Integrate with enterprise WeChat, WeChat, DingTalk, and even email notifications, allowing for management and interpretation of contact lists, as well as a centralized center for internal cross-collaboration.
For example, functions such as【 outbound call 】 and 【 group robot integration 】 can achieve real-time message push. When new user information comes in, it will be automatically pushed to sales, making it convenient to follow up promptly
(2) File management
Collect, upload, store, and share documents in a centralized location, making it easier for every relevant person to access information.
A centralized center for important documents can greatly help ensure that all team members are aware of the situation and bring a smooth and consistent experience to customer service
(3) Quotation/Proposal Management
Create customer quotations or suggestions.
When the customer's intention is clear during the sales process, the product quotation list provided to the customer is the basic price information of the sales order
(4) Funnel management
View an overview of the entire sales channel and the status/detailed information of each stage in the sales funnel.
The sales funnel is a very intuitive chart for analyzing the status of business opportunities. It uses stages as dimensions and the number of business opportunities in each stage as a statistical indicator to construct a visual funnel-shaped statistical chart
If the sales channels are diverse, it is important to prioritize this feature when purchasing CRM software. Examining the entire funnel will help prevent potential customer marketing from being delayed or overlooked
(5) Workflow automation
Automatically execute repetitive tasks by creating workflows that trigger actions or send subsequent reminder actions.
After adding a follow-up plan, the schedule reminder on the CRM software homepage will remind members of the planned date to avoid any omissions in the follow-up plan.
Optional features are not common in CRM software and can distinguish certain software products from other products in the same category, or differentiate them as the most suitable product for a specific market. For example——
(1) Report/Analysis
Sample line summary report for obtaining sales figures or sales representative performance (e.g. daily, weekly, monthly, etc.)
2) After-sales service
When customers provide feedback on issues with the goods, initiate the return process directly in the system. When the customer needs on-site testing, installation, demonstration, and other services, sales can enter service work orders in the system to record the workload.