Typical customer Management data Analysis module display in Energy Enterprise information System

Customer Management Data Analysis module

The business difference between different enterprises is relatively large, the system functional focus is different, but all contain the basic function module, the General customer management system function module can be divided into marketing management, sales management, service management, customer analysis, supplier Management module.

Marketing management subsystem of the customer and market information to carry out a comprehensive analysis of the market segmentation, resulting in high-quality market planning activities to guide the sales team to work more effectively. Marketing Management subsystem enables marketing professionals to directly plan, execute, monitor, and analyze the effectiveness of marketing campaigns, enabling them to select and segment customers, track customer contact, measure contact results, and provide direct, automated response to customers to automate sales. Marketing Management subsystem mainly covers customer information management, marketing activity management, information content management, statistics and decision support, and marketing automation.

(1) Customer information Management: collect information from all kinds of channels related to marketing activities, and provide inquiries to the relevant personnel of the enterprise for customer information. Customer information for marketing campaigns should cover potential customer information, support information tracking for specific customer groups, and support customer discovery capabilities.

(2) Marketing activities management: mainly including the development and implementation of marketing activities, and the implementation of marketing activities to monitor the process. The usual practice is to divide the marketing activities into several stages, each stage set the corresponding phased targets, and evaluate the effect of marketing activities in stages, and then proceed gradually.

(3) Information Content Management: The main management object includes product information, market information, competitor information, various media, etc., to achieve the collection, retrieval and classification of these information content management functions. This information consists of a so-called marketing encyclopedia or marketing knowledge Base that assists with marketing campaigns and provides information support for other functional modules (such as sales and services) in the Customer management system (CRM for customer management software).

(4) Statistical and decision Support: provide in-depth analysis of customer and market to support correct marketing segmentation, analyze and evaluate the effect of marketing activities, and support the optimization of marketing activities and marketing processes.

Specific data analysis effect show

Module development tool: FineReport

Enterprise Nature: Energy Enterprise

Analysis of network activity

Show Highlights:

Query options: Date, Account Manager, network, agent

Presentation: The dashboard shows the overall situation, and the column chart shows the breakdown data.

Own brand Sales Analysis

Show Highlights:

Query options: Date, Account manager, Region

Presentation: Combination of a column chart and a line chart combined with a time axis

Customer Analysis

Show Highlights:

Query options: Date, Customer department, customer area, customer level, customer type

Presentation: Pie chart Display scale, dashboard display overall, column chart comparison data and display of subdivision data.

New product Tracking

Show Highlights:

Query options: Brand, customer area, date

Display form:

Pie chart Display scale, column chart and line chart combination chart Show data trends and specific values

Customer Activity Index Analysis

The chart linkage display way, the chart macroscopic grasps the global, the Deep level report displays the subdivision data.

Customer Area statistics
Customer ranking Details

Customer rankings (Top 10)

Ranking of supplier statistics

National Cooperative Guest

Customer Activity Enquiry

Sales Funnel View

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Typical customer Management data Analysis module display in Energy Enterprise information System