Client relation management method

A customer relationship management and administrator technology, applied in transmission systems, data processing applications, instruments, etc., to solve problems such as single data and inability to reflect customer internal personnel relationships clearly.

Inactive Publication Date: 2011-05-18
HENAN RUIZHIQI INFORMATION TECH
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] Existing customer relationship management systems are limited to convenient applications for managing basic customer data, as well as records and communication records for each customer. The data processed is relatively simple, and cannot clearly reflect the complex internal personnel relationships of customers.

Method used

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Embodiment Construction

[0016] The present invention will be further described below in conjunction with accompanying drawing and embodiment:

[0017] Such as figure 1 Shown, a kind of customer relationship management method, is provided with Web server and database, comprises the following steps:

[0018] Step 1. The enterprise administrator accesses the system web server through the domain name or ip address, and enters the user name, password, and enterprise id to log in to the system;

[0019] Step 2: The enterprise administrator adds enterprise users, and assigns corresponding roles to users of different roles;

[0020] Step 3. The salesperson enters the potential customers, simultaneously taps the business opportunities, tracks the business opportunities and finally signs the contract to become a corporate customer;

[0021] Step 4: The customer service staff enters the customer to provide services, and records service-related information;

[0022] Step 5. The enterprise administrator enters...

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PUM

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Abstract

The invention discloses a client relation management method, which uses a Web server and a database, and comprises the following steps that: 1, an enterprise administrator accesses a system web server by domain or IP address, and inputting a user name, a password and an enterprise id to log in a system; 2, enterprise administrator adds enterprise users, and assigns corresponding roles to users playing different roles; 3, sales personnel enter potential clients, mine business opportunities, track business opportunities and finally sign contracts to allow the potential clients to become enterprise clients; 4, client service personnel enter services provided by the clients, and record the information on the services; and 5, the enterprise administrator enters the system, and summarizes the business of a company and makes a next development plan by querying a statistical statement. The method uses the Web server and the database for establishing internet-application-mode-based client management systems for small enterprises. The method supports a multi-enterprise version, and at the same time, provides excellent user experience and effectively improves internal sales information management of enterprises.

Description

technical field [0001] The invention relates to a management method, in particular to a customer relationship management method. Background technique [0002] Customer relationship management is an enterprise that establishes a customer-centered development strategy in order to improve its core competitiveness, achieve the goal of winning the competition and growing rapidly, and on this basis includes judging, selecting, striving, developing and maintaining customer needs. All business processes implemented. It is a work practice for enterprises to focus on customer relations, carry out systematic customer research, and optimize corporate organizational systems and business processes to improve customer satisfaction and loyalty, and improve corporate efficiency and profit levels. [0003] Existing customer relationship management systems are limited to the convenient application of managing customer basic data, as well as recording and communication records of each customer...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/00H04L29/08G06Q10/06
Inventor 孔祥贵邵荣国孟晓磊王亚宾鹏白洋
Owner HENAN RUIZHIQI INFORMATION TECH
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