1. Supports full life cycle customer management, with complete sub-modules such as user insights, customer portraits, follow-up records, transaction history, and customer maintenance;
2. Support the classification of customers according to different dimensions such as customer source, level, industry, region, product preference, etc.;
3. In order to conduct more accurate market analysis, optimize sales strategies and improve sales results.
1. Support multi-dimensional analysis of customers’ basic information, interests and hobbies, behavioral characteristics, values, etc.;
2. Help sales staff better understand customers so as to provide customers with more personalized services and products;
3. Help sales staff record the content, time, method and other information of each communication with customers.
1. Support the management and analysis of customer transaction history and provide sales staff with a comprehensive understanding of customer transactions;
2. Support effective follow-up and maintenance of customers, including birthday wishes, holiday greetings, information push, relationship maintenance and other functions;
3. The main functions include sales targets, sales plans, sales tasks, performance rankings, sales analysis, etc.
1. Support the setting of sales goals and help sales staff better understand the company's business goals;
2. Assign sales tasks to different sales personnel and collect statistics on the completion of sales tasks;
3. Realize the tracking and management of sales tasks of sales personnel to provide guarantee for the company to achieve sales performance.