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Generally, only the leadership or the sales staff can view it in the enterprise. It mainly records the customer's primary contact, including address data, other contact specific information, relevant customer information and other basic contact data
one Problems in customer contact management in enterprise management
1. The sales department personnel were not very clear about the customer contact information and contact information, and it was not very convenient for the sales staff to follow up the customer
2. For the salesperson, if the resource management of the rival customers is not detailed, there will be no pertinence in terms of customer preferences during the follow-up process
3. The birthday of the customer's contact person is also unclear, which is difficult to carry out the follow-up customer care work
4. The information of customer contacts is not well managed, which may also affect the loss of subsequent customer resources
2、 What are the management functions of Panpu ERP system for customer contacts
1. The system manages the information of customer contacts in a unified way, makes a good job of basic business classification, and centrally manages customer contacts. Sales personnel can find the corresponding contact according to the corresponding customer and view the details of the contact
2. After a general salesperson adds a customer's contact method, all contact lists need to be viewed by people with corresponding permissions, such as sales department managers or leaders. Salespeople can only view the contact information of their own customers, so as to avoid order grabbing or collision between salespersons
3. The sales staff can follow up the customers according to the contact information managed in the system to improve the transaction rate
4. When the birthday of the customer contact is approaching, the system will automatically remind the corresponding salesperson, which is also helpful for later customer care
