekela, hhayi njengokucindezela ukuthengisa.

Ngifanele ngilandele kangaki isiphakamiso?

Eziphakamisweni eziningi, ukuxhumana okuthathu kuya kokuhlanu phakathi kwamasonto amabili kuya kwamathathu kuyindlela efanele: ukuqinisekisa ngosuku olufanayo, ukulandela okusizayo okuka-2 noma okuka-3, kanye nomyalezo wokuvala umjikelezo. Yeka lapho ikhasimende lithi cha, licela ukuthi uyeke, noma umyalezo wokuvala umjikelezo ungathola mpendulo. Ukuqhubeka ngaphezu kwalokho akuvamile ukunqoba ukuthengisa futhi kungalimaza ubudlelwano ongase udinge kamuva.

Kumaphrojekthi amakhulu anenqubo ende yokuthenga, bekela ukulandela kude kakhulu futhi ubophe ngakunye kokuthile okuqinile: usuku lomhlangano, isinqumo sesabelo, noma uhlu lwamanani olusha.

Ukulandela iziphakamiso ethimbeni lonke

Ngomsebenzi wokuhambela oyedwa, incwadi yamanothi nezikhumbuzo ambalwa kungasebenza. Ethimbeni, iziphakamiso ziwela phakathi kwezikhala uma inqubo ingabiwe. Lezi zinkambiso ezinhlanu zikugcina konke kulawuleka.

1. Isiphakamiso ngasinye sinomnikazi oyedwa

Umsebenzi wokuhambela owenza isiphakamiso ungumnikazi wokulandela, ngaphandle uma umphathi enikeza omunye umuntu. Abantu ababili balandela ikhasimende elifanayo kubi njengokuthi akekho olandela.

2. Isiphakamiso ngasinye sinosuku olulandelayo

Isiphakamiso esivulekile ngaphandle kosuku lokulandela olulandelayo sizokhohlakala. Yenza "isinyathelo esilandelayo nosuku" kube yisidingo njalo lapho umsebenzi wokuhambela evuselela ukuthengisa.

3. Iziphakamiso zihlala kwi-pipeline eyodwa, hhayi ezingxoxweni ze-chat

Uma iziphakamiso zisabalele emaqembini e-WhatsApp nakwi-imeyli yomuntu siqu, akekho ongabona ukuthi yiziphi ezivulekile. I-pipeline elula enezigaba ezifana ne-Lead, Quoted, Negotiating, Won ne-Lost ikhombisa zonke iziphakamiso ezivulekile nokuthi zilinde isikhathi esingakanani. Ukuqhathanisa kwethu i-WhatsApp vs i-field sales app kuchaza ukuthi ithimba likhule nini lidlule amaqembu e-chat.

4. Hlola iziphakamiso ezithulile njalo sonke isonto

Kanye ngesonto, bhala iziphakamiso ezihlale esigabeni esisodwa isikhathi eside kunokujwayelekile. Ngasinye, nquma: landela namuhla, shintsha isiphakamiso, noma uvale. Lokhu kuhambisana ngokwemvelo nemikhuba yansuku zonke kumhlahlandlela wethu wokulandela amathuba.

5. Vala iziphakamiso ngokwethembeka, unesizathu

Iziphakamiso ezingasaphili kodwa ezisahlala zimakwe njengezivulekile zenza isibikezelo sakho sibonakale singcono kunalokho okukuso. Cela isizathu esifushane njalo lapho isiphakamiso siphumelele noma silahlekile: intengo, isikhathi, umncintisanayo, noma akukho mpendulo. Ngemva kwezinyanga ezimbalwa, lezi zizathu zikutshela ukuthi yini okufanele uyilungise. Zigcina futhi isibikezelo sokuthengisa ekupheleni kwenyanga sithembeke.

Lilinganise: izinombolo ezimbili okufanele uzibheke

Izinga lokuphumelela kwesiphakamiso: iziphakamiso eziphumelele ÷ iziphakamiso ezithunyelwe, ngenani nangexabiso. Libheke ngomsebenzi wokuhambela ngamunye nangomkhiqizo ngamunye. Umsebenzi wokuhambela othumela iziphakamiso eziningi kodwa anqobe ezimbalwa mhlawumbe udinga usizo ngokukhetha amakhasimende nokubeka amanani; lowo othumela ezimbalwa mhlawumbe udinga izivakashi eziningi.
Isikhathi esiphakathi sokunquma: isikhathi esiphakathi esithatha kusukela ekuthumeleni isiphakamiso kuze kube yisinqumo sekhasimende. Sisebenzise ukusetha uhlelo lwakho lokulandela esikhundleni sokuqagela.

Engeza zombili kuma-KPI wokuthengisa osuvele uwabuyekeza. Uma uwalandela izinyanga ezimbalwa, uzokwazi ukuthi ushintsho olwenzile emkhubeni wakho wokulandela luyasebenza ngempela yini.

Iphutha lokulandela elivamile leziphakamiso

Ukulinda ukuthi ikhasimende lishaye ucingo. Iningi lingeke lishaye, nakuba linentshisekelo.
Ukuthumela umyalezo ofanayo njalo. Ukulandela ngakunye kufanele kunikeze ikhasimende isizathu esisha sokuphendula.
Ukukhuluma nomuntu ongafanele. Uma isiphakamiso sidinga ukugunyazwa, buza ngokushesha ukuthi ubani ogunyaza, bese unikeza ukumsiza ukuthi anqume.
Ukwehlisa intengo ngokushesha kakhulu. Isaphulelo esinikezwa ekulandeleni kokuqala sifundisa amakhasimende ukuthi alinde. Nikeza izinketho (inani elincane, ukulethwa ngezigaba, isikhathi esihlukile sokukhokha) ngaphambi kokuthi unciphise intengo.
Ukukhohlwa iziphakamiso eziphumelele. Uma isiphakamiso samukelwe, siguqule sibe yi-oda noma i-invoice masinyane bese uvumelana ngosuku lokulethwa. Ukuqala kancane ngemva kokuthi yebo kungaholela ezinkingeni zokuqoqa imali kamuva.

Indlela uWayfen akusiza ngayo

KuWayfen, umsebenzi wokuhambela wakha isiphakamiso efonini kusuka ohlwini lwakho lwamanani (noma uthayiphe izinto) bese usilondoloza njenge-PDF, ulungele ukuthunyelwa ekhasimende ngaphambi kokuhamba, nosuku "olusebenza kuze kube" (izinsuku ezingu-14 ngaphandle uma usishintsha). Ngenkathi idili livulekile, ungakha futhi i-invoice noma inothi lokulethwa kulo. Ngalinye idili lihlala ku-pipeline (Lead, Quoted, Negotiating, Won, Lost), likhombisa ukuthi lisesigabeni samanje izinsuku ezingaki futhi liphawule amadili alindile isikhathi eside kakhulu. Ukudlulisa idili kuya ku-Won noma ku-Lost kubuza isizathu esifushane.

Lapho sekufika isikhathi sokulandela, uWayfen ingabhala umyalezo ngolimi lwekhasimende bese uwuthumela ngeWhatsApp noma nge-imeyli yomsebenzi wokuhambela. Njalo ekuseni, i-Sales Agent ibuyekeza amathuba, amadili namakhasimende bese ilungiselela ukulandela iziphakamiso ezithulile, umyalezo sewubhalwe ngaphambili. Akukho okuphuma kuze kube yilapho umuntu evumela. Umbiko we-Quotes vs Sales bese ukhombisa iziphakamiso nokuthengiswa okungeniswe ngumsebenzi ngamunye wokuhambela, kanye nezinga lakhe lokuphumelela.

Imibuzo evame ukubuzwa

Ngifanele ngilinde isikhathi esingakanani ngaphambi kokulandela isiphakamiso?

Qinisekisa ukuthi isiphakamiso sifike ngosuku olufanayo lapho usithumela, bese ulandela cishe ezinsukwini ezimbili zokusebenza kamuva. Uma kusalokhu kungekho mpendulo, landela futhi cishe ngosuku lwesi-5 kuya kolwesi-7 kanye ngaphambi nje kokuthi isiphakamiso siphelelwe yisikhathi.

Ungalandela kanjani isiphakamiso ngaphandle kokucindezela?

Yenza umyalezo ngamunye usebenze: phendula umbuzo, nikeza inketho, nabelana ngemininingwane esilahlekile noma uphakamise isinyathelo esicacile esilandelayo. Gcina kufushane, ubhekisele kokushoyo ikhasimende, futhi njalo wenze kube lula ukuthi lithi "hhayi manje".

Yini okufanele ngiyibhale kumyalezo wokulandela isiphakamiso?

Khuluma ngesiphakamiso nokuthi sinjani, engeza into eyodwa esizayo njengempendulo noma inketho elula, bese uqeda ngombuzo owodwa ocacile, isibonelo "Ngabe ngishintshe inani?" Gwema imiyalezo ethi "Kukhona okusha?" kuphela.

Ngingalandela isiphakamiso kangaki?

Ukuxhumana okuthathu kuya kokuhlanu phakathi kwamasonto amabili kuya kwamathathu kulungele iziphakamiso eziningi: ukuqinisekisa ngosuku olufanayo, ukulandela okusizayo okuka-2 noma okuka-3, kanye nomyalezo wokuvala umjikelezo. Yeka lapho ikhasimende lithi cha noma licela ukuthi uyeke.

Ngingalandela isiphakamiso nge-WhatsApp, ucingo noma i-imeyli?

Sebenzisa isiteshi ikhasimende sesivele silisebenzisa nawe futhi uhlanganise ezimbili kuzo. I-WhatsApp ilungele ukuhlola okusheshayo, ucingo lulungele izivumelwano ezinkulu nokuphikisa, futhi i-imeyli ilungele amakhasimende asemthethweni neziphakamiso ezibuyekeziwe ezidinga ukudluliselwa.

Yiliphi izinga elihle lokuphumelela kweziphakamiso?

Lincike ohlotsheni lwebhizinisi lakho, ezintengweni zakho nokuthi iziphakamiso zihlolwa kangakanani, ngakho qhathanisa nemiphumela yakho yangaphambilini kunokuqhathanisa nesilinganiso esijwayelekile. Landela izinga ngomsebenzi wokuhambela nangomkhiqizo ngamunye njalo ngenyanga, bese ubheka ushintsho ngemva kokulungisa umkhuba wakho wokulandela.

Zama uWayfen mahhala izinsuku ezingu-14 nabantu abangafika kubahlanu. Akudingeki ikhadi.

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