Which CRM software is better suited for small management consulting firms?

Updated on technology 2024-06-08
8 answers
  1. Anonymous users2024-02-11

    The first choice is Xiaoyi Wang.

    Xiaoyiwang customer marketing management software - you can do what you want" for fools CRM This is a revolutionary CRM software, which is currently the only one on the market with a powerful custom system (including customer information, lists, menu items, search, etc.) and a comprehensive reminder system; It is the most scientific, practical and user-friendly CRM software.

    It can not only effectively solve the three major problems of customer management, team management and marketing management, but also realize personalized, high-performance and high-security software requirements. Absolutely can meet your individual needs for customer management, both now and in the future.

    needs. Free service, permanent maintenance; Change as needed and use for life.

    It is suitable for people from all walks of life.

  2. Anonymous users2024-02-10

    1. You can't define whether it is suitable for your company.

    2. The first thing is to meet your needs.

    3. Try to be cost-effective.

  3. Anonymous users2024-02-09

    Is your company primarily sales or project-oriented? It's too broad for you to ask.

  4. Anonymous users2024-02-08

    Agree with the point from upstairs. The first thing to do is to understand what your company's software needs are.

    Our company is also a small company, and it took a long time to choose and asked many people. In the end, I chose Baihui, our software is customized by them, and it is okay to use. We pay more attention to their use, as long as you can access the Internet when you are on a business trip, you can use it, which is very convenient.

    They are also doing software maintenance or something, and it saves a lot of trouble, and the service is good.

    Having said that, just as an example, the best one that can meet your own needs is the best.

  5. Anonymous users2024-02-07

    The scope of a small management company that LZ wants is actually too wide, and I think you still want customer-specific features,,? You can try Lei Feng CRM, I have been using it for two months, it is quite convenient, **free, the classification of customer management is very detailed, it should be very suitable for management consulting, give you an address to see it.

  6. Anonymous users2024-02-06

    Recommend the landlord to use Meiping's CRM customer management software The function is very complete Our company uses this software Very good Easy to use and easy to use There is also a free trial version The landlord can go to them**on** to try.

  7. Anonymous users2024-02-05

    Whether it is a CRM system development project or an enterprise CRM project, the scope, type and complexity of its own involvement determine what kind of talents and skills the team needs, if the business is simple, one can complete a project, and in the large-scale project of Lubu, which needs to have multiple skills at the same time to execute, to ensure that the whole project can be fully supported.

    Regardless of the size of the CRM project, key technical personnel are essential, and what key personnel does a complete CRM team need to have?

    First of all, the project manager, because he is the central person of the whole project, through whom the work of each person and department needs to be coordinated and connected, and is mainly responsible for the implementation progress of the project, in addition to the project manager, the project manager also has to control the design of the model and configure it to customize the overall direction of the activity.

    Then there are CRM software analysts, who have a wide range of work, as analysts need to understand all aspects of the CRM system, so that even the design and configuration of programs are responsible for him, including the development of testing and training plans.

    Then there are the developers, who do the technical work, building integrated reports and data transfers. CRM developers, most CRM applications can be modified in a limited number of ways through the Group Configuration Tool, which does not require advanced technical skills.

    The rest of the staff: CRM architects, professional trainers, network engineers, and product testers, etc., together with the members of the chaperone, together with the members of the chaperone, form a complete CRM project team, and these are very important personnel.

  8. Anonymous users2024-02-04

    Shanghai Anling Information Technology Co., Ltd., 18 years of focus on enterprise CRM management software development and implementation, the main product Anling Cloud. Since 2013, Anling has officially launched its own SaaS cloud platform, independently developed and successively launched a series of software such as Anling CRM, Anling (OA), Anling Personnel (HR), Anling Invoicing, Anling Store Manager, Anling POS System, Anling Conference Assistant, Anling Micro Member, Micro Distribution, and various e-commerce interfaces.

    A set of tools and N kinds of software help enterprises realize seamless connection of information, break the dilemma of information fragmentation, asymmetry, and non-sharing, and are deeply loved by users. The investment is small, enterprises do not need to buy servers separately, do not need to pay high network bandwidth fees, do not need to hire professional system administrators, use them on demand, upgrade them for free, and save money, time and worry.

    Anling CRM, professional customer relationship management software, 360° management of customer resources

    1. Data storage: support mobile phone number, ID number, membership card number duplicate check, to prevent duplicate entry of resources;

    Support custom configuration, field DIY on demand;

    Hierarchical and hierarchical management, clear customer attribution, effectively prevent resource loss;

    2. Sales records: full tracking of orders, payments, deliveries, and return processes, membership point discounts, awards, and gift records;

    3. Membership points management: data classification, customer level, different color marking of customers at different levels, so that core customers can enjoy the treatment of "national treasure level" and improve member loyalty;

    Fourth, after-sales service: tracking return visit records support manual entry, automatic generation, visit customer sign-in generation of silver good, follow up the precipitation of the lead situation to the customer, customer needs are fully known;

    7. Advanced query function: multi-dimensional query to screen special groups and carry out precision marketing;

    8. Send SMS and email function: for designated customers, it can also automatically send SMS points, consumption of boxers, and birthday wishes;

    9. Decision analysis: fool-like report analysis system: customer growth analysis, transaction analysis, service analysis.

    Multi-dimensional combination analysis of arbitrary fields is supported.

    Multidimensional reports, column charts, pie charts, curves (areas).

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