The software is divided into two roles: administrator and salesman. The administrator has the authority to manage and query the sales performance data of the whole company. Salespeople have the right to manage the customer information they create. According to the organizational structure of the company, sales sub-teams can be set up, and each sales team can have a sales team leader (department head). The leading role of this department can view the customer data of sales subordinates and decide whether to allow viewing the contact information of subordinate customers according to the settings of the policy module.
My client
Create and manage the customer information created by the currently logged-in user through my customer module. Customer's basic information supports user-defined maintenance. Click the custom field in the upper right corner to freely set the basic fields of customers.
Customer status, customer label, etc. The attributes included in the customer can be maintained through the attribute dictionary of the policy module. The customized information set is effective for all sub-accounts and administrators of the company.
My client
Customize customer information
After saving successfully, the customer details page will be opened automatically, and information such as customer follow-up, contact person and quotation can be added quickly on this page. If the operator needs to input customer information continuously, he can directly click the Continue to Add button in the details page after saving successfully.
How to find my customers or corporate customers quickly?
Zhecheng CRM system provides a quick search entrance for sales staff. Click on the search area in the upper left corner of the software and enter keywords. The system will automatically match the qualified customer list, and you can press Enter to quickly enter the customer panel of the selected customer. If you need advanced search, you can choose the last global query (only the administrator has the company-wide search authority, and the sales sub-account will search the customer information created by itself after logging in).
Quickly screen customers
Sales team sales reality
Through the sales notification module, you can quickly grasp the sales records of the whole company this week, including the number of follow-up calls from Monday to Sunday, the number of communication times, the signing amount and so on. The main panel shows the operator the sales work summary of each sales member of the company this month or this week, including the total number of follow-ups, the total number of signatures, the number of newly discovered customers, etc.
Easily grasp the sales situation
Through the sales facts on the right side of the sales notice of Zhecheng CRM customer relationship management software, you can easily grasp the latest sales trends of the whole company, and the system automatically synchronizes the sales data from the WEB and mobile sales staff.
Personal panel of salesperson
Personal panel of salesperson
Through this module, you will easily grasp all the customer follow-up management details of the designated salesman from his employment to now, including the salesman's total performance contribution to the company, the proportion of personal performance in the whole company, this month's performance, whether the performance of this month has increased or decreased compared with last month, and you can quickly switch the query and statistics interval through the time zone, and all the figures can be clicked to enter the detailed list. After leaving the company, the salesperson suspends or resets the password through the sub-account management module. After the new salesperson joins the job, all the customer information, including the communication and follow-up process with the customer, will be automatically transmitted to the new receiving employee.
What are the customer's transaction details?
The basic process of customer transaction in zhecheng county CRM is as follows.
Lead-My Customer-Customer Follow-up-Signed Bill-Continue to Close
Leads: Leads are different from prospective customers or potential customers. A clue is usually a list of potential customers. When it is determined that the customer intends to go backwards, the salesperson will go to my customer module by extracting.
My customers: a list of customers with preliminary trading intentions. After logging in, you can only see your own customers who are currently logged in.
Customer follow-up: Customers' transactions are often accompanied by many times of communication and follow-up. Sales staff can keep continuous communication and follow-up records with customers through WEB and mobile management to win the final contract.
Sign the bill: after continuous follow-up work, the customer finally wins the bill signing (the transaction has been completed or the contract has been signed), then the customer will be transferred to the bill signing module. A customer may have multiple transactions, and the customer's transactions may be one-time payment delivery, installment payment or regular purchase settlement. Operators can set whether to add automatic reminder according to the actual situation (set the user's next payment reminder).
What are the transaction details and their application scenarios?
When I need to check the transaction records of the whole company
When I need to count the performance details of each sales team or individual salesperson in a specified time interval
When I need to export detailed corporate customer transaction details
When I want to know when there is a transaction in history
Please click to enter a picture description.
Transaction export and query
The transaction details module lists the transaction details of all customers based on the customer's transaction records, and can quickly filter out the transaction records in the specified interval through the calendar on the left. For example, if there is transaction data on Monday, a color logo will appear below the date to distinguish it. Calendar supports multiple selections by dragging the mouse. At the bottom of the calendar, you can filter out a single sales team salesman or specify a customer label (the label can be customized), and the list on the right shows qualified transaction records, which can be exported to a file for download with one click.
Achieving sales targets faster, better interactive experience will help your salespeople make better use of software tools to achieve higher sales growth, and better visual design of software interface will make it easier for managers of your enterprise to master sales team records.