客戶關係管理系統 (CRMS)

客戶關係管理(CRM)是企業或機構管理其客戶關係及相關銷售活動的一種策略。客戶關係管理解決方案是利用資訊科技為常見的商務活動如市場推廣、銷售、及客戶服務等提供系統化的支援。它通過對客戶數據的集中處理及分析,並將相關的業務流程自動化,讓企業能更瞭解個別客戶的需要及行為模式,從而為客戶提供更合適的產品及服務。這有助於鞏固現有的客戶關係及發掘更多新客戶來源,令企業的業務保持長期增長。

我們對客戶關係管理系統及其相關技術擁有豐富的經驗,曾為不同的中小型企業和機構提供相關的解決方案。當我們為客戶提供客戶關係管理解決方案時,我們首先了解企業的業務特性及其相關的業務流程,然後才按企業的詳細業務需求來制定解決方案。在解決方案開發及實施的每一個階段,我們會與客戶保持緊密溝通,以確保所實施的解決方案能符合客戶的要求及期望。

我們所提供的客戶關係管理解決方案是以 SuiteCRMSugarCRM 為開發基礎。它們兩者都是功能強大、公開源代碼的客戶關係管理系統,深受全球眾多企業信任,採納為建構及部署企業客戶關係管理系統的可靠平台。它們提供下面所列出的核心功能。

功能 摘要
Dashboard Design personal dashboards to obtain key information quickly.
Contacts Capture and manage customer individual information.
Accounts Capture and manage customer organization information.
Opportunities Used to manage your sales opportunities.
Campaigns Allows users to send out mass email campaigns and report on the results.
Targets Capture and manage targets to market to.
Leads Used to manage your sales leads or unqualified opportunities.
Calls Schedule and log your calls associated to your customers.
Meetings Schedule and manage your meetings associated to you.
Tasks Set actions for yourself or other users.
Emails Send emails from email templates based on CRM data.
Calendar Allows users to view, schedule and manage activities such as calls, meetings, and tasks.
Notes Add notes and attachments against other modules in the CRM system.
Documents Store documents and associate them to customer and sales modules.
Events Track and manage events and delegate attendance.
Cases Track and manage issues reported by your users and customers.
Products Capture the products you offer and their associated information.
Quotes Create quotations using product and service lines then generate PDF documents to distribute to your customers.
Invoices Convert your quotations to invoice and generate PDF documents to distribute to your customers.
Contracts Capture and manage contract information.
Workflow Automate core business processes by defining conditions to trigger the creation/modification of records or sending emails internally or externally.
Reporting Generate real-time reports on your CRM data.
Projects Capture and manage your organization projects.

 

如果您現正考慮部署一個客戶關係管理系統來幫助提升企業的競爭力,請立即聯絡我們。我們會根據您的業務要求,免費為您提供一些相關的建議。