What functions does the CRM customer management system include?

With the rapid development of information technology, enterprises hope to improve their comprehensive competitiveness quickly. CRM system can help enterprise managers solve long-standing development problems in time, effectively enhance the competitiveness of enterprises and achieve rapid development. However, in many enterprises that use CRM, many companies have achieved the expected purpose, while some companies have done the opposite. So, how to judge whether your enterprise is suitable for configuring CRM system?

1. Distributed customer resources

If your enterprise has multiple channels to develop customers and customer resources are concentrated in the hands of salesmen, then your enterprise needs CRM system to ensure the centralized management of customer resources.

CRM customer relationship management system can centrally manage scattered and non-integrated customer data, timely, accurately and comprehensively understand the information of old and new customers, and at the same time reduce the obstacles for internal employees to exchange customer information with relevant departments.

2, the work progress is not clear

If you are not sure what the sales or service team is doing, it will be more difficult to help them succeed, and they will not be responsible for the results.

CRM system software can check the project progress, customer follow-up stage, etc. , effectively supervise the completion of employees' work, and synchronize multi-terminal data.

3, the sales team management is not standardized.

If you have a sales team, you need CRM to ensure that their potential customer information and sales process are visualized, so that you can guide and manage their work.

The sales mode of CRM system with business opportunities as the main line can well standardize the business process of enterprise sales. From the discovery, project establishment, contract signing and execution of business opportunities, it is tracked and controlled through the approval of various departments, which standardizes the business process, and at the same time, it can check the completion of the sales funnel and the indicators of various salesmen, which will make the enterprise easier to manage.

It is difficult to keep in touch anytime and anywhere.

On the way to and from work, on the bus or subway, or even driving by myself, I can't communicate with customers in depth; The leader is on a business trip, and the emergency documents cannot be approved in time.

CRM allows office to break through the time and space constraints, and salespeople can easily handle some personal emergencies, and in any case, they can handle their work through their mobile phones or tablets and start working efficiently. Managers can also control the internal management of enterprises anytime and anywhere through smart phones, and realize the deployment work anytime and anywhere.

5. Statistics is boring and painful.

Data visibility is as important as data collection. If you want to run a sales forecast or have a deep understanding of business activities such as sales and marketing, the CRM system will provide you with the information you need.

Through the data analysis function of CRM system, sales data can be viewed by team or personnel, including employee clue data analysis, employee customer analysis, employee business opportunity analysis, sales funnel analysis, business opportunity trend analysis and so on. All data can be generated in real time, including analysis table and analysis chart, at a glance. Enterprises can see the data analysis they want at any time, and there is no time difference in the middle, which is instant and efficient.

Of course, there are still many scenarios that need CRM system, and the above is only a part. After all, CRM system can help enterprises improve management efficiency and solve management problems in many ways, so it is very necessary for enterprises to buy a set of CRM system to assist management.