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Official introduction of SalesEasy CRM
SalesEasy, the leading brand of mobile sales management.
SalesEasy intelligently integrates mobile Internet (Mobile), social network (Social) and cloud (Cloud) technologies to help companies improve the efficiency of their sales teams, reduce costs, and significantly improve sales performance. Sequoia Capital, the world's top venture capital, exclusively invested in the AB round of 10 million US dollars. The core team consists of enterprise-level experts from SAP and IBM and Internet elites from Sohu and Sina. So far, it has gained the trust of more than a thousand paying companies and tens of thousands of users!
SalesEasy CRM core value
Professional sales management
SalesEasy can help sales staff manage the entire sales process from potential customers to sales project follow-up to business analysis. At the same time, it helps sales managers understand team project and performance progress, real daily behaviors, etc. anytime and anywhere.
Innovative mobile office
Sales easy to put customers, colleagues, and lists in "pockets". Through your mobile phone, you can monitor performance progress anytime, anywhere, process discount applications, approve contracts, follow up on tasks, report work, and enjoy the convenience and efficiency of mobile office.
Convenient communication and collaboration
Efficient management communication is the key to the efficiency of the sales team. Sales' easy-to-use WeChat-like voice communication and Weibo-like information dissemination allow "road warriors" to stay in touch with the company and customers at any time, quickly obtain needed assistance and information, and greatly improve "combat" efficiency.
Features of SalesEasy CRM software
1. Loss of customer resources: The customer page records complete customer information and all communication details, synchronizes with the cloud, and retains them permanently.
2. Management is not transparent: The dashboard allows the sales "process, results, and behaviors" to be clearly visible. Management can grasp the real-time progress of the project anytime and anywhere, accurately predict performance, and significantly increase the win rate.
3. Difficulties in managing external sales visits: sales take the initiative to sign in and upload photos, voices, texts, and geographical locations. By increasing the number of visits, performance will be directly improved.
4. Inactive lead follow-up: Gonghaichi revitalizes customer assets and utilizes resources repeatedly and efficiently. If you can't follow up, put it back on the high seas and let others follow up.
5. Newcomers do not place orders: 360° customer information and analysis, quickly understand the history of responsible customers; refine the ordering process, personal guidance for project advancement; knowledge base allows learning anytime and anywhere.
6. Lack of communication in the team: Enterprise WeChat and Weibo build a social communication platform so that all employees can receive the latest information simultaneously and find support from colleagues and leaders immediately.
7. Low work efficiency: business card scanning, easy and accurate; communication key points, voice recording; work approval, mobile submission; summary report, intelligent generation.
8. The company cannot expand its scale: top sales experience can be easily copied; scientific and systematic management allows companies to expand rapidly and on a large scale.
SalesEasy CRM software features
SalesEasy CRM helps you manage all customers from high seas to completed orders. SalesEasy CRM can help companies rationally allocate customer resources, better serve customers, and overall improve the efficiency of the sales team.
SalesEasy CRM can help sales staff manage the entire process from potential customers to sales project follow-up to business analysis. At the same time, it helps sales managers keep track of team project progress, behavior, and team performance.
The characteristic of a salesperson's work is "on the road". SalesEasy CRM can "load" customers, colleagues and projects into the mobile phone. Through mobile phones, you can check project progress, process discount applications, approve contracts, and assign tasks anytime and anywhere, making CRM truly a tool for sales staff to work on the go and place orders, instead of being a shackle to sales efficiency in the PC era.
How to use SalesEasy CRM
How to check the schedule and tasks in SalesEasy CRM?
Click on the Sales Easy APP to enter the login page. Click the [Click to log in] button. (Note: Generally, employees are added to the system by the administrator from the backend and do not need to register themselves)
After entering the username and password, click the [Login] button. (If you forget your password, you can retrieve it by clicking [Forgot Password])
Three consecutive entries and exit errors will result in password lock, and you will need to contact the system administrator to unlock it.
You can view the day’s schedule and task arrangements on the home page. Click the [∨] button for further operations.
Click [Complete] to change the status of the task to completed.
You can click the [Next] button on the schedule expansion interface.
Click the [New Schedule] or [New Task] button according to your needs for follow-up.
Click the [Delay] button.
Delay the schedule or task to the corresponding time point. (You can also customize the time point)
Click the [Delete] button. Delete a task or schedule.
Click on the schedule on the homepage interface to directly access the check-in and access the check-in to switch the map.
SalesEasy CRM Frequently Asked Questions
When using the official version of SalesEasy CRM on an Android phone, it prompts that there is no response. Should I close it?
If this prompt appears frequently in the official version of SalesEasy CRM, please uninstall the software and reinstall it.
Why does it prompt "Sorry, you do not have access rights" when logging into the official version of SalesEasy CRM system?
In this case, the official version of SalesEasy CRM system has not authorized the current user, and the administrator needs to authorize it in the system settings.
How to set the password of the official version of SalesEasy CRM more securely?
New password rules can be added in the official version of SalesEasy CRM System Settings - Security Settings - Password Rules, and the password can be set more securely through settings.
Comparison of similar software
Wukong CRM claims to be a sales management partner that understands you better. It can create your own sales assistant through multiple modules such as leads, customers, customer pools, contacts, business opportunities, contracts, etc. Conveniently and quickly manage customer resources, seize business opportunities, and track the sales process.
SalesEasy intelligently integrates mobile Internet (Mobile), social network (Social) and cloud (Cloud) technologies to help companies improve the efficiency of their sales teams, reduce costs, and significantly improve sales performance.
SalesEasy CRM update log
v2003.1
Sales Cloud
Regional management supports independent allocation of business opportunities and recycling rules for customers and leads.
Customer service cloud
Telemarketing workbench helps telemarketing staff make outbound calls based on leads and customers.
On-site service cloud
The equipment manufacturing industry version and the sales-resistant electrical appliance industry version match the subdivided industries.
Partner Cloud
Partner Cloud has newly launched dealer self-service ordering and dealer promotion management.
Intelligent Analysis Cloud
Optimize mobile interaction and visualization effects; improve the smoothness of product use.
PaaS
New version of approval flow designer; improved sandbox migration capabilities; supports OAuth2.0 single sign-on.
Marketing Cloud
Strengthen the attribution of market activities and the analysis of full-link marketing data.
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