After the system is used, the following functions are mainly realized: sales staff can log in to the company's internal server conveniently and safely to inquire about the progress of their own contracts; Can receive all kinds of notices from the company in real time; Contract management system replaces manual bookkeeping; The contract review among business, production and design can be completely completed online, improving efficiency; Electronic delivery; Automatic generation and printing of financial invoices. After the stable operation of the first phase, the software team will continue to establish the second and third phases of the project according to the needs of the marketing department, and complete the functions of salesman expenses, market analysis and investigation, market dynamic statistics, customer management, electronic orders, after-sales service and so on. To support enterprise management and decision-making!
The pre-sale stage of customers is basically not divided, and the leaders of branches, institutes and entity subsidiaries are very concerned about sales information (including accounts receivable and payment back), but these information can only be obtained from the financial department irregularly, lacking effective, real-time and comprehensive monitoring of the sales process from the business level. As a result, most sales are in a blind state, and the tracking of current sales opportunities has not formed a feasible mechanism.
CRM management software business personnel are in a relatively passive sales state.
It is very important to enrich the target customers' resources, control the sales process, reduce the burden on the sales staff and improve the work efficiency according to the operating status of X Scientific Research Institute. Through the construction of Odin CRM system, the centralized management of national customer resources is realized, and the sales platform is effectively unified; Through systematic opportunity management, sales process management can be realized, so as to effectively track current sales opportunities and effectively manage and monitor key projects. The following application effects will be achieved:
1, a platform for centralized management of customer resources and unified customer information.
2. Improve work efficiency, integrate and enjoy existing resources.
3, make the behavior of business people more effective, understand the action state of the salesman.
4. Sort out the current business situation and realize the process management of sales.
5. Conduct pre-sales tracking management and control of key projects.