The SQL series of enterprise customer relationship management systems include customer management, supplier management, competition management, demand management, sales management, project management, financial management, procurement management, service management, activity management, document management, expense management, market management, service management, company management, business reports, situation analysis, today's reminder, data distribution and other functional modules.
· Customer management is the core of the entire system management, including the management of customer information, contact information, competitor information, and supplier information.
· Business management is the core component of the customer relationship management system. During the sales process, it effectively manages every lead, customer, business opportunity, contract, order and other business objects, improves the automation of the sales process, comprehensively improves the efficiency of the corporate sales department, shortens the sales cycle, and helps improve sales performance. It can effectively support different roles such as general manager, sales director, sales supervisor, and sales staff in managing customers, tracking business opportunities, executing orders and contracts, etc. It can effectively introduce sales specifications and achieve team collaboration. This module includes: sales quotation, sales management (integrated ordering, sales, consumer returns), purchase management (integrated ordering, purchase, returns to manufacturers), payment collection, inventory counting and other functional modules.
· Service management integrates customer service and support functions with sales functions to achieve complete service project implementation process management and customer service tracking, providing enterprises with better business opportunities and selling more products to existing customers. This module mainly completes the automation and optimization of the service process, strengthens the control and management of the service process, and achieves standardized and accurate services, thereby improving service effects, increasing customer satisfaction and loyalty, and maximizing corporate profits. At the same time, the new version also includes service fees for business income statistics. This module includes: customer requests, service records, customer feedback, customer complaints and other functional modules.
· Expense management includes functional modules such as sales expenses and other income and expenses. The pursuit of sales revenue and cost control are a pair of contradictions. Business operators always strive to find a balance point between these two aspects to achieve maximum benefits. This system can be used to effectively manage the sales process and all daily expenses, and effectively integrate it into comprehensive analysis to achieve intuitive and effective control. Refine the expense management process, reflect expense status in a timely manner, adjust expense strategies in a timely manner, and establish an expense concept in the enterprise.
· Activity management includes functional modules such as market tasks, contact activities, and work plans.
· Document management enables users to store daily product information, fax templates, contract documents, pictures, videos and some important documents in the back-end database to facilitate the effective integration of enterprise data.
· Safe and reliable system guarantee: Using the mainstream MSSQL Server 2000 large-scale database system, the data is safe and error-free, the system is stable and reliable, and data backup and restoration tools ensure that the data is foolproof.
· User permissions are strictly controlled to effectively prevent unauthorized operations. Each operation requires identity verification to effectively ensure data security. Detailed multi-level user rights management greatly reduces the burden on system administrators.
· Data can be freely imported and exported to Excel, enabling smooth exchange of data.
· Data distribution function. The owners of the data in each module of the system can be transferred at will. There is no need to worry about some data information being blocked due to personnel flow problems, and the work handover can be completed quickly.
· Email sending function. Each module can use the system's built-in interface to send emails freely, conveniently and quickly.
· Mobile phone text message sending function. Each module can use the built-in interface of the system to send mobile phone text messages freely, conveniently and quickly.
· Information announcements, real-time internal information exchange, and promotion of employee communication.
· Envelope label printing eliminates the arduous labor of copying customer address names and is a good helper for direct mail.
· Work plan and reasonable arrangement of work.
· Fuzzy query, advanced query, combined condition query, in the massive customer information, the intelligent fuzzy search method can quickly find the specific information of the required customers, speed up work efficiency, check the user's work status, and avoid customer conflicts.
· Repeat customer reminder function and automatic reminder function for customer return visits.
·Integrated multiple reminder functions. Inventory reminders, information announcement reminders, work affairs reminders, customer return visit reminders, market task reminders, etc.
· Comprehensive decision-making analysis, rich graphic display, and full grasp of sales dynamics.
· Track sales projects and manage plans to facilitate sales staff's evaluation and control of projects.
· Tracking management, tracking the sales staff's contact with customers in each business contact, and setting reminders for the sales staff's activities · Market research, market information, product promotion, and project exhibition management.
· The email mass sending function can freely send emails to customers in the list or to all customers and customized customers of all contacts.
· National postal code, long distance telephone area code forward and backward search functions.
· Global country code, time difference query, printing function. Time difference query for major cities in the world.
· Complete technical support and continuous free software upgrades.
· Initial login identity for all software: Username: admin Password: admin.
Useful
Useful
Useful