The country's first commercial CRM system software developed based on WebO. Nanning Duruan Network Technology Co., Ltd. independently developed a CRM software suitable for small and medium-sized enterprises. While having powerful and complete customer management, it also integrates internal IM conversations, company financial income and expenditure, personalized desktop settings, and more than 50 different report statistics (including year-on-year and month-on-month analysis statistics); the company also continues to develop OA function integration In CRM, daily company office work and customer management are perfectly combined, thus realizing DOCRM=CRM+OA;
Specific functions
1. Customer resource management supports batch import of customer information, multi-contact management, and multi-condition search. Supports control of modification and deletion permissions for customer information and contact information.
2. Customer permissions support the sharing and distribution of customer information, support superiors' viewing of subordinates' information, and can strictly control the range of customers that salespeople can view.
3. Out-of-office registration If business personnel need to go out, they can register directly in the system, and can also directly make weekly outing arrangements according to customers, eliminating the trouble of paper registration. And if you register for an outing, there will be a contact record, which is easy to compare with each other.
4. Contact records. Whether it is door-to-door contact, telephone contact or other contact methods, the results and summary of this contact can be summarized for the inspection and guidance of managers, and they can be approved through the system to give guidance and strengthen superiors and subordinates. communication.
5. Sales opportunity management divides opportunities into different stages based on some measurable indicators and evaluates the stage of the project in real time. This is the most direct method for project tracking and is also the basis for management to assist salespeople in carrying out the next step of work. . It reduces human subjective judgment and strengthens the factual basis.
6. Contract and order management The company manages all sales contracts and orders signed with customers through the system.
7. The product center supports batch import of products, product combination ranking (product code, product name, product specifications), and image management functions.
8. Warehouse and inventory management does not support inventory management of multiple warehouses. In addition to standard outgoing and warehousing, it also supports standard purchasing, selling and inventory functions such as picking, inventory, and allocation. Support safety stock alarm. And includes product inventory analysis and multi-warehouse inventory analysis.
9. SMS and email management Send and receive text messages and emails online to maintain close contact with customers.
10. Report statistics: powerful Flash animation statistics, real-time statistics of various data information within the system.
11. Plug-in management: You can choose from various plug-ins such as financial management, official document approval, human resources management, etc. to improve the company's internal management.
【Software Features】
1. The system developed based on WebOS has excellent user experience and powerful personalized settings;
2. Internal data are interconnected, truly realizing modern enterprise software system management and statistics;
3. Integrate online chat function, allowing employees to complete conversations without other tools, supporting one-to-one and group chats;
4. DOCRM will continue to launch office software functions: such as process review, document signing, financial management and other functional plug-ins to realize DOCRM = CRM + OA;
5. The complete set of software is delivered to customers, and customers control their own customer data and are not placed in the developer's server, truly realizing the security of customer data;
6. There is no limit on the number of terminals used, one-time purchase and lifetime use;
【Update log】
On July 2, 2011, a new internal chat function was added. The customer relationship management system (DO CRM) integrated the IM function, which not only solved the shortcoming of CRM software that cannot realize the conversation between internal employees of the company, but also improved the customer relationship management system (DO CRM). )'s market competitiveness!
On July 9, 2012, the system added year-on-year and month-on-month report statistics; including: year-on-year and month-on-month statistics on new customers, contracts, payment collections, and gross profits. It is mainly used for trend analysis. Is it growth? reduce? It still tends to be stable and achieves true analysis and statistics, which has a very good assisting effect for the boss to analyze the company's development.
The financial function was improved on July 13, 2012; the sub-functions include: financial revenue and expenditure, employee wages, company profits, income flow, and bill flow, allowing DOCRM to not only provide customers with powerful customer management, but also manage the company's finances at the same time The income and expenditure situation allows the boss to have a very macro control over the company's monthly, quarterly, half-year, and one-year financial situation;
Note: This version is a trial version and has a trial time limit.