Cloud Diandi Customer Relationship Management CRM OA System v2.4
v0
1. Added customer-defined check uniqueness settings and customer classification
2. Added new file doc and excel online preview functions
3. In changing the data statistics, you can view the company employees’ customer, contract and other data statistics according to the permissions.
4. Optimization and correction of other problems.
YunDianDi customer solution is an intelligent customer solution tailored for small and medium-sized enterprises that is easy to use, powerful, permanently free to use, and has lifetime upgrade and maintenance. Relying on the powerful, safe and stable Alibaba Cloud platform, it is cost-effective, scalable, secure and stable. The modular design with high cohesion and low coupling enables each module to meet the needs to the greatest extent, and the combination of related modules can meet a series of user requirements. Easy-to-use cloud backup allows users to back up customer information simply, safely and reliably anytime, anywhere. Powerful report statistics make it easier for users to analyze big data and formulate sales strategies. Integrated text messaging allows users to send text messages to company customers anytime and anywhere. The simple and easy-to-use operation interface allows users to get started quickly.
Introduction to cloud diandian customer relationship management CRM functions; 1. Personal center: Address book, memo and phone book are mainly used to add contact information, which is equivalent to the address book function. It can store basic information of relevant contacts, such as name, contact information, address, email, etc.
The work log is mainly used to record notes on big and small things in personal work and life, which is equivalent to the memo function. In the future, an expiration reminder function will be added to remind you when and what to do.
2. Task management: Task assignment on the work communication platform is mainly used for task assignment among internal members of the company, including the specific requirements and deadlines for completing the task, which can be assigned to the person in charge in a timely manner, and the completion feedback results can be viewed.
View tasks are used to view and manage dispatched tasks.
The log management function provides timely feedback to superior leaders on daily, weekly, and monthly work status, and supports a display format with both pictures and text.
Review the work status of subordinates in the comment log, and make timely comments based on the completion status.
3. Information management: Information dissemination platform information management The company can publish company news, appointment notices, holiday notices, meeting notices, etc. 4. Opportunity management: Mining potential customer opportunities High sea management opportunities refer to some original data information about individuals and companies. These Information may come from commercial exhibitions, conference marketing, advertising and other commercial activities. Every opportunity has the potential to develop into an effective customer. Sales opportunity information, sales opportunity description, sales opportunity assignment, application, and closing.
Personal opportunity management manages your own sales opportunities, which can be discarded, successfully developed, or generated as customers.
Opportunity application management distributes all applied sales opportunities.
5. Customer management: Effectively manage customers. Customer information management comprehensively records customer information, including basic customer information, contact information, product or service purchase records, account transactions, transaction records, etc. All the above information can be viewed in one interface. And customer information can be shared or put into the open sea or applied for or assigned.
High seas application management can assign customers in high seas.
High sea pool management Customers in the high sea pool can apply for, transfer, share, and generate customers.
6. Product management: Clear product classification. Product information management can record product details, such as item number, color, size, category, cost price, retail price and other basic information.
7. Contract management: Record business transactions Contract maintenance mainly records business transactions records, including contract details, order records, payment methods, payment amounts, payment collection records, etc. There will be a prompt for unapproved funds.
Contract review can assign relevant personnel to review the contract information, and the content cannot be changed after it takes effect; however, payment collection records can be added and reviewed during the payment review.
For contract repayments, you can add repayment records in contract maintenance and conduct repayment review here.
8. Account management: Enterprise user information can be customized and account assigned. Administrators can freely set up the enterprise organizational structure. Administrators can set up multiple administrators. Users can freely add user accounts. User levels can be customized and can manage basic employee information. Each user has Independent user name and password permissions control the permissions of each user. The permissions of each user can be refined to each column. The permissions of each user can be refined to each operation. The permissions of each user can be refined to the scope of operations. After each user logs in to the system, the function menu can be different. 9. Processing of resigned employees. User accounts can be frozen. Work of frozen users can be transferred to other users. Frozen accounts can be activated again at any time. 10. System settings: Company information can be set freely. Company information management can be set. Basic company information can be set freely, including company LOGO and company information. Website, address and website administrator organizational management set up the company organization and add relevant personnel permission settings. Freely set permissions for each functional module through free sliding. User management can set basic information and permission settings for each employee of the company. Data dictionary You can customize the fields of the drop-down box in each functional module. The login log can check the user login status. 11. Cloud backup: Mobile data treasure house. Cloud backup backs up data, customer information, and company information with one click, never to be lost.
