Information management and control method based on CRM system

Abstract

The invention relates to an information management and control method based on a CRM system. The method comprises: a step 1) establishing an information management and control system based on the CRM system, wherein the information management and control system comprises a sale information module, a feedback excitation module and a statistics analysis, screening and search module; a step 2) inputting sale information into the CRM system, after processing of the CRM system, outputting feedback excitation, and outputting statistic analysis, screening and search information. Through the information management and control method, provided in the invention, based on the CRM system, a sale process can be frequently supervised and checked, and a sale management period is greatly shortened; and a lot of sale clues can be efficiently obtained in low cost, the high profit is achieved, and needs of practical applications can be satisfied well.

Description

technical field [0001] The invention belongs to the technical field of e-commerce CRM systems, and in particular relates to an information management and control method based on the CRM system. Background technique [0002] CRM (Customer Relationship Management, that is, customer relationship management) is the use of corresponding information technology and Internet technology by enterprises to coordinate the interaction between enterprises and customers in sales, marketing and services, so as to improve their management methods and provide customers with innovative and personalized services. The process of customer interaction and service. The ultimate goal is to attract new customers, retain existing customers, and convert existing customers into loyal customers. At present, CRM has been widely used in enterprises and has become an indispensable part of enterprise information system. CRM can be divided into operational type and analytical type. In operational type CRM, ...

AI Technical Summary

Problems solved by technology

[0004] The defects in the existing CRM technology are as follows: 1. Sales staff spend a lot of time entering customer information, sales activities and business opportunity information, and can only get the classification, summary and recording of information, which is of little help to them; 2. Enterprises used to It is to give feedback on the sales results, and there is a lack of means to manage and monitor the sales process. As a result, the company cannot judge the gap between the current situation and the target, and cannot take measures to promote sales; 3. Since the sales cycle is often long, from the discovery of sales It takes several months from lead to contract signing, and the cycle of planning, execution, inspection, and feedback is often carried out on a monthly, quarterly or even annual basis, which affects the speed of business sales

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