Sales management: sales funnel, sales opportunity (business opportunity), customer communication log, next contact time, communication reminder.
Customer management: customer view, 100- customer pool, clue view, clue pool, customer contact, SMS/outbound/email?
Contract management: contract/order view, contract review, product?
Financial management: accounts receivable and receipts?
Decision analysis: comprehensive report, business opportunity statistics, sales volume, sales volume, number of contracts signed, number of periodicals, telephone volume?
Second, years of experience in CRM management software industry collection, let us help you clear your mind, how to choose the management software suitable for the enterprise itself:
1, and define your actual needs.
Enterprises should first make clear which part of the problem they need to solve urgently, and be problem-oriented so as not to be confused by many terms and concepts.
There are many kinds of management software in the market, but whatever it is, it is just a tool. The purpose is to help you manage well, not subvert the existing management model, so consider the most suitable management software according to the problems of the enterprise. For example, if you only need office management, you can choose OA office system; Just need a supply chain management system (invoicing) system, you can choose ERP；; Mainly selling products or services, you can choose CRM system.
So before you choose, you should determine what problems you want to solve and what functions you want to meet according to the situation of the industry and the enterprise itself, and then choose the appropriate system.
2. Choose the appropriate deployment mode.
The deployment methods of management software in the market can be roughly divided into rental deployment and local deployment.
The lease deployment mode is deployed in the cloud, and SaaS software service providers set up all network infrastructure, software, servers, databases and security encryption measures required for enterprise informatization in advance. Short development/implementation cycle and low cost. Users can access the system anytime and anywhere, whether at home, on business trip, or on trains, subways or buses, as long as they can access the Internet, but the relative data security is poor and they are sensitive to data enterprises.
The local deployment mode is to deploy the software in the enterprise's own environment. This model requires enterprises to prepare their own databases and servers and configure their own network environment and bandwidth. The software is installed and deployed directly on its own server, which is relatively safe, but the initial investment cost will be more.
3. Choose software that is flexible enough.
With the continuous development of enterprises, the management demand will also increase.
A good management software, besides simple operation, also needs to be able to follow the pace of enterprise development, provide secondary development and expand more functions to meet the different needs of enterprises at different development stages.
Therefore, the selected software should be flexible enough to be expanded and adjusted as needed. Generally, software that can't provide secondary development and can't realize application function extension doesn't need to be considered.
4. Choose software with good reputation and successful cases.
This should go without saying! Word of mouth is the best proof; Successful cases can better reflect the strength guarantee.
Software vendors with good service have special consultants to assist them before, during and after the sale, and a series of services such as software implementation training and daily maintenance are in place;
The technical service personnel of software suppliers have strong technical level and many successful cases, which will make you take fewer detours, shorten unnecessary time and solve problems for enterprises quickly.