6.1. Customer Relationship Management (CRM)
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6.1.1. Customer communication and meeting Record : How to add a communication record and appointment record into the system
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6.1.2. Customer Center ( For quick searching customer records, and displayed by different display formats, and showing each salesman’s customers follow-up status )
(1) How to setup searching method for searching customer
- Set up ‘Field Master’, in customer record these Database Fields can be searched by keywords , and then setup each searching mode
- Setup different display formats (Maximum 5), searching data will be shown according to different display formats.
(2) How to set "phone calling notice" for different customers, and checking customer "phone calling notice" record by date
(3) How to edit the selected customer information
(4) How to add the related product and communication information to the selected customer
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6.1.3. Call center
( Video explanation: For recording customer enquiries such as sales requests, product enquiries, and complaint by phone or other channels, and then reply to the customer. )
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