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WPS customer relationship management system realizes integrated management of internal office, pre-sales, in-sales, after-sales, and data analysis, comprehensively improves team management and sales performance, and supports all-weather online collaboration.
Through the application of WPS customer relationship management system, your company or team can quickly implement CRM applications, reduce costs, increase efficiency, and significantly improve sales performance.
You can achieve it in the system
1. Establish full life cycle management of customers (potential customers → formal customers → lost customers);
2. Quickly build 360-degree customer panoramic management (pre-sales data, in-sales data, after-sales data);
3. Refined follow-up process management of business opportunities/projects (visitor planning → customer follow-up → dynamic stage management);
4. Real-time target task management of the sales team (annual target → quarterly target → monthly target);
5. Real-time insight into key data of the enterprise/team (customer analysis, pre-sales analysis, sales analysis, etc.);
6. Configure on demand and build team-specific applications (field definitions, page definitions, process definitions, etc.).
Description of sales process in the system
l Customers: Integrate and record the customer information contacted by each department and each salesperson of the enterprise for unified management.
l Leads: Identify and follow up on information obtained through marketing activities, telemarketing, etc., and then convert needs into business opportunities after confirmation.
l Business opportunities: The main function is to complete the information entry, allocation, follow-up, closing and query of business opportunities.
l Follow-up: It mainly provides follow-up process management for customers/business opportunities/orders/contracts, etc. It can record the process and content of customer follow-up in detail.
l Quotation: the product price and related quotation policy provided to customers.
l Sales order: the source of sales data. Orders are the core of all marketing activities of the enterprise.
l Contract management: mainly recording relevant records of contract signing, management of contract documents, etc.
l Sales repayment: perform repayment operations on specified orders.
l Work order: The decomposition management of service work can be achieved by establishing work orders and assigning personnel to execute them, thereby achieving process management and refined enterprise management, thereby improving customer satisfaction.
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