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Contact

Help the sales classification refine and manage the customer contact resources, special personnel, intelligent contact reminders, and improve follow-up efficiency. During the follow-up process, batch SMS and email marketing are supported, and all contact information for a single contact can be timely reported and saved in the system for subsequent review

Refined customer contact classification management

For different customers, it may be necessary to connect with multiple people, for example, there are different people such as decision-maker boss, purchasing manager, finance, etc., and these resources can be managed by contact classification to facilitate differentiation. Quickly know the specific person responsible for each item even after sales changes or resale

Establish smart contact reminder rules to follow up more timely

The contract module is associated with customers, which facilitates sales to better review the entire process of the overall customer from follow-up to the transaction, and also allows relevant personnel to better understand the details of the customer. And after the sales contract is submitted and created, the contract amount system will automatically calculate the statistics, which is convenient for business personnel and management personnel to know the contract payment dynamics.

Automatically generate daily contact lists to enhance your sense of purpose

According to the rules set by the management and the contact reminders manually created by the sales staff, the system will automatically generate the corresponding contact list every day, including the cases of today's contact, tomorrow's contact, delayed contact, etc., to help the sales staff establish a proper sense of purpose and improve the follow-up efficiency

Automatically generate daily contact lists to enhance your sense of purpose

According to the rules set by the management and the contact reminders manually created by the sales staff, the system will automatically generate the corresponding contact list every day, including the cases of today's contact, tomorrow's contact, delayed contact, etc., to help the sales staff establish a proper sense of purpose and improve the follow-up efficiency

Event notifications, holiday greetings, bulk SMS marketing is essential

During customer follow-up, for different contacts, you can push SMS individually or in batches, including marketing activities, holiday greetings, etc., to strengthen customer contact, humane and precise marketing

Customer follow-up process

The customer's visit records, telephone contact records, sent SMS messages, and sent information documents are all related records, which will form a good precipitation for the entire follow-up process of the customer and automatically accumulate into the customer's Archives and sales experience to facilitate the search and review of historical content

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