What is crm and how to learn to use it

The crm system is a customer management system,

RushCRM is a service provider that specializes in providing users with one-stop solutions for pre-sales, sales and after-sales. The system function modules are flexible, and the biggest feature is that the CRM system can be customized and managed according to the actual needs and processes of users.

Currently it mainly includes authority management, sales management, customer summary, contract transfer management, project management, approval transfer, after-sales management, statistical analysis, document management, message notification, industrial and commercial inquiries, SMS records, business card scanning, Customized development and other functional modules to meet the different needs of customers.

Now let’s briefly talk about the role of the customer management system:

1. From a leadership perspective:

1) Don’t worry that anyone can delete customer information; Customer information data is kept safe and confidential. Don't worry about losing it.

2) You can understand the salesperson’s follow-up situation from multiple angles, such as: you can understand the number and content of customers contacted by the salesperson in a day, a week or a month; understand the salesperson’s new customers; understand the current situation Follow up with customers; understand the progress of existing projects.

3) Can intuitively understand the performance of salespersons;

4) Simply and clearly understand the distribution of customer groups, analyze customer data, and provide data support for strategic planning .

5) Convenient and efficient customer flow. If a salesperson does not continue to follow up on a customer, the system will automatically move the customer from the salesperson's customer list to a high-sea customer, allowing other salesmen to follow up;

6) The system automatically filters out duplicates. And follow the principle of whoever enters the account first to avoid competing for customer resources; or you can enjoy customers.

7) The system has complete authority management. Permissions can be set for each crm user, each position, each project group, etc., including module viewing/editing permissions, viewing/editing permissions for different fields within the module, global module permissions, etc.

8) The system can generate detailed charts, pie charts, bar charts, etc. Charts can be generated for every field in the system.

9) Recycle bin function. Through the Recycle Bin, accidentally deleted records can be quickly restored.

2. From the perspective of a salesperson:

1) Detailed customer information can be saved in the system, and all data related to customers can be summarized. You can see all customer-related classification, follow-up, quotation, contract, financial and other information in detail.

2) You can check the previous follow-up status at any time. Even if the previous salesperson leaves, you can quickly understand the customer's relevant situation and follow up.

3) High seas customers can provide new salesmen with a large amount of resources and revitalize customers;

4) The system can customize printing templates and automatically generate quotations and contracts in the system one. Efficient and fast.

5) It can help sales staff plan and remind customers for return visits to avoid missing customer information.

6) RushCRM has 21 standard reports, covering various modules, and RushCRM reports support a high degree of customization. All templates and fields within the crm system support all-round cross-module formation of customized reports.

7) Each module of the system supports view filtering. You can independently set the list view filtering for any field, time, or multiple conditions. At the same time, you can set the sorting method according to the field and support four-level sorting. . Efficiently and quickly filter out a certain type or group of users.