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|Lidian Management Software Schedule Management
Customer relationship management (management software) refers to the management of the relationship between an enterprise and its customers (including potential customers). Management software brings together business processes, people, and technology to achieve and maintain customer satisfaction.
[Introduction to the schedule management function of Lidian Management Software]
(For more information, please visit the Lidian Management Software website)
Schedule generally refers to the right life arrangement, which can be a certain time, now or in the future, including from now on. Things to do from morning to night.
Schedule management is to arrange daily work and affairs (including to-dos and delegations) on dates, and to make an effective record to facilitate the management of daily work and affairs, and to achieve the purpose of work memos and reminders.
At the same time, it also plays the role of guiding and supervising employees' daily work.
In the schedule management of Lidian management software, it includes
1. Schedule
Add a new schedule. This schedule can be one-time or repetitive, such as every day , day of the week, day of the month, day of the year, etc. You can also set a validity range.
, you can set it to be just a reminder, that is, just read it.
, you can associate the schedule with a customer's business opportunity, activity, or project
, you can also transfer the schedule and completion status to the process record at any time for the schedule associated with the business opportunity
, and can be set Important, emergency status
, the schedule can be delegated or assigned to other colleagues
, the schedule can also be an appointment added casually when entering the process, that is, the next contact can also be automatically made by the system based on the tracking curve Set tracking reminders.
, holiday reminders, solar term reminders, contact important date reminders, new email reminders, delivery approval reminders, delivery reminders, payment reminders, inventory shortage/overstock reminders and other system early warning information
, others Colleagues ask me to assist or lead the schedule arrangement
, check the schedule of subordinate employees and provide guidance and supervision
2. To-do and delegation
If the specific time cannot be arranged in the schedule, it will be pending manage. Please check your to-do list at any time and transfer it to your schedule at the appropriate time.
, The schedule in which I ask other colleagues to assist
3. Projects and activities
To put it simply, we call a very big thing a project. In order to complete this project, We decompose the project into several stages or actions called activities, and the activities are further decomposed into a series of schedules, that is, specific work arrangements.
For example, we call the annual marketing promotion a project. This project includes media advertising, tour lectures, online promotion and other activities. The media advertising is further broken down into when to contact which media, who to discuss with whom, etc. wait.
4. Process tracking
Mark the content that needs to be tracked during the business opportunity process
5. Customer follow-up statistics
For example, how many customer data are in hand and how many new ones are added? , focus on tracking, the transaction amount of old customers during the day, the old customers with no transactions during the day, the old customers with no transactions during the day, the number of new customers, the transaction amount of new customers, the amount completed this month, etc.
6. Work log< br/> Count the various tasks completed by each employee within a certain period of time (that day, this week, this month, or recent days).
[Tip] In the tool options, select Automatically open my workbench when logging in. The schedule management window will automatically open every time you log in to the system. What should I do today? It's clear at a glance.
[Overview of Lidian Management Software]
Lidian Management Software is a set of customer and sales management software for small and medium-sized enterprises. Based on traditional management software and combined with the actual needs of enterprises, we have added supply and demand information Release maintenance tools, business directory search tools, and Lidian management software, one set is worth three sets.
Lidian management software customer management, business opportunity management, competition management, knowledge management, inventory management, sales management and statistics, delivery management, payment collection, expense approval and reimbursement, business reminders, etc.
Supply and demand information release and maintenance tool It mainly includes information title combination tools, information material combination/title matching tools, information limit word sensitive word filtering tools, website management (refresh, tag classification, inclusion rate), information release and inclusion statistical functions, etc.
Lidian business directory search software is a customer information search software and corporate directory search software specially launched for users of Lidian management software. The search results are directly entered into the customer resource library of Lidian management software and automatically removed.
Lidian management software provides a free trial version. If you are satisfied with the trial, you can purchase it.
[Features of Lidian Management Software]
High cost performance, saving investment, one-time payment, long-term use. As the business expands and the number of people increases, the number of licenses can be increased at any time.
, customizable, maintainable custom interface text, custom customer attributes, custom report formats, etc.
, supports batch import of customer information, supports multi-contact management, supports deduplication of customer names, Supports multi-condition search.
[Lidian Management Software Consulting]
I have relatively few employees now. Can I add user licenses when my business expands in the future?
It's absolutely possible, and it's very convenient.
In fact, many of our customers do this.
What is the difference between the trial version and the official version of Lidian Management Software? Can the data from the trial version be used directly in the official version?
The difference is that the trial version can only enter customer information.
The trial version comes with a free demo database, but if you want to enter formal data, we strongly recommend that you follow the help instructions of the Lidian management software to create a database, so that when you register for the official version in the future, all previously entered data will be included. The data can be used directly.
Can we do customized development according to my company's situation?
Yes, in addition we need to charge a certain development fee based on the workload.
[Sharing Moment]
In this world, what does a sales representative rely on to touch the heartstrings of customers?
[I want to try Lidian Management Software for free]
What does Lidian Management Software provide? You can download and try it for free for a limited time. If you are satisfied with the trial, you can buy it again. Open the Lidian management software website (search Lidian management software), download the trial channel, fill in the trial information, and then wait for our notification email.
Kangding Management Software | Lidian Management Software Schedule Management
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