CRM Sales Management
Around the customer lifecycle, from leads to transactions, flexibly customize sales processes, automate to improve sales efficiency, and facilitate customer conversion
Resolving 4 major management challenges faced by businesses
1
Customer resource attrition
Lack of consistent management of customers, sales leaving with resources
2
Inefficient lead handling
Inefficient lead follow-up, missing the best time to convert customers
3
Sales process not standardised
Unclear business processes and confusing customer follow-up links
4
Difficult to analyse sales data
Large amounts of data statistics are time-consuming and key indicators are difficult to analyse
Flexible and customizable CRM sales management solution
Custom Grouping Module
Customers / business opportunities / order contracts etc.
Create group management on demand
Custom form fields
Customer Profile / Quotation / Service Work Order
Drag and drop to modify forms
Customised Sales Process
Lead pickup/quote approval/invoicing requests
Flexible configuration of process rules
Custom Application Permission Groups
Sales / Sales Manager / Custom Roles
Autonomous configuration of data permissions
Advantages of the solution
- Customer Management⦿Panoramic customer profile, a comprehensive collection of 360° customer information⦿Automatic reminders for recording duplicate customers to prevent sales collisions⦿Recycled Lead Database collection and recycling of customers to avoid wasting resources
Lead management⦿Multi-channel lead acquisition and one-click tagging of lead sources⦿Assigning lead tasks and using rules to improve follow-up efficiency⦿Overdue leads are automatically returned to the Lead Source Database
- Business Opportunity Management⦿Standardise the sales process and follow the nodes to advance the business opportunity⦿Smart reminders for planning and keeping track of follow-ups⦿Efficient process approval and fast completion of online quotations
After-sales management⦿Automated push messages when refunds are due and contracts end⦿Smooth cross-departmental business collaboration and automated invoicing applications⦿Closed-loop post-sales management with work order assignment and customer call-back support
- Multi-dimensional sales analysis⦿Sales funnel analysis, visualisation of customer conversions⦿Automatic sales performance statistics, sales ranking at a glance⦿Customised data charts for quick sales analysis reports
Personalisation⦿CRM + Attendance Management for sales force field management⦿CRM + performance management to help set and execute sales targets⦿CRM + expense management for online reimbursement application and approval