Jane's CRM Sharing: How to Choose CRM in Management Consulting Industry?

Industry background Management consulting industry is an industry that has gradually developed with the birth and popularization of management science and the continuous expansion of enterprise management scale. Its main business is to provide various consulting and training services for enterprises or individuals, and help enterprises to form their own customer management system, so as to carry out standardized and institutionalized operations.

In recent years, with the intensification of competition, enterprises are more and more aware of the importance of management, management consulting industry has become a hot industry, and the competition is becoming more and more fierce. In the future, the consulting service market in China will develop in the direction of specialization and deepening. With the entry of international management consulting companies, the pressure is increasing, and the management consulting industry has to face its own transformation.

Under such an industry market background, aiming at efficient, professional and fast service and in-place service is the only means and way to improve the competitiveness and profitability of management consulting industry.

Jianxin CRM

The CRM system of management consulting industry has become the best platform to build a perfect service system. CCB CRM provides a reasonable and scientific solution for the management consulting industry, which not only improves its daily work efficiency, but also helps the management to better understand the market and make correct decisions.

Authority management

CRM administrators can assign permissions to employees, departments or specific positions. Permission distribution is divided according to the different functions of CRM used by different employees and departments. Permission allocation can make administrators manage a department more effectively and quickly, and improve management efficiency.

customer management

CRM provides a systematic work management process. Employees can arrange their time more reasonably by adding tasks, knowledge, log follow-up records, etc. On their workstation. They can also share their own work experience and effective working methods and steps summed up in practice, so as to improve the quality level and work skill level of employees.

task management

Complete record of all customer information and contact information, never lost, quick inquiry, clear customer status and follow-up, teamwork, information synchronization, greatly improving work efficiency. To-do task reminder, saving time and effort, simple and practical.

statistical analysis

It mainly provides the following functions: clue statistics, customer statistics, financial statistics, business opportunity statistics, etc. Through different data statistics and automatic analysis, the enterprise situation is clear at a glance. Therefore, users do not need to spend money to expand the query/report function. Help enterprises save a lot of manpower and money in information collection and resource integration.

CRM in management consulting industry makes the work of management consulting enterprises orderly, and more work can be devoted to business development and customer maintenance, which greatly improves the work efficiency of enterprises and paves the way for the improvement of performance.