Yi Long Investment Management System (CRM)

Information Technology Co., Ltd. Changzhou Yi Long

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Yi Long Investment Management System (CRM)

Information Name:	Yi Long Investment Management System (CRM)
Published:	2013-12-03
Validity:	0
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Quantity:	1.00
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Detailed Product Description：	Yi Long Investment management software (CRM) a product description: Yi Long Investment Management (CRM) software is easy to Long Business Management Technology specifically for custom development of enterprise customer relationship management systems, mainly for the management of enterprise sales. The system is customer-centric, all customer-related information products, contacts, sales opportunities, competitors, pricing, contracts, accounts receivable, customer tracking records and other organic integration, the formation of an enterprise-level sales management platform. Yi Long Investment Management (CRM) software to sales management as the core, and financial management, inventory management, purchasing management, office automation and other aspects of the function of the extension, forming a comprehensive enterprise management platform that can adapt well to business all aspects of business management needs. To break the shackles of the traditional concept of CRM systems, enterprise management needs common among organically integrated into a system that allows the same set of system can satisfy the daily needs of enterprise management. Through the organic integration of business functions, cut in addition to information barriers between the business sector, the business sector to make enterprise interoperability, eliminate information silos generation. Two. Scope: Yi Long Investment Management (CRM) software is easy to Long Business Management Technology specifically for custom development of enterprise customer relationship management system can be widely applied to be widely applicable to all types have a sales management or customer relationship management needs of the enterprise. Three product features: The main modules are customer management, service management, contract management, marketing management, financial management, collaboration, decision analysis, system settings. Software functionality to meet the business management, decision-making, all the functions of office needs. Four Product Features: 1, based on B / S architecture, through the local computer in the LAN, WAN can be, making the company's management without geographical restrictions. 2, the operator interface using browser mode, easy to use, easy to operate. 3, flexible and rigorous staff assign permissions, you can set different operating authority operator, to avoid unauthorized operation, mutual confidentiality of the data. 4, customer information under control, potential clients the depth of excavation, analysis of potential customers to buy the tendency of customers throughout the life cycle management. At the same time strengthen the management of client resources, prevent sales staff that caused the loss of customers. 5, customer service, customer care, establish a good relationship with our customers. Timely processing of customer complaints, improve customer satisfaction, suggesting that corporate brand image. 6, set investment management, customer management as a whole, strengthening the sales team information sharing, improve the efficiency of business people. Real time to fully grasp the business case to make timely and accurate decisions. Establish a comprehensive customer profile system, strengthen customer follow-up details of management, customer follow-up process to ensure traceability. 7, to establish a scientific customers filing system, to prevent a single hit. Five detailed module description: Customer Management Customer Information Management: customer profile information, customer information and basic extended attributes, customers personalized information, communication records, contact records, feedback. Contact information management: customer contact records, information from our suppliers handling personnel, including mailing address, login name, date of birth and personal preferences, such as detailed information as possible information, address book contact information can be used to facilitate the inquiry and Send e-mail management and other operations of potential customers: the management body members by potential customers, improve customer market skills and the ability to collect, through the potential customers to track, manage, establish business contacts, customer care directly into the customer management: customer care including customer sales and service companies during the past experience of caring caring generation system can be quantified and caring values, such as caring time, caring way, care conditions, the system timer to remind customer satisfaction management: customer degrees is through the timely collection and analysis of customer feedback to increase understanding of business-to-customer satisfaction, in order to improve their work, improve the quality of personnel, and ultimately improve customer satisfaction, customer requests and complaints: Customer Request / handling of complaints and visits circumstances Customer Credit Rating: The main content of customer evaluation are: an overview of the company; shareholders and management situation; financial condition; bank credit; payment records; operation; field survey results; affiliates and related party transactions; public records; media reports and comment; customer's overall evaluation; give customers credit line to capture potential customers suggestions: e-commerce systems can be integrated through e-commerce systems, enabling online capture potential customers; available from e-mail, message recording, access logs, etc. By analyzing the captured data record list of potential customers; also get more potential customers directories from other sources, such as Yellow Pages, Internet or information industry portal customers statistical management: customer churn statistics, customers add statistics, geographical location of customers statistics, customer service management industry distribution statistics Customer Service Automation: Customer service from the architecture is divided into two parts, service platform for employees to use, in part, customer self-service platform. Employee Services platform used mainly for registration, customer requests entry of customer information, answers to requests to build the knowledge base, request reply, request knowledgeable. Customer self-service platform, carried by the customer application service request, customers can view the execution status of service requests Partner Portal: Partners entrance is accessible entrance for customers, suppliers, agents and other partners to offer. The system administrator can define which partners can access the module and assign detailed knowledge of customer service operating authority of each module: Customer Service Knowledge Base (product knowledge base, knowledge base solutions, case knowledge, service countermeasures libraries, service knowledge base ) to establish, enhance service capacity and level of service personnel to a greater extent, thereby improving the quality of services and promote customer feedback management: customer feedback management of customer feedback (including complaints and other issues) and requested a recorded, and the persons receiving the customer After recording, the system of complaints to quantify. The need to return to the results of customer information, the system will be sent to the client process, and evaluation of customer satisfaction record contract management contract file management: After the contract is signed to a contract file archiving, centralized file management contract for approval of the contract, the Department of sign process: including: contract formulation, signed, implementation, evaluation, management of the entire process of project contracts, contract fulfillment process (measurement, payment, clearing, settlement of accounts) of automated processing, contract changes, visa processing and approval time tracking control and association contract settlement, the contract of critical data in a timely manner project schedule contrast, capital payments, contract statements fully reflect the status of implementation of the contract market management market activity management: market activity management to plan for direct marketing activities, implementation, monitoring and analysis. Market Information Management: Management is responsible for collecting all kinds of market intelligence data and tables in the form of documents or data stored in the system database. Partner Management: customer profile information, customer information and basic extended attributes, customers personalized information, communication records, contact records, feedback. Financial Management Receivables Management: order or other income receivables arising statistics and query, and automatically alert handling personnel tracking back section Payables: payment for expenses incurred shall statistics and query, and automatically alert Managers staff time tracking payments budget: make the next issue of the financial budget reimbursement management based on the financial analysis: expense reimbursement application approval, employees fill out expense reimbursement claims submitted to the reviewer, after the application approved, by the cashier by the process execution costs of registration with money management : with money management features include: use of funds to register with the registration shall be returned by the query models using statistical models coordination office document management: document upload, document publishing, file permissions, document check, document encryption, document classification and other functions of my work : I work platform focused on personal-related work fast query and display on the main screen, including: personal schedule management, internal message management, address book, process operations, personal information management, real-time tasks and events schedule inquiries, personal schedule Arrangements Attendance Management: Attendance management features include: leave, sick leave, sick leave approval, confirmation overtime, overtime approval, generate attendance statistics, attendance statistical inquiry, personal attendance information inquiry, all the time and attendance information query, attendance parameters maintenance, rest day is set, leave class Dictionary maintenance tasks: including: workflow control, work assignments, work summary report, work logs, task management, work quality assessment of information exchange: Administrators can be part of the actual needs grading settings, settings for each part related publishing, management authority, display templates, to achieve internal news bulletin published articles internal management, regulatory and other public information: The main functions: document classification, file upload, file access, file permissions to manage personal schedules: for individuals to own schedule management, such as scheduling, schedule query, grouped by status schedule real-time tasks and events schedule sorting query: every member of mission systems, processes, events in each time period are responsible for the respective members and expand on the work schedule management plan events: Event planned for the future to create a schedule arrangement, or approval flow past schedule recording function: that is comparable to a multi-level approval function, commonly used in some form of approval, such as "leave single "requires department manager, Human Resources, General Manager for approval, then leave alone when launched will produce another three departments for approval, of which there are a variety of settings, the one, only one of any one person can audit ; secondly, the need by the department manager

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