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1. Marketing Management:
Built-in marketing features help B2B businesses develop and execute various marketing strategies, such as email marketing, SMS marketing, social media marketing, and more.
Automate marketing activities such as campaign tracking, lead scoring, and segmentation to increase marketing efficiency.
2. Customer information management:
Centralized management of customer information, including basic customer information, transaction records, communication records, etc.
Provide a 360-degree view of your customers to help you fully understand their background and needs.
3. Sales process management:
Customizable sales processes support the replication of standardized sales processes and customization according to the company's sales strategies and methods.
Automate sales processes such as lead allocation, opportunity tracking, quote generation and order management.
4. Data statistics and analysis:
In-depth analysis of customer data, sales revenue, marketing activities, etc., to provide managers with intuitive data charts.
Predict sales trends and help businesses make more effective decisions.
5. Order and contract management:
Manage the full set of processes from initial negotiation to approval, to signing contracts, sealing and filing audits, and then to regular fee collection and contract maintenance.
Provide automated contract approval process to improve the efficiency of contract management.
6. Personalized customer management:
Customized CRM system according to the business processes and needs of B2B enterprises, self-modifying fields and modules to suit the categories of different customers.
Support the management of multiple business processes to meet the needs of different customer groups.
7. Customer Service and support:
Provides tracking, resolution and reporting of customer service requests.
Integrate knowledge base and self-service tools to improve customer satisfaction and self-service resolution.
8. Automation and integration:
Support integration with other enterprise systems, such as ERP(Enterprise Resource planning), SCM(supply chain management), etc., to achieve real-time data sharing and updating.
Automate tasks and workflows to reduce manual operations and increase productivity.
9. Mobility and remote access:
Provide a mobile app or responsive design that enables salespeople and managers to access CRM systems anytime, anywhere.
Support remote work and mobile office, improve work flexibility and response speed.
In summary, the functions of B2B enterprise CRM system cover marketing, customer information management, sales process management, data statistics and analysis, order and contract management, personalized customer management, customer service and support, automation and integration, as well as mobility and remote access and other aspects to meet the comprehensive needs of B2B enterprises in customer relationship management.