CRM
CRM System Overview

CRM Overview

# CRM Overview

——Introduce the core capabilities, function module features, and use workflow of CRM products, and quickly build an enterprise-specific CRM system.

# Role of CRM

CRM product is a management tool for all customers in the agent system. It can record the relations and basic information of all customers & companies as well as the information of communication, reception, follow-up and maintenance using various products of the agent system, thus achieving the integration of customer contact and communication, keeping track of the status of the customer's whole life cycle, and improving the efficiency of customer management.

# How to Build a CRM System for Enterprises

You can manage the existing customers of the enterprise and new customers developed through the agent system in the following steps to establish a unified CRM.

# ● External Customer Import

You can import external customers into the agent system using API docking to ensure that you can accurately identify the customers and seamlessly connect business when using the agent system.

# ● New System Customer

When using the agent system for reception, you can quickly create customer identities in all products and uniformly view and manage them in CRM, or you can create bulk customer information in CRM by manually creating customers or importing files and then manage them.

Related article(s): Customer & Company Management Guide

# ● Customer Flow

Use CRM to divide customers as per different stages, assign agents to key customers for one-on-one follow-up and maintenance, and update customer status and business stages. Change customer status at any time according to the latest progress of customers to manage them more efficiently.

# ● Customer Info and Status Record

With CRM, you can customize the customer & company information fields, personalize the definition and viewing of customer & company information content, and automatically generate business records and tracks when contacting customers with other products.

# ● Customer Persona and Analysis

With the business tag function, CRM allows you to add rich tags, tag customers, and quickly complete the basic customer persona for fine management of customers.

# ● Synchronization and Management of Internal and External Customer Info

The agent system provides API to push the new customer data and customer information changes in the system to the URL you configured in real time, which can uniformly control customer information while ensuring the security of customer data.

Last Updated: 3/7/2023, 2:25:23 PM

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