CRM function "Strong in the heart"
By AMT Meng Fanqiang
There are many specific products of CRM, and the functions have certain features. In the face of all kinds of Demo demonstrations, it is easy to feel dazzled for corporate users. At this time, if there is a "spectrum" in your heart, it will naturally be a lot easier. Through the investigation and analysis of CRM products at home and abroad, we pay the functionality of the CRM software to 10 categories. According to the application difficulty from small to large, it is as follows:
1. Customer and contact management. The main functions are: customer and contact basic information; basic activities related to this customer and activity; input and tracking of orders; Recommendations and sales contracts; track the contact with customers, and can use relevant documents as an accessory The setting over the customer's internal institution.
2. Time management. The main functions are: calendar; design date, activity plan; event arrangement; memo; conduct team event arrangement; non-related people; task table; preview / prompt; notebook; email; fax.
3. Potential Customer / Project Management / Sales Management. The main functions include: business clues record, upgrade, and allocation; upgrade and distribution of sales opportunities; tracking of potential customers; the stage report of each sales business; support for sales services, strategies; maintenance of the region, Cut the salesperson into a certain area and authorize; resettlement of the region; customize reports on activities, business, etc. will be reported; sales secrets and sales skills sharing; sales fee management; sales commission management.
4. Telephone marketing and telephone 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.
5. Marketing management. Key features include: product and price configurability; marketing encyclopedia; marketing bulletin board, you can post, find, update marketing materials; track specific events; arrange new events; write, mass mail; email merge; generate tags and envelopes.
6. 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.
7. Call center. The main functions include: incoming call call processing; Internet call; call center operation management; soft phone; telephone transfer; routing; send data transmission; incoming call out scheduling management; report statistical analysis; management analysis tool.
8. Partnership management. Key features include: sharing customer information, product and price information, product, product, sales management tools, sales opportunities, sales management tools and sales opportunities management tools, etc., and provide partners predefined and custom-defined Report; product and price configuration.
9. Business intelligence. The main functions include: predefined and user-customized queries and reports; report tools; system running status monitor.
