Today's market pressures are forcing companies to improve product quality and performance while reducing costs and time to market. Every business is striving to update itself, including its manufacturing processes and products, to meet these demands. Three ways to accomplish these goals are: business process redesign, new technology applications, and forming strategic alliances with customers.
The only way to create a strategic advantage for all business applications is to create a holistic IT architecture that identifies breakthroughs for the organization. This new architecture is based on the three-tier structure standard for customer relationship management system.
Overview of CRM customer management system
CRM customer management system provides a customer service platform to complete the standardized management of enterprise customers. Through the CRM system to complete the basic customer information, contact information, interaction information, customer service information to fully **** enjoy and standardized management; through the sales opportunities, customer development process of tracking and recording, to improve the development of new customers; and provide relevant reports, so that the company's senior management at any time to understand the situation of the company's customers.
Jensen CRM
CRM Customer Management Users and Roles
CRM system according to the needs of different positions to set up different permissions, so as to achieve the management of specialists specializing in the work of a person, a clear presentation of all aspects of the formation of an automated workflow, so as to make the development of the enterprise in an orderly manner. Users and roles related to this system include system administrators (with the highest authority), business executives, account managers, salesmen and so on.
CRM customer management system features
(1) customer information management: integrated records of the enterprise departments, each person contacted by the customer information for unified management, which includes the division of customer types, basic customer information, customer contact information, enterprise sales staff tracking records, activity history, internal customer Discussion content, customer status, etc. It also includes the management of business opportunities: information on transaction stages, products, competition, offers, etc.
(2) business opportunity management function: the opportunity according to some measurable indicators, divided into different stages, real-time assessment of the stage of the project, which is the most direct method of project tracking, but also management to assist the salesman to carry out the next step of the work based on the CRM opportunity assessment function, reducing the function of human supervisors to judge, and strengthened the factual basis.
(3) sales management functions: sales analysis reports and dashboards, sales forecast management; management of sales staff telemarketing, field sales, sales commissions, etc.; support for field sales staff mobile communication devices or PDA access.
(4) contract management functions: as a record of the transaction, CRM comes with a contract expiration reminder, which can be set in advance, the system reminds the salesman before the upcoming expiration, making it convenient for the salesman to track the expiring customers in a timely manner.
(5)Schedule management function: used for their own schedule management, all kinds of business affairs (such as appointments, phone calls) will be displayed according to the schedule, to facilitate real-time access to avoid missing important matters. Schedule management can also check the schedule conflict, can set the expiration date in advance to remind.
(6) data analysis functions: CRM customer management system reports, charts and realize the query to provide real-time analysis and reporting capabilities, and to achieve analytical decision support. Can be provided within the system to extract all analytical processing, data mining, predictive analysis and reporting functions.
In general, CRM customer management system condensed a lot of things, which involves a lot of logic and methodology. Using a good CRM customer relationship management system can be very beneficial for an organization.