Qunce CRM system financial version

软件类型：

crm客户管理软件

版本：

金融版

操作系统：

Windows等操作系统

'' : Product Introduction
: --: : b-: brr-b '' : --: b-: brr-b ''- Qunce R Financial Management Edition is independently developed by Wuhan Qunce Linkage Software Co., Ltd. A new marketing and financial management customer relationship management system based on B application B/architecture. Based on the actual needs of the investment and financial management industry and combined with the actual operation and application process, Qunce R Financial Management Edition has independently customized and developed a set of customer relationship management systems (R) that are professionally suitable for the investment and financial management industry. There is no need for complex client installations. Users can easily access B and update and query relevant information anytime and anywhere.
< : --: '' : b-: brr-b . Main features: --: : b-: brr-b '' Cross-department resource integration and sharing
: --: : b -: The person in charge of the brr-b project can designate relevant personnel, customer resources, product deadlines, fund scale, service records and other information as project resources. Personnel in the project team can access the above designated information without inherent query permissions. Limit and implement a cross-department resource sharing mechanism. Create a new project with real-time interactive information According to the project In response to changing needs, the project leader can create multiple project teams and add management and other work according to the project category; relevant project team members can access key information such as action plans and activity records established by other personnel in the project team, and add management based on the project category. Develop new strategies with real-time information. Customer life cycle management to avoid customer churn Divide customer categories according to time. Each type of customer has a work focus and corresponding work process to ensure that all customers receive sufficient attention. At the same time, relevant settings such as automatic customer recovery can be set within a certain period of time based on customer transaction status to make full use of customer resources. , improve the utilization rate of customer leads.
Customer follow-up management to achieve personalized customer service According to the follow-up of Groupce R Financial Management Edition Improve management and gain a better understanding of customers' profit and loss status, risk preferences, investment structures and commission sharing information, which facilitates financial advisors to follow up and analyze customers' assets, transactions, contributions, turnover rates and other indicators one by one, and find the most core customers for the business department. groups, and then formulate follow-up management strategies for different customer groups.
Customer care setting management to improve customer satisfaction Improve customer satisfaction through customer care and achieve secondary sales. You can shorten the distance with customers through birthday care, holiday care, blessing care, etc. You can also set the number of days and days to return to the customer after the customer completes the service, and remind relevant personnel when the product life cycle is about to expire. Return visit etc.
Performance management improves efficiency Provides comprehensive statistical analysis functions, including comparative analysis of performance results, Trend analysis such as performance goals and change requirements helps enterprises comprehensively control the progress of performance promotion, find problems in the implementation process, and effectively improve and enhance management.
Timely follow-up of performance targets Use performance appraisal targets as a means to comprehensively promote the capture of customer information and excavation. By recording information such as performance appraisal goals, time, allocation status, etc. in detail, and recording historical changes in a timely manner, performance rewards are implemented based on the weight of completed projects.