After using the system, the main functions are as follows: salespersons of the test box can easily and securely log in to the company's internal server to check the progress of their contracts; Can receive various notifications from the company in real-time; Contract management system replaces manual ledger; The contract review between business, production, and design can be completed entirely online, improving efficiency; Electronic delivery; Automatic generation and printing of financial invoices. After the stable operation of Phase I, the software team will continue to establish Phase II and Phase III projects according to the needs of the marketing department, completing functions such as salesperson expenses, market analysis and research, market dynamics statistics, customer management, order electronicization, and after-sales service, to support enterprise management and decision-making.
The pre-sales stage of customers is basically not divided, and the leaders of various branches, offices, and physical subsidiaries pay great attention to sales information (including accounts receivable and payments). However, these information can only be obtained irregularly from the finance department, lacking effective, real-time, and comprehensive monitoring of the sales process from a business perspective. 6. The entire sales process has not been sorted out; This has led to most sales being in a blind state, resulting in a lack of a feasible mechanism for tracking current sales opportunities.
CRM management software business personnel are in a relatively passive sales state.
It is very important to enrich the resources of target customers, implement process control in sales, reduce the burden on sales personnel, and improve work efficiency in response to the current business situation of the X Test Box Information Science Research Institute; By building the Sichuang ECRM system, centralized management of national customer resources can be achieved, effectively unifying sales platforms; Through systematic opportunity management, achieve sales process management, effectively track current sales opportunities, and manage and monitor key projects effectively.
The application effect is implemented as follows
1. A platform for centralized management of customer resources for various testing chambers and unified customer information.
2. Improve work efficiency and integrate and share existing resources.
3. Make the behavior of business personnel more effective and understand their operational status.
4. Sort out the business status and implement process management for the sales of test boxes.
