CRM customer management method suitable for export cross-border trade
A customer management and customer technology, applied in the field of customer management system, can solve the problem of not being able to manage social media contacts or personal agents without company dimensions, and achieve the effect of uniqueness and business realization
Pending Publication Date: 2020-05-29
杭州龙席网络科技股份有限公司
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Problems solved by technology
With the development of social media and the emergence of personal agents in recent years, this traditional CRM management system cannot manage social media contacts or personal agents without company dimensions
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[0030] The following will clearly and completely describe the technical solutions in the embodiments of the present invention with reference to the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only some, not all, embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without making creative efforts belong to the protection scope of the present invention.
[0031] see Figure 1-2 , the present invention provides a technical solution: a CRM customer management method suitable for export-oriented cross-border trade, including the following steps:
[0032] S1: add customers; acquire customers from the clue pool, that is, the collection of business opportunity clue information;
[0033] S2: judge whether the customer added in the step S1 is a company; if so, then enter step S3; if not; then enter step S4;
[0034] ...
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The invention discloses a CRM customer management method suitable for export cross-border trade. The CRM customer management method comprises the following steps: S1, adding customers; S2, judging whether the customers are companies or not; S3, automatically perfecting related company information; S4, automatically perfecting related contact person information; judging whether the contact person belongs to a company or not; S5, getting in contact with the client; s6, if the customer is a potential customer, continuously following; s7, generating a quotation list for the potential customers andsending the quotation list to the customers; s8, if the customer becomes a formal customer after the transaction is finished, continuing to follow up. According to the invention, a traditional foreign trade customer management mode taking a company as a main body is supported; meanwhile, the contact person resource management of one contact person dimension is also independent; conversion of contact person resources to customer resources with a company as a main body is supported, association of the customer resources from the contact person resources is also supported, perfection of information such as a customer official website, a mailbox, customs data and Facebook information is assisted through the AI technology, and perfection of contact person resource mailboxes and social media information is assisted.
Description
technical field [0001] The invention relates to the technical field of customer management systems, in particular to a CRM customer management method suitable for export-oriented cross-border trade. Background technique [0002] The traditional foreign trade CRM management system takes the company as the main body to manage customer information. Enter the company information into the system, the company information will include the contacts of the company, and then perform management operations such as customer group management, stage change, log tracking, tag management, and assignment. With the development of social media and the emergence of personal agents in recent years, this traditional CRM management system cannot manage social media contacts or personal agents without company dimensions. At the same time, the multi-channel evolution of foreign trade customer acquisition means that there will be customers one by one at first, and the company and other information wi...
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IPC IPC(8): G06Q30/00
CPCG06Q30/01
Inventor 倪长春梁敏全李菲
Owner 杭州龙席网络科技股份有限公司