Cloud-ladder universal CRM 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 branches and offices.

Structured remote applications.

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,

Moreover, 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.

The real-time situation enables you to fully realize "decision-making thousands of miles away" and is more suitable for remote applications in branches and offices.

5. Convenient communication function

Internal: The system integrates "internal real-time" and "internal forum" to facilitate communication among employees

Externally: "Bulk email" and "Bulk SMS" can make your work more effective with half the effort.

6. 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.

7. 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. Such as: direct editing of records: like Excel

In this way, you can edit it directly, or you can double-click to open the window and modify it, which is very convenient to modify.

8. 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.

9. 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.

10. 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.

11. 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.

12. 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.

13. 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.

14. Complete import, sales, and inventory management and analysis functions

Complete purchase, sales, inventory management and analysis functions support multi-warehouse management, inter-warehouse allocation, production disassembly and assembly, multiple arbitrary returns and shipments, etc. The system automatically calculates each inventory situation.

15. Precise and standardized business processes

Accurate and standardized business processes, from customer discovery → opportunity tracking → sales talks → contract signing → sales payment collection → product inventory → product delivery → after-sales service, every detail of the sales process is fully grasped, plus business processing Various permission controls during the process

, enterprises only need to implement it step by step in the platform, and the sales process control can be easily grasped. At the same time, the process definition of sales opportunities in the system can further improve the sales success rate.

16. No limit on use period

Permanent use, free online upgrades, you will be prompted when a new version is available, you can complete it with just a click of the mouse, lifetime free technical support, eliminating your worries, allowing you to pay once and use it for life, without any follow-up cost.

17. The system is completely independent

Completely independent management platform, buy-out use, no need to rent any servers, you can freely install the platform anywhere you want, completely breaking the traditional server rental model and cumbersome renewal process, it is truly your own sales management

platform.

18. Database maintenance is safe and convenient

Provides two forms of data (access/sql). When the data is small, Access is used. When the amount of data is large, it only needs to be upgraded to a SQL database in the background;

19. The system can support multiple account sets, saving maintenance costs.

When an enterprise has multiple branches and multiple businesses, there is no need to install another set of the same software. It only needs to create an account set in the background to use. The database of each account set runs independently, and each account set supports Used by multiple employees

20. Flexible system customization

The degree of customization reaches more than 90%. No matter how big or small the enterprise is or how diverse the application models are, you can easily customize a management system that suits the actual situation of the enterprise. It also provides development interfaces to meet your more special needs.