What are the characteristics of Suda CRM system?

Hello, my friend. official website of SUDA gave a detailed introduction to the CRM of SUDA. I'll send it to you to see:

Features of Suda CRM products:

(1) Global application site: refers to the local and remote terminal site application of multi-users in the local area network or the Internet through network digital security authentication technology under the local area network/Internet environment. This application is used for annual renewal mode. Economic, safe and stable, well received by users!

(2) Mobile office applications: Android mobile device applications are supported, and online ordering, real-time inventory, fund inquiry, A/R and A/P, statistical analysis of sales data and other functions can be realized by using mobile phones and tablet computers. The economy is safe and stable, and it is paid annually. (3) Promotion tools: Support mass mailing, mass texting, mass blogging, mass posting and other promotion tools, realize one-stop registration and account management, cover all promotion information, and be easy to use and effective. Economic, safe and stable, well received by users! (4) Call center: Call Center can identify incoming calls, and realize one-to-one customer service with CRM software, which can improve work efficiency, save customer time and improve service level. Safe, stable and efficient, well received by users.

The business functions are introduced as follows:

progress control

1, support scheduling, manage your own schedule, handle various transactions, and cycle according to a certain period.

2. Support work tasks, arrange tasks for yourself or assign tasks to others.

3. Support mass email and mass SMS to maintain customer relationship.

4. Support instant messaging, facilitate business communication, and support automatic reminder of approval.

customer management

1. Support to search and record the information of potential customers, arrange the entry of sales personnel, specify the follow-up period, and convert to customer duplicate checking and merger.

2. It supports recording relevant information of customers and contacts, including personal and family information, information of superiors and assistants, and displaying relevant customers and contacts in the form of hierarchical trees.

3. Support the records of sales personnel's contact with customers, including pre-sales expansion, in-sales control, after-sales visit maintenance and customer purchase information.

Service management

1. Support cases, record all kinds of suggestions, problems, after-sales requirements and other case information fed back by customers, assign special personnel to take root and handle them in time.

2. Support solutions, reply to customer feedback questions, record handling methods, and make common sense public, so as to quickly find solutions when encountering similar transactions.

3. Support service management and record the after-sales related services of products, such as service time, service type, status, charges, customer satisfaction, etc.

marketing management

1, supports marketing activities, records all kinds of marketing activities of enterprises, and comprehensively reflects marketing activities from planning to results.

2. Support business opportunities, record and obtain information, including estimated amount and products, and conduct funnel analysis according to the stages of opportunities.

Promotional tool

1. Support mail promotion, add management mailboxes in batches, and support mass mailing to increase business opportunities.

2. Support SMS promotion, send SMS to mobile phone users all over the country, support SMS enterprise suffix, and support holiday SMS.

purchasing management

1. supports purchase orders, records information related to product orders signed with suppliers or partners, and can view the collection and payment status.

2. Special affairs such as purchase receipt, receipt by purchase order or defective product return, exchange, physical rebate of suppliers and receipt by purchase order are supported.

3. Payment documents are supported, and product payment and other payments can be made externally. Payment can be made in installments according to the purchase order, and information such as payment method, payment account and received invoice number can be recorded.

stock control

1. Record other warehousing situations except purchase and receipt, such as borrowing, returning, custody on behalf of others, returning recovered balance, etc.

2. Record other outbound situations except sales and delivery, such as lending, return, receipt for other purposes, after-sales receipt, etc.

marketing management

1. Support sales quotation, and convey the information of product sales price or service price confirmed or to be agreed within a certain period of validity to customers, and automatically apply the price standard, customer price and latest transaction price of customers.

2. Support sales contracts, record the specific contents of sales contracts signed with customers, set standard contract styles, and use terms as attachments.

3. Support sales delivery, be compatible with sales return and exchange, and flexibly handle special affairs such as commercial discounts and rebates.

cost control

1. According to institutions or individuals at all levels, the expense budget for a certain period can be refined into specific businesses to meet the budget needs of different enterprises.

2. According to the requirements of enterprise cost management, temporary expenses, unconventional expenses or expenses to be paid are applied in advance to facilitate business arrangements.

3. Support the early borrowing of business expenses such as activity funds and travel expenses, and stipulate the repayment period, and follow up the return or write-off.

4. Reimbursement of related business expenses can be controlled according to the expense budgets at all levels, which is compatible with the control of expense application. Related loans can be written off synchronously to make up or refund the difference.

call center

1, support call management, total recall function, call screen, call information recording, recording and other functions.

2. Call the address book, and associate with the contact person to record the contact information of new customers.

development platform

1. Support the Builder development platform, and customize the document layout, * * * enjoyment rules, field verification rules, module composition and navigation interface.

2. Support report design and add custom reports.

3. Support to set roles according to jobs, divide permissions, and associate roles with operators. Superior roles can view data of subordinate roles, and roles avoided between peers can be allocated.

4. Support potential customers to generate field mapping relationship settings for customers and contacts.

5. Support the assignment of follow-up sales staff to new potential customers, customers and cases according to automatic assignment rules.

Report form

1, powerful report function, including summary and detailed reports of customers, market activities, business opportunities, invoicing and early warning reports.

2. Provide the comparison of monthly, quarterly and annual business activities of the enterprise.

3. Rich and intuitive graphic analysis, such as histogram, pie chart, curve chart, sales funnel analysis, etc.

4. Flexible filtering query scheme, statistical analysis, report printing function, etc.

Mobile application

1, which supports quick viewing of various warning data.

2. Support key field viewing, and quickly find information such as potential customers, customers and contacts.

3. Support the rapid creation of potential customers, customers, contact information and some business documents.

4. Support quick query of the schedule and tasks of the day, or support all queries.

5. Support performance query, contract progress query, fund query, sales query and batch approval.