Introduction to Zhongchuang CRM portable system 1. System overview As an extension of CRM and digital nerves on mobile terminals, the CRM mobile system is designed with the management business concept of "accurate and real-time information collection, clear management goals, visual management processes, efficient business collaboration, quantitative performance information, and application integration platform". It integrates relevant important information such as human resources, contracts, projects, funds, tasks, etc. within the enterprise, and organizes the information according to the user's business perspective. Establish correlations to clearly display team and individual business goals, current progress, task arrangements, work performance, existing problems and other real-time status. It meets the needs of corporate operations and management activities in terms of goal management, project management, contract management, plan management, budget and cost management, performance management, personnel management, training and examinations, etc. It helps to build high-efficiency teams and continuously improve corporate, team and individual work performance. The CRM mobile system focuses on business opportunity management. Through schedule and expense management, and with the help of mobile terminal devices, it strengthens the dynamic tracking and control of sales staff's sales work. Application value Unified management portal: mainly for sales teams and sales managers Clear goal management: for business units and personnel Strict plan management: for business opportunities, costs, and personnel, focusing on information collection and timely guidance and control of sales work. Dynamic monitoring of the whole process: daily sales work inspection, GPS positioning, sign-in and photo upload to improve management execution: unified business view, multi-angle joint attention, automatic event reminders 2. System functions The main functions of the CRM mobile system include four major modules: schedule management, expense management, business opportunity management, and information center. The following are brief introductions respectively: 1. Schedule management My schedule displays the calendar control to mark the dates that have been filled in plans and logs; it provides GPS geolocation, uploaded photo sign-in and other plan log queries to compare work plans and work logs. Through the comparison results, you can understand the execution of work tasks by yourself and your subordinates. Sales center leaders can query the plan log information of their subordinate employees. 2. Expense management uses departments, projects, and personnel as expense accounting units at different levels, and dynamically tracks and manages expenses by strengthening expense planning, accounting, disclosure, and control. Provides classification and statistics functions for expenses, which can be classified and counted by stage, category, and accounting unit. It can be connected to the original financial system of the enterprise through an open interface to collect classified data. Through the expense budget planning function, overrun management and control of department and project expenses are achieved. 3. Business opportunity management Business opportunity query statistics query the detailed information of the business opportunity, including the basic information of the business opportunity and the plans, logs, sign-in information, pictures and expense reports associated with the business opportunity, which facilitates managers to fully understand the business opportunities and grasp comprehensive information of the business opportunities anytime and anywhere. 4. The information center queries relevant expense approval messages, plan reminder messages, etc.
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