What does a CRM assistant mainly do?

A CRM assistant must first know what CRM does. It is the abbreviation of customer relationship management. As the name implies, CRM assistant is to manage customers. Usually the work content is a keyword: customers, making a fuss about customer management.

Customer management usually includes the following contents:

1. Registration and archiving of customer information, such as customer name, industry, region, contact information, customer type, customer grade, customer credit, customer activities, etc.

2. Provide sales support services for business departments, such as product quotation, contract fax, order confirmation, delivery, receivables collection and follow-up;

3. Provide support services to customers, such as consulting product features, delivery progress, product problem collection, problem solving progress, etc.

4. Provide business departments with report data of various meetings, such as daily, weekly, monthly, quarterly and annual reports;

According to the nature of the company's business, its work content will be different. Generally speaking, the assistant will not directly undertake the sales tasks and payment indicators, but will provide the above-mentioned related services for the sales business department.

If your company does not implement CRM software, then the management work is still quite hard.