It will be summarized from four aspects: customer management, sales process management, business process/collaborative management and report management.
What are the main functional modules of a good CRM system?
First, customer management.
In traditional management, enterprises use forms and notebooks to record basic customer information, contact information, follow-up records and other information. CRM system is managed by sales leads, customers and contacts. Its significance is to ensure that the data will not be lost, and the sales staff can record and query the data at any time, which is more conducive to the analysis of customers.
Second, the sales process management
As a salesperson, CRM system records the whole sales process, which is more conducive to summing up sales experience, grasping sales rhythm and improving sales level;
As a manager, CRM system helps to know the daily work of everyone in the sales team in detail, give guidance, and spend more time on management than data sorting.
The main modules involved: follow-up record, business opportunity management, quotation, order, etc.
Three. Business process/collaborative management
In today's increasingly fierce market competition, whoever can reach key customers faster and handle customer needs faster will have a better chance to win the market. The form+manual confirmation method is limited by time and space. For example, the sales manager is on a business trip today, and some approvals can't be processed, so things will be delayed. CRM system around customer management allows business processes to flow automatically, reminding relevant processors in real time, without delay and space constraints.
The main modules involved are: task, application approval and automation process integrated with the whole sales process.
Fourth, report management.
The development of enterprises is only scientific and feasible if it is based on data analysis. In traditional management, it is not that data is not valued, but that data collation costs a lot of money and the statistical results are not necessarily accurate. Many corporate marketing directors spend 3-5 working days a month sorting out and analyzing data. The bigger the enterprise, the greater the workload. CRM system can usually count all kinds of sales data in real time, such as sales funnel chart, new customers this month, receiving customers, sales ranking table and so on. CRM system reports can be configured as needed to meet the needs of enterprises for data management and save labor costs.