As we all know, sales are the foundation of an enterprise. If there is a unique and efficient sales team without a systematic management process, it is far from enough, because various problems will be encountered in the sales management process, such as sales collision. , Uneven distribution of customers, untimely follow-up of projects, unreasonable performance appraisal, etc. Then, how should companies solve these problems? Let’s take the Zhibang International ERP system as an example, let’s talk about the role of ERP system in enterprise sales management!
In Zhibang International ERP system, the sales management module can realize all management of enterprise customers, projects, quotations, contracts, products, after-sales and teams, and can solve a series of problems encountered in the enterprise sales process in a more in-depth manner. So, how are these things realized in the ERP system from the customer generating the project to the quotation, and finally to the after-sales service after signing the contract? What are the specific implementation steps?
Implementation one, customer management
Customers are the source of sales orders, so the first thing to do is to manage customers. In the ERP system, customers can be manually entered into the system. The specific entry methods include salesperson entry, personal entry, batch import, WeChat fan automatic/manual transfer There are four types of entry methods for customers. In the customer settings, you can set the customer’s qualifications, region, industry, source, value, follow-up methods, etc. in detail. After the customer is entered, how to assign the customer? This uses the customer assignment function. There are three ways to assign: (1) The salesperson clicks on the application in the customer application, and the application is approved by the management personnel. After the approval is completed, the application is successful. ; (2) Assign and take back in batches by management personnel; (3) The sales personnel themselves randomly receive in batches. This can avoid the occurrence of unequal distribution of customers and facilitate corporate management.
After the customer is successfully used, the sales staff begin to follow up with their customers. The specific follow-up information can be entered in the negotiation progress. Using the negotiation progress template can save time and improve work efficiency. If the sales staff find it difficult to follow up, it is necessary. When other sales staff are assisting together, you can set up customer sharing and share customers with others, so as to avoid the problem of waste of customer resources caused by insufficient follow-up by sales staff. During the follow-up process, some sales staff do not want other staff to see their customers, so they can set the protection for the customers, and other staff can not see the protected customers.
Quick search can also be achieved in customer management, and customer information can be viewed according to customer name, number, address, industry, contact phone, WeChat, telephone, etc., in the customer view, you can view the content of custom settings, and in the customer details interface. View all the historical information of the customer and so on. If sales staff are worried that important things will be forgotten when following up with customers, they can set pending, pending mail, pending contact, etc. in the important event reminder category, which can remind themselves and prevent important matters from being delayed.
Implementation two, project management
After the project is generated by the customer, the project can be entered in the project management, and the project's duplicate name reminder, duplicate name prohibition entry, and entry required items can be set through the item catalog entry strategy. After the addition is completed, the management staff can be assigned to the sales staff or the sales staff themselves in batches After applying for the project, the project can be followed up after approval by the management personnel. When following up the project, multiple people can follow up on a project. You can discuss the progress of the project on the effect of the follow-up of the project and the stage of the follow-up. It shows that managers can control the whole process of project execution in the project process template.
Implementation three, quotation management
In quotation management, customers and projects can directly generate quotations. In quotation management, you can set corresponding quotation preferential methods and discounts for old customers, new customers, and excellent customers. You can select the number of quotations and add product quotation details. The quotation details template supports execl and word export.
Implementation IV. Contract management
The contract production method is more convenient. You can directly generate contracts in the management modules of customers, projects, quotations, contracts, WeChat, etc., or add contracts in the contract management. After the addition is completed, the upper level can complete the approval, and the sales can be billed and the receipt can be completed in one step. At the same time, the contract gross profit can be calculated in the contract management. If there is a department return, you can add a return form in the return management. After approval, you can complete the sales refund and return warehousing operations.
Implementation five, after-sales management
After sales are completed, after-sales service is often involved. In the after-sales management of the ERP system, you can directly set the customer return visit method, process, template, etc. The return visit process can be automatically triggered. After the current process is completed, the after-sales process is completed, and the next link is automatically transferred. Such as customer suggestions, customer complaints, customer care, etc. can all be realized in the after-sales management. In addition, in Zhibang International ERP system, it is possible to perform operations such as commenting on the sales staff's schedule, evaluating the performance of the sales team with one key, and analyzing competitors in depth.
In short, the implementation of the ERP system not only solves the problem of enterprise sales management, but also helps the enterprise improve its management level, and has taken a favorable position for the enterprise in the market competition. The ERP system conforms to the market demand of information management and is a modern enterprise. An essential tool for development.
In Zhibang International ERP system, the sales management module can realize all management of enterprise customers, projects, quotations, contracts, products, after-sales and teams, and can solve a series of problems encountered in the enterprise sales process in a more in-depth manner. So, how are these things realized in the ERP system from the customer generating the project to the quotation, and finally to the after-sales service after signing the contract? What are the specific implementation steps?
Implementation one, customer management
Customers are the source of sales orders, so the first thing to do is to manage customers. In the ERP system, customers can be manually entered into the system. The specific entry methods include salesperson entry, personal entry, batch import, WeChat fan automatic/manual transfer There are four types of entry methods for customers. In the customer settings, you can set the customer’s qualifications, region, industry, source, value, follow-up methods, etc. in detail. After the customer is entered, how to assign the customer? This uses the customer assignment function. There are three ways to assign: (1) The salesperson clicks on the application in the customer application, and the application is approved by the management personnel. After the approval is completed, the application is successful. ; (2) Assign and take back in batches by management personnel; (3) The sales personnel themselves randomly receive in batches. This can avoid the occurrence of unequal distribution of customers and facilitate corporate management.
After the customer is successfully used, the sales staff begin to follow up with their customers. The specific follow-up information can be entered in the negotiation progress. Using the negotiation progress template can save time and improve work efficiency. If the sales staff find it difficult to follow up, it is necessary. When other sales staff are assisting together, you can set up customer sharing and share customers with others, so as to avoid the problem of waste of customer resources caused by insufficient follow-up by sales staff. During the follow-up process, some sales staff do not want other staff to see their customers, so they can set the protection for the customers, and other staff can not see the protected customers.
Quick search can also be achieved in customer management, and customer information can be viewed according to customer name, number, address, industry, contact phone, WeChat, telephone, etc., in the customer view, you can view the content of custom settings, and in the customer details interface. View all the historical information of the customer and so on. If sales staff are worried that important things will be forgotten when following up with customers, they can set pending, pending mail, pending contact, etc. in the important event reminder category, which can remind themselves and prevent important matters from being delayed.
Implementation two, project management
After the project is generated by the customer, the project can be entered in the project management, and the project's duplicate name reminder, duplicate name prohibition entry, and entry required items can be set through the item catalog entry strategy. After the addition is completed, the management staff can be assigned to the sales staff or the sales staff themselves in batches After applying for the project, the project can be followed up after approval by the management personnel. When following up the project, multiple people can follow up on a project. You can discuss the progress of the project on the effect of the follow-up of the project and the stage of the follow-up. It shows that managers can control the whole process of project execution in the project process template.
Implementation three, quotation management
In quotation management, customers and projects can directly generate quotations. In quotation management, you can set corresponding quotation preferential methods and discounts for old customers, new customers, and excellent customers. You can select the number of quotations and add product quotation details. The quotation details template supports execl and word export.
Implementation IV. Contract management
The contract production method is more convenient. You can directly generate contracts in the management modules of customers, projects, quotations, contracts, WeChat, etc., or add contracts in the contract management. After the addition is completed, the upper level can complete the approval, and the sales can be billed and the receipt can be completed in one step. At the same time, the contract gross profit can be calculated in the contract management. If there is a department return, you can add a return form in the return management. After approval, you can complete the sales refund and return warehousing operations.
Implementation five, after-sales management
After sales are completed, after-sales service is often involved. In the after-sales management of the ERP system, you can directly set the customer return visit method, process, template, etc. The return visit process can be automatically triggered. After the current process is completed, the after-sales process is completed, and the next link is automatically transferred. Such as customer suggestions, customer complaints, customer care, etc. can all be realized in the after-sales management. In addition, in Zhibang International ERP system, it is possible to perform operations such as commenting on the sales staff's schedule, evaluating the performance of the sales team with one key, and analyzing competitors in depth.
In short, the implementation of the ERP system not only solves the problem of enterprise sales management, but also helps the enterprise improve its management level, and has taken a favorable position for the enterprise in the market competition. The ERP system conforms to the market demand of information management and is a modern enterprise. An essential tool for development.
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