Yunti end crm customer relationship management system

The following features of the Cloud Ladder Client Management System 2014 are as follows:

1. Based on B/S architecture, flexible application

Based on B/S architecture, it can be used on the Internet, LAN, and local computers. There is no need to install a client. It can cover an unlimited range and is simple and convenient to use. You don't have to worry about not being able to control the company's sales anytime, anywhere on a business trip or at home. It's more suitable for remote applications in branches and offices.

2. Complete customer follow-up system

The platform provides a complete customer follow-up system. From customer discovery to successful sales to after-sales service, every process provides real-time follow-up recording operations, allowing you to easily record the specific time of each contact with each customer. , contact person, contact content, and management or sales staff can comment multiple times on each negotiation situation, and the time and name of the commentator can also be recorded.

3. Flexible data import and export design

The platform supports external import operations. You can directly import the company's customer information, product information and other data without re-entering it. At the same time, all data and statistical analysis results in the platform support export and printing.

4. Mobile commerce, remote control

The platform relies on the Internet to fully adopt mobile computing technology to realize smart enterprises and mobile commerce. Even if you are on a business trip, you can assign work tasks, monitor and access various corporate information through the Internet anytime and anywhere, and you don’t have to worry about not being able to control the company’s real-time situation, allowing you to fully realize "decision-making thousands of miles away" and is more suitable for remote applications in branches and offices.

5. Humanized system structure design

The humanized system structure design provides users with sufficient free design space. Regardless of the size of the enterprise or the variety of application models, the design system can be flexibly used and freely expanded.

6. Simple and easy to operate

Humanized design, friendly operation interface, unique management ideas, clear business process design and simple and easy-to-use style make the platform simple to operate and easy to use, and can be operated without looking at the help. For example: direct editing of records: like Excel, you can edit it directly, or you can double-click to open the window and modify it, which is very convenient to modify.

7. Strict permission control

Strict authority management mechanism adopts strict authority division mechanism. Administrators can flexibly allocate permissions according to functions, so that operators can be designated for each business and activity and perform operations within their own permissions, which is safe and reliable, and effectively prevents unauthorized operations.

8. Convenient classification management

Full support for classification management, powerful customer area management, product management and other classifications, flexible classification, unlimited customization of classification levels, and query and statistical analysis of any category.

9. Flexible and diverse report design

Flexible and diverse report design, corresponding to the complete report template of the module, provides the function of self-design. Through report design, you can realize reports with your own business characteristics.

10. Powerful search function

The powerful search and filtering functions can be used alone or in combination, and the search results can be saved for next time call.

11. Strong data security guarantee

Powerful data security guarantee, the software's multi-level authority management mechanism effectively prevents users from illegally obtaining data information outside their authority, ensuring data security.

Recycle bin function: If the permission is set to semi-deletion, the deleted data will be in the recycle bin and can be recovered;

Anti-modification function: If you want to prevent malicious modifications by salespeople, set their permissions to semi-modification, so that the modified content can be restored.

12. High data stability

High degree of data stability. The platform uses Microsoft SQL Server database. The database is stable, reliable and secure. It is especially suitable for users with large amounts of business data, high stability requirements and many operating terminals.