Utopia CRM customer management system v15.1

Utopia CRM customer management system is mainly developed to help enterprises solve customer management and other problems encountered in daily work. Through Utopia CRM customer management system, different functions in corporate affairs can be operated. Users can achieve this through custom field types. Suitable for the needs of different enterprises. The most complete customer information of an enterprise is managed in the Utopia customer relationship management system. The comprehensive customer information covers all aspects of the enterprise's entire front-end office field, such as marketing, sales, service and technical support. The added value it brings to the enterprise is limitless. Utopia CRM customer management system is a software developed for sales management applications of small and medium-sized enterprises. It helps companies establish a standardized, accurate and real-time customer database, improves the relationship between companies and customers, and makes customers feel the presence of the company at all times. Understand changes in customers. At the same time, easy, standardized and meticulous sales management work can be achieved. Improve management efficiency and grasp timely, accurate and comprehensive sales trends. A customer management tool that perfectly integrates core functions such as customer management, order management, contract management, after-sales management, purchase, sales and inventory, and daily office work. Make the customer relationship management process efficient, social, and automated to achieve refined management.

Advantages of Utopia CRM customer relationship management system:

1. Achieve remote and mobile office and handle work affairs anytime and anywhere

No matter when and where you are, as long as you log in to the Jinke customer relationship management system, you can understand the company's operating status, company finances, customer needs, and employee sales performance, handle work affairs in a timely manner, and ensure that all work is carried out smoothly and efficiently. Perfect solution for enterprise management and business without geographical restrictions and unlimited coverage;

2. Allocate resources according to needs, reasonably and efficiently

Information collaboration between departments can effectively avoid duplication and ineffective work, and greatly improve information utilization. Resources are allocated according to needs, efficiently and reasonably, ensuring the effective development of various projects of the enterprise. The systematic management of customer information makes it easy to search and ensures the reasonable and orderly allocation of customer resources.

3. Dig potential customers and seize business opportunities

Through one-click SMS/email care, we strive to capture the intended customers of every potential customer and salesperson; let you know all the information of key customers or customers who are about to close the deal anytime and anywhere; for any enterprise, customer care is particularly important, through customer care Improving customer satisfaction can increase sales, increase secondary sales and the number of referred customers.

4. Optimize the sales process and improve customer satisfaction

Record customer follow-up situations in detail (including quotation records, follow-up records, order records, etc.), and the query results are clear at a glance, improving service efficiency and increasing customer satisfaction. Even if employees leave, business handover can be completed quickly to avoid the loss of customer resources;

5. Low implementation cost and no training required for operation

No installation required, online activation, annual payment, free account setting, no limit on the number of users, greatly reducing business costs;

6. Data is completely safe

Alibaba Cloud high-end configuration servers are used to provide daily data backup services. The system provides a variety of security mechanisms to ensure the confidentiality and integrity of data and ensure the normal operation of corporate department business, including role assignment, user operation monitoring, log reporting, and security. manage. The system can share some data among specific people to improve the utilization and security of data sharing. After the salesperson leaves the company, the customer information and all records of his interactions with customers are completely retained in the company!

What can Utopia Customer Relationship Management System bring to your business?

1. Unified planning and management of multiple departments and authorities

The Utopia customer relationship management system emphasizes the people-oriented team division of labor and cooperation in enterprise management. In every aspect from marketing to contracts to after-sales service, the software fully utilizes the capabilities of each person in each position and concentrates the strength of the team to complete each step. A customer-related matter. This enables customers to fully feel the spirit and capabilities of the company during activities such as purchasing goods, so that the company's image in the minds of customers can be effectively improved through constant contact with customers.

2. Effective and timely management of customer resources

Utopia's customer relationship management system enables companies to realize off-site sales and aggregate sales through real-time tracking of customers. It realizes the sharing of information resources in the front-end office area of ​​the enterprise and avoids the duplication of work in different departments of the enterprise and the waste of resources caused by non-sharing of resources. It also solves the problem of losing orders due to the resignation of certain employees.

3. For senior decision-makers of enterprises

For the company's top decision-makers (such as presidents, general managers, department heads, etc.), the Utopia customer relationship management system can keep a close eye on the specific follow-up status of pre-sales, sales, and after-sales. Give full play to everyone's abilities and focus the team's efforts to complete every customer-related activity. Make customers feel the strength and spirit of the company, and the company's image in the minds of customers will be improved every time it comes into contact with customers.

4. To business personnel

For business personnel (such as salespersons, customer service representatives, field service engineers), through planned sales work arrangements and overall coordination and cooperation mechanisms, no matter which link the staff are in, they can quickly and promptly track customers and customer-related activities. Moreover, the responsibilities of staff in different links are clearly defined, so that users can always feel the presence of the company, but each contact with the company has different content, thereby eliminating customer boredom caused by repeated work. In this way, the company's attractiveness to customers is improved, and customer-related resources in the company are rationally used.

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Utopia CRM customer relationship management system update record:

+Added ICP registration number setting

+Add whether to display the customer information menu setting

*Optimize the display of advanced search page on mobile phone

*Optimize the reminder time for order recording

*Optimize data statistics date display

-Fix a small probability of fixing the new tracking error report

-Fixed contract permission issues

-Fix other known issues