CRM公司推荐,好的CRM系统需要具备哪些特征?

报道时间:2022/05/10

在CRM领域,卓越的核心实际上是产品。一个优秀的CRM软件必须具备以下六点:

In the field of CRM, the core of excellence is actually products. An excellent CRM software must have the following six points:

1.任务自动化。一个好的CRM系统可以自动完成繁琐的任务,比如收集和分析数据。例如,当您汇总数据并编写销售报告时,至少需要10分钟才能找到两名销售人员,但CRM系统的Bi商业系统可以在1分钟内获得您需要的数据。

1. Task automation. A good CRM system can automatically complete cumbersome tasks, such as collecting and analyzing data. For example, when you summarize data and write a sales report, it takes at least 10 minutes to find two salespeople, but the Bi business system of CRM system can get the data you need in 1 minute.

2.快速专业的电子邮件沟通。一些公司会以电子邮件的形式发送通信文件,以突出正式的内容,但从工作页面切换到电子邮件页面非常麻烦。一个好的CRM系统应该集成电子邮件功能,这样用户就可以在不离开系统的情况下找到客户信息并收发电子邮件。

2. Fast and professional email communication. Some companies send correspondence documents in the form of e-mail to highlight the formal content, but switching from the work page to the e-mail page is very cumbersome. A good CRM system should integrate e-mail function, so that users can find customer information and send and receive e-mail without leaving the system.

3.帮助提高生产力。一个易于学习、可预测且易于使用的CRM系统,可以缩短执行任务所需的时间,将迅速被用户采用,并提高工作效率。例如,它还应该为企业和销售经理之间的关系提供便利。

3. Help improve productivity. An easy to learn, predictable and easy-to-use CRM system can shorten the time required to perform tasks, will be quickly adopted by users and improve work efficiency. For example, it should also facilitate the relationship between the enterprise and the sales manager.

4.可扩展性。CRM系统不仅将用于管理客户,还将集成更多功能,以减少员工切换软件(如视频会议、呼叫中心等)造成的工作能量损失。

4. Scalability. CRM system will not only be used to manage customers, but also integrate more functions to reduce the loss of work energy caused by employee switching software (such as video conference, call center, etc.).

5.方便。便利意味着你可以随时随地访问潜在客户和客户信息。在大多数情况下,这需要CRM系统支持移动应用程序下载和安装。根据innoppl technologies的数据,65%使用移动CRM的销售人员实现了销售目标,而只有22%不使用移动CRM的销售人员实现了销售目标。

5. Convenience. Convenience means you can access prospects and customer information anytime, anywhere. In most cases, this requires the CRM system to support mobile application download and installation. According to the data of innoppl technologies, 65% of the salespeople who use mobile CRM have achieved the sales target, while only 22% of the salespeople who do not use mobile CRM have achieved the sales target.

6.一致性。无论是通过计算机浏览器登录SaaS云平台CRM系统,还是通过移动应用程序登录系统,用户都应该拥有相同的使用页面,保持一致的使用习惯,包括显示自定义字段,并能够在所有设备上同步。

6. Consistency. Whether logging in to the SaaS cloud platform CRM system through a computer browser or logging in to the system through a mobile application, users should have the same use page, maintain consistent use habits, including displaying custom fields, and be able to synchronize on all devices.

以上是一个简单易用的CRM系统的特点。CRM不仅要有强大的功能,还要满足您的需求,而且要简单易用。毕竟,使用CRM系统是要帮助您实现销售增长的。

The above are the characteristics of a simple and easy-to-use CRM system. CRM should not only have powerful functions, but also meet your needs, but also be simple and easy to use. After all, only using CRM system can help you achieve sales growth.

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