Diligence and Philosophy Excel server to achieve customer relationship management

system function diagram

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Ii. System Flow Chart

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Below, the division of labor in various departments to explain the operation of the system steps.

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Iii. operating instructions for each module

(1), http://www.aliyun.com/zixun/aggregation/15650.html "> Customer Management Module:

(1) "Customer Information table" To register the company's existing customers.

Click on "Customer Information table" In my workbench-add, fill out a customer information form.

Note: "Unit name" is required, if empty, then the system will pop-up prompts dialog box;

Contact times in the first contact time and last contact time and contact records reports are related and are extracted from the contact records report by the Inter-table formula.

Most of the field content can be selected from the down list.

(2) "Contact information" records the relevant company's corresponding contact person. where "unit name" and "Contact name" are required, and if empty, the prompt dialog box pops up when you save.

(3) through the "contact record" can reflect the customer's follow-up. where "contact time", "unit name" and "Contact name" are required, if empty, the prompt dialog box pops up when you save.

When you fill out a contact record, the contents of the contacts and contact information reports correspond. When you select organization name by using the Drop-down list, a drop-down arrow appears in the right cell of the contact field, listing all the contacts that the company has registered for selection. If a contact for a company is not registered in the Contact information report, you will need to manually enter the contact name.

(2), Service Management module:

The service management module consists of a customer complaint form and a customer service list. There is a working group circulation. Customer service personnel to fill out the complaint form, the technical department manager to examine and approve the customer complaint form, the assigned staff to handle customer services table.

(1) Customer complaint list: The staff receives the customer to complain the telephone or the letter, needs to the customer's complaint question and the demand registration, fills in the customer complaint form. Where "Customer name" and "complaint subject" are required.

(2) After the submission of the preservation, the complaint will be transferred to the corresponding 618.html "> in charge of the hands."

(3) If the problem has not been resolved, then the person in charge needs to assign a service person to solve the complaint form problem.

(4) After the assignment is completed, the assigned service staff will have a customer service list waiting to be processed. When handling, "service personnel" and "degree of completion" are required content.

Many of the fields can be selected by the Drop-down list, which is easy to fill out.

(3), Commodity Management module:

(1) The "Commodity Information" report registered the company's existing products, as well as suppliers and other related information.

The procedure is as follows:

Click on "Product Information" in my work table-new, and fill out a product information below. where "commodity name" and "supplier" are required.

"Commodity Code" is generated by automatic numbering,

Suppliers can be selected from the Drop-down list.

Barcodes can be selected by list.

"Commodity category" is selected by the Drop-down list.

Commodity categories are selected by list.

At the same time, we can upload a picture of the product in the "Product Picture" workbook under the "Commodity Information" worksheet. Changes in prices can be registered in the price Change records workbook.