AableCRM system function description
April 2004
One. Overview
By the end of May 2004, the ABLECRM system will complete the development of the entire project, in this description, the function will be implemented in this manner.
two. Module division
The AableCRM system is generally divided into 7 major modules, and each module description and submodules are set as follows:
1. Basic information: The management of system basic information, such as the management of address information.
Submoduption:
National information
Provincial information
Regional information
Urban information
Product specifications
product information
Product configuration
Device Information
2. Sales Management: Management of sales and customer information.
Submoduption:
Customer Information
Customer basic information
Customer contact
Customer account opening
Customer our products
Other products
Agent information
Basic information of agents
Agent contact
Visit client
Visit agents
Market opportunities
3. Customer Service Module: Create information about customer service, such as hotline, hotline return, training, engineering guidance, etc.
Submoduption:
Hotline phone record
Hotline return visit
Customer training
Engineering guidance
4. Administrative management module: Here is the information of administrative agencies within the company, such as employees, departments, branches, etc.
Submoduption:
employee information
Departmental information
Job information
Branch information
Sales group information
5. Project Management Module: Here is the information management of record contracts and projects
Submoduption:
Contract information
Contract equipment
Project information
Project equipment
6. Financial management module: This module is mainly settled for contracts and projects. Since this system is not a special financial system, only the relevant financial information is simple record
Submoduption:
Freight rate
project cost
Contract settlement
7. System Management Module: This module is used to set the system
Submoduption:
System parameters
Menu management
Role management
User Management
Permission settings
three. Module function description
The following is a detailed description of each module function of the system:
Basic information
Country, provinces, regions and cities in basic materials are viewing, modifications for corresponding information, including: referred to as, full name, note.
Products refer to the company's own products, which can record the relevant specifications and configuration information of the product. Recordable specification (configuration value) product specification (configuration) can be customized, custom product specifications (configuration) defined in "Product Specifications (Configuration)", define the principles of compliance with inheritance, and the specifications of the parent class automatically have.
Equipment refers to the equipment and materials involved in the company 's project. These may be the company's own products, and it is also possible to be a third-party product. If it is the company's own product, it will be associated with the corresponding product.
2. Sales management
Sales Management Record the information about customers and agents, visiting customers and agents, as well as information on market opportunities.
For each customer, we will record the basic information of the customer, such as name, address, telephone, employee size, fixed assets, etc., and record the information about the customer's contact, such as each contact phone, email, hobby, Characteristics, etc .; for the account opening of the customer, you will write down the information related to each account, address, account name, etc. for customers; and the products used by our customers are divided into our products and other products, our company Products will correspond to products in basic materials, and all products are configured to customize what configurations.
For each agent, record the basic information of the agent, unit nature, city, employee size, etc., and record the agent's contact information.
Visit the agent, hereby records the sales of agents, visit the theme, unit, contact person, visit time, end time, visit the reasons, visit the results, etc., and related to the previous visit. Visit customers, hereby records every visit to customers, visit the theme, customers, contact people, time, legacy issues, suggestions, importance, etc., and related to the previous visit.
Market opportunities, record sales of market opportunities to sell with their own sales, such as target customers, possibilities, expected sales, expected signing date, etc.
3. Customer service
Customer Service Module Records information about the customer's hotline, hotline return, customer training, engineering guidance, etc.
Hotline records, information about the hotline calls, such as customers, operators, appeal content, contacts, call time, problem resolution, resolve people, resolution time, results, etc. related information.
Hotline returns, there is a need to return to every hotline phone. The hotline returns associated with the hotline record and records the return time, goes to visitors, return to the content, customer recommendations, etc.
Customer training records the training content, lecturer, start and end dates, customer feedback and other information, and associated with one or more customers, associated with one or more products, to record which products are for customers Training.
Engineering Guidance records the guidance theme, guided engineers, customers, customer feedback and other information, and associated with one or more products to record guidance for those products.
4. Administration
Administrative Management Module Record information related to the organization's organizational architecture.
Branch information records the relevant information of the branch, such as the city, address, telephone, zip code, person in charge, etc.
The department information records the situation of various departments in the company. The department here refers to an architecture rather than a specific department. Only the "corporate sector" is associated with the department and the branch is a specific department, such as the Finance Department in each division. The company has, then the department here is an abstract finance department, and the "company departments" described by the branch, such as address, telephone, person in charge, etc.
The employee information records the information about each employee of the company, such as birthday, join the company's time, contact information, position, company, site-to-sales group, etc.
The information of each position of the company, the position category is defined, and the position is a sales class or R & D, and the treatment, responsibility, etc. related to the position is recorded.
Sales group information records information about the sales groups, such as the city, person in charge, etc.
5. Project Management Module
The project management module records the entire process of the contract to the project and records the relevant information.
Contract Information Recording Part A, signing date, acceptance time, contract amount, delivery address, delivery method, delivery time, etc., and automatically generates items when approved at the contract.
The contract apparatus records all the equipment involved in the contract, and records the number, unit price, weight, and the like for each device.
The project information records the customer's customers, the contract, construction time, project manager, related fees, and manager approval at all levels.
The project device records all the equipment involved in the project, which records the number, cost price, delivery batch, delivery time, number of qualities at all levels of each device.
The device change order records the device change of a project, which automatically updates the project device record after approval.
The project addition fee records the cost change of a project, and the project fee record can be automatically updated after approval.
6. Financial management module
This system is not a professional financial system, so it is only a simple settlement for contracts and projects.
The freight rate records the freight rate, minimum freight, unit shipping, effective time, etc. in various shipping methods.
Direct checkout module sets for each contract, calculating each contract, gross profit, tax, purity, bonus, etc.
The project settlement is a settlement of the project, records the freight and other costs of each project.
7. System setting module
The system setting module typically only allows system administrators to use modules that are set to the system.
System parameters are used to modify the system's related operational parameters, such as database connections, system logs, and more. Menu management is used to customize the system menu.
Role management is used to define the role of the system.
User management is used to manage user information.
Permission assignments are role permissions and user privileges, respectively assign permissions to users and roles, each user's permissions are their own privileges and the total all-of-the-region playing role permissions.
8. Advanced query
Be determined
9. Report analysis
Be determined
The above brief explains the function of AableCRM to be implemented, but we can see the system from which the system is approximately. AableCRM can only be a relatively small system, from the customer to the contract to the project to the finance, how many of the works are involved, but it is impossible to do it in detail every aspect.
