What are the basic features of CRM software

The main functions of the CRM system: schedule management, lead management, product management, ** order, order management, invoice management and so on.

Schedule management: Arrange the daily work and affairs in the date, and make an effective record to facilitate the management of daily work and affairs, and achieve the purpose of work memo.

Lead management: Optimize the lead base from lead generation to closing deals, effectively manage sales leads, and optimize between sales and marketing departments, and the distribution of leads is critical to successful sales.

Product management: Treat a part of the enterprise (may be a product, product line, service, brand, segment, etc.) as a virtual company to do business management, with the goal of achieving long-term customer satisfaction and competitive advantage.

Single: Mainly used for **business to customers**, similar to **list. If it is a long lead time or imported material, the delivery time and minimum order quantity are important.

Order managementThe effective extension of customer relationship management can better integrate personalized and differentiated services into customer management, and can promote the improvement of economic benefits and customer satisfaction.

Invoice management: The tax authorities shall manage the commodity sales and business income vouchers issued by production and business operation units and individuals in business activities.

CRM software mainly includes authority management, sales management, customer summary, contract circulation management, project management, approval circulation, after-sales management, statistical analysis, document management, message notification, industrial and commercial inquiry, SMS records, business card scanning, customized development and other functional modules to meet the different needs of customers.

Now let's briefly talk about the role of the customer management system:

1. From a leadership perspective:

1) Don't worry about anyone deleting customer information; Customer information data is secure and confidential. Don't worry about losing.

2) The follow-up situation of the salesman can be understood from multiple angles, such as: the number and content of the salesman's contact with customers in a day, week or month can be understood; Understand the new customers of the salesman; Understand the follow-up of existing customers; See how existing projects are progressing.

3) can intuitively understand the performance completion of the salesman;

4) Understand the distribution of customer groups simply and clearly, analyze the data of customers, and provide data support for strategic planning.

5) Convenient and efficient customer flow. If the salesman does not follow up with a customer continuously, the system will automatically move the customer from the salesman's customer list to the high-seas customer, so that other salesmen can follow up;

6) The system automatically screens duplicates, and follows the principle of who enters first and who just returns, so as to avoid competing for customer resources; Or you can share customers.

7) The system has perfect authority management. You can set the permissions for each CRM user, each position, each project team, etc., including the permission to view the module, the permission to view different fields within the module, the permission to view the global module, and so on.

8) The system can generate detailed charts, pie charts, bar charts, etc., and every field of the system can generate charts.

9) ** station function. Through the ** station, you can quickly recover the records that have been deleted by mistake.

Second, from the salesman's point of view:

1) The system can save detailed customer information, and all data related to customers are summarized. You can see all the classification, follow-up, **, contract, financial and other information related to the customer in detail.

2) You can check the previous follow-up at any time, even if the previous salesman is gone, you can quickly understand the relevant situation of the customer and follow up.

3) Customers on the high seas can give a lot of resources to new salesmen and revitalize customers;

4) The system can customize the printing template, and the ** order and contract can be automatically generated in the system. Efficient and fast.

5) It can help the salesman to make a planning reminder for the customer's return visit to avoid missing customer information.

6) There are 21 standard reports of RushCRM, covering various modules, and RushCRM reports support a high degree of customization, all templates and fields inside the CRM system, and support all-round cross-module custom reports.

7) Each module of the system supports view filtering, which can be set to filter the list view for any field, time, or a variety of conditions, and at the same time, it can be sorted according to the field settings, and supports four-level sorting. Efficiently and quickly screen out a certain type or group of users.

Among the CRM software, the more commonly used are the sales to help CRM, among which, accurate analysis of customer needs, for the modern financial management of enterprises, enterprise management to provide a scientific basis for decision-making, are quite complete functions, to a large extent to help the development of enterprises, to promote the efficient use of enterprise resources.

Introduction to CRM functions: powerful custom report function, detailed customer analysis (key - difficult) customers. Huishan CRM is an easy-to-use management software for small and medium-sized businesses to keep track of your contacts, customers.

CRM customer relationship management software to a full range of customer relationship management basis, combined with perfect product management and financial management, collaborative concise and practical office management and other customer relationship maintenance and development of the enterprise closely related to the perfect integration of the content, is the complete realization of customers, products, finance, sales of Bi travel after service, team management, performance appraisal, daily office collaborative work management platform, so that the entire enterprise customer management into a unified standardized management. CRM customer relationship management software builds a set of customer-centric database of customer, marketing, sales, service and support information for enterprises, helps enterprises understand management channels, establishes and optimizes front-end business processes, including marketing, sales, product service and support, etc. The system can conduct in-depth analysis and mining, so as to discover the most valuable customers, new markets and potential customers, create business opportunities, enhance the relationship between enterprises and businessmen, partners and customers, accelerate customer service and support response, and enhance the competitive advantage of enterprises in the era of e-commerce.

Of course, buying this software depends on the strength of your business, and you also need to consider whether the leadership and employees are supportive. It's good to buy it. Repentance, but no one supports it, it's better not to buy it.

Introduction of CRM functions of any bank: powerful custom report function, detailed customer analysis (key - difficult) customers, VIP customers, precision marketing; Multi-contact management, allowing you to find multiple people to do the right thing when you are happy; Comprehensive market management, detailed records of pre-sale, in-sale and after-sale in the sales process, transparent control of the business process; Process optimization, customize workflows, and tailor process optimization solutions for your own enterprises; Zhizhi Ren Ren Bank cooperates with CRM's original target management to build a standard working model of the enterprise, so that all employees of the enterprise can have goals, plans, reports, summaries and evaluations, so that the work can be carried out efficiently;