How to choose CRM software?

1, focusing on the management of customer information and contacts to solve the most critical problems of enterprises.

The product information of the enterprise has been published to Alibaba, GlobalSources, made-in-china or other websites, and also participated in the Canton Fair. There are many inquiry emails, many contact customers, but few clinch a deal customers; Salespeople are busy all day, but they often make mistakes in their busy work; I have done business with customers several times, and then I ran away; When the salesman leaves his job, his business disappears with him. ...

Si Kang customer relationship management system, first of all, is to help you solve the above problems. Alibaba helps you find business, we help you do business, do business well, and help you keep business!

2. Easily manage customer business contact records.

According to the regional and multi-level management authority of different departments, your regional directors and department managers can check what their salesmen are busy with every day after logging in, keep abreast of their activities and business follow-up, and assign new customers to designated business personnel according to the situation.

3. Centralized data processing mechanism to effectively protect customer resources and reduce enterprise risks.

All information and data (e-mail, fax, sample pictures, contact records, etc. ) are stored on the server, unified management. Business personnel can only view and modify (not delete) the data information within their authority, and have no right to view the customer information of other business personnel. When the company's business personnel change, it is only necessary to redistribute the contact customer information to other business personnel, which greatly reduces the risks brought by the flow of business personnel to the enterprise.

In addition, the system can also use a variety of network means to ensure security (such as SSL, VPN, firewall, digital certificate, etc. ); A variety of password technologies (SMS authentication, dynamic password card, etc. ) to prevent the password from being lost or stolen; By keeping traces of operation in the log and automatically recording the activity content of each account, the responsibility can be clearly defined.

4. Scientific customer management mechanism to prevent external quotation confusion and maintain the company's image.

SKCRM system adopts a scientific and strict customer information management mechanism, which fundamentally prevents the situation that one customer makes an inquiry and multiple salesmen repeatedly reply for follow-up, improves the overall follow-up efficiency and maintains the unified external image of the company.

5. The remote use brought by B/S architecture greatly facilitates the work in different places.

The boss often travels, the manager goes home to work at night, the factories are all over the country, the offices are thousands of miles away, and so on. The reality urgently needs software to support cross-regional management. Si Kang designers have lived up to customers' expectations and successfully developed a B/S architecture SKCRM system to support enterprises to work in different places.

As long as the enterprise's servers are networked (broadband and dial-up are ok), enterprises and their branches, offices, business travelers, etc. You can access the company's software system online, just like using local software, using software systems far from headquarters.

At the same time, in order to fully consider the safety of customers and prevent leakage, the system has realized the authorization mechanism for off-site use, that is, ordinary people can only get the right to use outside the factory if they are granted remote permission, which guarantees the information security of enterprises to a certain extent.

6, business view function, business dynamic take in everything in a glance.

In the business inspection module, the names of salespeople are arranged in turn. Click on the name to quickly display customer information, mail receiving and dispatching, etc. Salesman's, and arranged in chronological order, so that the foreign trade business situation of the whole company is clear at a glance, and the general manager can refer to it at any time and guide it at any time.

7, humanized reminder page, improve the efficiency of the salesman.

The desktop of the salesman can display all kinds of work to be handled: closing customers to be handled, potential customers to be handled, customer follow-up reminders, etc. Let the salesman get rid of the things that need to be handled quickly, and it is not easy to miss the customer's follow-up treatment no matter how busy he is.

When the customer follows up, the salesman can explain each step, which is convenient for the salesman to search by category at any time, quickly and effectively. At the same time, for customers who have followed up, you can also set the time for the next contact. In a few days, the system will automatically send customers to the salesman's desktop like a small secretary to remind them to handle it.

8, statistical analysis function, to help you scientifically grasp the market dynamics.

SKCRM generates various forms of statistical charts (broken lines, pie charts, histograms, etc. According to customer source, customer industry distribution, customer type, customer regional distribution, products that customers are interested in, customer follow-up, etc., it provides scientific basis for salesman assessment, new market development, advertising investment plan, etc.

9. Integrate design ideas and break through the bottleneck of software application.

As a part of the whole enterprise management system, Si Kang Customer System is independent and closely related to other systems. Si Kang's integrated design concept fully reflects the needs of customers. After realizing the foreign trade customer management module, enterprises can also add other modules (such as domestic and foreign trade business, procurement, OA, etc. ) according to the needs of development, realize data sharing and avoid the management trouble caused by single software isolation.

10. Reconstruct the data structure, pay attention to safety and stability, automatically refresh the list after adding/modifying data, brand-new interface layout, reasonable menu operation design, three language selection, invoicing system, financial expense reimbursement, procurement and many other functions. ...