1. How to choose a CRM management system
Choosing a CRM management system that suits you is one of the important decisions in corporate customer relationship management. You need to make a choice based on your own needs and actual conditions. Here are a few ways to choose a better CRM management system:
1. Determine functional requirements: Enterprises need to determine the functions and characteristics required by the CRM management system based on their own business characteristics and management needs, including customer information management, sales process management, sales forecast analysis, marketing management, after-sales service management, etc. Based on functional requirements, select a CRM management system that suits you.
2. Consider technical support: Technical support of a CRM management system is one of the important factors in enterprise selection. Enterprises need to choose a CRM management system supplier with professional technical support and after-sales service to ensure the normal operation and maintenance of the system.
3. Pay attention to user experience: The user experience of a CRM management system is one of the important factors in enterprise selection. Enterprises need to choose a CRM management system with a simple interface, easy operation, complete functions, and fast response to facilitate user operations and improve work efficiency.
4. Pay attention to data security: The data security of the CRM management system is also one of the important factors for enterprises to choose. Enterprises need to choose a CRM management system with data backup, data encryption, data security protection and other functions to ensure the security and confidentiality of customer data.
5. Consider price and cost-effectiveness: The price and cost-effectiveness of a CRM management system are also one of the important factors in enterprise selection. Enterprises need to choose a reasonably priced and cost-effective CRM management system based on their own economic strength and needs to achieve the best return on investment.
2. Recommend several useful domestic MCR management systems
1. Wukong CRM open source version (free)
Wukong CRM is an open source CRM management system. Wukong CRM is a customer relationship management software based on JAVA/PHP/VUE multi-language B/S architecture.
The functions of Wukong CRM office module mainly include IM instant messaging, log management, announcement management, schedule management, task management, custom approval flow management, etc.
Wukong CRM customer management mainly includes customer management, lead management, customer pool management, business opportunity management, contract management, payment collection management, and custom field management.
Wukong CRM business intelligence module mainly includes 32 report functions such as employee customer analysis, business opportunity analysis, contract payment analysis, and financial analysis.
The following is an introduction to the main functions:
1) Lead management
Getting quality leads is important, but tracking and managing leads to close deals is even more important. A CRM provides you with all the important information about your leads, helping you convert them into happy paying customers. With lead scoring and automated lead assignment, you can distribute leads based on a variety of rules and understand which leads have the greatest likelihood of closing.
2) Contact management
Contact management in CRM can help manage all contacts centrally. You'll know when and why you last contacted the customer, and the best time to contact them again, either via email or other means.
3) Business opportunity management
Sales opportunities are fleeting. Opportunity management in CRM gives you a complete view of current and future sales opportunities and lets you know where things went wrong in the past. CRM allows you to segment the different stages of the sales funnel based on the business characteristics of the enterprise and inform you of the probability of success in winning business opportunities.
4) Email management
Many businesses need to communicate with customers via email, and online CRM solutions can give you full control over email. With the integration of email clients and CRM tools, you can avoid switching back and forth between different software and get your work done faster.
5) Sales automation
As a promoter of enterprise CRM, you must want your sales team to spend more time on sales and less time on other transactional tasks. This is where automating your sales process comes in. Sales automation will replace today’s menial daily tasks with intelligent workflows and macros, such as automatically assigning leads to the right sales rep and moving them down the sales funnel.
6) Reports and digital analysis
CRM software can intelligently analyze and display corporate data, from basic charts to advanced analytical insights, and can promptly discover abnormal situations in the business, understand your customers in multiple dimensions, and help companies gain competitive advantages.
7) Marketing Automation
Companies often waste large amounts of marketing and marketing dollars through poor planning or failure to identify their brand's true target audience. A disconnect between sales and marketing teams can seriously hamper efforts. With the help of CRM marketing automation solutions, you can execute targeted email marketing campaigns, plan marketing campaigns, measure advertising investment-output ratio, and obtain more leads.
8) Flexible customization
Every enterprise has its own unique needs when implementing a CRM system. All CRMs are flexible and scalable platforms, not standardized software tools. In CRM, you can use your own defined functional modules, fields, buttons, page layouts, etc., or even build the entire CRM from scratch to meet the personalized needs of your enterprise.
9) Mobile CRM
The use of mobile devices worldwide has exceeded that of PCs. Can your CRM system support your employees to truly achieve mobile work? Using mobile CRM, sales representatives can view customer information, arrange schedules, communicate and collaborate with their teams, and work anytime and anywhere.
2. Enjoy sales (charged)
Fenxiangsike is a professional mobile CRM service provider. It takes "connected CRM" as its unique positioning, uses open enterprise-level communications as its basic structure, and its mission is to connect people, connect businesses, and connect customers. It combines CRM, PRM and SCRM. Integrated to provide enterprises with integrated solutions for internal sales management, partner sales management and end customer management. The open communication architecture and interactive business logic help enterprises realize business and communication interconnection with external partners and end users, and help enterprises build a complete business value network.
1) CRM sales process digital management
Sales transactions need to go through the closed-loop process of customer acquisition, follow-up, transaction, payment collection, service, and then follow-up of the transaction; Fenxiangsuke CRM manages the entire customer life cycle, while controlling the intermediate process to help companies perform performance analysis , digital management.
Fenxiangsuke CRM helps companies achieve 4 points:
The first is refined management. "If the process is not controlled, the sales results will be in vain." Through the standardized management of sales behavior and processes, we can solve the problems that enterprises are concerned about: "did they do it, how did it do, how did it do it, and how did it do it better?" "Good" questions can help you better understand the sales situation and support and collaborate with sales.
The second is standardized management, which standardizes excellent sales experience and verified business processes, and prompts him through the system on what to do, reducing business personnel's mistakes and solving the problem of "old people are not standard, newcomers do not bill, management is not standardized, and it is difficult for the team to copy" question.
The third is automated management. After business personnel only need to complete the operations required in their own process links as required, the business will automatically flow to the next department level, trigger the corresponding operations, and occur according to the enterprise's pre-made process results; at the same time, business personnel can also view the business in real time. The process of circulation; solves the problem of "low business circulation efficiency, not knowing who to turn to for cross-business collaboration, and high human error rate" within the enterprise, significantly reducing business collaboration costs and improving business circulation efficiency.
The fourth is digital management. Business personnel follow up on customers, visits, transactions and services in the system, leaving a large amount of data in the system; BI reports can enter all data on goals, performance, whole-process performance, daily work visits, etc. Through statistical analysis, corporate managers can better understand the company's internal sales and operating conditions and make decisions; at the same time, BI reports support viewing and subscription through mobile phones, and the company's sales data of the previous day is scheduled to be checked at 10 o'clock every day; individual business personnel can also The data dashboard displays system reminders for key customers, key projects, and customers who have not been followed up for a long time to better help individuals improve their sales performance.
2) Sales collaboration
In the era of mobile Internet, enterprise management has shifted from product-centered to user-centered. The ability to respond quickly to user needs and services is the core competitiveness of enterprises. Customer relations are no longer just a matter of the sales department, but should be based on sales. Center, with collaborative support from all departments including R&D, production, marketing, finance, and human resources, to build an efficient internal collaboration network.
Fenxiangsike's IM, OA and CRM businesses are completely connected. Whose support is needed for sales and what kind of collaboration is needed? You can get support from the company in a flatter way. At the same time, because each support department is connected with sales and business, you can also Better understand the business situation of the sales front line. "Only by hearing the fire from the sales front line can we provide more timely and effective support to sales." It also better strengthens the understanding between the sales and coordination departments, and all employees of the company collaborate to place orders.
3) Enterprise Internet
Fenxiangsike's open communication architecture and interactive business logic help enterprises realize business and communication interconnection between internal and external partners, and build a complete business value network.
Dealer management mainly focuses on three aspects:
First, communication notifications help companies solve business communication problems with dealers. The documents, price policies, and activity content of upstream companies can reach dealer partners one-to-many through Internet Enterprise Information, network disks, notifications, etc., and notifications support unread reminders to complete the closed loop of information transmission; the unique asymmetric notification system enables The information received and replied by dealers are independently isolated from each other to prevent price collusion between downstream companies.
Second, for order management, dealers can directly initiate orders with one click on their mobile phones, and the order information is directly sent to the company's internal CRM. Dealers can check the order flow status in real time on their mobile phones, and status synchronization is more secure.
Third, sales data is reported. Dealers can timely feedback data such as product sales and sales volume that the company is concerned about through mobile phones to the headquarters. The company can better decide on production and marketing strategies based on the data.
In terms of connection with downstream partners, Fenxiang not only supports connection with Fenxiang, but also supports connection with WeChat. In this way, dealers can directly listen to the company's course training, report data, etc. through WeChat. It not only solves business demands, but also makes it easier to use, lighter and easier to implement, so that both upstream and downstream users can use it quickly.
4) Customer interconnection
In the pre-sales process, soft marketing articles posted by online public accounts, offline marketing activities, and building frame advertisements are all marketing behaviors of the company. The QR code or link page generated by the Fenxiang system can help the company achieve acquisitions. Guest, collection of clues. The collected clue information can be automatically summarized into the corresponding clue pool for clue circulation to improve clue utilization efficiency.
Intelligent marketing can set corresponding email templates based on customer tags based on the clue information collected by the company; through workflow settings, it can automatically send different marketing emails to different users in batches. Through automated marketing actions, you can continuously reach target customer groups and increase sales opportunities in a smarter way.
During the sales process, customers can directly scan the QR code to pay when making transactions through WeChat or Alipay. The payment goes directly to the company's finance. Which customer made the payment and how much was made. The source is clear and can be checked, and the financial staff can clearly understand it, improving collaboration efficiency.
In the after-sales link, the QR code printed on product packaging and product service pages allows customers to directly scan the code to initiate consultation when they encounter problems during use. The information will be sent directly to the company to better serve customers and gain customer reputation; at the same time, it can better The conversation records of the customer service process are retained as sales records and are permanently recorded in the customer's name.
3. Jianxin CRM (open source)
Jianxin CRM is a software owned by Zhengzhou Jianxin Software Technology Co., Ltd. and is a professional growth-oriented CRM service provider. Jianxin CRM is committed to enterprise process management, supports online and remote working, and quickly and effectively improves ROI. Quickly connect to corporate WeChat/DingTalk in just 3 steps. Combine it with existing office software to open up the organizational structure, reduce operation and maintenance costs, and create a unified office platform for enterprises.
The latest version is v4.0. This version can be used for free and permanently with 3 accounts. The open source version is v2.0. The open source version does not have the full functions of the new version.
v2.0 version page:
The following is an introduction to the homepage functions of the v4.0 version:
1) Sales automation
Sales automation is one of the application areas of Jianxin Customer Relationship Management. It refers to online sales and application of technology in all sales categories, including leads, customers, contacts, business opportunities, contracts, products, etc., to achieve the purpose of improving sales. The goal of Jianxin CRM is to integrate technology and good processes to continuously improve the efficiency of the sales force, while balancing and optimizing each sales channel.
2) Financial management
Financial collection includes collection plans, collection orders, invoices, etc. Customers can effectively control the financial collection cycle and progress by formulating collection plans, effectively ensuring the company's financial security. The payment receipt and sales invoice ensure the complete record of information and serve as vouchers to effectively standardize office processes and improve the degree of informatization application.
3) Collaborative office
Collaborative office includes work logs and announcements. The work log records the daily work status of employees as well as relevant clues and contracts. Comments can be added every day, which effectively enhances communication within the company. Announcements can be released with one click and notified to the corresponding departments, which greatly enhances the company's internal office efficiency and informatization level.
4) Statistical analysis
The statistical analysis of Jianxin CRM can be used to conduct various report analysis on an enterprise's original data. Businesses use statistical analysis of data to improve decision making, reduce costs, and identify new business opportunities. For individual users, it is convenient to manage data in a visual form and analyze the data autonomously. The operation is simple and the work efficiency is improved.
5) Backend management
The CRM system can be effectively set up through background management, including system settings, permissions, system docking, custom fields, parameters, and approvals, etc. In the background management, it not only ensures the effective utilization of the system, but also allows diversified configuration of parameters, fields, and permissions according to actual needs.
6) Purchase, sale and inventory management
Jianxin's purchase, sales and inventory management function is to integrate and manage all resources of the enterprise, integrating customer needs with the company's internal manufacturing activities and the manufacturing resources of suppliers to form a complete supply chain of the enterprise. Using the SMS purchase, sales and inventory management function can enhance the company's ability to respond quickly to changes in the business environment and enable management to query information in real time and online.
