CRM customer management system refers to a business tool that helps companies better understand customer needs and behaviors and provide personalized services by collecting, analyzing and utilizing customer information. Such systems can integrate a variety of functions, including sales, marketing, customer service, and analytics.
Let's take Jiandaoyun CRM as an example, and combine my experience to talk about the advantages of the CRM customer management system .
Refer to CRM template: http://s.fanruan.com/u5pyq
1. Improve customer satisfaction
"Empathy" is always the most advanced skill.
When a customer contacts an enterprise, the enterprise can record relevant information in the Jiandao Cloud CRM system, so that the enterprise can provide better services and solutions according to the customer's needs and preferences. This will help improve customer satisfaction and enhance customer loyalty.
- customer database
In the CRM system, a customer information database is specially set up to store [customer information] . The information is filled in online and updated in real time. At the same time, the customer status and customer level are marked to facilitate follow-up of sales according to priority.
- custom permissions
In addition to the customer's [basic information], the customer information database also records the customer's [plan quotation], [contract order], [repayment plan], [financial information] and other data.
According to the business situation, the administrator opens the [view permission] to the employees, so that the sales can "know themselves and the enemy" while ensuring data security, and provide customers with more thoughtful services.
2. Improve sales and marketing effectiveness
Jiandaoyun CRM system can help enterprises obtain richer data and smarter analysis, and these will become the basis for enterprises to improve sales and marketing strategies.
- sales funnel chart
Through the 【Sales Funnel Diagram】, the conversion rate of customers at each stage is clear at a glance, so that the dynamics of potential users can be grasped to the greatest extent and the conversion rate of potential customers can be improved. With [Sales Briefing], the data is more intuitive and clear, which is helpful for timely adjustment and decision-making.
- mobile notification
For sales, they can’t just sit in the office and stare at the computer to sign the bill, and often need to go out to visit customers, and [Mobile Message Reminder] can satisfy sales anytime, anywhere, and receive important approval reminders through a mobile phone, anytime, anywhere Handle important business.
3. Improve employee efficiency
Efficiency enhancement is also a kind of cost reduction to some extent.
Through the implementation of Jiandaoyun CRM software, the degree of automation of business processing can be improved , and the work efficiency of employees can be further improved.
- Sales Calendar Visualization
On the application home page of the CRM system, customers who need to visit every day will be displayed through the [Sales Calendar]. Compared with the records of the schedule, this visual display method through the calendar will be more intuitive.
- Automatic Business Information Authentication
Enter the customer's company name in the customer name field of the lead form, and you can automatically fill in part of the content in the form and view the customer's specific business information.
that's all.