What is a CRM system?

CRM customer management system is a management system that expands based on customer sales, which also includes daily state employee management, office coordination and assessment goals, and related reminders

The so-called CRM management system is to be able to manage your customer resources, customer resources as a necessary item for the development of enterprises, the overall management is necessary, like the C2P industrial cloud that many enterprises are using, it can help enterprises manage customer resources very well.

With an intelligent multi-channel automatic customer acquisition function, customer acquisition from **form**, when visitors fill in the form in your**, the form information will be automatically converted into customer clues and stored in the CRM; When a customer sends an email to your marketing mailbox, the CRM can automatically extract relevant information to form customer leads; Customer acquisition from visitors, when a customer visits yours, the industrial cloud will track and analyze the customer's browsing behavior, and automatically generate leads in the CRM; You can also manage your customer resources by manually creating leads and importing leads externally.

And you can assign customers to salespeople, employees can automatically recover customer resources after leaving, customers give out, can be recovered, have not followed up for a long time, and customers who have not signed orders, can be reassigned to sales staff for follow-up.

CRM customer management system: a set of advanced management mode.

CRM management system is a customer relationship management system, which refers to the use of software, hardware and network technology to establish an information system for the collection, management, analysis and utilization of customer information for enterprises.

With the management of customer data as the core, it records various interactive behaviors between enterprises and customers in the marketing and sales process, as well as the status of various related activities, and provides various data models to provide support for later analysis and decision-making.

Customer relationship management is a continuous process of continuously strengthening communication with customers, constantly understanding customer needs, and continuously improving products and services to meet customer needs. It includes the use of information technology and Internet technology to achieve integrated marketing to customers, and is the realization of customer-centered enterprise marketing technology and management. Customer relationship management focuses on communication with customers, and the operation of the enterprise is customer-centric, rather than traditional product or market-centric.

To facilitate communication with customers, customer relationship management can provide customers with multiple communication channels.

The core of customer relationship management is customer value management, which divides customer value into established value, potential value and model value. Through the one-to-one marketing principle, we can meet the personalized needs of customers with different values, improve customer loyalty and retention, and realize the continuous contribution of customer value, so as to comprehensively improve the profitability of the enterprise.

The main function of customer relationship management is to help businesses better manage customer relationships and thus improve sales performance. In order to improve the sales level, it is necessary to improve the sales management efficiency of the enterprise, and more importantly, to improve the skills and office efficiency of the sales staff. At present, most enterprises are applying customer relationship management Xingxiang system to help enterprises solve the problem of sales business process management and help salespeople share the pressure.

The purpose of customer relationship management is to enable enterprises to move from acquiring new customers at a certain cost to trying to retain existing customers, from gaining market share to gaining customer share, and from developing short-term transactions to developing customer lifetime value.

At its core, CRM (Customer Relationship Management) is all the activities, strategies, and techniques that companies use to manage their interactions with current and potential customers. CRM is about helping businesses build relationships with their customers, thereby creating customer loyalty. Since customer loyalty and revenue are both quality factors that affect a company's revenue.

Therefore, CRM is a management strategy that can improve the profits of a business. The core tool of CRM is to create a simple user interface for a set of data that helps businesses identify and communicate with customers in a scalable way.

1. Learning, CRM helps businesses understand their customers, including who they are, why they buy your products, and trends in customer purchasing history. This allows companies to better pre-test customer needs. So as to achieve these needs.

Effective use of customer relationship management can also provide strategic advantages, and well-organized customer data can help businesses manage customers more efficiently and simply.

2. Organization, CRM enables businesses to become more efficient by organizing and automating certain aspects of their business. From sales processes to marketing activities, business analytics, and customer data, these business processes can be automated and streamlined, and the sales process can be standardized. So that enterprises can organize these processes into simpler, easier to understand data, and through data analysis, draw the conclusions they want, and take corresponding measures in time to improve their work.

3. Optimization, CRM allows businesses to optimize customer interactions, and by simplifying and simplifying many of the more complex discretionary customer interaction processes, CRM improves customer satisfaction.

Today's CRM system has added modules such as office management, product management, sales management, and financial management, which can not only provide customers with better services, but also reduce the burden of enterprise management and improve the work efficiency of employees.

Customer relationship management (CRM) refers to the use of corresponding information technology and Internet technology to coordinate the interaction between enterprises and customers in sales, marketing and service in order to improve their core competitiveness, so as to improve their management methodsThe process of delivering innovative, personalized customer interactions and services to customers. The ultimate goal is to attract new customers, retain existing customers, and increase the market by turning existing customers into loyal customers.

Customer Relationship Management Role:

1. Improve marketing effectiveness.

2. Provide decision-making support for production and R&D.

3. An important means of providing technical support.

4. Provide decision-making support for financial strategies.

5. Provide a basis for timely adjustment of internal management.

6. Make reasonable use of the resources of the enterprise.

7. Optimize enterprise business processes.

8. Improve the rapid response and adaptability of the enterprise.

9. Improve corporate services and improve customer satisfaction.

10. Improve the sales revenue of the enterprise.

11. Promote the change of corporate culture.

12. Integrate with IM to quickly communicate with customers.

That is, customer relationship management. It refers to the use of CRM technology to manage the relationship between enterprises and customers. In different contexts, CRM may be a management term, it may be a software system, usually referred to as CRM, which refers to a software system that uses computers to automate the analysis of sales, marketing, customer service and other processes.

Its goal is to reduce sales cycles and costs of sales, increase revenue, find new markets and channels needed to expand the business, and increase customer value, satisfaction, profitability and loyalty. The implementation of a CRM project can be divided into 3 steps, namely, application business integration, business data analysis, and decision execution. CRM is a business strategy for selecting and managing valuable customers and their relationships, and CRM requires a customer-centric corporate culture to support effective marketing, sales and service processes.

2.In the relatively large enterprise forest fiber industry, especially the customers are more complicated and more enterprises are used more, such as large shopping malls, etc., there is no such thing as in a small enterprise, and there is no need to retain important management tools for customers.

Generally, CRM is mainly for sales management and internal and external help management.

Sales Management:

1.Customer management.

2.Opportunity management.

3.Contract management.

4.Financial management.

5.After-sales management.

Internal and external office of the enterprise:

1.Attendance, check-in.

2.Approval. 3.Personnel.

4.Log. Basically, these functions can meet the daily flow of ordinary companies.

As the subject said, major enterprises are becoming more and more demanding when choosing a CRM system. Therefore, when choosing a CRM manufacturer, most companies will give priority to "the needs of the current enterprise".

Of course, businesses can also opt for a CRM software that can scale as the business grows. But at this stage, what kind of features do enterprise teams need to consider when choosing a CRM.

For different enterprise groups, the management issues that are valued are also different. Some of the requirements are simple, some are complex, and some are even beyond what CRM needs to manage. A set of CRM that is normal and easy to use should at least have the following characteristics:

1. There is a comprehensive customer view (customer-centric information) and a customer analysis module (not a simple count).

2. There is a complete sales process management, so that the sales staff can make full use of the company's resources and promote the sales process through collaboration.

3. KPIs of the sales team based on various numerical indicators.

4. Analyze sales results in various dimensions.

5. It can provide sales staff with necessary automatic information help.

6. There is an automated process, which can be compatible with all administrative processes within the enterprise, and can also be compatible with business-related processes.

7. Treat the data of the enterprise as property, and issue various reports to help the enterprise improve the value of its data.

8. Rich parameter settings and scalability can be compatible with the company's business changes, and can still meet the company's operational needs through deployment.

If your business is not a small business, then what you need is a stable CRM with low trial and error costs, such as Microsoft Dynamics 365. When deploying the Microsoft customer management system for customers, Youwen Tuxin has been recognized by many Fortune 500 leading companies, including Shanghai Pudong Development Bank, Haier Group, Roewe New Energy, Xiaopeng Motors, People's Daily Online, etc., after all, Microsoft has been in China for more than ten years, and the computer room is also in China, both the product itself and data security are guaranteed.

However, if your business is a non-large enterprise, it is more important to think long-term and want to know how you are going to procure CRM for your company. Then you can try it out first to see if the CRM software you choose has features that are relevant to your current business while still preparing your business for the growth you expect.