CRM software process

The three processes of CRM customer relationship management system include: sales business, marketing and customer service, which are all functions of free and open source CRM, that is to say, when users do not need other management processes, the free CRM system can meet the business needs. The following is a detailed introduction of these three business functions.

1, CRM system sales business process, this process involves finding customers, confirming orders, signing contracts, collecting accounts, and paying a return visit to users. Looking for customers is mainly based on existing customer data and potential information, and the sources of these information mainly include current market information, past customer data, customer purchase history and so on.

Signing a contract requires the enterprise to reach a sales agreement with the customer to generate an order, and the required information includes product data, inventory data, production situation, etc. Order tracking is the follow-up of the whole order completion process and planned progress from sales staff to production department.

2. The marketing business process of 2.CRM management software is mainly to process market information, analyze competitors, follow up customer information, tap potential customers and manage marketing activities. And get feedback on sales and services through various channels, and manage and analyze this information to provide decision-making help for enterprises. The management of marketing activities can reasonably allocate the work of the department and improve the execution and management ability.

3.CRM customer service process management includes establishing communication with customers, handling customer service feedback, recording customer service information and analyzing customer service. Communication with customers can be achieved through various channels. There are online real-time communication tools on the Internet, through which enterprises and customers can communicate and conduct sales activities.