1, reflecting the number of employees and customers, follow-up records of all customers, etc.
Customer-centered CRM customer management system can reflect the number of customers owned by each employee, and all records followed by each customer include: follow-up records, customer information, business opportunities (sales limit of each customer), contracts, emails (emails can be merged), tasks related to the customer, customer documents, etc.
What are the functions of CRM system?
2. Customers who have not been followed up by employees have a reminder function.
The CRM customer management system has a high-seas customer pool, and the rules are as follows: First, each employee has a maximum number of customers to follow up, and only 100 customers can be protected under his name; Second, if you haven't followed up for a long time, you can make rules. If you don't follow up, you can automatically disclose it to the high seas customer pool. Third, you need to change customers.
3. Reflect the workload and sales contract statistics of each employee.
The CRM customer management system has statistical analysis: first, the activity records can be counted, and the computer version and mobile phone can reflect how many calls each employee made, how many customers he visited, how many customers he followed up, after-sales records and so on at any time. Second, there are sales contracts and business opportunity statistics; Third, there are customer cost statistics; Fourth, there are attendance statistics; Fifth, work report statistics.
4. Quickly reflect on customer follow-up and improve office efficiency.
CRM customer management system can work on the move, has business ethics, can dial ethics anytime and anywhere, has recorded statistics, can sign in and visit nearby customers, and has the function of searching all the customers visited nearby.
5, collaborative office
CRM customer management system supports free collaborative office, attendance system and internal? Instant message.
6, a customer multiple employees to follow up.
CRM customer management system supports customer transfer and * * * sharing. You only need to share the customer * * * with the other colleague to reflect on all relevant records of customer follow-up.
7. Ask questions from customers and find them quickly.
CRM customer management system supports mobile phones and computers to quickly query customers' full names, fuzzy search, mobile phones and so on. , also supports the selection of various conditions, and supports custom representation or hiding fields. CRM customer management system supports custom fields and custom labels, which can quickly select customers.