CRM is a continuous process of constantly strengthening communication with customers, constantly understanding customer needs, and constantly improving and perfecting products and services to meet customer needs. CRM pays attention to communication with customers, and the operation of enterprises is customer-centered, rather than the traditional product or market-centered. In order to facilitate communication with customers, CRM can provide customers with a variety of communication channels.

Role assignment:

1. General Manager or Deputy General Manager in charge of marketing

Read real-time reports and statistical charts.

Forecast sales

Forecast market

Start and track the marketing plan.

Identify and promote the best workflow

Determine the user pyramid and permission policy of CRM software

Formulate or supervise the formulation of product price manuals, etc.

Supervise the development of knowledge base

Put forward new statements, statistical charts, workflow and other requirements.

2. Sales Manager

Make and read real-time reports and statistical charts.

Forecast sales

Assist the marketing department to formulate or implement the marketing plan.

Formulate and coordinate the implementation of workflow (approval, reminder, etc.). )

Assign permissions to sales representatives

Data optimization cleaning

Identification and tracking of important customers

Developing knowledge base

CRM software training, internal coordination of the company

Measure the performance of sales representatives

3. Sales representative

Operate data modules such as potential customers and customers.

Turn potential customers into loyal customers and expand the sales of existing customers.

Write time-sharing work log

Participate in sales forecast and make personal sales plan.

Improve quotation, project plan, knowledge base, etc.

Feedback and input relevant market data.

With the in-depth implementation of enterprise CRM software and the accumulation of customer data, CRM software can help sales and customer service to complete tasks faster and more effectively, help managers achieve profit targets, and help companies communicate with customers and companies more effectively. CRM software is becoming an indispensable automation tool for enterprises.