Can OA system manage customer visits?

Pan-micro can help enterprises to deal with visiting reception quickly through the information OA system platform, and ensure the planning, standardization and efficiency of customer visiting reception work.

The specific application is as follows:

1, visit information registration

The person in charge of reception will confirm with the visitor, fully understand the visitor information, and create new visitor information and arrange the application for visiting in OA system.

(Application Form for Customer Reception)

2. Intelligent visiting reminder

After entering the visiting reception information in the OA system, it will automatically remind the personnel related to this reception, and the relevant personnel can quickly prepare for the visit according to the process content.

At the same time, visitors can also receive an invitation message automatically sent by the system: "Dear guests, welcome to XX, and your reservation number is * * *". Just show the reservation number to the doorman when you enter the company.

3. Access authentication

Pan-micro OA system solves the work efficiency problem caused by the access and release of past posts through identity authentication and other functions.

1) Authentication: When visitors arrive at the company, they only need to show the SMS notification, and the doorman staff can directly query the relevant information of the visitors through the OA system according to the reservation number in the SMS notification, and can confirm the information of the visitors without calling.

2) Registration and access: directly print the customer access guide through the OA system and give it to the visitor. The customer visit guide includes information such as reason, time, department, receptionist, office location (or office) and relevant regulations to be observed when entering the company.

3) Confirmation of resignation: After handling relevant matters, visitors can give the Customer Visit Guide to the person in charge of reception for signature and confirmation, and finally give it to the doorman. The doorman can scan the QR code on the customer's visit guide through the terminal equipment and confirm it, and then the visitors can leave the company.

4, visit record file

Because customer visit is driven by OA system process, customer visit files will be automatically formed after the process approval is completed. If there are any problems in the follow-up, you can track them in time and count the number and frequency of customer visits.