vital CRM youtube教學頻道
客戶關係管理隨筆
Customer Management Tools - Customer Relationship Management - GSS Vital CRM
One Salesman
You can manage a customer in front of you
Does not mean that you can have the ability to manage 500 customers at the same time.
In general, we use technology to put customer's business card information into the computer;
In our database, there are 500 customers with basic information and contact details.
It does not mean that we have mastered these customers.
Salesman
If there is no continuous tracking and impress customers,
If customer information does not continuously accumulate and refurbish into more in-depth intelligence and facilitate more in-depth dialogue, then more information will not help sales results.
a good salesman
To be able to grasp how many purchasing behaviors the customer completes each year, and to be able to immediately obtain customer-related procurement information.
Is there a good tool for the business to interact with customers efficiently?
It can proactively provide the correct usage information of the product according to the customer's use of product cycle.
For example, a company that provides a wedding plan and a new pair of customers
Try a dress a few days before the wedding.
A cake is prepared a few days ago
A few days ago you must send an invitation.
A few days ago to take pictures,
After the discussion with the newcomer on ....
Is there a system that can be set up, active emails or newsletters alert the newcomer, and even remind the contractor and the undertaker
same
The dog hospital customer is the owner of the dog. After the dog is sick and discharged from the hospital,
Foods that are fasted after a few days can be lifted.
Check back after a few days
....Precautions,
Whether there is a system can be set up, active email or newsletter to remind the owner of the dog, and even remind the undertaker
In the era of mobile economy, it is best to undertake personnel or business. We can grasp all the dynamics of customers on mobile phones, and also take care of the aforementioned active care. Are there any cloud tools capable of accomplishing the above functions?
Now we have found the Vital CRM system that can solve the above problems.
It provides a free trial version for 1 month, it is recommended to apply for a enterprise trial, anyway, free, Enterprise Edition features the most; official website is as follows
Special experience will be used to organize as follows:
You learn one by one in the order of units, and you believe that you can enter the situation very quickly.
Teaching Unit Title (Link Expert)
> How does A0001 try Cloud CRM (Log in with Gmail)
> A0002 How to Import Excel List into CRM System
> A0002-1 How does solve the message "This application is not verified"
> A0003 How to set customer field data
> A0004 How to add personal photos
> A0005 How does customer join personal business card
> A0006How to set the label in (create a new label)
> A0007 How to remove the label from the customer in CRM
> A0008 How to apply a label within a customer (applying an existing label)
> A0009 How to add important dates (Management - Important Days)
> A0009-1How does add a new field to the customer's important day (in this case, the A club annual fee)
> A0009-2How does add a new field on the customer's important day (this contract expiration date)
> A0010-A how to create a contact script template
>A0010-B How to use the client collector to generate embedded programs
> A0011-A How to learn about the same company (same community)
> A0011-B how to know the human pulse diagram
> A0011-C How to add relatives and friends appellation (new online and offline)
> A0011-D How to understand the line graphs
> B0001 How to query customers for birthdays of this month and next month
> B0002 How to quickly search customer data (find a customer with a word in the name)
> B0003 How to search for customers who have a certain content in their name - All customers who have "Jun" in their name
> B0004 How to quickly search the data in the notes or the notes column in the customer (find the customer in the note column or in the note column)
> B0005 How to Search Customers with a Label (CRM Practical Application Course Label in this Example)
> B0006 How to search for customers with multiple tags and archive this condition
> B0007 How to set a new VIP tag and place it in a position where the general manager or deputy general manager or the chairman of the customer
> C0001 How to set up marketing email and save marketing email as template
> C0002 How to revamp a template in a marketing email
> C0003 marketing mail how to add pictures
> C0004 how to apply the online template of marketing mail (in this case, apply Mother's Day - flowers)
> C0005 How to set up a customer for the day of the day, receive a congratulatory letter 9 o'clock in the morning
> C0006-A How to Create a Marketing Email Template for the Month of the Month
> C0006-B how to find out the current birthday and mailing template (in this case, the birthday of the month)
>D0001 How to create a contact script template
>E0001 How to create a combination of website members and customer notes
how is it
Maintain a good network of people, pay attention to each other, and make friends
Manage customer relationships and increase business opportunities
Reliable and caring process that has been able to handle SOP through computer automation
Make your performance grow red
And make friends
You can exchange information with yourself, introduce other people to each other, and know how to stimulate each other and seek common development partners.
I believe this tool will allow you to make great achievements
See also
客戶管理的好工具-客戶關係管理-叡揚Vital CRM
CRM（customer relationship management，縮寫CRM）
一個業務
可以將眼前一名客戶管理好，
並不代表可以有能力同時管理好500位客戶。
一般我們運用科技將客戶名片資料放入電腦;
而我們資料庫裡面有500位客戶的基本資料和連絡方式，
並不表示我們已掌握了這些客戶。
業務員
如果沒有持續的追蹤、讓客戶留下深刻的印象，
如果客戶資訊沒有不斷得累積與翻新成更有深度的情報、促成更有深度的對話，那麼再多的資料對銷售結果也是幫助不大。
一名優秀的業務;
要能掌握客戶每年完成多少採購行為，而且要能即時獲得客戶相關的採購資訊。
有沒有很好的工具,讓業務能有效率的與客戶互動,
能主動根據客戶使用產品的週期,適時提供產品正確的使用資訊。
例如提供結婚企劃的公司,客戶為一對新人,
婚禮前幾天要試禮服,
前幾天要準備喜餅,
前幾天要發請帖,
前幾天要拍照,
....的時程與新人討論好後,
是否有系統能設定好,主動email或簡訊提醒這對新人,甚至也提醒承辦人員及業務
同樣的
狗醫院的客戶為狗主人,狗生病開刀出院後,
幾天後禁食的食品才能解禁,
幾天後要回診,
....注意事項,
是否有系統能設定好,主動email或簡訊提醒狗主人,甚至也提醒承辦人員
現在是移動經濟時代,最好是承辦人員或業務,能在手機上掌握客戶的一切動態,又能兼顧上述所說的主動關懷;有沒有什麼雲端工具能完成上述功能呢？
目前已找到叡揚雲端客戶關係管理(Vital CRM)系統,能解決以上問題。
其提供免費試用版1個月,建議申請企業版試用,反正免費,企業版功能最多;官方網站如下
特將使用心得整理如下:
各位按照單元順序,逐一學習,相信很快就能進入狀況
教學單元 標題 (連結expert )
> A0001如何試用雲端CRM(用Gmail登錄)
> A0002如何將Excel的名單匯入CRM系統
> A0002-1如何解決「這個應用程式未經驗證」的訊息
> A0003如何設定客戶出現的欄位資料
> A0004客戶如何加入個人照片
> A0005客戶如何加入個人名片
> A0006如何在客戶內設定標籤(建立新標籤)
> A0007在CRM中對客戶所設定的標籤如何移除
> A0008如何在客戶內套用標籤(套用既有的標籤)
> A0009如何新增重要日期（管理-重要日）
> A0009-1如何在客戶的重要日中新增一個欄位(本例A社團年費)
> A0009-2如何在客戶的重要日中新增一個欄位(本例合約到期日)
> A0010-A如何建立聯繫腳本範本
>A0010-B 如何利用客戶收集器產生嵌入程式
> A0011-A 如何得知同公司（同社團）的人
> A0011-B 人脈圖如何得知
> A0011-C 如何新增親友稱謂(新增上線與下線)
> A0011-D 如何瞭解上下線的人脈圖
> B0001如何查詢本月與下月生日的客戶
> B0002如何快速搜尋客戶資料(找姓名裡有某個字的客戶)
> B0003如何搜尋姓名內有某內容的客戶-姓名內 有"君"的所有客戶
> B0005如何搜尋有某標籤的客戶(本例CRM實務應用課程標籤)
> B0006如何搜尋多個標籤的客戶並將此條件存檔
> C0001如何設定行銷郵件並將行銷郵件存成範本
> C0002如何翻新行銷郵件內的範本
> C0003行銷郵件如何加上圖片
> C0004如何套用行銷郵件的線上範本(本例套用母親節-花）
> C0005如何設定當日壽星的客戶,一早9點收到祝賀信
> C0006-A如何製作當月壽星的行銷郵件範本
> C0006-B如何找出當月壽星並套行銷郵件範本(本例為當月壽星)寄出
>D0001如何建立聯繫腳本範本
>E0001 如何建立網站會員與客戶記事相結合
如何
維護好人脈,從交人、 交心 、 進而交利
管理好客戶關係 , 增進商機
將已能SOP的提醒與關懷過程,透過電腦自動化處理
讓您業績長紅 蒸蒸日上
並結交
能和自己相互交換情報、為彼此介紹其他人，並懂得互相刺激砥礪，共同追求成長的夥伴。
維護好人脈,從交人、 交心 、 進而交利
管理好客戶關係 , 增進商機
將已能SOP的提醒與關懷過程,透過電腦自動化處理
讓您業績長紅 蒸蒸日上
並結交
能和自己相互交換情報、為彼此介紹其他人，並懂得互相刺激砥礪，共同追求成長的夥伴。
相信此工具能讓您大展鴻圖
參見
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