In the traditional customer information management, the management of customer information by employees is very messy. Customer information is usually scattered in the hands of an employee, so it is difficult to manage together. So the customer information between enterprise departments is difficult to be connected systematically, for enterprises, customer information management will cause great inconvenience in daily work.
What is CRM management system?
CRM system is to meet the needs of customers by improving customer service and in-depth analysis of customer data, so as to realize the customer management of enterprises. CRM system is not only a set of management system, but also a set of software and technology. Its essence is to attract customers, retain customers and maximize the interests of customers. Its goal is to reduce the sales cycle and cost, increase revenue, find new markets and channels for business expansion, improve customer value, satisfaction, profitability and loyalty, and create more revenue for the enterprise.
Customer information management
Enterprise employees usually use Excel to manage customer information, customer resources are difficult to centralized management, employee turnover may lead to the risk of loss of customer resources, unable to timely understand the customer maintenance and follow-up situation of sales staff, difficult to monitor the actual number of customers of sales staff, manual record of sales amount of staff is easy to make mistakes, inefficient, unable to provide sales information to managers in time Total sales amount.
Employees input customer resource information online through CRM system. The manager can manage customer information uniformly and monitor in real time. The system can automatically count and summarize the new sales data of employees, and the superior can control the sales status no matter where they are..
Follow up records of customers, potential customers, business opportunities, contracts, payment process management, to prevent a business process omissions.
The above is a relatively simple CRM management system based on the white code platform, which can only meet the business needs of some enterprises. If you want more complete business functions, you can customize it or complete more complex business functions through code expansion.
Benefits of CRM management system?
1. Cultivate loyal customer relationshipTo maintain the personalized needs of different customers in time and improve customer service, so as to establish a stable long-term cooperative relationship with customers and form a unique resource advantage and competitive advantage. By recording customer needs, customer service status, etc., service personnel and sales personnel can understand customers from multiple dimensions and carry out specific work.
2. Realize the automation of sales processIf the business management system is complete and complete, it is the key to efficient and trouble free operation, and also the authority of CRM customized management skills, so that the company does not have to worry about human events leading to data. Customers lose and improve business management system. In addition, CRM data analysis system also includes employee tracking data analysis, employee customer analysis, employee business analysis, sales funnel analysis, business opportunity trend analysis, employee work record / communication log analysis / mobile phone log, etc. the company can also analyze the data according to its main personalized needs.
3. Improve the work efficiency of employeesIt takes less time to get more accurate data. CRM system can help companies input customer information. When the number of customers reaches a certain level, employees must process customer information. When customers are monitored, they can use CRM system to provide services to customers quickly and accurately.