What are the main functional modules of CRM software system?

Customer accumulation is very important, so we need a tool to accumulate and manage customer information in an orderly way. We can use this tool to actively market customers, such as sending emails, text messages and new product notifications on a regular basis to facilitate interaction with customers.

The email address and MSN used by the salesman to contact customers may be his own, and you can only get business progress with customers from the salesman. With more salesman resources, their ideas and attitudes are different, which poses a threat to the development of enterprises. Therefore, it is necessary to set a fixed management rule through a tool to automatically keep all business records, no matter how the business develops, it is not afraid of personnel flow;

CRM products of Peng Wei Software have the following functions:

OA collaborative office;

Collaborative office includes: mass mail, internal mail, mobile phone short message, internal short message, call registration, announcement, transaction management, document management, schedule planning, application registration, conference application, vehicle application, address book, network hard disk, and additional programs.

Customer management:

Like the previous version, customer management is the core module of the enterprise version. Mainly includes: customer information management, customer quotation, contact management, service feedback, customer affairs, documents, pictures, customer classification, multi-level authority management functions: you can define the operating authority of each user and department and control the upper and lower authorities.

Contract management:

The system provides: settlement plan, settlement record, change record, delivery plan and delivery record, which is simple and practical to operate.

Valuation of goods

The system provides the most basic sales modes, such as purchase, sales, purchase return, sales return, etc. Simple and practical operation. You can read it directly on the company website if necessary.

Above information: Shenzhen Peng Wei Software Co., Ltd.