The basic features of CRM software include customer management, contact management, time management, potential customer management, sales management, telephone sales, marketing management, telephone marketing, customer service, etc., some software also includes call centers, partnership management, Business intelligence, knowledge management, e-commerce, etc. Let's take a look at what these features do what to do.
Customer management. The main functions are: customer basic information; basic activities and activities related to this customer; contact options; input and tracking of orders; Recommendations and sales contracts.
2. Contact management. The main role includes: the record, storage, and retrieval of the contact overview; track contact with customers, such as time, type, simple description, task, etc., and can use the relevant file as an attachment; the settlement of the customer's internal organization.
3. Time management. The main functions are: calendar; design date, event plan, conflict, system prompts; event arrangements, such as TO-DOS, appointments, meetings, telephone, email, fax; memo; see team event arrangements; The arrangement of other people, so as to avoid conflicts; notification of the events; task tables; preview / prompt; notepad; email; fax.
4. Potential customer management. The main features include: business clues record, upgrade, and allocation; upgrade and allocation of sales opportunities; tracking of potential customers.
5. Sales management. The main functions include: organization and browsing sales information, such as customers, business descriptions, contacts, time, sales stages, business, and possible end time, etc., the stage report of each sales business, and give the business office, still need Information, the possibility of success, the evaluation of historical sales status, etc., gives the sales business to the tactics, strategic support; maintenance of the region (provincial, zip code, region, industry, related customers, contacts, etc.); Take the salesperson to a certain region and authorize; resettlement of the field; users can customize the activities of activities, services, customers, contacts, dating, etc. according to the profits, fields, priorities, time, status, etc. Report; Provide a function similar to BBS, users can post the sales secrets in the system, and they can conduct inquiries for sales skills; sales fee management; sales commission management.
6. Phone marketing and phone sales. The main features include: telephone book; generate a list of calls, and establish them with customers, contacts, and business; assign the phone number to the salesperson; record the phone details, and arrange back; telephone marketing content; telephone recording, Writer, users can record; telephone statistics and reports; automatic dialing.
7. Marketing management. The main features include: product and price configurable; when making marketing activities (such as advertising, emails, seminars, websites, exhibitions, etc.), can obtain pre-customized information support; build marketing activities and business, customers, contacts Association; display task completion progress; provide similar bulletin board functions, possess, find, update marketing materials, to realize sharing of marketing documents, analyzing reports, etc.; track specific events, such as seminars, conferences, etc. Join contracts, customers and sales representatives; letters writing, mass mail, and establish associations with contracts, customers, contacts, business, etc .; email merge; generate labels and envelopes.
8. Customer service. The main features include: Quick entry of service items; arrangement, scheduling and reallocation of service projects; upgrades; search and track events related to a certain business; generate event reports; service protocols, contracts; order management and tracking; And the database thereof. 9. Call center. The main functions include: incoming call call processing; Internet call; call center operation management; soft phone; telephone transfer; routing; report statistical analysis; management analysis tool; automatic data transmission through fax, telephone, email, printer, etc. Advocation to exhaler scheduling management.
10. Partnership management. The main functions include: Setting access to customer information, corporate information, corporate database, documentation related documentation related documents related to channel activities through standard web browsers to access customer information, corporate database, channel activities; partners can be conveniently Access information related to sales channels; partners use sales management tools and sales opportunity management tools, such as sales methods, sales processes, etc., and use predefined and custom reports; products and price configuration .
11. Knowledge management. The main functions include: display personalized information on the site; put some files as an attachment to contacts, customers, event profiles, etc., document management; monitor the web site of the competitors, report to the user if it is discovered ; Monitor the change of the Web site according to the keyword defined keyword.
12. Business intelligence. Key features include: predefined query and report; user custom query and report; see SQL code for query and report; view income possible with potential customers and services in reports or charts; potential by predefined chart tools Customer and business transfer path analysis; transfer data to third-party forecasting and planning tools; histogram and pie chart tools; system operating status monitor; capability warning.
13. E-commerce. The main features include: personalized interface, service; website content management; storefront; order and business processing; sales space expansion; customer self-service; analysis and reporting of website operations.
