Customer data management mainly includes the collection, processing (analysis and screening) and preservation of customer information. Through the integration and summary of a large number of customer information, the customer database is established in CRM, and the data storage is more detailed and standardized.

Step 2: Customer tracking management

The function of customer tracking management is to make all contacts with customers well documented. Track and record the customer's follow-up method, time, result, follow-up object and communication details throughout the process to avoid the loss of customers caused by the departure of business personnel.

Step 3: Order/Contract Management

Through tracking management, the product transaction (contract/order signing) is finally facilitated. Contract/order management includes information such as quantity, purchased products, amount, main terms, start and end time, signer, etc. The electronic version of the contract can be uploaded as an attachment, and the contract management is no longer chaotic.

Step 4: Collection and Delivery Management

After the contract is completed, it's time to pay back the money. CRM can record payment method, payment time, payment amount, handlers, account information and delivery. , and perfectly track the whole transaction process.