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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

Inactive Publication Date: 2016-01-13
HENAN ZHIYE TECH DEV +1
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0006] Existing technology only improves the effectiveness of sales management, but has little effect on the efficiency of sales staff

Method used

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  • Client management system

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Embodiment

[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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PUM

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Abstract

The present invention relates to the field of internet application, in particular to a client management system. The system comprises a client module, a contact module, a sales opportunity module, a sales contract module, an instrument panel module, a market activity module and a competitor module. The client management system can help sales staff to improve the work efficiency, the situation of each client can be recorded and displayed in details, and the error rate is lowered; and the client management system helps enterprises to improve sales management efficiency, the clients are prevented from being taken away due to the loss of the sales staff, and client data is stored on a system server.

Description

technical field [0001] The invention relates to the field of Internet applications, in particular to a customer management system. Background technique [0002] With the development of China's economy and the formation of a buyer's market, salespeople are increasingly occupying an important position in the company. Excellent salespeople have a broad space for promotion and the right to speak in the enterprise, but they want to become It is not easy to be a good salesperson. Sales is to build the relationship between the buyer and the seller. The salesperson needs to have a better understanding of the purchase process after the customer makes a real decision and when the decision is made. Then, the salesperson needs to put Its sales process matches the customer's buying process, and once they have agreed on the most viable solution, the sales force begins to engage with the customer. [0003] Sales staff have to develop new customers and maintain old customers every day. Bef...

Claims

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Application Information

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IPC IPC(8): G06Q10/06G06Q30/06
Inventor 范翕睿
Owner HENAN ZHIYE TECH DEV
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