1. Customer management. The main functions are: customer basic information; Basic activities and activity history related to the customer; Selection of contacts; Input and tracking of orders; Generation of proposal and sales contract.
2. Contact management. The main functions include: recording, storing and retrieving contact files; Track contact with customers, such as time, type, brief description, tasks, etc.
3. Time management. The main functions are: calendar; Design appointments and activity plans; Arrange activities, such as to-do items, appointments, meetings, telephone calls, emails and faxes; Memorandum; Arrange team activities; Check the arrangements of others in the team to avoid conflicts; Notify relevant personnel of the arrangement of the incident; Task list; Preview/prompt; Notepad; E-mail; Fax.
4. Potential customer management. The main functions include: recording, updating and distributing business leads; Record and remind sales opportunities; Track potential customers;
5. Sales management. The main functions include: organizing and browsing sales information, such as customers, business descriptions, contacts, time, sales stage, business volume, possible end time, etc. Generate a stage report of each sales business, giving information such as the stage of the business, the time required, the possibility of success, and the evaluation of historical sales. Provide tactical and strategic support for sales business.
Kingdee, Win Gang and UFIDA are all good. I use Win-Help.com, which is cost-effective and suitable for small and medium-sized enterprises. I can use some functions for free. You can go to the website to find out first.