Customer Communication Module introduction and operation demonstration
Customer pass is a boutique application officially launched YIDA,Help enterprises achieve full lifecycle management of clues-customers-business opportunities-contracts-winning orders, and drive omni-channel sales growth based on data.
I. Entry, distribution and collection of clues in high seas pools
When we obtain a large number of unallocated clues through market channels, we can enter the clues into the high seas pool, and the clues in the high seas pool can be distributed by the supervisor, or the salesman can collect clues by himself. When entering the high seas pool, we can import a large number of high seas pool clues directly through batch import.
II. My customer management (private sea pool)
My customers are clues to complete the distribution of clues. Each salesperson in my customers can manage their own customer information and cannot see other sales customer information. Sales can complete daily operations such as the change owner, record follow-up Records, and add business opportunities for the clues they are responsible.
The core thing is that we can click on the details to see the customer's comprehensive information, including basic information, follow-up Records, business opportunities, contracts, payment receipts, etc., thus helping us effectively make decisions on sales strategies.
III. Follow-up plan
Planned follow-up is an effective management method in the sales process management. Therefore, through this system, sales executives and salesmen can enter follow-up plans for customers or business opportunities. After entering, follow-up tasks will be automatically generated, and when the follow-up expires, it can automatically remind the sales, thus effectively improving the follow-up completion rate.
At the same time, our sales supervisor can clearly grasp the follow-up situation of each customer and business opportunity, and identify and solve sales problems in a targeted manner.
IV. Business Opportunity Management
If you identify sales opportunities after follow-up, you can enter new business opportunities here.
After creating a business opportunity, click to view the full-dimension information of the business opportunity or add a follow-up record.
When sales changes in the business opportunity stage after follow-up, business opportunities can be promoted and the full life cycle management of business opportunities can be realized.
For the sales manager, you can see all the detailed information and corresponding stages of the business opportunity by clicking on the business opportunity. At the same time, you can master the overall conversion rate of the business opportunity, the distribution of business opportunities in each stage, the reserve amount of the business opportunity.
V. Order-payment plan-payment
When a business opportunity wins DANHOU, you can initiate a contract order online to approve and archive the order online.
Then we can make a payment plan for the approved orders, so as to clearly grasp the payment progress of each order.
When there is a payment, we can enter the payment back, so as to clearly grasp the expected payment back and actual payment back of the enterprise, and help the enterprise improve its cash flow control ability.
VI. AI sales assistant
Customer Connect integrates YIDA powerful AI capabilities and supports one-click installation and use. After installation, customer connect AI assistant will be automatically installed. Click any recommendation statement to use powerful AI analysis capabilities to analyze multi-dimensional data such as customer portraits, business opportunities, orders, and payment receipts. At the same time, it supports powerful personalized analysis. For example, we can query the information of each customer in real time through dialogue. At the same time, a large number of predefined statements are built in to help us quickly realize multi-dimensional, personalized analysis
In addition to AI analysis, AI data can be filled in at the same time, such as AI entering sales follow-up records and AI entering customer information. Through dialogue, we can quickly enter a follow-up record or customer information.
Finally, let's introduce the AI broadcast capability. You can use the dialogue method to achieve regular and active broadcast of business conditions. For example, daily broadcast of high-value order return warning, and timely check the payment progress of high-value orders every day, avoid untimely payment affecting the cash flow of the enterprise.
VII. Statistical analysis
It provides a full-dimensional data analysis system to help enterprises realize full-dimensional sales analysis of customers, business opportunities, orders and receipts, and realize refined data-driven sales management.
