CN108665236A - A kind of CRM intelligent management systems - Google Patents
A kind of CRM intelligent management systems Download PDFInfo
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- CN108665236A CN108665236A CN201810404348.5A CN201810404348A CN108665236A CN 108665236 A CN108665236 A CN 108665236A CN 201810404348 A CN201810404348 A CN 201810404348A CN 108665236 A CN108665236 A CN 108665236A
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/103—Workflow collaboration or project management
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
- G06Q10/06311—Scheduling, planning or task assignment for a person or group
- G06Q10/063114—Status monitoring or status determination for a person or group
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/105—Human resources
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Abstract
The present invention relates to a kind of CRM intelligent management systems comprising intra-company's display module；Personal Schedule monitoring platform, is used to monitor personal work process；Goal activity module is used to customize strategic objective, logger task index；Customer management module is used for managing customer personal information, typing dealing record, processing service request；Sales management module is used to record project information, and corresponding merchandiser Information Level is arranged to merchandiser according to each department；Management module after sale is used to pay a return visit client, and response demand is simultaneously evaluated；Workflow management module, is used for management process；Enterprise's base structure module is used to build institutional framework relationship, record Employee Profile, management product information；System management module is used to configure operating system software, each function module of setting, configuration organization authority limit, monitoring network security, management system resource.The present invention clearly divides enterprises office worker permission, working range, and provides efficient management service.
Description
Technical field
The present invention relates to management system regions, more particularly to a kind of CRM intelligent management systems.
Background technology
CRM system（CRM）Business management system customer-centric, it is therefore an objective to allow enterprise preferably
Services client improves the satisfaction of client, expands market scale, stablizes frequent customer and attracts new client, improves the profit of enterprise,
Enterprise is set to reach two-win with client.CRM client management systems are mainly that enterprise provides customer information, transaction flow monitoring, credit
Analysis and risk management etc., however, existing CRM client management systems can not be carried since troublesome in poeration, cost is higher for enterprise
For high-quality and efficient ground management service.
It solves the above problems therefore, it is necessary to design a kind of new CRM intelligent management systems.
Invention content
The purpose of the present invention is to provide a kind of CRM intelligent management systems, to solve mentioned above in the background art ask
Topic.
To achieve the above object, the present invention adopts the following technical scheme that：A kind of CRM intelligent management systems comprising company
Interior display module is used to show company internal information；Personal Schedule monitoring platform, is used to monitor personal work process；
Goal activity module, be used to customize market strategy target, each department of record company task index；Customer management module,
Its service request for being used for the dealing record of managing customer personal information, typing enterprise and client, handling client；Sales management mould
Block is used to record the project information of merchandiser, and corresponding merchandiser Information Level, each merchandiser is arranged to merchandiser according to each department
The project information type that Information Level opens is different；Management module after sale pays a return visit client after being used to complete order, response
The demand of client and the evaluation for obtaining client；Workflow management module is used for the flow of management work service；Enterprise's base structure mould
Block is used to build organization structure of the enterprise relationship, the basic archives for recording employee, management enterprise product information；System administration mould
Block is used to configure operating system software, each function module of setting, configuration organization authority limit, monitoring network security, management system money
Source.
Further, the project information include customer demand, rival's information, competition among enterprises situation, contract information,
The quotation of enterprise and client, flow cost information.
Further, the workflow management module includes enterprise interaction management, expenses management, bidding management, contract management,
The enterprise interaction management provides classified inquiry and the information of activity description for managing enterprise's activity associated with client
Orientation is signed for, the expenses management for record online enquiry fee use, declare online expense, online examine expense the case where, institute
The sales quotation that bidding management is generated for managing enterprise with client is stated, the contract management is signed for recording enterprise with client
Contract information.
Further, the sales management module further include to external information display unit, it is described to external information display unit
Information for opening from corresponding merchandiser Information Level to client.
Further, the content of intra-company's display module displaying include company's bulletin, forum, open flow,
Company system and corporate culture.
Further, the CRM intelligent management systems further include marketing strategy module, and the marketing strategy module includes pin
Sell share planning, sales target section planning, risk assessment.
Beneficial effects of the present invention are：The CRM intelligent management systems of the present invention deeply excavate client's using client as core
Actual demand, enterprises office worker permission, working range are well defined, and efficiently provide management service for entire enterprise.
Description of the drawings
The invention will be further described for attached drawing, but the embodiment in attached drawing does not constitute any limitation of the invention.
Fig. 1 is the structural schematic diagram that one embodiment of the invention provides.
Specific implementation mode
As shown in fig. 1, a kind of CRM intelligent management systems that one embodiment of the invention provides comprising intra-company's exhibition
Show module, personal Schedule monitoring platform, goal activity module, customer management module, sales management module, after sale management module,
Workflow management module, enterprise's base structure, system management module.
Intra-company's display module is for showing that company internal information, intra-company's display module are shown interior
Appearance includes company's bulletin, forum, open flow, company system and corporate culture, and company personnel can be looked by internal web site
It sees the content of intra-company's display module, and then becomes more apparent upon oneself company.Individual's Schedule monitoring platform is for supervising
Personal work process is controlled, employee can check oneself current job schedule, the neck belonging to employee in the personal progress platform
The working condition of subordinate can also be checked by the personal Schedule monitoring platform by leading, and tune is made in time to the employee for occurring being delayed
Control.Task index of the goal activity module for customizing market strategy target, each department of record company, employee can be at any time
The current goal that company can be understood by the goal activity module, facilitates leader to plan as a whole the popular feeling.The customer management module is used
It is recorded in the dealing of managing customer personal information, typing enterprise and client, the service request of processing client, the customer account management mould
Block is opened towards leadership and business personnel, business personnel can by analyze client personal information and enterprise and client come
Toward record, the potential demand of client is excavated, customizes marketing strategy in time, expands the sale face of enterprise.
The sales management module is used to record the project information of merchandiser, and corresponding to merchandiser setting according to each department
Merchandiser Information Level, the project information type that each merchandiser Information Level opens are different.The department of management class typically belongs to open more
The merchandiser Information Level of project information, the department can obtain most information, and the department for producing class typically belong to it is open compared with
The merchandiser Information Level of few project information, specific layered mode can make a decision according to the actual conditions of different company.The project
Information includes the quotation of customer demand, rival's information, competition among enterprises situation, contract information, enterprise and client, flow expense
Information, wherein competition among enterprises situation are superiority and inferiority of the enterprise relative to rival.The management module after sale has been used for
Client is paid a return visit at after order, the demand of customer in response and the evaluation for obtaining client.The workflow management module is for managing
Manage the flow of work service.The workflow management module includes enterprise interaction management, expenses management, bidding management, contract management,
The enterprise interaction management provides classified inquiry and the information of activity description for managing enterprise's activity associated with client
Orientation is signed for, the expenses management for record online enquiry fee use, declare online expense, online examine expense the case where, institute
The sales quotation that bidding management is generated for managing enterprise with client is stated, the contract management is signed for recording enterprise with client
Contract information.The sales management module further include to external information display unit, it is described to external information display unit be used for
Client opens the information of corresponding merchandiser Information Level, and enterprise can assign client's merchandiser Information Level appropriate according to actual conditions
Access rights, in actual mechanical process, enterprise can give one account of client and corresponding password, which is set as can only
Corresponding merchandiser Information Level is accessed, and merchandiser Information Level only could be entered by the form of internet access enterprise web site.
Enterprise's base structure module is used to build organization structure of the enterprise relationship, the basic archives for recording employee, management enterprise
Product information, enterprise institution's module are opened towards enterprise management level, and management level can be in enterprise's base structure module to general
Logical staff carries out transfer of personnel, and enterprise's base structure module is connected with the sales management module, in enterprise's base structure
The sales management module directly opens corresponding merchandiser Information Level to the personnel after module is transferred, and is not necessarily to manual operation again.
The system management module is for configuring operating system software, each function module of setting, configuration organization authority limit, monitoring network peace
Entirely, system resource is managed.Management level can according to actual needs, by writing instruction to the system management module to whole
A CRM intelligent management systems are made suitably modified.In addition, the CRM intelligent management systems further include marketing strategy module, the battalion
It includes sales quota planning, sales target section planning, risk assessment to sell policy module.Business personnel and can be described from management level
Marketing plan is formulated in marketing strategy module, and risk is assessed, and wherein marketing plan can be synchronized to the goal activity
In module, and risk assessment is then only stored in the marketing strategy module.The present invention CRM intelligent management systems be with client
Core deeply excavates the actual demand of client, and enterprises office worker permission, working range be well defined, efficiently entirely to look forward to
Industry provides management service.
Each technical characteristic of embodiment described above can be combined arbitrarily, to keep description succinct, not to above-mentioned reality
It applies all possible combination of each technical characteristic in example to be all described, as long as however, the combination of these technical characteristics is not deposited
In contradiction, it is all considered to be the range of this specification record.
Several embodiments of the invention above described embodiment only expresses, the description thereof is more specific and detailed, but simultaneously
It cannot therefore be construed as limiting the scope of the patent.It should be pointed out that coming for those of ordinary skill in the art
It says, without departing from the inventive concept of the premise, various modifications and improvements can be made, these belong to the protection of the present invention
Range.Therefore, the protection domain of patent of the present invention should be determined by the appended claims.
Claims (6)
1. a kind of CRM intelligent management systems, which is characterized in that including：
Intra-company's display module is used to show company internal information；
Personal Schedule monitoring platform, is used to monitor personal work process；
Goal activity module, be used to customize market strategy target, each department of record company task index；
Customer management module is used for the dealing record of managing customer personal information, typing enterprise and client, the clothes of processing client
Business request；
Sales management module is used to record the project information of merchandiser, and corresponding merchandiser is arranged to merchandiser according to each department
Information Level, the project information type that each merchandiser Information Level opens are different；
Management module after sale pays a return visit client after being used to complete order, and the demand of customer in response simultaneously obtains commenting for client
Valence；
Workflow management module is used for the flow of management work service；
Enterprise's base structure module is used to build organization structure of the enterprise relationship, the basic archives for recording employee, management enterprise product letter
Breath；
System management module is used to configure operating system software, each function module of setting, configuration organization authority limit, monitoring network
Safety, management system resource.
2. CRM intelligent management systems according to claim 1, it is characterised in that：The project information include customer demand,
The quotation of rival's information, competition among enterprises situation, contract information, enterprise and client, flow cost information.
3. CRM intelligent management systems according to claim 1, it is characterised in that：The workflow management module includes enterprise
Interactive maintenance, expenses management, bidding management, contract management, the enterprise interaction management are associated with client for managing enterprise
Activity, and provide the classified inquiry of activity description and information orientation is signed for, the expenses management is for recording online enquiry fee
With, declare expense, online examination ＆ approval expense online the case where, the bidding management is used to manage the sale report that enterprise generates with client
Valence, the contract management are used to record the contract information that enterprise signs with client.
4. CRM intelligent management systems according to claim 1, it is characterised in that：The sales management module further includes pair
External information display unit, the information to external information display unit for opening corresponding merchandiser Information Level to client.
5. CRM intelligent management systems according to claim 1, it is characterised in that：Intra-company's display module displaying
Content include company's bulletin, forum, open flow, company system and corporate culture.
6. CRM intelligent management systems according to claim 1, it is characterised in that：The CRM intelligent management systems further include
Marketing strategy module, the marketing strategy module include sales quota planning, sales target section planning, risk assessment.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201810404348.5A CN108665236A (en) | 2018-04-28 | 2018-04-28 | A kind of CRM intelligent management systems |
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| Application Number | Priority Date | Filing Date | Title |
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| CN201810404348.5A CN108665236A (en) | 2018-04-28 | 2018-04-28 | A kind of CRM intelligent management systems |
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| Publication Number | Publication Date |
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| CN108665236A true CN108665236A (en) | 2018-10-16 |
Family
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| CN201810404348.5A Pending CN108665236A (en) | 2018-04-28 | 2018-04-28 | A kind of CRM intelligent management systems |
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Cited By (8)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN109409913A (en) * | 2018-11-09 | 2019-03-01 | 四川长虹电器股份有限公司 | A kind of Management System for Clients Information |
| CN111260302A (en) * | 2018-11-30 | 2020-06-09 | 广州红海云计算股份有限公司 | Business process management application platform |
| CN111885129A (en) * | 2020-07-09 | 2020-11-03 | 华与华(上海)商学教育科技有限公司 | Enterprise market management system |
| CN112347174A (en) * | 2020-11-10 | 2021-02-09 | 湖北福泰建筑装饰工程有限公司 | Engineering marketing integrated management platform |
| CN112365306A (en) * | 2020-10-12 | 2021-02-12 | 众能联合数字技术有限公司 | Intelligent sales management system based on engineering machinery equipment leasing method |
| CN112926997A (en) * | 2021-03-02 | 2021-06-08 | 上海赛儿信息科技有限公司 | Customer relationship management system and method |
| CN113313382A (en) * | 2021-05-28 | 2021-08-27 | 深圳市大恩信息科技有限公司 | Enterprise department business linking method and system based on ERP |
| CN115147078A (en) * | 2022-07-05 | 2022-10-04 | 创招(北京)网络科技有限公司 | Private cloud management system for small and medium-sized enterprises and capable of improving working efficiency of companies |
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Cited By (8)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN109409913A (en) * | 2018-11-09 | 2019-03-01 | 四川长虹电器股份有限公司 | A kind of Management System for Clients Information |
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| CN112365306A (en) * | 2020-10-12 | 2021-02-12 | 众能联合数字技术有限公司 | Intelligent sales management system based on engineering machinery equipment leasing method |
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| CN112926997A (en) * | 2021-03-02 | 2021-06-08 | 上海赛儿信息科技有限公司 | Customer relationship management system and method |
| CN113313382A (en) * | 2021-05-28 | 2021-08-27 | 深圳市大恩信息科技有限公司 | Enterprise department business linking method and system based on ERP |
| CN115147078A (en) * | 2022-07-05 | 2022-10-04 | 创招(北京)网络科技有限公司 | Private cloud management system for small and medium-sized enterprises and capable of improving working efficiency of companies |
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