Open source byte CRM is a SaaS mode of customer relationship management software, based on DingTalk platform for research and development, with customer management as the core, including customer management, sales process management, contract order, work order management, mobile approval, data analysis six modules.
It aims to help the whole process of enterprise sales to be refined and digitalized, comprehensively solve the problem of customer service in the whole process of enterprise sales team, help enterprises effectively revitalize customer resources, quantify sales behavior, rationally allocate resources, establish a scientific sales system, and improve sales performance.
Do you also have the following problems?
Reduce costs and increase efficiency for enterprises in an all-round way
CRM business logic
CRM core features
Efficient management of customer resources
Accurate quantification of sales behavior
The sales process is precisely controlled
Sales data is updated in real time
What advantages do we have?
1. API free development, one-click synchronization of raw data
2. Customer list customization, flexible business template on demand, improve work efficiency
3. Avoid duplicate customers in the customer entry stage and eliminate collision orders
4. One-screen grasp of sales core data, real-time grasp of business conditions, data-driven business decisions
5. Real-time follow-up of customer follow-up status, important customers are not missed
6. Different departments set different permissions, and the company's important information is safe and confidential
7. Unified encryption of contact information, not afraid of customer information being taken away
8. Real-time follow-up of the sales process, from the number of connections, call quality and other all-round analysis
9. Set up high seas recycling rules, so that sales with the ability and spare capacity can follow up with key customers and efficiently allocate customer resources
10. Follow up records, daily report weekly report output, sort out sales progress, and make the sales process more accurate
11. Diversified processing of approval flow, personalized processing of business objects, in-depth opening of DingTalk work notifications, and improving the efficiency of the acquiring process
12. Customer details support multi-person collaborative follow-up, sales, planning, operation and other follow-up are on it, eliminating errors and omissions
13. Business template customization, support multiple forms of upload records, documents, pictures, videos, audio, etc., to meet diversified and complex information entry
14. Visit check-in function, precise positioning of sign-in, flexible customization of error range
15. Automatic accounting of outbound costs, independent accounting of funds of multiple stores, receivables and payables and actual write-offs are distinguished by stores, real-time synchronization of finance, convenient and accurate reconciliation of current accounts, carry-over costs and profit accounting
16. All data mobile terminal reports are updated in real time, the salesman can easily carry out, and the boss can view it in real time
17. Sales data will be synchronized to the invoicing and inventory system in real time, order delivery will be tracked in real time, clear records before and after inventory changes, inventory tracking will be more accurate, data will be pushed to the financial system in real time, and accounting vouchers will be automatically generated
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