First, keep customer information permanently.
Complete customer information can play a great positive role in the documentary process, and online CRM system helps sales to record and sort out customer information completely.
Customer information is recorded in detail in the CRM system, including basic customer information, customer consultation information, purchase information, etc. Sales can set corresponding fields according to their own needs, and can be deleted at any time.
Second, quickly search customer data.
Online CRM system records all the data information of customers. Whenever you visit customers, you can quickly find customer information through the system.
Sales staff can clearly see what the basic characteristics of each customer are as long as they open CRM. Select a customer and display the relevant information recorded by the system; And under the customer details, you can check the previous communication records without recalling, which greatly increases the work efficiency of sales staff.
Third, it is convenient to push customers to follow up.
For 80% of sales, it takes 5 follow-ups to complete the order of 1, and CRM can provide follow-up documentary reminders for sales staff.
CRM can easily manage the follow-up stage of all customers, closely track the relevant personnel and information needed for each transaction and the current stage, so that sales can find a more suitable follow-up strategy and win the next step.
Fourth, clear the customer payment situation.
Payment can be said to be the most critical and important part in the sales process, and the completion of payment means the completion of the order. Therefore, sales need to know the payment situation of each customer, so as to facilitate timely payment.
CRM system, providing payment planning module, establishing relationship with customers, contracts and payment receipts; In the customer and contract module, you can directly see the planned total amount and the actual total amount. Sales staff can see at a glance which customers have repaid, which customers still owe money, how much they owe, and so on. Targeted collection work can get twice the result with half the effort.
In addition, CRM can actively help salesmen find corresponding customers on the basis of business needs, and refuse to wait passively but take the initiative. This will bring advantages to sales! After using online CRM, salespeople can view customer data more conveniently and easily.
As can be seen from the above points, the application of online CRM can bring a lot of convenience to sales, and can also effectively promote the benign development of sales. Therefore, it is very necessary to apply online CRM system to sales.