For enterprises, crm software is mainly provided to salesmen, sales assistants, financial supervisors, buyers and other staff. The specific application scope includes:
1, salesman
(1) Data entry: including the entry and maintenance of customer information. In the process of daily business development, the salesman timely enters the business cards or information of customers and related contacts collected from other channels into the system, such as changes in customer address, telephone number and contact person, and updates the customer information in the system in time; Contact record entry, the salesman usually contacts the customer, regardless of telephone, email, instant messaging, door-to-door visit and other contact information, the content of contact and communication with the customer should be entered into the system in time; Quotation entry: the salesman usually quotes the customer, and can enter the quotation information into the system.
(2) Daily reminder: including reminder of customer contact, inquiry and analysis of customer data, inquiry and analysis of daily customer contact and visit, inquiry and statistics of performance, reminder of accounts receivable and inquiry of salary commission.
2. Sales Assistant
(1) Data entry: including contract order entry and delivery order entry. Contract order entry: after the customer faxes the order or signs a sales contract with the customer, the order information is entered into the system in time, including the model, quantity, unit price, amount and other data of the ordered product; Delivery Note Entry: Enter the delivery note, including delivery date, delivery warehouse, delivery product details and other information.
(2) Daily use: including order inquiry and delivery reminder, sales department performance statistics and printing delivery list.
3. Chief Financial Officer
(1) Data entry: after collection, the collection is processed in the system to reverse the receivables; After payment, the payment is processed in the system to offset the payable; Input various expenses of daily operation of the enterprise, such as rent, water and electricity, office expenses, employee salaries, commission bonus, various sales expenses, etc.
(2) Daily use: including accounts receivable reminder, accounts receivable statistical analysis, collection and payment query statistics, expense query statistics, etc.
4. Buyer
The crm software used by buyers is mainly used for data entry, including the entry of purchase orders: supplier name, details of purchased products, etc. Purchase warehousing entry: enter warehousing information after the supplier receives the goods.
Second, which industries does crm management system software apply to?
Crm software has a wide range of applications. In this Internet age, most industries can apply crm software to manage customer relationships, such as:
1, medicine and life science research industry
Different from other industries, medical and life science research industries need a lot of data and information processing. It is very important for a large number of clinical practice data, for the management of upstream raw material suppliers and material suppliers, and for the management of downstream sales departments and information feedback departments. Crm software can do this and help store a large amount of customer data.
2. Financial services industry
Everyone needs financial services, and everyone's actual financial resources are different, so it is necessary to manage customer data and classification in detail through CRM software. In addition, it also provides an overall customer perspective to ensure that financial companies provide appropriate services to the right customers at the right time.
3. Health care industry
CRM can predict the future medical needs of the industry and bring obvious return on investment to hospitals, companies and doctors. The industry covers a very wide population area, and customer data changes and increases or decreases at any time. These data can be maintained more flexibly through CRM.
4. Insurance industry
For insurance companies, CRM software can provide customers with services such as evaluating policy information and checking policy status, and can also help customers solve practical problems. Reflect the changes and trends of customer groups through CRM data, and all kinds of opinions on products reflected by customers.
5. Manufacturing industry
Manufacturing needs a lot of equipment and workshops. Similarly, this industry also needs CRM software to maximize profits. Crm software can enable companies in this industry to sell products directly or indirectly to customers, help enterprises grasp the market demand and customer feedback information in time, and quickly adjust production.
6. Retail industry
Compared with other industries, the retail industry is closest to customers. CRM software can help companies in this industry to store customer knowledge and comprehensively study customer behaviors and preferences, thus improving sales, profitability and customer retention.
7. Real estate industry
With the intensification of competition in the real estate industry, the contradiction between real estate agents and brokers on customer issues has become increasingly prominent. CRM software can help them tap the market, promote sales and service activities, and help companies master and manage customer efficiency.
8. Tourism
CRM can help airlines and travel agencies save time and cost. Provide perfect customer data processing ability in daily business. The application of CRM software in this industry can help companies establish and manage customer groups.
9. Automobile industry
CRM software can meet the requirements of automobile manufacturers and dealers in sales, marketing and service. The application of CRM system in this industry can provide these companies with available customer information, manage potential customers, carry out market activities and improve sales performance.
10, trade industry
CRM software can strengthen foreign trade companies' management of business front desk and pre-sales, effectively manage customers and sales teams, improve the work efficiency and performance of sales departments, and realize the comprehensive management of people, money and goods by enterprises.