CN113409059A - ERP customer management system - Google Patents
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- CN113409059A CN113409059A CN202110572454.6A CN202110572454A CN113409059A CN 113409059 A CN113409059 A CN 113409059A CN 202110572454 A CN202110572454 A CN 202110572454A CN 113409059 A CN113409059 A CN 113409059A
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Abstract
The invention discloses an ERP customer management system, which comprises a sales support module, an after-sales service module, a customer maintenance module and an information traceability module, wherein the sales support module is used for realizing comprehensive integrated management of links of sales planning, order generation, sales order making and product warehousing and ex-warehouse of customers in the process of selling products, the after-sales service module is used for serving customers to quickly change commodities, carrying out technical support and maintenance guarantee on the sold commodities and tracking the use conditions of the commodities, and the customer maintenance module is used for carrying out preference analysis and credit evaluation on the customers so as to form a corresponding sales strategy for each customer. The invention grasps the experience of each link of the client in the system design, and reduces a large amount of information errors in the working process by establishing information record for each link.
Description
Technical Field
The invention relates to the technical field of customer management systems, in particular to an ERP customer management system.
Background
Enterprise management is more and more oriented towards information management, and client information management is also transited from traditional report type management to information management. The customer management system is an advanced management mode, and needs to have strong technical and tool support for successful implementation, and is an essential technical and tool integrated support platform for implementing customer relationship management. The client management system can realize seamless connection of different functional departments based on information technologies such as network, communication, computer and the like, and can assist a manager to better complete two basic tasks of client relationship management: identify and maintain valuable customers.
The customer management system is used for managing the customers as one resource of the enterprises, and aims to enable the customers to be managed in a centralized mode and reduce the consumption of customer resources caused by the consumption of business staff. The enterprise customer management system is specially tailored for sales personnel, and realizes the following functions: easily manage increasing customer resources; providing a scientific step for developing potential customers, and gradually entering a good place according to shifts; the data and contact records of the client are always on hand, so that the seller is not afraid of flowing; the progress and tracking of the sales opportunity, all progress is mastered; the well is arranged regularly, and the time distribution is more scientific; humanized event reminding and important activities are prepared in advance; through the report, the time and energy of the sales personnel are always known to be spent on the customers; the purchase record of each client is clearly known, and the sales performance is mastered; the information of new products on the market, seminars and the like is released to the customers by using the function of the mobile phone short message, so that the customers feel much care; the statistical analysis function helps you analyze the distribution, industry, type and source of customers and provides key information for decision making.
However, most of the existing ERP client management systems place the center of gravity on the maintenance and development of the client relationship, and relatively neglect the experience of clients on each link in the cooperation process and the establishment of information records on each link, which results in a large amount of information errors and poor cooperation experience in the cooperation process.
Disclosure of Invention
The present invention is directed to provide an ERP customer management system to solve the problems set forth in the background art.
In order to achieve the purpose, the invention provides the following technical scheme:
an ERP customer management system comprises a sales support module, an after-sales service module, a customer maintenance module and an information traceability module, wherein the sales support module is used for realizing comprehensive integrated management of links of sales planning, order generation, sales order making and product warehousing and ex-warehouse of customers in the process of selling products, the after-sales service module is used for serving customers to quickly change commodities, carrying out technical support and maintenance guarantee on the sold commodities and tracking the use conditions of the commodities, the customer maintenance module is used for carrying out preference analysis and credit evaluation on the customers so as to form corresponding sales strategies for each customer, and the information traceability module is used for tracking information generated at each time point in the sales support module, the after-sales service module and the customer maintenance module through a block chain to ensure the accuracy and traceability of the information.
Preferably, the sales support module comprises a sales planning unit, a sales order opening unit and an in-out warehouse unit, and the sales planning unit, the sales order opening unit and the in-out warehouse unit are respectively responsible for links of sales planning, order generation, sales order opening and product in-out warehouse.
Preferably, the sales billing unit supports cash sales, credit sales, commission, installment sales.
Preferably, the after-sale service module comprises a commodity changing unit, a maintenance support unit and a commodity tracking unit, and the commodity changing unit, the maintenance support unit and the commodity tracking unit are respectively responsible for links of changing commodities, technical support, maintenance support and commodity use condition tracking.
Preferably, the customer maintenance module comprises a customer credit evaluation unit, a customer analysis unit and a customer strategy making unit, and the customer credit evaluation unit, the customer analysis unit and the customer strategy making unit are respectively responsible for analyzing customer preference, customer business credit and making a sales strategy.
Preferably, the client policy making unit specifies the promotion scheme, the preferential measures and the supply matching to the client according to the credit rating result of the client credit evaluation unit to the client and the preference analysis report formed by the client analysis unit to the client.
Preferably, the information tracing module includes a block chain unit, a customer information uploading unit, an order information uploading unit, a warehouse information uploading unit, and an after-sales information uploading unit, and the customer information uploading unit, the order information uploading unit, the warehouse information uploading unit, and the after-sales information uploading unit are respectively used for uploading customer information, order information, warehouse information, and after-sales information.
Preferably, the blockchain unit is used for constructing a distributed database, and forming historical traceability of information among departments and clients inside a company.
Compared with the prior art, the invention has the beneficial effects that: according to the invention, the sales support module, the after-sales service module and the client maintenance module are matched to form comprehensive support for the clients from sales and after-sales, and the optimization is carried out on link nodes with obvious client perception, so that the clients are ensured to have good cooperation experience; further analyzing the preference of the client on the basis, giving a targeted cooperation scheme, and forming cooperation viscosity with the client; a safe, accurate and traceable distributed database is formed for the information of sales, after-sales and clients through block chain application, and the information between departments inside a company and between the company and the clients is ensured to be correct and transparent. The invention grasps the experience of each link of the client in the system design, and reduces a large amount of information errors in the working process by establishing information record for each link.
Drawings
Fig. 1 is a schematic structural diagram of an ERP customer management system.
Detailed Description
The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
Referring to fig. 1, the present invention provides a technical solution:
an ERP customer management system comprises a sales support module, an after-sales service module, a customer maintenance module and an information traceability module, wherein the sales support module is used for realizing comprehensive integrated management of links of sales planning, order generation, sales order making and product warehousing and ex-warehouse of customers in the process of selling products, the after-sales service module is used for serving customers to quickly change commodities, carrying out technical support and maintenance guarantee on the sold commodities and tracking the use conditions of the commodities, the customer maintenance module is used for carrying out preference analysis and credit evaluation on the customers so as to form corresponding sales strategies for each customer, and the information traceability module is used for tracking information generated at each time point in the sales support module, the after-sales service module and the customer maintenance module through a block chain to ensure the accuracy and traceability of the information.
The sales support module, the after-sales service module and the client maintenance module are matched to form comprehensive support for the clients from sales and after-sales, and the optimization is performed on link nodes with obvious client perception, so that the clients are guaranteed to have good cooperation experience; further analyzing the preference of the client on the basis, giving a targeted cooperation scheme, and forming cooperation viscosity with the client; a safe, accurate and traceable distributed database is formed for the information of sales, after-sales and clients through block chain application, and the information between departments inside a company and between the company and the clients is ensured to be correct and transparent.
Preferably, the sales support module comprises a sales planning unit, a sales order unit and an in-out warehouse unit, and the sales planning unit, the sales order unit and the in-out warehouse unit are respectively responsible for links of sales planning, order generation, sales order placement and product in-out warehouse.
The sales planning unit forms a graded sales plan on the basis of year, quarter and month, the warehouse entry and exit unit is matched with the sales plan to carry out supply chain management, accurate recording of residual storage, used amount and available amount is guaranteed, reasonable safety stock is reserved, and ordered support is provided for ordering process.
Preferably, the sales billing unit supports cash sales, credit sales, commission, installment sales.
And by matching with corresponding credit grading evaluation, a multi-purpose payment mode can be adopted for the client, so that the loss of risk is avoided while the sales amount is enlarged.
Preferably, the after-sale service module comprises a commodity changing unit, a maintenance support unit and a commodity tracking unit, and the commodity changing unit, the maintenance support unit and the commodity tracking unit are respectively responsible for commodity changing, technical support, maintenance support and commodity use condition tracking links.
The after-sale service module not only provides one-way support for after-sale and goods return, but also obtains the commodity use information in the using process of the customer and applies the information to the next commodity design and production.
Preferably, the customer maintenance module comprises a customer credit evaluation unit, a customer analysis unit and a customer strategy making unit, and the customer credit evaluation unit, the customer analysis unit and the customer strategy making unit are respectively responsible for analyzing customer preference, customer business credit and making a sales strategy.
According to the payment credit of the client and the enterprise condition survey, giving out an order sales scheme suitable for the client; the customer preference survey is comprehensively analyzed from the perspective of customer hierarchy, risk, hobby, loyalty, expected development and expected demand.
Preferably, the customer policy making unit specifies promotion schemes, preferential measures and supply matching to the customer according to the credit rating result of the customer credit evaluation unit to the customer and the preference analysis report formed by the customer analysis unit to the customer.
When the client strategy is made, flexible application among various strategies is achieved, and risk control is guaranteed under the condition of order expansion.
Preferably, the information tracing module includes a block chain unit, a customer information uploading unit, an order information uploading unit, a warehouse information uploading unit, and an after-sales information uploading unit, and the customer information uploading unit, the order information uploading unit, the warehouse information uploading unit, and the after-sales information uploading unit are respectively used for uploading customer information, order information, warehouse information, and after-sales information.
The client information, the order information, the warehouse information and the after-sale information form point-to-point circulation among departments in the company and between the company and the enterprise, and the information is ensured to be synchronized and confirmed at each time point.
Preferably, the blockchain unit is used for constructing a distributed database, and forming historical traceability of information among departments and clients inside a company.
The block chain unit establishes a distributed database for the business information technically, sets authority for each node on the premise of ensuring the accuracy and traceability of the information, and ensures that the business machine secret is safely protected.
It will be evident to those skilled in the art that the invention is not limited to the details of the foregoing illustrative embodiments, and that the present invention may be embodied in other specific forms without departing from the spirit or essential attributes thereof. The present embodiments are therefore to be considered in all respects as illustrative and not restrictive, the scope of the invention being indicated by the appended claims rather than by the foregoing description, and all changes which come within the meaning and range of equivalency of the claims are therefore intended to be embraced therein. Any reference sign in a claim should not be construed as limiting the claim concerned.
Furthermore, it should be understood that although the present description refers to embodiments, not every embodiment may contain only a single embodiment, and such description is for clarity only, and those skilled in the art should integrate the description, and the embodiments may be combined as appropriate to form other embodiments understood by those skilled in the art.
Claims (8)
1. An ERP customer management system comprises a sales support module, an after-sales service module, a customer maintenance module and an information source tracing module, and is characterized in that: the sales support module is used for realizing comprehensive integrated management of links of sales planning, order generation, sales order making and product warehousing and ex-warehousing in the process of selling products by customers, the after-sales service module is used for serving customers to quickly change commodities, carrying out technical support and maintenance guarantee on the commodities after sales and tracking the use conditions of the commodities, the customer maintenance module is used for carrying out preference analysis and credit evaluation on the customers so as to form a corresponding sales strategy for each customer, and the information tracing module traces information generated at each time point in the sales support module, the after-sales service module and the customer maintenance module through a block chain so as to guarantee the accuracy and traceability of the information.
2. An ERP customer management system according to claim 1, wherein: the sales support module comprises a sales planning unit, a sales order opening unit and an in-out warehouse unit, wherein the sales planning unit, the sales order opening unit and the in-out warehouse unit are respectively responsible for links of sales planning, order generation, sales order opening and product in-out warehouse.
3. An ERP customer management system according to claim 2, wherein: the sales billing unit supports cash sales, credit sales, commission and reimbursement sales.
4. An ERP customer management system according to claim 3, wherein: the after-sale service module comprises a commodity changing unit, a maintenance support unit and a commodity tracking unit, wherein the commodity changing unit, the maintenance support unit and the commodity tracking unit are respectively responsible for commodity changing, technical support, maintenance support and commodity use condition tracking links.
5. An ERP customer management system according to claim 4, wherein: the customer maintenance module comprises a customer credit evaluation unit, a customer analysis unit and a customer strategy making unit, wherein the customer credit evaluation unit, the customer analysis unit and the customer strategy making unit are respectively responsible for analyzing customer preference, customer business credit and making a sales strategy.
6. An ERP customer management system according to claim 5, wherein: the client strategy making unit specifies propaganda schemes, preferential measures and supply matching to the client according to the credit rating result of the client credit evaluation unit to the client and the preference analysis report formed by the client analysis unit to the client.
7. An ERP customer management system according to claim 6, wherein: the information tracing module comprises a block chain unit, a customer information uploading unit, an order information uploading unit, a warehouse information uploading unit and an after-sale information uploading unit, wherein the customer information uploading unit, the order information uploading unit, the warehouse information uploading unit and the after-sale information uploading unit are respectively used for being responsible for uploading customer information, order information, warehouse information and after-sale information.
8. An ERP customer management system according to claim 7, wherein: the block chain unit is used for constructing a distributed database and forming historical traceability of information among all departments and clients in a company.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN202110572454.6A CN113409059A (en) | 2021-05-25 | 2021-05-25 | ERP customer management system |
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| Application Number | Priority Date | Filing Date | Title |
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| CN202110572454.6A CN113409059A (en) | 2021-05-25 | 2021-05-25 | ERP customer management system |
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Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN102324074A (en) * | 2011-10-28 | 2012-01-18 | 山东城通科技有限公司 | Informatization application cluster platform of small and medium enterprises |
| US20130066670A1 (en) * | 2011-09-13 | 2013-03-14 | Nandakumar Krishnan Nair | Enterprise-wide value chain management system (evcm) |
| CN106651403A (en) * | 2016-12-30 | 2017-05-10 | 上海富聪金融信息服务有限公司 | Client information management system and method |
| CN107194563A (en) * | 2017-05-16 | 2017-09-22 | 苏州市千尺浪信息科技服务有限公司 | A kind of ERP sale management systems |
| CN107844923A (en) * | 2017-12-18 | 2018-03-27 | 深圳市宇轩网络技术有限公司 | A kind of ERP management systems and method |
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- 2021-05-25 CN CN202110572454.6A patent/CN113409059A/en active Pending
Patent Citations (5)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| US20130066670A1 (en) * | 2011-09-13 | 2013-03-14 | Nandakumar Krishnan Nair | Enterprise-wide value chain management system (evcm) |
| CN102324074A (en) * | 2011-10-28 | 2012-01-18 | 山东城通科技有限公司 | Informatization application cluster platform of small and medium enterprises |
| CN106651403A (en) * | 2016-12-30 | 2017-05-10 | 上海富聪金融信息服务有限公司 | Client information management system and method |
| CN107194563A (en) * | 2017-05-16 | 2017-09-22 | 苏州市千尺浪信息科技服务有限公司 | A kind of ERP sale management systems |
| CN107844923A (en) * | 2017-12-18 | 2018-03-27 | 深圳市宇轩网络技术有限公司 | A kind of ERP management systems and method |
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Application publication date: 20210917 |