Content of customer information

Customer name describes the customer's name, which can be the customer's company name or an easy-to-remember abbreviation. For example: Guangzhou Renyi Software Technology Co., Ltd. or Renyi Software. Areas are defined according to the customer's business scope. If the customer's business scope is a large domestic area, it can be divided into: South China, East China, Central China, North China, Southwest China and Northwest China. This field is defined in "System Settings"-> "; "system dictionary"->; Settings in the area. The customer nature is the enterprise nature of the customer. Can be set as: state-owned enterprises, Sino-foreign joint ventures, private or self-employed, partnerships, wholly foreign-owned enterprises and so on. This field is defined in "System Settings"-> "; "system dictionary"->; Settings in Customer Properties. Customer sources can be set as: website advertisements, exhibitions, customer recommendations, telephone calls, emails, newspaper advertisements, yellow pages, friend introductions and so on. This field is defined in "System Settings"-> "; "system dictionary"->; Set in Customer Source. Customer categories can be set as: potential end customers, potential agents, existing end customers, existing agents, lost end customers, lost agents, etc. This field is defined in "System Settings"-> "; "system dictionary"->; Settings in Customer Category. Industry is defined according to the industry to which users' customers belong; Can be set as: education, medical care, government, chemical industry, etc. This field is defined in "System Settings"-> "; "system dictionary"->; Settings in Industry. Credit status Sales staff measure and evaluate the credit status of customers by themselves. One to five stars. Contact policy sets the contact period of this customer. In order to prevent users from not contacting customers for a long time, the system will remind users of the follow-up plan according to this policy. This field is defined in "System Settings"-> "; "system dictionary"->; Settings in the contact policy. However, the missing definition is in System Settings->; "system dictionary"->; Defined in "Customer Contact Policy Definition". The purchase strategy sets the purchase cycle of this customer to prevent the loss of customers, and users do not pay attention to it. If the customer does not have a purchase record that exceeds this policy time, the system will automatically generate a reminder that the customer's business is declining, so that the user can take some actions in time to retain the customer. This field is defined in "System Settings"-> "; "system dictionary"->; Settings in purchasing policy. However, the missing definition is in System Settings->; "system dictionary"->; Defined in "Customer Purchase Policy Definition". The number of employees in this field is to understand the current situation of customers more clearly. The fields of the scale bar are defined in System Settings-> System Settings; "system dictionary"->; Set in Sales Scale. The working time field is defined in System Settings-> Working Time; "system dictionary"->; Set in "Working Hours". The field of industry status is to understand the importance of customers more clearly. Can be set as: leadership, more influential, average and no influence, etc. This field is defined in "System Settings"-> "; "system dictionary"->; Set in "Industry Status Time". Settlement methods, such as cash spot, one-month payment, bill to payment, two-month payment, three-month payment, etc. This field is defined in "System Settings"-> "; "system dictionary"->; Set in "Settlement Method". I hope the agent can understand the development trend of dealer customers. Telephone customers' common contact telephone number is the company's telephone number. Fax customer's fax number. E-mail users can send e-mail to customers through the system without repeated input. The company website records the customer's company website. It is convenient to find and know more customers. The mailing address is convenient for mailing information to customers. Postal code records the postal code of the customer's area. The number of transactions system automatically counts the number of customers' consumption. The transaction amount system automatically counts the total transaction amount of customers, which is convenient to understand the importance of customers. The first transaction system automatically records the start time of customer business transactions. The recent trading system automatically records the last purchase time of customers, which is convenient for tracking customers.