1. What is engineering equipment CRM?
With the continuous development of the economy, the inventory of construction machinery and equipment has entered the supply saturation stage. Through extensive and traditional marketing models such as price wars, it is difficult for enterprises to maintain rapid growth. Understanding user needs and deeply exploring user value have become the key for enterprises to win competition. MyAppsCRM helps enterprises complete digital transformation by building a digital connection between "enterprise-sales-users".
2. Why choose a low-code platform?
There is no shortage of various finished software on the market for enterprises to choose from, but most finished software has general fixed functions and does not have flexibility and initiative in adjustment. This makes general software only able to meet the needs of some enterprises, and there are also many enterprises. By choosing customization, compared with the traditional code-based software development method, many companies are discouraged by the long cycle, low efficiency, and high cost.
The low-code platform approach allows enterprises to quickly customize software. As a rapid development tool, it combines visual development methods with drag-and-drop building blocks. The platform comes with encapsulated components that can be customized through drag-and-drop. The construction can be completed in the form of dragging and dropping, which not only lowers the technical threshold, but also improves development efficiency and makes function adjustment more flexible and convenient.
3. Function introduction
3.1 Customer classification management
The number of customers in this industry is small, the individual output value is large, and there is no effective management based on customer value. Customers are taken away and suffer heavy losses.
Classify customers according to different values, and set up different rule management for different categories to form a pyramid customer level to increase corporate profits.
For different types of customers, create different field templates and fill-in rules, so that employees clearly know what customer information they should know and start working quickly.
Different warning times can be set for customers of different values. You can control the time and frequency of contact with customers and enhance customer relations by filling in the progress schedule and following up on changes accordingly.
With the customer as the center, all related businesses are related to each other, and customers can be clearly managed in a 360-degree manner, so that they can understand the relevant business situation without meeting in person.
3.2 Business opportunity management
Sales staff did not effectively manage business opportunities, and sales activities were poorly targeted, which was detrimental to market development.
solve:
In the process of maintaining potential business opportunities, use the target plan template to record information such as expected income/success probability in follow-up, conduct business opportunity competition analysis, advance the sales stage and summarize experience, and link it to assessment.
Through the summary of the number of work reported in the schedule, you can intuitively see what sales have done every day, what the results are, and whether it is related to customers. The saturation of employees' work can be seen at a glance, and grassroots managers can also be discovered and cultivated.
3.3 Sales process management
The project value is high, the cycle is long, and the process is complex. The company does not have adequate risk management and control during the sales process, and the problem of lost orders is serious.
solve:
Classify according to different products, enable different templates, set different fields, manage the information of the order, so that employees know how to treat the order and how much energy to spend.
Classify different orders and set stages, formulate node standards, strictly control the sales process, and avoid risks. Managers can clearly understand the follow-up time, follow-up personnel, and follow-up status, so as to facilitate business guidance and minimize lost orders. risk.
After the stages are set, the system can generate a sales funnel chart. Managers can see which orders are being pushed at which stages. Sales can also use the funnel chart to plan which customers are more likely to be promoted to complete payment collection.
For the quotation and contract process details in the order-following stage, standardized process approvals such as application submission, leadership approval, customer payment, delivery process, invoicing information, and delivery confirmation are submitted through the system to avoid process risks.
3.4 Cost control management
The company has many projects and involves a lot of expenses. The boss finds that the turnover can be maintained, but the profits are on a downward trend, and he starts to pay attention to the details of the company's expenses.
solve:
Approval is enabled for each employee's loan, and the whereabouts and amount of the money are fully controlled. The system generates reports to statistically analyze the company's total borrowing situation, and clearly understands the details of each department, each person, and each loan.
Expense reimbursement form template, which ones are required, the expense details are clear at a glance, and will be reviewed at all levels after submission, and the leadership’s approval opinions will be intuitively reflected.
3.5 After-sales management
There is a disconnect between pre-sales and after-sales, slow follow-up of after-sales services, and problems that cannot be tracked, resulting in reduced customer satisfaction and low repurchase by old customers.
solve:
Diversified repair reporting channels: PC, mobile, and WeChat scan the QR code to fill in the report, allowing customers to conveniently and quickly initiate service requests.
Diversified work dispatch methods: manual, mobile, automatic dispatch, and view dispatch, so that enterprises can respond to customer needs as soon as possible
According to the company's business needs, custom configuration service forms, fields to be entered and information collected are all dimensions that enterprises focus on.
Customers participate in the entire service process, monitor transparently, and provide evaluation and feedback to encourage companies to provide better services, enhance corporate reputation and publicity, and win with service.
4. Summary of advantages
- The Tianling low-code platform provides a community version, which is permanently free and can be used by any number of people.
- Provide privatized deployment solutions to ensure data security requirements
- The commercial version of the Tianling low-code platform provides all source code for delivery, and users can maintain it independently.