Management is performed in linked aspects, from lead sources, follow-up of customers and business opportunities, to multiple offer management, contract signing and execution, order processing, management of payment collections, and sales funnel analysis. A closed loop of pre-sales, sales, and post-sales is formed, covering all stages of marketing and sales business management. This way, the ever-changing daily needs of companies are met.Enable for free
Demand background of sales management platform
Optimize management of the entire sales process, improve the efficiency and performance of each sales staff member, and reach valuable customers and other external resources of the enterprise.
View and analyze all data of customers in a comprehensive way, customize customer analysis reports, and master the team's payment collections and sales targets. In addition, you can view the contact records of a customer at any time to track and analyze the effectiveness of different channels.
Build your own customer database, record key information about each customer, and intelligently arrange daily contact plans. At the same time, establish early warning alerts or other related rules to focus on connecting with customers.
Overall framework of one stop CRM sales management platform
One stop CRM customer lifecycle management process
One stop CRM sales management application scenarios
The lead application of the cloud OA system of Weaver helps enterprises to manage the whole process from customer acquisition and assignment, to follow-up. Effectively manage customer resources and increase the customer conversion rate.
By managing from the source, the whole, controlled, and standardized management of sales acquired from multiple channels can be achieved. You can also set different allocation rules for different sales leads to maximize the allocation and usage of resources.
You can use cloud OA to manage the entire process of projects online and realize refined management from project initiation, planning, and execution, to summary to help you reduce project costs.
In addition to basic collaboration features, the cloud OA system of Weaver can implement online full lifecycle customer management from customer acquisition and follow-up, to conversion based on the business of enterprises.
Through the attendance application of eteams, salespeople can record visit information in real-time on their mobile phones when they are on business trips, and associate business trips with specific items. This ensures that time is spent on customer interactions.
With the cloud OA system, enterprises can help other enterprises track order completion, control actual order execution, and provide timely feedback on abnormalities of orders from business order data. They can also record, track, and control the entire order execution process anytime and anywhere.
Through orders and contracts, eteams helps sales staff to independently manage the customer's payment period, apply for invoicing directly for each payment, and provide automatic business feedback to facilitate the payment collections.
The data collection feature makes it easy to perform operations on forms in eteams. You do not have to copy and paste data repeatedly. This helps avoid unorganized filling of forms and data reporting operations.
Sales staff collects the bill of lading online, and eteams automatically settles and aggregates the sales amount. The value earned by an individual sales staff from the sale can be viewed in real time. The supervisor can view the sales amount of the whole team without manually collecting statistics. This improves the efficiency and quality of sales work.
Linking with WeCom, the cloud OA system of Weaver can help merchants realize efficient operations of a closed loop from customer attraction and management, to marketing.
With customer management of eteams, you can not only import the basic customer information, but also customize information about the customer according to different enterprises.
In addition to solving the issues of internal communication and collaboration, the cloud OA system of Weaver can also help enterprises build a collaborative supplier management platform that works both internally and externally. The OA system helps you implement the whole lifecycle management of suppliers and improve your business performance.
One stop CRM sales management product demo video
Project management customer case
