What functions should a complete crm system have?

What Xiaobian wants to introduce today is a CRM system developed based on the jabdp platform.
First of all, what is CRM?
The full name of CRM is Customer Relationship Management. The specific definition is: In order to improve core competitiveness, enterprises use corresponding information technology and Internet technology to coordinate the interaction between enterprises and customers in sales, marketing and services, so as to improve their management methods and provide customers with The process of delivering innovative and personalized customer interactions and services. The ultimate goal is to attract new customers, retain existing customers and convert existing customers into loyal customers to increase market share.
Having said so much, the editor will tell you the specific content of this CRM product brought today.
I. Overview
The CRM system starts from market activities, collects sales leads, converts leads into customers or business opportunities through effective follow-up, regulates the sales process through sales processes, guides sales behaviors with visits, and finally concludes transactions and collects payments. At the same time, the CRM system integrates business intelligence analysis to assist enterprises to grasp the business status in real time and create a real-time decision-making enterprise centered on data. Through process management to improve the degree of automation of each link to shorten the sales cycle, reduce sales costs, expand sales, increase revenue and profitability, and ultimately fundamentally enhance the core competitiveness of enterprises, making enterprises stand in the current fierce competition environment. invincible position.
2. Product introduction
The system mainly includes five functional modules: basic information, customer management, marketing, sales management and report management. Support the development of corporate market customers; the fulfillment of orders after the customer has made a deal; the process management, data analysis, and decision support of the main activities of the entire business system, such as product after-sales service.
Basic information: Provide enterprises with the entry and maintenance of basic information such as national provinces, cities, warehouses, work centers, commodity attributes, dimension classification, commodity types, and commodity information.
Customer management: Customer management is mainly to cooperate with sales staff to manage customer follow-up, relationship maintenance, daily consultation and answers in a more efficient and planned way in their daily work.
Marketing: Use the marketing module to manage market activities and sales leads, and analyze the conversion of leads, so as to plan market activities in a targeted manner and expand the market more effectively.
Sales management: The whole process of performance management and effective tracking of the customer's contract has been carried out, which has significantly improved the sales revenue of the company. Including contracts, quotations, sales order management, sales outbound management, customer return management. The sales to-be-shipped list manages and controls the delivery of goods in the order, effectively preventing more or less delivery.
Report management: Report management displays the graphical analysis results of business data, and users can view statistical results directly through these reports.
3. Business Process
Sales Lead Business Process
Business flowchart
4. Product Features
①Powerful authority management
A variety of authority mechanisms, security and confidentiality: login authority, menu authority, function authority (fine to each button), data authority (fine to each field).
②Flexible business processing
CRM adopts a flexible design concept to meet the rich and complex business needs of users. mainly reflects in:
1. The business process is clear, and the powerful business process customization function is adopted to make the document processing process flexible and convenient.
2. The relationship between documents is close and the definition is flexible. The business processing, batch processing and management functions of documents are realized and coordinated separately to meet the different business needs of users.
3. Provide complete business processing auxiliary tools to realize custom settings for data export, printing and report statistical analysis.
③The system is easy to expand
The CRM is developed based on the JABDP platform and is easy to extend. Based on the existing product modules, CRM provides customization of business processes, expansion of business documents and customization of business rules.
Well, it's the end of the article again. Today's sharing is over here. If you like it, please click on it! --I am jabdp, I "take salt" for myself, thank you for your attention.

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