Sales clue promotion command propulsion method and system

Abstract

The invention discloses a sales clue promotion command propulsion method and system, belongs to the technical field of management systems, and aims to solve the technical problem of how to carry out interactive command propulsion on sales clues. Comprising the following steps: traversing each sales clue before signing in a sales stage in a CRM system, and taking the sales clues as target data; creating a time axis task, taking a task chat group as a working group, and obtaining a unique identifier of the task; taking a related leader of the target data as a member, creating a report command group, and obtaining a unique identifier of the report command group; creating an application as a sales clue interaction platform based on the CRM system, wherein the application is used for providing a retrieval service of sales clue data; configuration permissions including application visible permissions and data visible permissions; and integrating a combat command table in the chat command group for providing sales clue propulsion and target data analysis services and providing data support for propulsion of sales clues.

Description

technical field [0001] The present invention relates to the technical field of management systems, in particular to a method and a system for promoting and directing sales leads. Background technique [0002] Customer Relationship Management (CRM) refers to the use of corresponding information technology and Internet technology to coordinate the interaction between the company and customers in sales, marketing and service in order to improve their core competitiveness, so as to improve their management methods and provide customers with innovative solutions. The process of personalizing customer interactions and service. Its ultimate goal is to attract new customers, retain existing customers and convert existing customers into loyal customers, increasing the market. [0003] CRM system is a specific software and implementation method that uses information technology as a means to effectively improve corporate profits, customer satisfaction, and employee productivity. It u...

AI Technical Summary

Problems solved by technology

[0005] Although the sales lead data of a CRM system is designed with various involved information and elements in mind, in the actual use process, especially in the bidding and previous sales stages, account managers will miss a lot of information due to subjective or objective reasons , even required fields can be inaccurate

Only based on the CRM system, superior leaders cannot make timely and accurate promotion arrangements for sales leads, and cannot effectively supervise and guide the follow-up work of account managers, which can easily lead to delays in business opportunities

Separated from the CRM system, to understand the progress of sales leads, superior leaders need to make repeated phone calls, send emails, and organize meetings with account managers to arrange special personnel to record progress and build sand table models for a single sales lead, which is costly and inefficient

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