CRM (Customer Relationship Management)

{ CRM }It looks like [customer management], but it is obviously different from [customer files] in general ERP systems. It not only hasCustomer basic information, should cover [interview log] [Decision-making process][Customer analysis][Quotation record][ Transaction Record-Date/Bid/Ask/Customer/Business/Window][ Correspondence Document Record ][Standard Bid/Sell Price ][Product Analysis]。

CRM SystemOf course, it is necessary to have a complete functional module that provides the above operation requirements, so that business managers, subordinate business personnel, bosses and senior managers can quickly accurately obtain all valid information, make decisions after further discussion, accurately grasp customer ideas, and successfully close cases in a harmonious atmosphere while protecting the company's due interests; there is nothing impossible to become a sales expert, as long as you use good system tools, follow the system operation rules step by step to control the goals of each sales stage, this time there is no success will also gradually come next [ touchdown ]。

According to the sales funnel theory, the formation of each [existing customer] has a certain degree of difficulty and process, and is closely affected by the characteristics of the product and the transaction cycle; but it can be to form several(sales stage) customer groupthe so-called[Sales funnel] - (sales target customer) (sales opportunity customer) (sales contact customer) (sales demand customer) (sales quotation customer) (sales bargaining customers) (sales commitment customers) (sales order closing customers)The formation of each stage requires business personnel to spend time on management, and each stage advances The closer the table is to the transaction, the smaller the number of customers is, the higher the transaction rate is, like an inverted triangle, more like a [sales funnel]; the CRM system helps the sales manager to quickly understand salespersons, departments, companies in each stage of customer situation, effective analysis of customer problems in each stage, strategy application and quick decision-making to grasp every sales opportunity 。