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|Lidian Customer Management System Business Opportunity Management
The first thing you do when you go to work every day is to open the Lidian Customer Management System
[Introduction to business opportunity management of Lidian Customer Management System]
(For more information, please visit the Lidian Customer Management System website)
A business opportunity refers to a complete sales process record, a process from obtaining sales information to signing the order successfully or failed. Business opportunity management is an important part of the Lidian customer management system and is the tracking and management of the entire sales process. Among them
, process
As the saying goes, a good memory is not as good as a bad writing, especially when a customer has been followed for a long time. If a few business personnel are changed in the middle, who will know when to follow which customer? people? What did you say? What have you done? What information were given? What conditions were promised?
So the process is a basic part of business opportunity management. It mainly records every contact with the customer, at what time, through what method, on what matter, who was contacted, and what was the result.
The next appointment can be determined based on the contact situation, and the system will automatically remind you when it expires.
Documents can be loaded, such as memos, contracts, etc.
Automatically record emails and text messages exchanged with customers.
, Quotation
Often, we see things like this
The customer just inquired about the price a few days ago, but you couldn’t find the last quotation in a hurry, so you hurriedly quoted another one. One price
The salesman had just finished quoting the price to the customer. He turned around and the manager quoted a higher price. He also said, this is the special price I have specially approved for you
What are you afraid of when quoting? If you are not afraid of heights or lows, you are afraid of inconsistency, confusion, and an unreliable impression on your customers. Who would dare to do business with you?
Using the Lidian customer management system, when quoting a customer, the system will simultaneously display the historical quotation details for the customer, including when, who quoted the price, what conditions, etc. You can make a quotation based on such records. , are you still afraid that inflating prices will affect your company's image and cause you to lose customers?
The quotation needs to be approved before it can be printed.
, Repayment Plan
Remind you not to forget to collect payment. Do you believe it? Someone really forgot.
After setting it up, the system will remind you what should be collected and what should be collected soon
Expenses
Record various expenses incurred in the process of contacting customers, and expense statistics You can understand the sum and composition of various expenses of the company over a period of time.
, Analysis
Automatically count customer contact information and various expenses.
, Dynamic
Mainly to satisfy the manager’s comprehensive management of all business opportunities. Can display the contact status of each business opportunity within a certain period of time.
, Analysis of reasons for lost orders
, In which regions are the business opportunities at each stage distributed? In the hands of which salesmen? Which ones are ready to be signed soon? How late is it to collect payment?
, record various documents generated during customer contact, such as agreements, memos, etc.
, record customers' special needs, and provide reminders and solutions in business reminders
[Lidian Customer Management System Overview】
Lidian Customer Management System is a set of customer and sales management software for small and medium-sized enterprises. Based on the traditional customer management system and combined with the actual needs of the enterprise, we have added supply and demand information release and maintenance tools and enterprise directories. Search tools, Lidian customer management system, one set is worth three sets.
Lidian customer management system 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 The tools mainly include 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 business directory search software specially launched for users of Lidian Customer Management System. The search results are directly entered into the customer resource library of Lidian Customer Management System and automatically deduplicated.
Lidian customer management system provides a free trial version. If you are satisfied with the trial, you can purchase it.
[Features of Lidian Customer Management System]
It supports the sharing, distribution and transfer operations of customer information, supports superiors' viewing of subordinates' information, and can strictly control the scope of customers that salespeople can view.
, secondary development to meet the individual needs of enterprises.
, Lidian customer management system supports multi-language versions and supports users.
[Lidian Customer Management System Consultation]
How to back up the data of Lidian Customer Management System?
Use the maintenance plan function of the database itself to set up automatic scheduled backup. The database administrator can also perform manual backup at any time. For specific operations, please refer to the help file.
How to use the Lidian customer management system in branches in other places?
Remote connection can be achieved through remote connection.
Why can't my customer management system connect to the database?
Generally it is due to the firewall, sometimes it may be because the name or address of the server has been changed, or the network cable is loose, or etc. If you can't find the reason, please contact us for remote assistance.
[Sharing moment]
If the deal fails, the sales representative should immediately make an appointment with the customer for the next meeting date. If you cannot make an appointment for the next time when you are face to face with the customer, you will have to think about it later. Meeting this client is even more difficult. Every phone call you make must result in at least some form of sale.
[I want to try the Lidian Customer Management System for free]
The Lidian Customer Management System provides an unlimited free download trial. If you are satisfied with the trial, you can purchase it. Open the Lidian Customer Management System website (search Lidian Customer Management System), download the trial channel, fill in the trial information, and then wait for our notification email.
Shengzhou Customer Management System | Lidian Customer Management System Business Opportunity Management
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