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Ren I collaborative CRM essence version
Cooperate with CRM essence application, customer management for business management, planning and reporting management, internal approval and expense reimbursement system, communication and knowledge management;Key installation, do not pick the system, ready-to-use!
Personal platform |
Today's new articles, company news, work view, hot articles, personal style, birthday reminders, my attention, pending review and signature, relevant notes, notepad, customer warning, email management, SMS management, favorites, my related articles, column articles |
Operating chart |
Personnel sales summary, customer addition year-on-year analysis, account manager new customer ranking |
Company platform |
System, announcement, custom column, culture, knowledge, forum |
Management by objectives |
Personal/team goal, personal/team schedule, goal view, schedule statistics, work summary, KPI score, goal evaluation, custom report, routine work, work track, task assignment, work schedule reminder, weekly goal arrangement |
Customer management |
Customer classification, customer transfer, customer approval, batch entry, receivables analysis, customer early warning, customer consolidation, import and export, customer sharing, contact, call query, email SMS, query, print, birthday care, customer information |
Sales management |
Merchandising classification, merchandising review, merchandising follow up, transfer export, merchandising statistics, sales tasks, sales analysis, sales statistics, sales funnel, transaction records, sales orders |
Work activity |
Pending activity, signature activity, activity list, work activity hanging workflow |
Expense management |
Expense budget, expense managementHang workflow, cost statistics, cost trends, cost documents |
Custom report |
Enterprise data is presented visually |
System management |
Product management, department and staff management, common people group, personal Settings, SMS management, form management |
钉钉 |
To-do list, expense declaration, company platform, Today's new text, attendance management, customer management, target performance, address book, my copy, my activities |
Enterprise wechat |
To-do list, expense declaration, company platform, Today's new text, attendance management, customer management, target performance, address book, my copy, my activities |
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