Sales staff use mobile phones to write sales logs and submit them to the company platform. Leaders can immediately read and comment on the logs on their mobile phones. In this way, even if the sales staff and leaders are on a business trip, they can communicate with each other. Therefore, the efficiency of enterprise management and team execution have been significantly improved.
The daily logs of customers can be read by person and date, and the daily logs of all employees can be exported in batches on the computer, which clearly presents the work situation throughout the year and is convenient for review, summary and promotion. Traditional CRM is made light, mobile and easy by customers, which not only helps salespeople to improve their sales ability and efficiency, but also enables managers to master sales data, predict future income and understand customer trends anytime and anywhere. Specific functions include: customer management, customer entry.
A large number of business cards, mobile phones can be easily photographed and entered, and the company platform is reserved.
Customer registration
Customer high seas, customer distribution, authority management, simple intelligence.
The superior can check the customer information of the subordinate anytime and anywhere with the mobile phone. You can also "pay attention" to key customers. After paying attention, managers can automatically receive the latest information in every communication between salesmen and key customers.
Customer dynamics
Customer development, follow-up maintenance, sales notes, with mobile phone records, support voice, text, pictures and geographical location to record customer dynamics. Help enterprises build a panoramic customer service track. Sales management sales opportunities
The creation and maintenance of sales opportunities are related to customer information, contract management, sales funnel and forecast analysis, and opportunities are related to product management and competitive product management.
contract management
Create and maintain contracts, which are associated with customers, salespeople and payment details.
sales forecast
Sales funnel, winning orders, sales opportunities, business objectives, all-round information, tables and graphic analysis, multi-dimensional display of future revenue and sales efficiency.
Financial statement analysis
Dashboard and data analysis, analyze sales data by month, year, seller, customer and team, diagnose business health and predict business trends from multiple angles. Sales support product management
Product information and platform are displayed in a unified way, which is convenient for sales staff to know the latest situation of products at any time on the move.
market management
Activity creation, tracking, cost statistics, effect analysis, obtaining leads and importing opportunities.
Competitive product management
The competitive product analysis information team can enjoy the latest competitive product information, analyze the advantages and disadvantages, and plan customer visits through mobile phones.
Information perspective
Subordinate customers, opportunities, contracts, sales processes, forecasts and data analysis can be consulted by superiors at any time, and automatically summarized into team data and forecasts, making sales management intelligent and efficient.
Enjoy the CRM function of sales customers, and present the sales status, expected income, business objectives, contacts and customer growth in multiple dimensions by using the dashboard around customers, opportunities, clues and contracts, so that the sales business can be under control. In view of the fact that sales work often moves and leaders are often out of the office, customers have specially designed and provided common office collaboration functions to communicate with work through mobile phones and keep the company platform at the bottom. Specific functions include: enterprise letter (enterprise WeChat), approval, instruction, schedule, announcement, network disk, etc.
Qixin
Enjoy customers' built-in instant messaging tools, synchronize information between computers and mobile phones, transmit documents and pictures, record and share geographical locations. Send approvals, notices and instructions. You can query historical information and manage employee accounts.
Mobile approval
Documents and pictures that need to be approved can be directly pushed to the leader's mobile phone, and the leader will read the documents on the mobile phone for instructions. The candidate's mobile phone will immediately receive a reminder and immediately start the next step. Shorten the internal decision-making time and improve the execution of enterprises, especially cross-departmental and cross-regional decision-making. In addition, all approvals can be printed and signed by hand.
Description (Task Management)
Send a task with your mobile phone anytime, anywhere, and the system will automatically record a reminder.
document management
The mobile phone calls the work document and sends it out with one click. The mobile phone receives the working document and previews it with one click.
Smart schedule
Employees can pre-set schedules for themselves and colleagues, and customers can automatically remind colleagues that important work will not be delayed.
Sharing customers can provide enterprises with data analysis of cooperation efficiency and management efficiency. Through the data collection of each employee, customers will automatically record the daily work results of employees, the completion scores of each instruction, feedback time and other parameters in the background, automatically record, analyze, count and rank the work efficiency of employees and managers, and give monthly and annual analysis data reports, which will provide real data for fair management, efficiency management and human resource management of enterprises and become effective enterprise data analysis and scientific management in the era of big data.