Customer information is dynamic and multifaceted, including customer demand information, contact history, transaction process, value information and so on. In addition to basic static information and contact information;
2. Integrate various communication channels and fully enjoy the dynamic information of customer communication.
UFIDA TurboCRM integrates a variety of customer contact methods, including: network, email, SMS, PDA, telephone, fax, etc. , and you can set the corresponding template, automatically complete batch customer communication, and automatically archive customer contact information.
3. Panoramic perspective of customer relationship
Customer relationship diagram: customers may be parent-subsidiary companies or affiliated companies in industrial chain or decision-making chain. The system can automatically draw a customer relationship diagram, and all related companies can be found through one company, effectively helping enterprises to carry out related sales and related customer management;
Contact map: according to the superior-subordinate relationship and influence of contacts, you can draw a multi-dimensional contact map, so that enterprises can clearly understand the relationship and influence between customer contacts, which greatly facilitates business development;
Project decision tree: a customer may have multiple projects at the same time, and the decision-making relationship of each project is different. The system can automatically draw the project decision tree according to the influence of different project contacts, which helps enterprises to promote the project more effectively.
4. Customer life cycle management
Customers are the core resources of enterprises, and all the work of enterprises is carried out around the promotion of customer life cycle. For example, the market link is mainly to solve the acquisition of opportunity customers, the sales link is to promote opportunity customers to become contracted customers, and the service link is to make contracted customers become end users, while exploring new sales possibilities. Therefore, comprehensive customer lifecycle management can be said to reinterpret the whole business process from the customer's point of view.
1. Comprehensive value evaluation
According to the famous Pareto distribution theory, 80% of the profits of enterprises often come from 20% of customers. Therefore, enterprises need to identify their own value customers and pay corresponding attention to them, and invest their limited resources in more valuable customers, instead of investing evenly and generally. The customer value evaluation function of UFIDA TurboCRM comprehensively evaluates customer value by integrating more than 65,438+000 indicators in four aspects, such as customer scale, industry, transaction volume, profit contribution and service situation, so as to help enterprises find out customer groups that are of great value to enterprises and provide quantitative decision support for enterprises to adopt targeted marketing service policies.
2. Value mining and promotion
Up-selling: that is, up-selling is an important method to improve customers' profitability, and it is an associated product that supplements, strengthens or upgrades a product to customers.
Cross-selling: This is another important way to improve customers' profitability. Cross-selling is a marketing method that discovers customers' various needs and sells them various related services or products. The most important thing in this way is to analyze the purchasing characteristics of customers, and then recommend products and services that meet these characteristics, so as to develop the product market from a horizontal perspective.
Repeated sales: Every product has a life cycle and every customer has trading rules. Mastering these two aspects of data can actively promote product sales.
1. Comprehensive planning and analysis
Multi-dimensional planning: UFIDA TurboCRM supports multi-dimensional sales planning from customers, products, departments, employees and other dimensions to meet the personnel planning and management needs of different business departments.
Comparative analysis of dynamic plan execution: dynamically compare the completion of sales plan at any time according to the formulated plan, and change the situation that management information lags behind financial information and financial information lags behind business information.
2. Customer-centered sales process perspective management
Complete sales process control: UFIDA TurboCRM system provides a complete sales project management mechanism from sales opportunity setting, schedule, resource planning, execution control, expense management, teamwork to project analysis and knowledge management. Make the promotion process more effective, the main line of opportunities clearer, the information traceable and the control more rigorous.
Efficient sales team cooperation: UFIDA TurboCRM can establish a virtual sales team for each sales opportunity, and team members can fully enjoy the dynamic information in the process of sales project promotion through the system. The team leader can view all the information of the sales staff tracking process through the system, and can find the risks in the sales project in time; In addition, when salespeople change jobs or leave their jobs, they can ensure that the people who take over can fully understand the past contact process and customer feedback, so as to minimize the possible losses caused by personnel changes.
Visual workflow guidance: an intuitive workflow diagram is designed for users, and the daily behavior of salespeople is prompted and guided. At the same time, valuable sales process information can be transferred to the knowledge base, which is convenient for the sales team to enjoy knowledge and help new employees to improve their sales ability quickly.
3. Dynamic quantitative sales forecast analysis
UFIDA TurboCRM (IT outsourcing) sales funnel can let sales managers know the status of sales projects at any time, see through the progress of various projects being tracked, effectively arrange and coordinate company resources, and improve the possibility of winning the bid for sales projects;
Five, seize the service efficiency, cost and quality, and promote customer resale.
In the increasingly competitive market environment, service has become an important means of enterprise competition. Today, service management has gone beyond the traditional understanding of after-sales service, and the form and content of service have undergone tremendous changes:
From passive response service to active service.
From providing all customers with the same standard service to differentiated and personalized service.
From simple after-sales service, it has gradually changed into the integration of sales and service.