Second, contact management: the record, storage and retrieval of contact files; Track contact with customers, such as time, type, brief description, tasks, etc. , and relevant documents can be attached; Overview of the customer's internal organization.
Third, time management: calendar; Design appointments and activity plans. If there is a conflict, the system will prompt. Arrange activities; Memorandum; Arrange team activities; Check the arrangements of others in the team to avoid conflicts; Notify relevant personnel of the arrangement of the incident; Task list; Preview/prompt; Notepad; E-mail; Fax.
Four. Potential customer management: recording, upgrading and distributing business leads; Upgrade and distribution of sales opportunities; Track potential customers;
Verb (abbreviation of verb) sales management: organize and browse sales information, such as customers, business description, contacts, time, sales stage, business volume, possible end time, etc. Generate a stage report of each sales business, giving information such as the stage of the business, the time required, the possibility of success, and the evaluation of historical sales. Provide tactical and strategic support for sales business; Maintenance area (province, city, zip code, region, industry, related customers, contacts, etc.). ); Divide salesmen into a certain area and authorize them; Regional reset; According to the criteria of profit, field, priority, time and status, users can customize reports on upcoming activities, business, customers, contacts, appointments, etc. Provide BBS-like functions, users can post sales skills on the system, and can also query a sales skill; Sales expense management; Sales commission management.
6. telemarketing and telemarketing: telephone book; Generate a telephone list and associate it with customers, contacts and enterprises; Assign telephone numbers to salespeople; Record phone details and arrange to call back; Drafting telemarketing content; Telephone recording, at the same time, give a burner for users to record; Telephone statistics and reports; Automatic dialing.
Seven, marketing management: product and price configurator; In marketing activities (such as advertisements, mails, seminars, websites, exhibitions, etc. ), you can get pre-customized information support; Link marketing activities with business, customers and contacts; Display the task completion progress; Provide functions similar to bulletin boards, which can publish, search and update marketing materials and realize the enjoyment of marketing documents and analysis reports; Track specific events; Arrange new activities, such as seminars and conferences. , and add information such as contracts, customers and sales representatives; Write letters and mail in batches, and establish relationships with contracts, customers, contacts, merchants, etc. Mail merge; Generate labels and envelopes.
Eight, customer service: quick entry of service items; Arrangement, scheduling and redistribution of service items; Escalation of events; Search and track events related to a business; Generate an event report; Service agreements and contracts; Order management and tracking; Database of problems and their solutions.
You can use the mature CRM on the market, or the demand for your own use is relatively small. It is suggested that you can build your own simple "CRM" on some existing low code platforms.
Call center: handling incoming and outgoing calls; Internet callback; Call center operation management; Telephone transfer; Routing; Statistical analysis of statements; Management analysis tools; Automatically send data by fax, telephone, e-mail, printer, etc. Incoming call and outgoing call dispatching management.
X. partner relationship management: Set access rights to company database information, and partners can log in to access and update customer information, company database and documents related to channel activities through standard Web browser passwords; Partners can easily access sales opportunity information related to sales channels; Partners use sales management tools and sales opportunity management tools through browsers, such as sales methods and sales processes, and use predefined and customized reports; Product and price configurator.
XI。 Knowledge management: display personalized information on the website; Attach some documents as attachments to contacts, customers, event profiles, etc. Document management; Monitor competitors' websites and report to users when changes are found; Monitor website changes according to user-defined keywords.
Twelve, business intelligence: predefined queries and reports; User-customized queries and reports; You can see the SQL code of queries and reports; View the potential income of potential customers and businesses in the form of reports or charts; Analyze the propagation path of potential customers and business through predefined chart tools; Forecasting and planning tools for transmitting data to third parties; Bar chart and pie chart tools; System running status display; Ability early warning.
Thirteen, e-commerce: personalized interface, service; Website content management; Storefront; Order and business processing; Sales space expansion; Customer self-service; Website operation analysis and report.