What is a CRM system?

CRM is the abbreviation of Customer Management.

Currently, most domestic small and medium-sized enterprise sales model is still a "hammer business", ignoring the value of customer retention. I don't know, if the enterprise to the old customer management, continue to buy the use of the company's products, still have the possibility of profit. Moreover, the account manager in the operation of old customers to spend the energy, financial resources far less than the development of new customers.

The role of CRM is: through the sales manager or account manager to customer follow-up information is recorded and organized to facilitate the next contact with the customer, so that the sales manager or account manager to have a plan, purposeful contact with the customer, and thus improve the single rate or customer retention.

What should a company look for in introducing a CRM system?

Is it really necessary to have every employee in the company using a CRM system?

CRM system is only for customer relationship management, it can be seen that most of the employees who use CRM can be in direct contact with customers, such as: the marketing department responsible for customer leads, the front-line sales staff in contact with customers, the sales manager responsible for maintaining customer relationships, the company's sales managers and so on.

CRM is not an OA (officeautomaction) system, and there is no need for every employee to use it.

Understanding your needs

Most CRMs, basically, have the ability to keep track of customer information. Beyond that, is there a need for a call system? Is there a need for a customer acquisition channel? Is there a need for sales management? Is there a need for order management?

You can try the CRM system developed by our company for free -- CRM

Built-in sales lead database, a new way for enterprises to develop customers. Sales staff can search by keywords, industry selection, and specified regions to find the required customer resources.

Flag duplicate leads. If the same customer lead is followed up by more than one sales***, there will be a collision. CRM marks the same leads, leads with the same unit name, leads with the same contact person, leads with the same phone number, and is able to show the follow-up information of the same leads, i.e., whether there are any other salespeople following up on the same leads, and what the follow-up information is.

Call center. Without the use of other external devices, customers can be contacted through the system by connecting a headset through a computer. At the same time, the built-in call center analytics system is able to display call data from salespeople on a weekly and monthly basis.