The sales team can categorize and manage customers in groups. Each task is handled by a dedicated person. Smart contact reminders are supported, which can improve the follow-up efficiency. During the follow-up process, you can send marketing SMS and emails to groups of customers, give timely feedback on the interactions with individual customers, and save the feedback in the system to facilitate follow-up reviews.
You may need to interact with multiple people to serve a particular customer. For example, you may need to interact with the decision maker, the procurement manager, and financial personnel. In this case, you can categorize the contacts and manage them in groups to make it easy for you to tell them apart. In this way, when the customer is handed over to a new salesperson or transferred to an after-sales service agent, you can quickly know the person in charge of each matter.
Associate the contract module with customers. This helps salespeople review the whole customer journey from follow-up to transaction, and allows relevant personnel to learn more about the customers. After the sales contract is submitted and created, the system will automatically calculate the contract value. This allows business and management staff to know the latest news about payment collection.
Based on the rules set by the management and the contact reminders created by salespeople, the system automatically generates a daily list of customers to be contacted on this day, the next day, or later. This helps salespeople enhance their sense of purpose and follow-up efficiency.
Based on the rules set by the management and the contact reminders created by salespeople, the system automatically generates a daily list of customers to be contacted on this day, the next day, or later. This helps salespeople enhance their sense of purpose and follow-up efficiency.
During customer follow-up, you can send SMS of marketing or holiday greetings to each customer individually or to groups of customers simultaneously. This enhances your relationship with customers.
Data of each visit paid to, each call made to, and each SMS, email, and document sent to each customer is associated, recorded and summarized. The data accumulated over time helps you create customer profiles and provides you with valuable sales experience. You can conveniently search and review the records.
