Qunce CRM customer relationship management system

Introduction

Qunce CRM customer relationship management system standard version is designed to provide the most practical CRM management software for small and medium-sized enterprises. It is an effective solution based on the new model of WEB application and B/S architecture. solve the problems of business management. It takes customer relationship management as the core, integrates customer management, sales management and financial management, makes full use of customer resources, reduces cost savings, improves efficiency, and thereby enhances the competitiveness of the enterprise. It is the software version with the lowest system operation requirements. Customers do not need to upgrade existing computer software and hardware, nor purchase supporting database software. They only need to purchase a set of software to easily achieve internal management of the enterprise, providing enterprises with safer and more efficient services. A more stable and reliable information tool.

Features

1. The software interface is friendly and beautiful, the functions are powerful and practical, and the operation is simple and easy to learn. It can easily complete customer management, customer follow-up, office automation, and internal personnel in daily business management. Management and other business activities;

2. Automatic backup, automatic compression technology, and automatic upgrades ensure the data security of the system;

3. Massive data storage, supporting value-added services such as emails and bulk text messages. Service;

4. The system is simple to learn and use, and no training is required to get started.

Qunce Customer Relationship Management System Standard Edition - System Functions

1. Workbench

Quick call record, 6-month follow-up statistical chart, 6 Monthly active user charts, 6-month lost customer chart announcements, site messages, work logs, topics, task arrangements, contract reminders

2. System settings

Navigation, basic settings, enterprise Account settings, data dictionary, region information, view management, system log, attachment management, recycle bin, system log details, system exception query, system exception details, data maintenance, data management, data sharing, system logout, login settings , Exit the system

3. Basic settings

Customer query settings, custom extensions, document printing, template management, recharge and prepayment, customer service editing permissions, comprehensive report query permissions, process customization , Workflow settings

4. Personal account settings

My email template, my SMS template, my activity template, my plan, my settings

5. Permission management

Department management, module permission query, role permission query, user permission query, user management, role permission setting role management, module maintenance

6. Customer management

Basic customer management, contact management, high seas customer management, high seas customer management, comprehensive customer view, customer care, customer contact records, customer service management, birthday inquiry list, tag management, customer care, customer merger , Batch customer tasks, batch *** sharing/transfer, customer import and export

7. Contact management

Contact management, contact query, contact list, anniversary, Group text messages, batch import and export

8. Customer management

Customer management, customer inquiry, customer list, customer attention, mobile text messages, batch import and export

9. Sales management

Basic contract management, contract review, contract entry, expiration reminder, business opportunity management, customer quotation management, customer sales opportunities, product information management, product price types, supply Business management, competitor management

10, marketing management

Email types, SMPT email settings, email management, email exceptions, email client groups, email client group member email sending history, emails Template management SMS management, customer SMS sending, sending history, SMS type, SMS template, SMS interface setting EDM email management

11. Sales opportunities

Sales opportunities, quotations/historical quotations , Quotation details, detailed requirements, solutions, plan templates

12. Contract orders

Contract/order management, payment collection records, invoicing records, order management authority, payment management authority

13. Product management

Product management, product classification, product import, product cost authority, product function activation, product specification management authority

14. Return management

Return order, return details, refund record, return management authority

15. Follow-up management

Follow-up status review, follow-up management, follow-up Template, custom template type, follow-up transaction query, follow-up transaction history query, reminder center

16. Report statistics

Follow-up reports: business daily report, customer journal, sales order Execution status

Customer reports: customer analysis, order analysis, sales analysis, customer development cost analysis, aging analysis,

Sales report account: account book inquiry, sales funnel, date journal, Operating profit list, sales uncollected documents,

17, regional customer management

Regional customer management, regional customer list, regional customer query, regional customer addition, regional customer deletion, regional Customer refresh

18. Customer management to be signed

Customer to be signed management, customer classification to be signed, customer to be signed list, customer to be signed query, customer to be signed added, customer to be signed Deletion, refreshing of clients to be signed

19. No contact with client management

Uncontacted customer management, uncontacted customer classification, uncontacted customer list, uncontacted customer query, uncontacted customer addition, uncontacted customer deletion, uncontacted customer refresh

20. WeChat marketing

WeChat settings, WAP settings, menu settings, text replies, graphic replies, WeChat users, custom menus, report analysis,

21, sales automation

SFA plan management, SFA startup plan, SFA sequence event management, execution log, SFA help center

22. Knowledge base management

Knowledge base list, knowledge base addition, knowledge Library deletion, knowledge base refresh, knowledge base category, document management, document category, document upload and share

23. Log management

Log management, log list, log addition, log deletion, Log refresh, daily report, weekly report, monthly report, quarterly report, annual report log approval, log management, log statistics

24, supplier management

Supplier management, supplier list, supplier Deletion, supplier addition, contact management

25, data import

Import mobile phone number, import QQ number, import WeChat ID, import email template, import SMS template, import follow-up Template

26. My tasks

Assign my mobile phone number, assign my QQ number, and assign my WeChat ID

Qunce Customer Relationship Management System Standard Edition - Functional Advantages

1. A large number of transaction processing and stored procedures

The database uses SQLServer2005. The transaction processing mechanism is used for complex data processing, which enhances the fault tolerance of the system...

2. Various promotional methods

Group Distribution Edition V3.0 has rich and diverse Promotional means, marketing activities, self-service marketing.

3. Meticulous customer care

Network merchants can freely create new customer care functions in the Qunce distribution version V3.0. SMS care and email care are fast and effective, improving the efficiency of online stores. Affinity...

4. Customer Pool

Qunze Distribution Edition V3.0 uses the import function of the customer pool to convert external users into Qunce CRM customers. Customers do not need to. ..

5. Rich knowledge base

The knowledge base supports multi-level classification, and the products come from the group strategy CRM. Relevant personnel can classify problems and solutions...

6. Seamless integration of the Groupce distribution system

The Groupce distribution version V3.0 distribution version is developed based on the Groupce distribution system, focusing on the background, and the data sources are timely, reliable and consistent. ..

7. Detailed operation log records

During multi-user management, repeated operations or operational errors are prone to occur. The group policy log function will provide relevant information for each user. ..

8. Powerful email management system

Online merchants can timely understand members' shopping needs based on email subscriptions. Online merchants can group members through the member group function...

9. Comprehensive permission management definition

Permission management of organizational structure business unit roles makes permissions more detailed. Data is more secure

10. Call center

Supports call center and records incoming and outgoing calls with customers in detail. When a customer calls, the customer's detailed information page will pop up directly, allowing customer service staff to take the initiative response.

11. SMS email reminder and mass sending

Let customers and employees know about shared information and to-do items in a timely manner. At the same time, email and SMS messages can be sent in batches. At the same time, combined with Outlook...

12. Timely attention

Add key customers to the attention, keep abreast of key customer trends, and facilitate sales follow-up assistance

13. 360-degree customer management

Save customer files, keep contact minutes, display customer business cards, and authentic emails to provide three-dimensional management of customer information.

14. Real-time tracking of customer information, maximum sharing of resources

Marketing personnel can import the obtained potential customer information into the system in batches, distribute it, and follow up for post-processing .

15. Effectively allocate customer resources

The contract and payment collection function records all execution status of project contracts and payment collections, easily helping you manage receivables and contract renewal issues.

16. Easily manage contracts and improve the recovery rate of orders signed

The contract and payment function records all execution status of project contracts and payment, and helps you easily manage receivables and renewals question.

17. Scheduled task reminders to wake up dormant customers

Supports setting up multiple reminder methods such as SMS notifications and email notifications, optionally selecting Gregorian calendar or lunar calendar date reminders, and promptly informing sales staff about the processing of expired documents

18. Covering the entire network

Customize the sending time and preset a variety of blessing phrases as you like. At the same time, batch import customer or employee mobile phone numbers, one text message, one repeat customer!

19. Break down leads and business opportunities one by one

Refinedly manage the sales process, track leads and business opportunities throughout the process, refine sales stages, follow up in real time, promote customer signing, and achieve 1-on-1 accuracy marketing.

20. Refined analysis of multi-dimensional reports

Batch export data reports such as customer analysis, order analysis, sales analysis, customer development cost analysis, and aging analysis to explore customer consumption behavior.

21. Personalized interface style

Users can change the login avatar at any time and adjust the interface skin color according to personal preferences to improve the boring feeling of heavy work.

22. Data type display customization

Display the most concerned statistics to warn and stimulate sales, such as: new customers this month, new opportunities this week, orders this week, this week Monthly transaction customers, etc.

23. Multi-window display and operation

Using multi-tab method to facilitate data comparison and multi-task processing; at the same time, it also meets the usage habits of popular browsers and improves work efficiency. .

24. Powerful custom search

Quick query in all fields and multiple combinations. The system defaults to some common query conditions to facilitate users to search for information.

25. Pop-up reminder

Instant reminder: The pop-up reminder method can help you know the to-do items in time and avoid missing work.

26. Calendar memo

Paperless office starts from scratch, with monthly, weekly and daily schedules so that work can be carried out in a planned way.

27. Customized data paging display

Customized adjustment of data positioning, row number and paging output, allowing you to quickly locate the searched information.

28. All modules support attachments

All modules support the uploading of documents and the addition of associated links. The list page is clearly marked and displayed, so that the customer owner can view the attachment content at any time.

29. Template customization

SMS messages, emails, activities, plans, and templates all support system and personal customization, making information content more suitable for the needs of enterprises and users.

30. Diversified data export

Supports the export of all, current page and partial data to meet the requirements of different export conditions.

31. Flexible workflow definition

Enables enterprises to define workflows as needed, so that quotations, orders, contracts, etc. have clear review processes to meet the needs of different conditions. Review.

32. Comprehensive product management

Using a tree structure to make product details clearly visible and meet the needs of customers with many product names.

33. Customer group management

Customize different attribute conditions to divide customers into different customer groups, helping companies analyze market behavior and discover more potential customers.

34. Cross-regional distributed customer management

Divide customers in different regions, clarify market goals, and achieve cross-department and cross-regional business information sharing and work collaboration

35. In-depth search optimization, regional precision marketing

By targeting the city’s secondary regional search, we can accurately locate customer information that matches regional business and achieve more precise marketing.

36. Efficiently manage fans and accurately push and share

Acquire public account fans in batches and easily respond or reply to customers' WeChat requests, depending on the needs and chaining as needed

37. Triggered EDM email marketing management

Unlimited delivery of massive emails, rapid effect, the most accurate target, strong pertinence, high feedback rate, and cultivating user loyalty.

38. Automatically assign mobile phone numbers, QQ numbers, and WeChat IDs

Customize different attribute conditions to divide customers into different customer groups to help companies conduct market behavior analysis and facilitate mining. More potential customers.

39. Import mobile phone numbers, QQ numbers, and WeChat IDs with one click

By importing customer mobile phone numbers, QQ numbers, WeChat IDs, emails, text messages, and other information related to customer contact , helping companies open up efficient customer service systems.

40. Strengthen assessment and comprehensively promote performance management

Comprehensively promote performance management, promote, implement, supervise and inspect the work of employees, and promote further improvement of performance management.

41. Comprehensively understand competitors, know ourselves and the enemy

Continuously improve the ability to collect business intelligence, obtain as much information about competitors as possible, and create and exert competitive advantages.

42. Product differentiation makes it easy to set aside your competitors

Set appropriate prices for your products, and at the same time determine the most appropriate and flexible pricing strategy.

43. Lean financial management promotes efficiency improvement

Strengthen capital scheduling management, plan long-term cash flow applications, continuously optimize financial structure, and achieve the fastest return of funds.

44. Intelligent warehouse management, control production

Achieve lean management of warehousing, outgoing, inventory and other businesses in outstanding warehouse management.

45. Safely control inventory levels

Effectively control inventory and set up early warnings for insufficient product inventory to facilitate timely ordering from suppliers.