Can the OA system manage customer visits?

Fanwei can help enterprises quickly handle visit and reception matters through the information-based OA system platform, ensuring that customer visit reception work is planned, standardized and efficient.

The specific applications are as follows:

1. Visitor information registration

The receptionist will confirm with the visitor, fully understand the visitor's information, and register it in the OA system Create a new visitor information and visit arrangement application.

(Customer visit reception application form)

2. Intelligent visit reminder

After entering the visit reception information in the OA system, it will automatically remind you of the reception. Relevant personnel can quickly prepare for the visit according to the process content.

At the same time, visitors can also receive invitation text messages automatically sent by the system: "Hello dear guest, welcome to XX, your reservation number is ***". Just show your reservation number to the doorman when entering the company.

3. Visitor identity verification

The Panwei OA system solves the work efficiency problems caused by gate access and release through identity verification and other functions.

1) Identity verification: When a visitor arrives at the company, he or she only needs to present the SMS notification. Through the OA system, the guard staff can directly query the visitor's relevant information based on the appointment number in the SMS notification. No need You can confirm the visitor's information by making a phone call.

2) Registration access: The door post prints the "Customer Visiting Guide" directly through the OA system and gives it to the visitor. The "Customer Visiting Guide" includes: reason for the visit, time, department, receptionist, Information such as the office location (or office) also includes relevant regulations that need to be followed when entering the company.

3) Departure confirmation: After the visitor completes the relevant matters, he or she can submit the "Customer Visiting Guide" to the receptionist for signature and confirmation, and finally hand it over to the doorman, who can scan the "Customer Visiting Guide" through the terminal device. The visitor's departure can be completed by clicking the QR code on the "Visitor Guide" and confirming it.

4. Visit record files

Since customer visits are driven through the OA system process, a customer visit archive will be automatically formed after the process approval is completed. If there are any problems in the future, we can track them in time and collect data such as the number and frequency of customer visits.