Overview
CRM customer relationship management is often used to manage the interaction and service process between the company and customers. Through CRM solutions, such as customer management, sales management, follow-up management, order management, etc., to develop new users and maintain old users Increase the repurchase rate and achieve the ultimate goal of continuous contribution to customer value, thereby enhancing the economic benefits of the enterprise.
The difference between traditional CRM and no-code Quick Fusion Cloud CRM
Traditional CRM mainly manages the basic information of customers, and the functional sections are fixed. Enterprises need to adapt to traditional CRM, and all data in traditional CRM It is static, unable to have two-way interaction with consumers, and enterprises face greater limitations in managing customers.
One of the biggest differences between codeless CRM and traditional CRM is that codeless CRM is adapted to the enterprise. is flexible, personalized, convenient, and online collaboration is extremely strong and can meet the needs of enterprises in different business scenarios , Even complex businesses can be solved on the ground.
can also automate and intelligently help companies process data and complete some workflows, such as automatically generating dashboard data visualization, automatically entering data, and so on.
There is no need to pay hundreds of thousands of fees like traditional CRM, and the cost of using the codeless fast melting cloud is very low. You only need to pay a fixed service fee annually. If your team is 30 People, only 2980 a year, only 99.3 yuan per capita, equivalent to the price of two or three cups of coffee.
CRM customer relationship management system overall process:
sales input customer data, the system automatically generates customer trends, customer analysis, customer panorama , ready for the next step to follow up with customers.
For customers who have followed up, fill in the data into the follow-up record, and make visitor plans and follow-up reminders for existing customer information.Similarly, the system automatically generates visitor plans and quotation analysis, and sales can visually adjust the above steps based on dashboard data.
When a customer has a clear intention, you can modify the customer type to fill in the data into the sales opportunity, and focus on following up the customer, you can also view the opportunity analysis, the visualization of the sales opportunity data, or make adjustments.
Next, submit the quotation, sign the contract, view the analysis of the contract order, and manage the customer's subsequent payment, processing invoices, and mailing invoices.
After the above process is over, you can directly view the overall data visualization kanban, review and review the overall process, find out the problem and solve it.
Core process:
customer management→sales management→follow-up management→opportunity management→sales collaboration→order management→financial management.
Solve the pain points
1. Customer management
core process
Fill in the customer contact → customer management (data) → high seas fishing → my customer → customer analysis → customer panorama.
solves the following business pain points:
1. Full-dimensional customer file management, and customer data is accurate, standardized and effective.
2. Always control key customer information and data, which can be stored permanently.
3. Create new customer information on the mobile terminal anytime and anywhere, and support office anytime, anywhere.
4. Retrieve and return invalid customers through high seas pools to avoid order grabbing or collision.
5. Through multiple dashboard data visualization, you can deeply analyze customer needs, behaviors, trends, etc., and provide valuable information for business decision-making.
2. Sales management
core process
follow-up management → opportunity management → sales collaboration.
solves the following business pain points:
1. Managers can control real-time and comprehensive sales data, know what their subordinates are doing, and to what extent, they can also find problems and make adjustments in time.
2. Acquire various sales data in real time and make optimal business decisions.
3. The team is highly efficient in collaboration and has a clear division of labor. If problems arise, they can be traced back to the person in charge.
4. Support multi-objective performance appraisal, real-time report statistics.
5. Customize the sales phases and processes to achieve digital and fine management of the sales team.
6. Scientifically manage the entire sales process to improve individual sales performance or team performance.
3. Follow-up management
core process
Develop visitor plan → fill in follow-up record → set follow-up reminder → view visitor plan analysis table.
solves the following business pain points:
1. Through the follow-up management form, we can efficiently follow up each customer.
2. Powerful custom reminder settings to avoid forgetting to follow up customer matters in time.
3. Record follow-up and visitor records anytime, anywhere, so that every piece of data can be found, and follow-up information is permanently stored.
4. Fill in the form linkage to display the customer information, without repeating manual copy again, to achieve high efficiency office.
5. The sales supervisor or person in charge can keep track of the work progress of subordinates at any time, and deal with any problems in time, and control the follow-up progress of sales customers in real time.
4. Opportunity management
core process
Fill in the sales opportunity → fill in the sales opportunity funnel record form → the existing product table → create a new quotation → view the opportunity analysis / quotation analysis / sales opportunity analysis data visualization.
solves the following business pain points:
1. Better management of products, and product details can be inquired at any time.
2. Sales supervisors or sales members can control key links at any time to increase the winning rate.
3. Mark key projects and increase attention to promote winning orders.
4. Automatically calculate the product amount and total amount of the quotation, and synchronize the calculation results.
5. Sales collaboration
core process
Stage work→stage work data configuration→daily check work order pool status→sales behavior analysis data visualization.
solves the following business pain points:
1. Help sales achieve efficient office work and arrange their own work reasonably.
2. Control the work progress and completion quality of the sales team at any time.
3. Visualize sales behavior analysis data, which can quickly understand your follow-up times, customer comparison, and follow-up methods to help sales quickly increase the order rate.
4. Realize sales automation: The system automatically returns leads to customers on the high seas, which can improve the efficiency of customer leads.
6. Order management
core process
Fill in the contract order → handle the customer return and refund matters → view the contract order / analysis data visualization.
solves the following business pain points:
1. Efficiently manage multiple contracts and orders, and the source can be queried and traced.
2. Manage customer return and refund data, and analyze and find out the problem.
3. You can view your total contract amount, total contract quantity, and reason for return.
7. Financial management
core process
Receipt management→Receipt slips→Receipt plan→Receipt slip development data→Sales invoice.
Customer invoice management → fill in customer invoice information → customer invoice mailing information.
solves the following business pain points:
1. Open up the full chain of pre-sales, in-sales, and after-sales enterprise sales.
2. Receipt management, intelligently associated receivable records, actual receipts, uncollected, and bad debts are all clear.
3. Supports quick screening of the current user's total payment, net turnover, and payment trend.
4. Automatically calculate billing data, and update the calculation results in real time, which can avoid manual calculation or manual input of incorrect data.
Summary
Through the code-free Quick Fusion Cloud CRM customer relationship management solution, it can help enterprises or sales teams increase sales by 50% and increase the repurchase rate by 20%.
If you want to know more about how to build CRM customer relationship management, as well as dismantling problems, solving ideas, etc., we will use an article to share, please continue to pay attention to us~
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