What modules are included in the CRM system application? How should enterprises choose the correct CRM system?

1. Introduction to the functions of Jianxin CRM: (Field content can be customized and modified, and the copy can also be customized and developed according to needs)

Sales management: sales funnels, sales opportunities (business opportunities), Customer communication log, next contact time, communication reminder

Customer management: customer view, customer pool, lead view, lead pool, customer contact, SMS/outbound call/email?

Contract management: contract/order view, contract review, products?

Financial management: accounts receivable, payment receipts?

Decision analysis: comprehensive reports, business opportunity statistics , sales volume, sales volume, number of orders signed, number of logs, number of phone calls?

2. With many years of industry experience in CRM management software, we will help you clarify your ideas and how to choose the right one for your company. Management software:

1. Clarify your actual needs

The company must first clarify which section of the problem it urgently needs to solve. If it is problem-oriented, it will not be confused by numerous nouns. Confused by concepts.

There are many types of management software on the market, but no matter what the software is, it is just a tool. The purpose is to help you manage well, not to subvert the existing management model, so you must consider it based on the problems of the enterprise. The most suitable management software. For example, if you only need office management, you can choose an OA office system; if you only need a supply chain management system (purchasing, sales and inventory) system, you can choose ERP; if you mainly focus on selling products or services, you can choose a CRM system.

So before choosing, you must determine what problems you want to solve and what functions you want to solve based on the industry and the company's own circumstances, and then choose a suitable system.

2. Choose the appropriate deployment method

The deployment methods of management software on the market are roughly divided into rental deployment and local deployment.

The rental deployment model is deployed in the cloud, and the SaaS software service provider builds all the network infrastructure, software, servers, databases, security encryption measures, etc. required for enterprise informatization in advance for the enterprise. The development/implementation cycle is short and the cost is low. Users can access the system anytime and anywhere as long as they have access to the Internet, whether at home, on a business trip, or on a train, subway, or bus. However, the relative data security is poor and the data is sensitive. Enterprises and some special industries will basically not choose the SaaS cloud model.

Local deployment mode is to implement software deployment in the enterprise's own environment. This mode requires the enterprise to prepare its own database and server, and configure its own network environment and bandwidth. The software is directly installed and deployed on your own server, which has relatively high security, but the initial investment cost will be higher.

3. Choose software that is flexible enough

Enterprises are constantly developing and growing, and their management needs will also increase.

A good management software, in addition to being easy to use in terms of operation, also needs to be able to follow the pace of enterprise development, provide secondary development, and expand more functions to meet the needs of enterprises at different development stages. Different needs.

Therefore, the selected software must be flexible enough and can be expanded and adjusted as needed. Software that cannot provide secondary development or expand application functions generally does not need to be considered.

4. Choose software with good reputation and successful cases

This should go without saying! Reputation is the best certificate; successful cases can reflect more guarantee of strength.

A software provider with good service will have dedicated consultants to assist you throughout the process from pre-sales, during sales, and after-sales. A series of services including software implementation training and later daily maintenance are all in place. ;

The technical service personnel of the software supplier have a strong technical level and many successful cases, which will allow you to avoid detours, shorten unnecessary time, and quickly solve problems for the enterprise.