Order system in CRM
2001-02-16 · · Wang Xiaolong ·· China Business News
Last century, we often talk about the efficiency of the ERP (Enterprise Resource Plan) system to bring us, for example, can reduce stockholders and speed up the rate of funds. However, in many cases, business operations are also an important aspect of accelerating the speed of funding. The CRM system naturally became a hot topic of enterprises in the early new century.
The CRM system is very obvious in sales links, arrival, after-sales service, and maintenance. Especially when the customer is a legal person, it is necessary to pay multiple payments. If the goods need to be installed, service, maintenance, through cost control, receivable management and other CRM means, enterprises can control the amount of funds in the sales process in the minimum, make The fund is faster. In addition, through the product is rushing, installing the previous plan and installation plan, the receipt and other CRM means, in terms of time elements, the commitment to the customer is completed, thereby improving customer satisfaction, and maintaining customers.
Business operation is a few departmental business processes, and the main management control elements are the cost of delivery time, payment, and orders. In general, at least three business departments of the price management department, the business operation department, and the Finance Department, etc. The price management department is responsible for the final pricing of the goods while developing a baseline for cost control. It is predicted that the costs required to complete this order are predicted. The Ministry of Commerce is responsible for the actual operation of orders, and develops, supervises, and implements the timetable for order arrival. Gs from most domestic companies is that the Ministry of Commerce is responsible for the user's removal (rather than the Ministry of Finance! It reflects a principle of decentralization and division of labor). Once the product acceptance is qualified, the Ministry of Commerce will notify sales The relevant sales staff of the department conducts a pro. In addition, the Ministry of Commerce is confirmed from the order of the order, the subsidiary of the company (or independent account), and the timeline of the entire order is set, including transportation, port, customs declaration, commodity inspection, arrival of customers, etc., and track the actual arrival situation, Carry out business processes such as cherishment and confirmation. The Finance Department completed the final accounting and actual cost accounting.
Step by step
From the CRM system, the entire business process of the business operation system begins at the Price Management Department. Through the order processing system, the price forecasting expert from the price operation department shall be approved by the estimated cost of the order. After approval of the predetermined cost of the order, the system has entered the cargo trunks (ie the business operation system " ). From the confirmation order, the Ministry of Commerce has established the completion schedule of the entire order, constantly updating the order status, tracking the actual arrival situation, and automatically generates chartered information, notifying the relevant personnel to make up. At this point, the order still represents the expected revenue and cost and its expected time table. After the first payment of the customer, the order can transfer the next link of the process - the actual price occurs. In this link, the business operation system records each relevant actual cost, and the cost of the finance department according to the actual use of the financial department, and the original cost payment is corresponding to the order number, and The Finance Department is approved and confirmed by the actual cost accounting of each order. After the on-site engineer at the service department passed the network notification acceptance, the business operation system automatically inform the sales personnel to take the customer to the customer. After the customer payment, the financial manager is confirmed that the order will be sent to the last link of the business operation system - cost comparison. In the last link of the process, the business analysts of the Ministry of Commerce will control the actual cost of the actual cost, and calculate the difference between the actual cost and the expected cost, and upload the difference between the actual cost and the expected cost, and upload Approval to the Manager of the Ministry of Commerce. At the same time, business operators should pay the order cost of the financial department, through the business operation system, and corresponding to the actual payment situation to each payment number. Finally, the business operation system automatically prompts the business process of the order.
In the business operation system, the order module is operated by the price operation department, mainly to analyze the basic information of the product order made by the sales personnel, and calculates the estimated cost of each order as a history deposit into the database according to the product expected cost confirmation standard. In the future, it analyzes the use. The order execution module is operated by the Ministry of Commission to develop and execute the order. In addition, the order execution module can also assist decision makers understand cost differences, timely discover problems, and set solutions in time. The actual cost confirmation module is operated by the Finance Department, mainly to confirm the actual cost of orders, and can help financial personnel, and complete the comparable efforts of the payment of several payments to an order number. Users with permissions can flexibly query the actual payment of each order to control the progressive progress and confirm the amount in each invoice. Recruit high people
In addition to effective control of product costs, CRM's business operation module has the following features:
Support stringent process management follows strict business approval processes in a series of working processes that are expected to cost and actual costs, effectively reduce human factors, ensuring that the entire work can be unfold in an orderly manner.
Strict responsibility division CRM system decomposes every link from the entire job to people, each employee can only operate within its own terms of reference. Each step of the employee is stored as a history. Once a problem occurs in the control, the system can accurately call the history and find the relevant responsible person, so that the problem is quickly and effectively solved.
The powerful query function CRM system is in accordance with the order type, product category, time period, customer, sales channel, sales personnel, so that different users should have an accurate and efficient information of the permissions and payment, and Perform comparison, analysis.
CRM
The business operation module can scientifically divide the control order, and the order cost is scientifically divided into three modules, and the three departments are managed, so that the three sectors are constrained, mutual supervision, time factors for orders. And the cost element forms a reasonable control architecture. In the process of business operation, there is still a number of cases that need exceptional processing, such as damage to the goods, replacement, shipments, and components. Here, the method is not listed in the unity. Of course, for many companies, there are still contents such as installation, training, after-sales service, we will specifically describe the service system in the later future.
