End-to-end management from clue source, customer/business opportunity follow-up, to multi-quotation management, contract execution, order processing, payment collection management, sales funnel analysis and other aspects; forming a closed loop of pre-sales, in-sales, and after-sales, covering all stages of business marketing and sales management to meet the changing needs of the company in daily use.Free to enable
Demand background of sales management platform
Optimize the management of the whole process of sales; improve the efficiency and performance of each sales person, so as not to lose external resources such as valuable customers of the enterprise
Comprehensive viewing and analysis of various data of subordinate customers, customizing customer analysis reports, timely grasping the team’s payment collection and target performance; viewing a customer’s contact record at any time, tracking and analyzing the effectiveness of different channels
Allowing to establish your own customer database, record the key information of each customer, intelligently arrange daily customer contact plans; establishing early warning reminders or other related rules and saving more energy to focus on customers
Overall framework of one stop CRM sales management platform
One stop CRM customer lifecycle management process
One stop CRM sales management application scenarios
Clue applications of Weaver Cloud OA helps companies realize the whole process management from customer acquisition, distribution, and following-up. Effective management of customer resources and increase of the potential customers' conversion rate.
Management from the source, you can manage the whole process, control and standardize the management of sales orders obtained from multiple channels online. You can also set different allocation rules for different sales clues to optimize resource allocation to the greatest extent without wasting customer resources.
With the help of cloud OA, we can manage the whole process online, and realize the fine management of the whole process from project establishment-->planning-->execution-->summary to reduce project costs.
In addition to basic collaboration functions, Weaver Cloud OA can also realize online full-lifecycle customer management from customer acquisition, follow-up, and order completion from the enterprise business perspective
Through the eteams time attendance application, sales staff can record the visit information on mobile phone in real time when he is out for business, and associate the field work with specific matters, so that the time is really spent on the customer
Cloud OA helps enterprises to track the completion of orders at any time, control the actual execution of orders, and feed back the abnormal orders in time from the business order data, so as to record, track and control the whole order execution process anytime and anywhere.
Weaver eteams helps sales to independently manage the customer's payment period through orders and contracts. For each payment, users can directly apply for invoicing, automatically feedback the business, and promote the payment in one go
Data collection through eteams forms, simple operation, convenient data filling, no need to copy and paste data over and over again, which greatly avoids chaos of filling and reporting.
Online bill of lading for sales personnel, eteams system automatically settles and summarizes performance, real-time view of individual performance summary, superiors can view the performance of all team members, no need to manual statistics, and speed up sales work
Linked with corporate WeChat, Weaver Cloud OA can help merchants achieve a closed-loop and efficient operation of customer flow-->Management-->Marketing
In eteams customer management, not only the basic customer information entry can be completed, customer card information can also be customized according to different companies.
Cloud OA can not only solve the communication and collaboration problems within the enterprise, but also help the enterprise build a supplier management platform for internal and external collaboration. Realize the full life cycle management of suppliers and help enterprises improve performance!
One stop CRM sales management product demo video
Project management customer case
