1, the main flow
Customer data management
Customer tracking management
Order Contract Management
Payment and delivery management
The following eleven understanding
Customer information management: information collection, information processing, information storage. Including analysis and screening process.
Customer tracking management: save all information exchange with customers, including follow-up manner, time, communication content.
Order Contract Management: By tracking the completion of orders, including orders for contract number, start and end time, signer information.
Payment and delivery management: managers of payment, time, amount, manner and so on.
2, CRM management system role
1. Marketing
analysis CRM customer relationship management system in the marketing process, can effectively help marketers to analyze the existing target customer groups, such as the main customer base concentrated in what industry, what career, which ages, regions and so on which to help marketers accurate market launch.
2. Sales
business people by recording the content of communication, build schedule, query appointment reminders, a quick customer data effectively reduced working time, while large business reminders, sales funnel analysis, statistical performance indicators, business functions such as phasing and effective help managers improve the entire company into a single rate, shorten the sales cycle, in order to achieve the maximum benefit of business growth.
3. Customer Service
Customer service is mainly used to obtain a rapid and timely issue customer information and customer records and other historical issues, which can be targeted and efficient for customers to solve problems, improve customer satisfaction, enhance corporate image. Key features include customer feedback, solutions, satisfaction surveys and other functions.