What is a CRM system?

CRM system is suitable for sales companies. The company has not established a customer-centric system, and customers are still in the hands of sales staff, including customer return visit plans, return visit records, quotations, orders, intentions and so on. Once the salesperson leaves, the company will lose this part of customers. Even if the company keeps the customer's contact information, it will need to re-develop the customer because the new seller does not have the customer's return visit record, quotation, demand and other information.

In addition, the company can't grasp the customer maintenance of sales staff, the daily follow-up progress, and whether there are any omissions in customer follow-up. The statistical reports provided by CRM system can fully grasp this information.

The company has not yet put forward a customer analysis system. With the help of CRM system, we can analyze the customer source, intention, average signing time, transaction rate, signing rate and tracking rate of a salesperson or department, and provide data support for the company to formulate sales strategy, planning direction and product planning.

For example, through the statistical report, the company found that only 20% of its customers are consulting Baidu, but the promotion expenses invested by the company in Baidu account for 80% every year. We can adjust the marketing strategy appropriately, reduce the promotion expenses of Baidu, or change the promotion strategy of Baidu.