For the enterprise, crm software is mainly provided to the salesman, sales assistant, financial controller, purchaser and other staff to use, the specific scope of application include:
1, salesman
(1) data entry: including the entry and maintenance of customer information, the salesman in the daily process of business development, the business card or other ways to collect the information from the customer, the business card or other ways to collect the information from the customer, the business card or other ways to collect the information from the customer. In the process of daily business development, the salesman will collect business cards or from other ways of customers and related contact information into the system in a timely manner, if the customer's address, phone number or contact person and other information changes, but also in a timely manner to update the customer information in the system; contact record entry, the salesman usually contact the customer, regardless of telephone, e-mail, instant messaging, door-to-door visits and other forms of contact information, the content of the contact communication with the customer should be entered into the system in a timely manner; the quotation entry; the quotation entry; the customer information will be entered into the system in a timely manner. The entry of quotation: the salesman usually gives the quotation to the customer, and the quotation information can be entered into the system.
(2) daily reminders: including reminders of customer contact, customer data query and analysis of statistics, daily customer contact and visit query and analysis, performance query and statistics, receivable reminders, salary and other queries.
2, sales assistant
(1) data entry: including the entry of contract orders and shipping orders. Contract order entry: the customer fax order over, or sign a sales contract with the customer, the order information will be entered into the system in a timely manner, including the model of the ordered product, quantity, unit price, amount and other data; shipping order entry: enter the shipping order, including the date of shipment, shipment bin, shipment of product details and other information.
(2) Daily use: including order inquiries and delivery reminders, statistics on sales department performance, print shipping orders.
3, the treasurer
(1) data entry: after the receipt of payment in the system to do the receipt processing, write-off receivables; payment in the system to do the payment processing, write-off payables; entry of the daily operation of the enterprise's various costs and expenses, such as rent, utilities, office expenditures, employee wages, commission bonuses, various sales costs.
(2) Daily use: including accounts receivable reminder, accounts receivable statistical analysis, receipts/payments query and statistics, expenses query and statistics.
4, buyers
Purchasers use crm software is mainly data entry, including the entry of purchase orders: enter the name of the supplier, the purchase of product details, etc.; purchasing receipt entry: the supplier shipments are received into the warehouse, enter the receipt of information.
Two, crm management system software for which industries
Crm software applications are quite broad, in this Internet era, most industries can apply crm software to manage customer relations, such as:
1, pharmaceutical and life sciences research industry
Pharmaceutical and life sciences research industry and other industries Different, it requires a large amount of data and information processing, for a large number of clinical practice data, upstream raw materials, material suppliers management, downstream sales department, information feedback department management is very important, crm software can do this, and can help store a large amount of customer data.
2, the financial services industry
Everyone needs financial services, and everyone's actual financial strength is different, so that the CRM software is needed to manage the customer's information and grading in detail. In addition, it provides a holistic view of the customer and ensures that the financial company delivers the right service to the right customer at the right time.
3. Healthcare
CRM can predict future pharmaceutical needs in the industry, bringing a visible return on investment for hospitals, companies and physicians. The industry covers a very wide area of the population, and customer data changes and increases or decreases at any time. A CRM allows for greater flexibility in maintaining this data.
4. Insurance
For insurance companies, CRM software enables them to provide services such as evaluating policy information and checking policy status to customers. The CRM data reflects changes and trends in the customer base, as well as a variety of product-specific opinions reflected from the customer side.
5, manufacturing
Manufacturing industry needs a lot of equipment and plant, the same, this industry also need to use CRM software to maximize the profitability. crm software allows companies in the industry to directly or indirectly to the customer sales of products, to help enterprises to grasp the market demand and customer feedback in order to quickly adjust production.
6, retail
Compared to other industries, the retail industry and the customer's distance is the closest, CRM software can help companies in this industry to store customer knowledge, a comprehensive study of customer behavior and preferences, so as to improve sales, profitability and customer retention rate.
7, the real estate industry
With the intensification of competition in the real estate industry, real estate agents and brokers in the customer problem of the difficulties are increasingly prominent. CRM software can help them tap the market, to promote sales and service activities, and to assist the company in mastering and managing the efficiency of customers.
8, the tourism industry
CRM can help airlines and travel agencies to save time and cost in their daily business, it provides a perfect customer data processing capabilities. Applying CRM software in this industry can assist companies in building and managing their customer base.
9, the automotive industry
CRM software can meet the requirements of automobile manufacturers, distributors, etc. in the sales, marketing and service, in this industry in the application of CRM systems can provide these companies with usable customer information, management of potential customers, development of marketing campaigns, and to improve sales performance.
10, the trade industry
CRM software can strengthen the foreign trade companies on the business front and pre-sales management, effective management of customers and sales teams, improve the efficiency of the sales department and performance, to achieve the enterprise on the people, money and materials of the overall management.