What are the functions and functions of CRM system? How should enterprises use CRM system to solve industrial problems?

At present, crm system mainly includes authority management, sales management, customer summary, contract circulation management, project management, approval circulation, after-sales management, statistical analysis, document management, message notification, business inquiry, short message recording, business card scanning, customized development and other functional modules to meet the different needs of customers.

Now briefly talk about the role of customer management system:

First, from the perspective of leadership:

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

2) We can know the follow-up situation of salesmen from many angles, such as: we can know the number and content of customers contacted by salesmen in one day, one week and one month; Understand the salesman's new customers; Understand the follow-up of existing customers; Understand the progress of existing projects.

3) you can intuitively understand the performance completion of the salesman;

4) Understand the distribution of customer base simply and clearly, analyze customer data, and provide data support for strategic planning.

5) Convenient and efficient customer turnover. If the salesman fails to follow up a customer continuously, the system will automatically move the customer from the salesman's customer list to the high-seas customer so that other salesmen can follow up;

6) The system automatically screens duplicates and follows the principle that whoever enters first has just returned to avoid competing for customer resources; Or you can * * * enjoy customers.

7) The system has perfect authority management. Permissions can be set for every crm user, every position, every project group, etc. , including permissions to view/edit modules, permissions to view/edit different fields in modules, permissions to global modules, and so on.

8) The system can generate detailed charts, pie charts, bar charts, etc. Each field of the system can generate a chart.

9) Recycle Bin function. Through the recycle bin, records deleted by mistake can be quickly recovered.

Second, from the salesman's point of view:

1) Detailed customer information can be saved in the system, and all customer-related data can be summarized. You can see all the customer-related information such as classification, follow-up, quotation, contract and finance in detail.

2) You can check the previous follow-up situation at any time, and even if the previous salesman leaves, you can quickly understand the relevant situation of the customer and follow up.

3) Customers on the high seas can give new salesmen a lot of resources to revitalize customers;

4) Print templates can be customized, and the system can automatically generate quotations and contract forms. Efficient and fast.

5) It can help salesmen to plan and remind customers to pay a return visit, so as to avoid missing customer information.

Rushcrm has 2 1 standard reports covering all modules, and Rush CRM reports support high customization. All templates and fields in the CRM system support the formation of all-round cross-module customized reports.

7) Each module of the system supports view filtering, which can independently set list view filtering for any field, time or multiple conditions, and at the same time, it can set sorting mode according to fields, supporting four-level sorting. Filter out a certain class or group of users efficiently and quickly.