CRM software is the software that monitors the customer relationship of the enterprise

All sales teams working in large companies have dealings with CRM (Custom relationship Management) software, as the name implies, CRM software is the software that monitors the customer relationship of the enterprise. However, the problem is that the traditional CRM software content is complex: cost management, invoice management, library management ... All kinds of content are readily available, and countless sales executives are getting their work done on CRM software for half an hour. Therefore, the lightweight second-generation CRM, which is the core of sales efficiency, can be popular, such as easy sales, and other customers. However, the lightweight of the two is the traditional CRM, where the permissions, levels and other settings, although very useful for large sales teams, for smaller sales team will become cumbersome cumbersome. As a result, there has been a flat CRM software such as Airteams for small sales teams in China.

The flattening here is relative to the hierarchies of most CRM software. In order to manage the huge sales team, the traditional CRM software has set up the hierarchy of each member's superior who is subordinate to which sales team, can see what content, and can modify what content and so on authority. This setting allows a large sales team to work methodically. However, the small sales team is mostly more than 10 people, all of us are directly subordinate to the sales Director, there is no distinction between the permissions, these cumbersome settings instead hinder the team's efficiency. As a result, airteams for the small sales team has played down the functions of hierarchy, authority, and communication within the team, focusing solely on the sales team's mastery and sharing of customer information and business opportunities.

The core of Airteams is the three services of customer manifest, calendar, business opportunity.

Customer list is the core of the Airteams core, in addition to the user can be in the normal customer information management can also add "special date", such as the customer's birthday, the date of birth of children, and so more humane development of customer relations. Airteams also allows customers to upload documents, contracts and other information to the cloud.

On the Business Opportunity page, users can view and edit business opportunities. In addition to adding the amount of this business opportunity, all members can upload their notes and the latest follow-up. On the calendar, users can add customers they want to see, important dates, and so on, so that members who need the information can get information quickly.

It is worth noting that the permissions settings for all content are visible only to themselves and to the administrator, as well as to everyone visible, eliminating complex structure and permission settings.

These are basically all the features of Airteams, and frankly, almost all CRM software encompasses these features, but Airteams makes these features more streamlined and focused to fit the small sales team's flexible and easily communicated work environment. With founder Liao Yao said is, "a lot of small sales team to choose us, frankly, is that our software is not disgusting people." ”

Airteams's settings are heavily referenced by foreign lightweight CRM software highrise, but Airteams's team believes that it is more localized, understands the needs of the Chinese sales team and highrise currently has no plans to enter the Chinese market at all.

Airteams founder Liao Yao's entrepreneurial experience was quite interesting. Liao Yao High School 6 years are art students, 18 years old that year, he first venture, made a college entrance examination of the portal site. After the defeat, he was in "Thousand Regiment War" to do the Hebei Baoding Local group buying website, later was bought by the high friend. After the high friends quit China, Liao Yao again, encounter Acclimatized became a company's sales director. The company's experience gave Liao Yao a glimpse of the needs of the small sales team for CRM, resulting in Airteams.

Liao Yao thinks the core of airteams is simplicity, and in the future he will be able to streamline functionality and try to make it "the easiest and most easy-to-use CRM software in the country."