Muyi customer management system
v2.0
The first release date of Muyi Customer Management System: 2009-03-04 at 2 o'clock in the morning. It was formerly known as: A certain CNC machine tool customer management system. After being released on major download sites, it received good reviews. There are many netizens. You have given many valuable opinions to this system. In this revision, many functions have been improved and perfected. Muyi is very grateful to all netizens for their enthusiastic guidance and help! This system is suitable for customer management of small sales companies.
Program name: Muyi Customer Management System v2.0
Operating environment: IIS+ASP+Access
Installation and use: After decompressing the program, place the folder MuyiCRM in the website directory and access this customer management system through the IE browser.
Demonstration: There are no demonstrations available online. Please download the program and conduct the demonstration on your local computer.
The system administrator username and password are in the program documentation.
Roles and functions of the system :
Role: Manager + Salesperson
Manager : System administrator , with the highest authority
Salesperson : As an employee, you can add public customer sources and check your own customers.
Main responsibilities of system administrator :
Have the highest management authority over the customer information of the system. Such as regional management, industry management, employee management, system forum management, and customer management. Applications for follow-up of employees and customers must be processed every day. If an employee applies for follow-up, it must be agreed or disagreed based on the specific situation. Follow up. You can check employees' follow-up records, view employee log reports, and evaluate employees' work every day.
Query customers : Administrators can query customers by region or industry or keywords.
Export customers : TXT or Excel type documents can be exported.
Print customer : You can print the customer's contact information in email format, such as sending materials, etc.
Encrypted customers : You can view the encrypted customers and follow-up status of all employees of the company.
Follow-up customers : You can view the follow-up customers and follow-up status of all employees of the company.
Renewal application , follow-up application , encrypted application : check the employee's application status and reasons for the application, and agree or disagree with the operation.
Salesperson Responsibilities:
1. Add " Public Customer Sources ". You can add your own public customer sources every day. Customers can check the customer sources in the public database before being followed up by other salesmen. Interested customers can also apply for follow-up.
2. For customers who have been followed up, fill in the follow-up record to facilitate the next follow-up of the customer.
3. For customers who have achieved results, you can keep the customer application confidential and permanently become your own function. No one except the administrator can view this type of customer.
4. Required to fill in log reports and work summaries every day.
Other instructions:
Public customer source : refers to the customers added by the salesperson who will be put into this database. A certain number of customers are required to be filled in every day. The administrator can delete or modify it, but the salesperson can only modify part of the content. Every employee in the public customer base can follow up, fill in follow-up records, or apply to become their own confidential customer.
Follow-up customers : There is only 20 days of follow-up time. If the time is not enough, you can apply for follow-up, otherwise the customer will automatically be placed in the public customer source database.
Encrypted customers : Only traders and administrators can view the customers inside and follow up permanently.
