CRM 客戶關係管理
Jodoo Template TW
October 29, 2024
October 29, 2024
294
55
294
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管理商機、報價、回款與銷售績效
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About template
JODOO CRM 客戶關係管理系統是您的全方位解決方案，用於管理商機、報價、回款和銷售績效。我們的平台讓您輕鬆管理客戶資訊，建立和發展客戶關係，追踪銷售進度，以及準確報價和追蹤回款。
適用行業：
我們的CRM客戶關係管理系統可以適用於各種行業，包括但不限於零售業、金融業、製造業、服務業、醫療保健業、科技業等高度重視客戶關係的領域。
解決痛點：
- 客戶資料分散：CRM系統集中存儲客戶資料，使企業能夠更輕鬆地訪問和管理客戶資訊，不再受限於多個不同的資料庫或系統。
- 客戶溝通不連貫：CRM系統通過記錄客戶互動，確保溝通持續、連貫，從而提高客戶滿意度並建立良好的關係。
- 銷售機會管理困難：CRM系統可以幫助銷售團隊跟踪潛在客戶、管理銷售機會，提高銷售效率和業績。
- 客戶服務不及時：CRM系統可以自動化某些客戶服務流程，例如回應客戶查詢、處理投訴等，提高客戶服務效率。
主要功能：
- 客戶管理：集中存儲並管理客戶基本資料，包括聯絡資訊、購買歷史和溝通記錄。
- 機會管理：跟踪和管理潛在的銷售機會，包括銷售進度、潛在收益以及相關活動。
- 報價管理：根據客戶需求生成報價單，包括產品或服務的價格、數量和其他條件。
- 訂單管理：追踪和管理客戶訂單，包括訂單狀態、交貨日期和付款信息，支援自訂列印合約範本。
- 客服工單：處理和追蹤客戶的問題和投訴，建立工單並跟進處理進度。
- 退換貨管理：管理客戶的退換貨要求，包括處理退貨申請、追踪退貨流程。
- 銷售績效管理：分析和評估銷售團隊的績效，包括銷售額、客戶開發和客戶滿意度等指標。
- 分析報告：生成客戶數據分析報告，包括客戶行為模式、市場趨勢和銷售預測等信息。
- 擴展性：CRM系統具有良好的擴展性，可以根據企業的需求進行定制和擴展，包括添加新功能模組和整合其他業務系統，以滿足不斷變化的業務需求。
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Global Innovators Love Jodoo
Eunice Lee
Construction Company
After going back and forth between various systems and drowning in spreadsheets, we stumbled upon Jodoo. To our surprise, it fulfills perfectly with almost all of my requirements, and it‘s like a breath of fresh air for those of us familiar with spreadsheets—I felt like I was on cloud nine!
Aishah Malik
Educational Company
Jodoo is more than a no-code form builder. We streamline lead and lecturer management, and automate course development. We can also track NPS and client data with the appealing dashboard. Simply Amazing.
Yi Chong
Manufacturing Company
As a supply chain manager, Jodoo has been instrumental in meeting all our distinct requirements and revolutionizing our approach. With Jodoo, we can easily handle crucial data, resulting in significantly improved practices and efficiency. It is a game-changer for us in effectively managing our inventory and optimizing our project management processes.
Ava Johnson
Healthcare Company
Jodoo's workflow empowers us to manage business processes anytime, anywhere. It's a smooth ride, leaving tedious procedures and paperwork behind.
Brian Smith
IT&Internet Company
Jodoo's technical support team is truly outstanding. Throughout my year of using Jodoo, they've consistently provided prompt assistance.
Kai Tan
IT&Internet Company
Jodoo's framework is truly remarkable, offering rapid development without coding expertise. Engaging with their developers has solidified my confidence in it's excellence. Enhancing performance with large datasets and providing context about the underlying framework would be beneficial. Excited about Jodoo's future innovations!
Ethan Lim
Real Estate Company
Jodoo excels in simplicity. Building modules is a breeze, offering seamless flexibility. That's why Jodoo tops our list.
Razak Tan
Biotech Company
Our decision to incorporate Jodoo into our operations brought about a profound change. Before, we relied on Excel to manage CRM and sales follow-ups, which often led to delays and lost orders. However, after implementing Jodoo, we experienced a remarkable transformation. Now, we have real-time access to critical data, leading to increased per capita sales and improved overall efficiency.
Eunice Lee
Construction Company
After going back and forth between various systems and drowning in spreadsheets, we stumbled upon Jodoo. To our surprise, it fulfills perfectly with almost all of my requirements, and it‘s like a breath of fresh air for those of us familiar with spreadsheets—I felt like I was on cloud nine!
Aishah Malik
Educational Company
Jodoo is more than a no-code form builder. We streamline lead and lecturer management, and automate course development. We can also track NPS and client data with the appealing dashboard. Simply Amazing.
Yi Chong
Manufacturing Company
As a supply chain manager, Jodoo has been instrumental in meeting all our distinct requirements and revolutionizing our approach. With Jodoo, we can easily handle crucial data, resulting in significantly improved practices and efficiency. It is a game-changer for us in effectively managing our inventory and optimizing our project management processes.
Ava Johnson
Healthcare Company
Jodoo's workflow empowers us to manage business processes anytime, anywhere. It's a smooth ride, leaving tedious procedures and paperwork behind.
Brian Smith
IT&Internet Company
Jodoo's technical support team is truly outstanding. Throughout my year of using Jodoo, they've consistently provided prompt assistance.
Kai Tan
IT&Internet Company
Jodoo's framework is truly remarkable, offering rapid development without coding expertise. Engaging with their developers has solidified my confidence in it's excellence. Enhancing performance with large datasets and providing context about the underlying framework would be beneficial. Excited about Jodoo's future innovations!
Ethan Lim
Real Estate Company
Jodoo excels in simplicity. Building modules is a breeze, offering seamless flexibility. That's why Jodoo tops our list.
Razak Tan
Biotech Company
Our decision to incorporate Jodoo into our operations brought about a profound change. Before, we relied on Excel to manage CRM and sales follow-ups, which often led to delays and lost orders. However, after implementing Jodoo, we experienced a remarkable transformation. Now, we have real-time access to critical data, leading to increased per capita sales and improved overall efficiency.
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