CRM Customer Management Platform
Connect leads, business opportunities, contracts, services, and payment collection with customers as the main thread, and use processes and data to turn top sales judgments into standard actions that can be replicated by the entire team.
- Lead allocation, business opportunity promotion, quotation approval, contract signing, and payment tracking, one main line without losing any orders.
- Define key actions and transaction probabilities by stage, and make rolling predictions to provide a basis for performance judgment.
- Basic information, transaction records, business opportunities, contracts, services, and payment collection are aggregated on one screen, ensuring uninterrupted service.
- Online approval of quotations, discounts, contracts, and expenses, flexible configuration of conditional branches, and clear responsibilities.
What exactly does this solution solve for you
Do not stack functions, each ability corresponds to a real business problem.
The entire process from clues to payment collection
Lead allocation, business opportunity promotion, quotation approval, contract signing, and payment tracking, one main line without losing any orders.
Sales funnel and forecast
Define key actions and transaction probabilities by stage, and make rolling predictions to provide a basis for performance judgment.
Customer 360 ° View
Basic information, transaction records, business opportunities, contracts, services, and payment collection are aggregated on one screen, ensuring uninterrupted service.
Process and Approval Engine
Online approval of quotations, discounts, contracts, and expenses, flexible configuration of conditional branches, and clear responsibilities.
Service and Work Order
Unified acceptance of customer repair, complaint, and consultation, SLA timing and timeout reminders ensure service quality.
Open integration capability
Integrate with ERP, call center, enterprise WeChat, and email systems to avoid creating another information island.
From dilemma to solution, explain it all at once
Common difficulties
- Customer information is sold in their own Excel and WeChat accounts
- Business opportunities are driven solely by intuition, and predictions are never accurate
- Approval relies on verbal consent via WeChat, and no one is responsible if something happens
- Customer complaints and after-sales records are scattered, and the service experience is fragmented
- Sales turnover relies on 'verbal mentoring', resulting in a significant loss of customers
Abbot's approach
- Customer information is deposited into the company system, with clear permissions and traceable processes
- Visualization of sales funnel, clear stage tasks and judgment criteria
- Online approval of quotations, discounts, and contracts, with traceable responsibilities
- The service work order is integrated with the customer's 360 ° view, providing a consistent service experience
- One click handover upon resignation, complete handover of customer and follow-up records
The Four Chapter Story of a Project
From the initial challenge to being truly utilized by the business. We will explain it to you in its entirety.
Shouguan resigned and took away 60 customers
An industrial equipment agent whose performance heavily relies on two experienced salespeople. After one of them resigned, he took away more than 60 old customers, and the company only discovered that their contact information, communication records, and quotation history were all in the sales personal WeChat and Excel. The boss's retrospective only had one sentence: "A portion of the money we've earned over the years is actually saved for individuals
The company has no customers, only sales have customers——Customer General Manager
Not on the system, but to standardize sales actions first
The Abbott team did a counterintuitive thing first: they didn't rush to configure the system, but instead worked with the sales champion to break down his mental judgments into 6 sales stages, 18 key actions, and 4 judgment criteria. For example, "the customer proactively asks about the delivery date" is considered to have entered the solution stage, and "connecting the technical and procurement lines" is considered a high probability business opportunity. After these standard configurations are integrated into the system, newcomers can also follow them.
Let the system remind people of what to do instead of adding to the burden of filling out forms
To avoid being abandoned immediately after going online, we have made CRM a burden reducing tool: customer information supports one click import and business card recognition, call and WeChat communication records can be written back, and a three-step follow-up record can be completed on the mobile end; The system automatically generates to-do lists and reminders by stage, and the online approval of quotations and discounts is completed within an average of 2 hours. Sales have changed from 'managed' to 'supported'.
From relying on people to relying on systems
After being online for half a year, the lead conversion rate increased by 35%, and the time for newcomers to achieve independent order formation was shortened from 5 months to 1.5 months. For the first time, the management can see the real funnel and payment forecast on a monthly basis. Later, a new salesperson resigned, and the customer handover was completed within 10 minutes in the system without any customer loss.
Now we dare to let newcomers take on big clients——Customer Sales Director
Different industries, the same sense of certainty
industrial equipmentThe experience of selling championships has become the method of the whole team
Disassemble 18 key actions and shorten the cycle of new recruits by 70%.
Professional ServicesProject based sales: synchronize delivery and sales
The pre-sales, delivery, and payment collection lines collaborate in one customer view.
Chain serviceService Work Order: SLA is no longer just a piece of paper
From the acceptance of repair reports to the closed-loop of follow-up visits, automatic upgrade reminders will be issued upon timeout.
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