Open Source Byte CRM is a customer relationship management software in SaaS mode. It is developed based on the DingTalk platform, with customer management as the core, including customer management, sales process management, contract order, work order management, mobile approval, and data analysis. large modules.
It aims to help enterprises refine the whole process of sales and digitalize management, comprehensively solve the problem of customer service in the whole process of enterprise sales teams, help enterprises effectively activate customer resources, quantify sales behavior, rationally allocate resources, establish a scientific sales system, and improve sales performance.
Do you also have the following problems?
Reduce costs and increase efficiency for enterprises in an all-round way
CRM business logic
CRM Core Functions
Efficient management of customer resources
Accurate quantification of sales behavior
Accurate control of the sales process
Real-time update of sales data
What advantages do we have?
1. API free development, one-click synchronization of original data
2. Customer list can be customized, and business templates can be flexibly built on demand to improve work efficiency
3. Avoid repeating customers in the stage of entering customers, and prevent hitting orders
4. Master sales core data on one screen, real-time business status, and data-driven business decisions
5. Customer follow-up status is followed up in real time, and important customers are not missed
6. Different departments set different permissions, and the company's important information is kept safe and confidential
7. The contact information is uniformly encrypted, so you are not afraid of customer information being taken away
8. Real-time follow-up of the sales process, all-round analysis from the number of connections, call quality, etc.
9. Set up high seas recycling rules, so that sales with the ability and spare capacity can follow up key customers, and efficiently allocate customer resources
10. Follow up records, output daily and weekly reports, sort out sales progress, and make the sales process more accurate
11. Diversified processing of approval flow, personalized processing of business objects, in-depth access to DingTalk work notifications, and improved efficiency in the receipt process
12. Customer details support multi-person collaboration and follow-up, and the follow-up status of sales, planning, operations, etc. are all on it, to prevent mistakes and omissions, etc.
13. Customization of business templates, support for uploading records in multiple forms, such as files, pictures, videos, audios, etc., to meet the input of diverse and complex information
14. Visit sign-in function, precise positioning sign-in, flexible custom error range
15. Automatic accounting of outbound costs, independent accounting of funds for multiple stores, distinction between receivables and payables and actual write-offs by store, real-time financial synchronization, transaction reconciliation, carry-forward cost, and profit accounting are convenient and accurate
16. All data mobile terminal reports are updated in real time, which can be easily carried out by salesmen and viewed by the boss in real time
17. The sales data will be synchronized to the purchase, sales and storage system in real time, and the order delivery status will be tracked in real time. The records before and after the inventory change are clear, the inventory tracking is more accurate, the data is pushed to the financial system in real time, and the accounting vouchers are automatically generated.
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