How to take CRM CRM to the extreme

As a professional customer management software, the customer relationship management system has been widely recognized and applied in most domestic enterprises. Moreover, the development of the sales management system has gradually expanded from a single customer management, not only limited to customer data management, not only around the customer's pre-sale, sale, after-sale, but also includes marketing, sales management, customer summary, contract circulation management, purchase, sale and inventory management, project management, approval circulation, after-sales management, statistical analysis, document management and other different functional modules.

We live in an environment of fragmented working hours and fierce market competition, and the need to spend less time and effective customer management is an effective way to improve the competitiveness of businesses and individuals.

1.For sales individuals.

Customer management occupies most of the time in daily work, such as: customer acquisition, customer communication, customer follow-up, customer maintenance and other customer management, if the efficiency of this part of customer management can be improved, sales staff can have more time to spend on improving work ability. At the same time, efficient account management allows sales to take work home or reduce the time spent working at home.

2.For businesses.

The sales team can spend high efficiency on customer management, which means that the team's work efficiency is improved and the company's productivity is upgraded. The same sales target, less cost of sales (the cost of salespeople, the cost of internal or other collaborators), is a major competitiveness of the enterprise in the future.

Some of the features that RushCRM brings to you can effectively help enterprises save a lot of costs.

1.Automate workflows.

Use the workflow features of RushCRM customer management software to automate workflows. For example, in terms of automatic allocation of customer leads, new leads such as manual entry and registration can be automatically assigned to the corresponding sales staff according to the pre-set distribution rules. It not only improves work efficiency, but also avoids the hassle of manually assigning customer leads.

This allows business managers to concentrate on the core issues, reduce wasted time, increase profits, and make the company run faster.

2.Reminder function.

Usually most salespeople have several or even a dozen transactions in their hands at the same time, and if there is no reasonable planning and scheduling of working hours, and insufficient attention to transactions, it may lead to problems such as lost orders. And using the reminder function of RushCRM Enterprise Management System, you can carry out the reminder function according to the conditions.

There are also many ways to remind (SMS reminder, email reminder, and pop-up reminder within the system). It can be used not only for reminders in the sales process, but also for process flow within the enterprise. As long as the conditions meet the rules set at that time, the corresponding person in charge will be automatically reminded, which greatly improves work efficiency.

Efficient customer management can help enterprise employees effectively improve work efficiency and performance income, which is a major goal of customer resource management for enterprises. Efficient customer management is one of the core competitiveness of enterprises, which can effectively save a lot of costs and improve performance.

The most basic and important function of the customer management system is mainly the summary of customer information, the summary of all the information related to the customer, and the summary of the module information associated with the customer, so as to facilitate the comprehensive realization of quickly finding customer information, but often the customer management of the enterprise is not flat, but three-dimensional, so the permission setting of the same form, and the setting of the associated module is very important. So in this article, let's talk about the use of the features of the customer detail page.

About the important point here!

There are two ways to do this, one is a single field, and the other is the whole article.

If you just want to change the information of a certain field, then you only need to move the mouse over the field, and then the word "" will appear, click to fill in the modification information;

If you need to modify the information of multiple fields, then click directly on the icon in the ribbon, then all fields in the current form will enter the state;

In addition, in order to prevent users from clicking on the field "" due to mistakes in the process of browsing information, forms that do not need to be modified for a long time can be locked to read-only mode through the "lock" function of the "Operation Ribbon", and the information needs to be "unlocked" first.

On the details page, in addition to the current data information, you can also directly add, delete, and modify the data in the "associated block".

Finally, I will teach you a feature that is easy to overlook.

There are three arrow icons on the "Ribbon", click the arrow in the middle to pop up the data list of the current module, and you can quickly jump to the details page of other records; Then click the forward arrow to jump to the details page of the previous record, and click the backward arrow to jump to the next record.

Okay, that's all for you to introduce the functions of the detail page.

In daily work, data is complex, and many people may be entering data into the CRM, and it is not easy to ensure that the data is "clean". The best solution is to limit who can enter data into the CRM. The "roles" in Zoho CRM can help you give only a certain number of people the power to write data, and of course they can only modify their own data.

We all know how important it is to write "clean" data to the CRM, and it is also important to keep it "clean". It's not a one-time event, and the string has to be tightened from the moment the data is entered.

1. Establish a business plan.

2. Establish a CRM team.

3. Analyze customer needs and carry out the initial construction of information systems.

4. Evaluate the sales and service process and clarify the application needs of the enterprise.

5. Select the appropriate plan, invest resources in comprehensive development, and promote it in stages.

Reference: Niyouxin CRM.

It depends on what CRM you use. Take a look at the help documentation.

Here are some ways to leverage a CRM system to improve your customer relationship management:

1.Unified customer information: Use the CRM system to gather all customer information on one platform, including customer information, historical transaction records, communication records, etc., so as to facilitate all employees to understand the customer situation.

2.Improve response speed: By automating the process and reminder function of the CRM system, customer service personnel can quickly respond to customer problems and needs, improving service efficiency and customer satisfaction.

3.Personalized service: Based on customer data and behavior analysis of CRM system, personalized products and services can be provided to increase customer stickiness and loyalty.

4.Track sales opportunities: The CRM system can help sales distributors to better track leads and sales opportunities, and contact customers in a timely manner to improve sales conversion rate and performance.

5.Data analysis and sales: CRM systems can analyze customer data and sales trends, so as to prepare for future sales opportunities and market demand in advance.

In short, the use of CRM systems can manage customer relationships more comprehensively and efficiently, and provide a better customer experience, thereby improving customer satisfaction and business competitiveness.

First of all, it is to establish a sound customer information; Secondly, it is to contact the customer, record the previous communication between the salesman and the customer, and the sales progress; Finally, regular customer care, SMS greetings, are also essential.

Of course, we use the CRM system, the most important thing is to realize that the customer is no longer the salesman alone, the customer information is no longer lost with the resignation of the salesman, and the company has all the information in one hand.

Guanchen CRM - a comprehensive CRM customer relationship management function, fine sales automation (sales, lead documentary, inquiry management, competition management), service automation (customer care, business consulting, technical support, complaints and suggestions, customer return visits), project management (work report, project history, construction schedule, manpower allocation, Kuansen cover cost, document business letter) cautious, contract management (contract terms template), OA office and other functional modules.

There are many ways in which you can improve your customer relationship management with a CRM system, and here are some of the common ones:

By building a complete customer database, you can better understand your customers' needs and preferences to provide a more personalized service.

2.Track customer interactions: The CRM system can record the customer's interaction history with you, including communication records of channels, email, social and other channels. In this way, you can understand the needs and problems of customers at any time, and respond and solve them in a timely manner.

3.Analyze customer behavior: CRM systems can analyze customers' purchasing behavior, spending habits, and other data to help you understand customer preferences and needs. By analyzing customer behavior, you can develop more precise marketing strategies to improve customer satisfaction and purchase rates.

5.Customer service management: A CRM system can help you manage customer issues and complaints, ensure that they are dealt with in a timely manner and provide satisfactory resolutions. At the same time, the CRM system can also provide customer satisfaction surveys and feedback mechanisms to help you continuously improve the quality of customer service.

The key to customer retention is to establish good communication and interaction. With a CRM system, you can keep in touch with your customers through email, SMS, social ** and other channels, and respond to customer needs and questions in a timely manner. In addition, it is possible to maintain customer interest and engagement by sending out product information, promotions, and other content on a regular basis.

In addition, we regularly conduct customer satisfaction surveys to collect customer feedback and suggestions, and actively take measures to improve our products and services to enhance customer trust and loyalty.

In fact, the main thing to do a good job in sales management is to do a good job in customer retention and avoid customer loss. In this day and age, the technological differences between companies and their competitors are shrinking, and the quality and performance of the products they offer are becoming less differentiated. If there is no difference in the utility of your product to consumers compared to that of your competitors, it makes sense for consumers to keep trying new brands.

How to retain consumers and make them loyal customers of the company's products, the CRM system provides us with a feasible solution.

1 Target your customers.

The key to positioning your customers is to find the core values of your target customers, which is what your customers want most. Therefore, positioning your customers is to find the core value they value most, whether it is product quality, service or economy, for different consumer groups, the most important core value is obviously different. The task of the business is to find this difference and take advantage of it.

For businesses, it's not what you can offer, it's what consumers want. The marketing automation function of CRM can capture consumers' hobbies and interests through lead management, recommend emails that customers are interested in to customers, improve click-through rates, and increase the likelihood of making orders.

2.Solve customer problems in a timely manner.

There are a lot of public balance companies have ignored a point, thinking that after the completion of the sales task to get the customer after the process is over, in fact, it is not the case, in the same time to get a part of the customer may lose the customer at any time, the reason is that many enterprises in the use of the problem after the problem raised by the problem is deaf, let it go, so that the customer loses confidence in the enterprise, CRM can let you find the change of the customer, or the reason for the sudden interruption of cooperation, so that the enterprise before the customer leaves, Quickly identify problems and resolve them appropriately. This way you can turn reactive into proactive and avoid letting these issues ruin business relationships and future revenue.

3 Learn to communicate with your customers.

In the past, the cost of communicating with customers was relatively high, which made enterprises invest a lot of manpower and material resources, and the emergence of the emerging network ** has shortened the distance between consumers and made precision marketing possible. Enterprises can carry out activities through new media such as Weibo, and they can have a direct dialogue with Fuqian consumers.