Client management system
A customer management and customer technology, applied in the field of customer management systems, can solve the problem of little improvement in the efficiency of sales staff, and achieve the effect of improving sales management efficiency, improving work efficiency, and reducing error rates
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[0027] like figure 1 As shown, a customer management system is composed of a customer module, a contact module, a sales opportunity module, a sales contract module, a dashboard module, a market activity module and a competitor module.
[0028] The customer module is used to create new customer information, and the created information includes customer full name, abbreviation, company Logo, serial number, address, website, customer status, customer classification and customer profile.
[0029] When creating the company logo, use computer programming to browse and upload pictures locally on the computer; the customer status system is divided into nine statuses by default, which are preliminary communication, meeting and visiting, confirmation of intention, formal quotation, business negotiation, signing and transaction, after-sales Service, stagnant customers and lost customers; the customer grading system is divided into four levels by default, namely small customers, medium cu...
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