Introduction to Zhongchuang CRM portable system 1. System overview As an extension of CRM and digital nerves on mobile terminals, the CRM mobile system features "accurate and real-time information collection, clear management goals, visual management processes, efficient business collaboration, quantified performance information, and application integration platforms" Designed based on the management business concept, it integrates important information related to human resources, contracts, projects, funds, tasks, etc. within the enterprise, and organizes the information according to the user's business perspective. Establish associations to clearly display team and individual business goals, current progress, task arrangements, work performance, existing problems and other real-time status, meeting the needs of corporate operations and management activities for goal management, project management, contract management, plan management, budget and cost The needs in management, performance management, personnel management, training and examinations, etc. will help to build high-performance teams and continuously improve the performance of enterprises, teams and individuals. 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: sales daily 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 schedule management and expense management , business opportunity management, and information center four modules. The following are briefly introduced 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 check-in and other plan log queries to compare work plans and work logs. Compare the results to understand the performance of your own and your subordinates' work tasks. 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. By strengthening expense planning, accounting, disclosure, and control, expenses are dynamically tracked and managed. 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, check-in information, pictures and expense reports associated with the business opportunity, which facilitates managers to fully understand the business opportunities anytime and anywhere. Get comprehensive information about business opportunities. 4. The information center queries relevant expense approval messages, plan reminder messages, etc.
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