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CRM-based customer management system

A customer management and customer technology, which is applied in the field of CRM-based customer management system, can solve problems that affect fair competition in customer marketing, customer resources cannot be disclosed, and customer resource waste, etc., to achieve fair management, improve rational distribution, and better The effect of customer relationship

Pending Publication Date: 2020-10-30
上海永银软件科技有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] In the existing management of customer relationships, customer resources are redundant. When customer resources are allocated to a certain marketing personnel and cannot generate customer orders, customer resources cannot be disclosed to other marketing personnel, resulting in waste of customer resources and affecting customer marketing. fair competition

Method used

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Examples

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Embodiment Construction

[0039] The implementation of the present invention will be illustrated by specific specific examples below, and those skilled in the art can easily understand other advantages and effects of the present invention from the contents disclosed in this specification.

[0040] see Figure 1 to Figure 4 . The present invention provides a technical solution: a CRM-based customer management system, including a high seas customer management system, a tracking customer management system and a common customer management system;

[0041] The high seas customer management system is used to store high seas customer resources, and send high seas customer resources to designated marketing personnel as tracking customers;

[0042] The tracking customer management system is used to obtain the high seas customer resource provided by the high seas customer management as a tracking customer, and automatically convert it into a high seas customer and store it in the high seas customer management s...

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PUM

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Abstract

The invention discloses a CRM-based customer management system in the technical field of customer relationship management. The CRM-based customer management system comprises a public customer management system, a tracking customer management system and a common customer management system; the public customer management system is used for storing public customer resources and sending the public customer resources to designated marketing personnel to serve as tracking customers. The tracking client management system is used for acquiring the public customer resources provided by the public customer management as tracking customers and automatically converting the tracking customers into a public customer to be stored in the public customer management system when a specified tracking period upper limit is reached. According to the invention, customer resources are used for storage management of public customers, tracking customers and common customers, classification management can be conveniently carried out according to customer properties, and the customer resources can be allocated to all marketing personnel as public customer resources, so that fair management of the customer resources is realized, reasonable allocation of customers is improved, and the customer relationship is better maintained.

Description

technical field [0001] The invention relates to the technical field of customer relationship management, in particular to a CRM-based customer management system. Background technique [0002] Customer relationship management, referred to as CRM, is a tool used by enterprises to manage customer relationships. Customer relationship management is a continuous process of continuously strengthening communication with customers, constantly understanding customer needs, and continuously improving products and services to meet customer needs. Its content is that enterprises use information technology (IT) technology and Internet technology to realize integrated marketing to customers, and it is the technical realization and management realization of enterprise marketing with customers as the core. Customer relationship management focuses on communication with customers, and the management of enterprises is customer-centric, rather than traditional product- or market-centric. To fa...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q30/00
CPCG06Q10/06G06Q30/016
Inventor 朱俊
Owner 上海永银软件科技有限公司
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