Cloud Diandi Customer Relationship Management CRM OA System v2.3
v0
The 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.
Function introduction;
1. Personal Center: Address Book Memo
phone book
It is 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.
Work log
It is mainly used to record notes of 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: work communication platform
Assign tasks
It is mainly used to assign tasks among internal members of the company, including specific requirements and deadlines for completing tasks, assigning them to the person in charge in a timely manner, and viewing the feedback results on the completion status.
View tasks
Used to view and manage dispatched tasks.
Log management
The function of providing timely feedback to superior leaders on daily, weekly, and monthly work status supports the presentation format with pictures and texts.
Comment log
Browse the work status of subordinates and provide 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: exploring potential customers
Opportunities for High Seas Management
Opportunities refer to some original data information about individuals and companies. This information may come from commercial exhibitions, conference marketing, advertising and other commercial activities. Each 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
Manage your own sales opportunities, discard them, successfully develop them or generate customers.
Opportunity application management
Assign all requested sales opportunities.
5. Customer Management: Effectively manage customers
Customer information management
Comprehensively record 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
Assignments can be made to clients on the high seas.
High seas pool management
Customers in the high seas pool can apply for, transfer, share, and generate customers.
6. Product management: clear product classification
Product information management
Product details can be recorded, such as item number, color, size, category, cost price, retail price and other basic information.
7. Contract management: recording business transactions
Contract maintenance
Mainly records business transaction records, including contract details, order records, payment methods, payment amounts, payment collection records, etc. There will be a prompt for unapproved funds.
Contract review
Relevant personnel can be assigned to review the contract information, and the content cannot be changed after it takes effect; however, payment recovery records can be added and reviewed during the payment review.
Contract repayment
You can add repayment records in contract maintenance and conduct repayment review here.
8. Account management: Enterprise user information customization
Account allocation
Administrator users can freely set the corporate organizational structure
Administrator users can set multiple
Administrator users can freely add user accounts
User levels can be customized
Can manage basic employee information
Each user has an independent username and password
Permission control
Each user's permissions can be refined into each column
The permissions of each user can be refined to each operation
Each user's permissions can be refined to the scope of operations
After each user logs in to the system, the function menu can be different.
Handling of resigned employees
Can freeze user account
Work of frozen users can be transferred to other users
Frozen accounts can be activated again at any time
10. System settings: free setting of company information
Company information management
Freely set basic company information, including company LOGO, company website, address and website administrators
Organizational Management
Set up the company organization structure and add relevant personnel
Permission settings
Freely set permissions for each functional module through free sliding
User management
You can set the basic information and permissions of each employee of the company.
data dictionary
The fields of the drop-down boxes in each functional module can be customized
Login log
Can view user login status
11. Cloud backup: a treasure trove of mobile data
Cloud backup
One-click backup of data, customer information, and company information will never be lost
Yundiandi V2.3 fixes problems;
1. Support mobile client.
2. Fixed the problem of no response during the installation process, and supported MSSQL2005 and 2008 version databases.
3. Modifications to some page layouts and button styles.
4. The user's mobile phone number is automatically bound in user management, and the mobile phone login binding in the personal center is removed.
5. The size of attachments in personal logs and contracts is changed to 5M.
6. Added the basic customer information function in customer information management.
7. Added attendance management (requires mobile client).
8. Fixed the problem of uploaded files with duplicate names.
10. Add the function of directly viewing image files online in file management.
11. Optimization and correction of other problems.
