Fenxiangsuke CRM function is useful. Detailed introduction of the function.

Fenxiang Sales is a management software that can help improve performance more conveniently and has many functions. Now some partners are asking what the CRM function in this software is used for and what it can do. I want to know Friends, you can check out the detailed usage introduction on Pconline!

Introduction to the functions of Fenxiangshangke CRM:

1. Lead management: make good use of resources and precise marketing

Obtain sales leads through multiple channels, and the whole process can be Control, efficient and standardized management; multi-dimensional management of lead pools, optimizing resource allocation, improving lead follow-up efficiency and conversion rate; full life cycle management from lead collection, distribution, follow-up, conversion to final order, 360-degree visualization Analyze and accurately correct marketing strategies. The clue pool supports automatic allocation rules and automatically assigns clues to employees;

Leads, customers, and contacts support joint duplication checking. Smart form: Efficiently collect external data in all business scenarios, and flexibly customize the process to achieve automatic marketing.

2. Customer management: data accumulation and transfer on the high seas

Scan business cards or import in batches to easily create customers, match and complete data with industrial and commercial registration information, and automatically check for duplication and prevent collisions; Use the high seas to conduct classified and hierarchical management of customers, match different follow-up strategies, shorten the transaction cycle, improve the transaction conversion rate, and maximize the use of customer resources;

Email exchanges, customer information, sales records, and fragmented work information By automatically depositing associated customers into the CRM system, complete customer files are established and retained in an enterprise-wide manner; from follow-up, transaction to after-sales, multiple people can jointly follow up, with flexible and controllable permissions, and all-round and efficient collaboration. Customers support multiple business types and multiple layouts, enabling different types of customers to maintain different information.

3. Visit management: reasonable planning to improve efficiency

Fenxiangxiaoke CRM provides a complete one-stop comprehensive customer visit solution, through planning, execution, inspection, and improvement and other links to effectively manage the entire process of customer visits; assist sales staff to plan visit time, formulate visit plans, visualize and efficiently plan visit routes, and act upon decisions; customize visit actions, structure and precipitate visit data, and provide clear statistical views to improve Visit data collection and analysis to assist enterprises in optimizing customer terminal management.

4. Business opportunity management: process control leads to victory step by step

The multi-process business opportunity management model adapts to enterprises with different sales models; customize the sales process, optimize sales process management, and improve Transaction conversion, shortening the transaction cycle; visual sales funnel, sales performance can be predicted, sales rhythm can be controlled, and sales effectiveness can be analyzed.

5. Order management: closed-loop business, efficient and standardized

Place orders on mobile phones anytime and anywhere, unified template specifications, convenient for order processing and analysis and decision-making; supports scanning QR code to query, add and inventory orders products to improve order management efficiency; sales orders are associated with invoicing, collection, returns, and refunds to achieve closed-loop management of the transaction process;

Supports custom printing templates and provides a rich library of preset templates to meet orders and other personalized printing needs; the order process can be set up with an audit mechanism, the mobile terminal can be operated for confirmation, and the order status is visible in real time, achieving an organic combination of business standardization and circulation efficiency.

6. BI report: data analysis and scientific decision-making

CRM (customer relationship management) is not just a tool, but also embodies the concept of digital and refined sales management. Fenxiang CRM is unique in BI data analysis; Systematization: 360-degree holographic data analysis from goals, processes, behaviors, results, etc., visual statistical charts are clear at a glance;

Personalization: It can be based on different DIY creation and design of reports and charts for conditional values ??on demand; Refinement: Target amounts can be viewed in multiple dimensions by department, employee or date, and the sales targets of each department/employee can be accurately managed; the sales funnel supports viewing details to help companies make scientific decisions; Mobile: Automatically summarize statistics on the data cloud, subscribe via mobile phone, and view in real time. Business data: Add locking function to control data security and accuracy.

7. Approval flow management: improve efficiency and efficient execution

Support customization of the approval process, for customers, sales orders, return orders, new creation, voiding operations, and establishment of custom objects Approval process; the approval node supports single person, multi-person non-countersigning, and multi-person countersigning; you can customize actions after the approval is completed; standardize the enterprise approval process and solidify the enterprise system in the CRM system to ensure efficient implementation of the system; ensure the security of enterprise business data Complete, reduce enterprise management costs and improve internal work efficiency.

Approval flow: supports branch processes, and automatically triggers email reminders after approval.

8. Custom objects: Personalized business, easy customization

Custom object creation: Easily and quickly create custom objects and operations through custom fields, layouts, permissions, and business types Convenient, greatly reducing development costs; Personalized business customization: supports customization of business function modules and layouts, covering personalized business scenarios; Object-object association: can establish associations between objects and solve the problem of data differences between different business types .

Custom objects: Add master-slave relationships, statistics, references, and signature fields; add business components such as payment collection, check-in, and regional positioning, and easily customize mobile business scenarios; support object analysis.

9. Business process management: business flow, orderly

Standardized business process: By setting up manual tasks and system process nodes, the business process engine is standardized and automated; cross-department business Circulation: business flow across objects and organizational structures, reducing the cost and resistance of cross-department and business line communication; process optimization and reorganization: through monitoring and analyzing the execution process, quickly locating problems, helping enterprise process optimization and reorganization, and increasing sales. Management efficiency.

10. Data Cleaning: Refuse to duplicate basic data

Leads, customers and contacts are important and basic master data in the CRM system. Powerful data duplication checking and cleaning tools are effective Ensure the accuracy of all dimensions of the system's master data; Fenxiangke CRM can flexibly customize rules for pre-duplication checking, create new duplication checking and intelligent cleaning tools to help enterprises remove all invalid data and lay a solid master data foundation for scientific decision-making. .

11. Permission management: Enterprise employees each perform their own duties

Role permissions: Support enterprise-defined roles, and realize employee functional permissions by dividing different functional permissions of different roles. Differentiation and isolation; data permissions: native data isolation, data inheritance, and sharing mode design, flexibly configure the visibility range of different business roles according to different data types, fully ensuring the security of enterprise data; standardizing employee behavior, and each doing their own work We work together to ensure healthy development of the company.

12. Custom configuration and open interface: extensible and more applicable

Objects, fields, processes, reports, permissions (functional permissions and data permissions) in CRM can be used Through simple custom configuration, it can meet the personalized needs of different industries; Fenxiangxiaoke currently has opened nearly 150 API interfaces, which can be connected with enterprise ERP, purchase, sale, inventory, finance and other systems; the enterprise's existing mobile web system or H5 The application can also add a quick entry on the Fenxiang CRM client without additional development.