Ibm crm system solution

CRM includes esales, eservice, and emarketing. CRM sales mainly starts from the business opportunity inquiry in the sales process, refines the sales process into the sales stage, and summarizes, analyzes, and makes decisions for each sales stage to improve the sales efficiency ..

Solution Overview

CRM System

The CRM sales system is an important product in the CRM product series. CRM includes esales, eservice, and emarketing. CRM sales mainly explores business opportunities in the sales process

Start with inquiry, and refine the sales process into the sales stage. Summarize, analyze, and make decisions for each sales stage to improve sales efficiency, increase sales revenue sources, and increase sales, to improve customer satisfaction.

CRM sales adopts advanced Java + EJB technology and supports multi-language, multi-database, and multiple computer platforms. Because CRM sales uses 100% Internet technology, it not only reduces the maintenance workload of user clients, in addition, it can collect business data nationwide in real time to facilitate the headquarters to provide sales guidance and Analysis on the sales situation of branches.

The center of CRM sales management is business opportunity management. A business opportunity is a complete sales process record: from obtaining sales information to successfully signing or failing. Sales personnel maintain business opportunities and use the business opportunity analysis tools provided by the system to refine and analyze their sales tasks, you can devote limited energy to the business opportunities with the highest possibility of transactions. Sales Management Personnel analyze business opportunities.

Functions of CRM esales

1. Features of group-oriented applications

100% of Internet applications support cross-region data storage and management in a unified place.

Permission is used by Department: a user's permissions in one department cannot be retained in another department.

Permissions are subdivided into specific data, and permissions can be set for a specific data.

Different users of the same retrieval scheme may obtain different results.

Provides Offline Application methods.

Connect to Wuxi Zhongyuan ERP.

Supports multiple languages.

2. Features of sales management and sales automation

Provide detailed customer information. This includes basic information such as the customer's industry and scale, the customer's contacts, products used by the customer, and historical purchase records.

The sales process is subdivided into the sales phase. By dividing the sales phase, you can set different targets in different sales stages. The management of the targets in the sales phase can achieve sales control and sales analysis, the sales funnel is a powerful sales analysis tool.

The system provides the business object field customization function and interface customization function to customize the system for special requirements.

Provides the custom chart function to generate statistical reports based on customer needs.

3. Other features

Supports multiple databases: DB2, SQL Server, and Oracle.

Cross-platform support for Windows, UNIX, and Linux platforms.

Implementation strategies and methods

The implementation method of CRM esales is referred to the six-step implementation method of ERP. The six-step implementation method is an effective implementation method for enterprise management software that has been verified by multiple projects. Including project organization, system training, system definition, data preparation, system switching, and operation and maintenance.

Technical Configuration:

Wuxi Zhongyuan Medical Devices Co., Ltd. is a private enterprise integrating the production, sales and service of medical equipment. The company's headquarters is located in Wuxi, Jiangsu Province. It is one of China's well-known medical equipment suppliers.

The sales network of Wuxi Zhongyuan covers China. The company usually attaches great importance to sales management. With the proposal of CRM management ideas, the business philosophy of "customer-centric" has been paid more and more attention by the company's operators. After the investigation of domestic CRM vendors, wuxi Zhongyuan finally chose Kingdee K/3 CRM system as the company's CRM operating platform. In the first phase, K/3 CRM sales was used as the company's sales management system.

The Central Plains company in Wuxi has been selling in China and mainly divided into South China and North China. The target of CRM implementation is South China. The headquarters of South China region is located in Shanghai, with offices in each province. Offices are responsible for sales and after-sales services in the province. Sales personnel in the office are responsible for the sales area by region. Each salesperson is responsible for the sales of two administrative regions (municipal) in this province.

Central Plains sales method

The product of Wuxi Zhongyuan company is directly sold to customers by the sales staff of Wuxi Zhongyuan company. When a unit becomes a customer of Wuxi Zhongyuan company, the after-sales service of the customer is provided by professional technical personnel of Wuxi Zhongyuan company.

Self-produced medical devices are sold in the same way as medical devices used by other companies.

Customers of medical equipment are medical units such as hospitals and health care centers. Generally, the number of medical units in a certain area is maintained in a stable quantity.

Project Organization

During the implementation process, the company paid full attention to the implementation of CRM. The implementation teams include: the general manager of South China serves as the leader of K/3 CRM esales implementation team, the deputy leader of Changsha office, the implementation consultant and system administrator of Kingdee.

The general manager of each office is the executive director of the CRM implementation of the organization, and the Executive Director of the CRM implementation of the branches cooperates with the Headquarters CRM Project Team for implementation. As the staff of various offices have been on business trips for a long time and the quality of personnel is not properly involved, Kingdee designs "Business Opportunity cards" based on the characteristics of the K/3 CRM esales system ", A Business Opportunity Card is a comprehensive report reflecting the Business Objects of K/3 CRM esales system customers, contacts, and business opportunities for three minutes. The salesperson fills in the Business Opportunity Card and submits it to the sales internal staff on weekends. The sales internal staff enters the business opportunity card into the system.

Solution Overview

CRM System

The CRM sales system is an important product in the CRM product series. CRM includes esales, eservice, and emarketing. CRM sales mainly explores business opportunities in the sales process

Start with inquiry, and refine the sales process into the sales stage. Summarize, analyze, and make decisions for each sales stage to improve sales efficiency, increase sales revenue sources, and increase sales, to improve customer satisfaction.

CRM sales adopts advanced Java + EJB technology and supports multi-language, multi-database, and multiple computer platforms. Because CRM sales uses 100% Internet technology, it not only reduces the maintenance workload of user clients, in addition, it can collect business data nationwide in real time to facilitate the headquarters to provide sales guidance and Analysis on the sales situation of branches.

The center of CRM sales management is business opportunity management. A business opportunity is a complete sales process record: from obtaining sales information to successfully signing or failing. Sales personnel maintain business opportunities and use the business opportunity analysis tools provided by the system to refine and analyze their sales tasks, you can devote limited energy to the business opportunities with the highest possibility of transactions. Sales Management Personnel analyze business opportunities.

Functions of CRM esales

1. Features of group-oriented applications

100% of Internet applications support cross-region data storage and management in a unified place.

Permission is used by Department: a user's permissions in one department cannot be retained in another department.

Permissions are subdivided into specific data, and permissions can be set for a specific data.

Different users of the same retrieval scheme may obtain different results.

Provides Offline Application methods.

Connect to Wuxi Zhongyuan ERP.

Supports multiple languages.

2. Features of sales management and sales automation

Provide detailed customer information. This includes basic information such as the customer's industry and scale, the customer's contacts, products used by the customer, and historical purchase records.

The sales process is subdivided into the sales phase. By dividing the sales phase, you can set different targets in different sales stages. The management of the targets in the sales phase can achieve sales control and sales analysis, the sales funnel is a powerful sales analysis tool.

The system provides the business object field customization function and interface customization function to customize the system for special requirements.

Provides the custom chart function to generate statistical reports based on customer needs.

3. Other features

Supports multiple databases: DB2, SQL Server, and Oracle.

Cross-platform support for Windows, UNIX, and Linux platforms.

Implementation strategies and methods

The implementation method of CRM esales is referred to the six-step implementation method of ERP. The six-step implementation method is an effective implementation method for enterprise management software that has been verified by multiple projects. Including project organization, system training, system definition, data preparation, system switching, and operation and maintenance.

Technical Configuration:

Wuxi Zhongyuan Medical Devices Co., Ltd. is a private enterprise integrating the production, sales and service of medical equipment. The company's headquarters is located in Wuxi, Jiangsu Province. It is one of China's well-known medical equipment suppliers.

The sales network of Wuxi Zhongyuan covers China. The company usually attaches great importance to sales management. With the proposal of CRM management ideas, the business philosophy of "customer-centric" has been paid more and more attention by the company's operators. After the investigation of domestic CRM vendors, wuxi Zhongyuan finally chose Kingdee K/3 CRM system as the company's CRM operating platform. In the first phase, K/3 CRM sales was used as the company's sales management system.

The Central Plains company in Wuxi has been selling in China and mainly divided into South China and North China. The target of CRM implementation is South China. The headquarters of South China region is located in Shanghai, with offices in each province. Offices are responsible for sales and after-sales services in the province. Sales personnel in the office are responsible for the sales area by region. Each salesperson is responsible for the sales of two administrative regions (municipal) in this province.

Central Plains sales method

The product of Wuxi Zhongyuan company is directly sold to customers by the sales staff of Wuxi Zhongyuan company. When a unit becomes a customer of Wuxi Zhongyuan company, the after-sales service of the customer is provided by professional technical personnel of Wuxi Zhongyuan company.

Self-produced medical devices are sold in the same way as medical devices used by other companies.

Customers of medical equipment are medical units such as hospitals and health care centers. Generally, the number of medical units in a certain area is maintained in a stable quantity.

Project Organization

During the implementation process, the company paid full attention to the implementation of CRM. The implementation teams include: the general manager of South China serves as the leader of K/3 CRM esales implementation team, the deputy leader of Changsha office, the implementation consultant and system administrator of Kingdee.

The general manager of each office is the executive director of the CRM implementation of the organization, and the Executive Director of the CRM implementation of the branches cooperates with the Headquarters CRM Project Team for implementation. As the staff of various offices have been on business trips for a long time and the quality of personnel is not properly involved, Kingdee designs "Business Opportunity cards" based on the characteristics of the K/3 CRM esales system ", A Business Opportunity Card is a comprehensive report reflecting the Business Objects of K/3 CRM esales system customers, contacts, and business opportunities for three minutes. The salesperson fills in the Business Opportunity Card and submits it to the sales internal staff on weekends. The sales internal staff enters the business opportunity card into the system.