crm system, sales customer relationship management system, system tracking and management customer system software source code computer plus mobile version

crm system, sales customer relationship management system, system tracking and management customer system software source code computer plus mobile version

1. The customer pool is also called the public pool, which refers to the public pool and shared pool of customer information. It is unique in the CRM system to help companies transfer existing customers, maximize customer value, and avoid customer loss. Important customer management module.

Claim mechanism

2. Through the claiming mechanism of the customer pool, sales staff are allowed to claim the company’s customer resources on their own. After claiming, they must comply with

According to the customer resource holding rules uniformly set by Gonghai, if the conversion cannot be achieved after a fixed period, the customer resources will be automatically recycled to the customer pool for other sales staff to collect, thereby urging the sales staff to complete the sales as soon as possible during the period of mastering the resources and forming conversions. .

3. Distribution mechanism

In addition to the claiming mechanism, the customer pool can also manage the allocation of resources according to rules. For example, core customers can only specify

The method is assigned to a small number of outstanding sales personnel, which can integrate and separate customers with different business needs and different sales personnel, so as to avoid the loss of sales resources and the loss of customers caused by claiming wrong customers.

4. Recycling mechanism

The customer pool can also set up an automatic recycling mechanism. When the recycling conditions are met, the customer will be automatically recycled to the customer pool by the system.

The recovery mechanism can be a number of days after distribution, or a number of days without follow-up after the transaction, etc. It can be freely defined according to the user's sales scenario.

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