【正文】 ?Review Activities 120 ?What do we want? ?Function ? Screen shooting ? Process maps brief ?Business Rules Highlights Activity Modules 121 Activity : Business Rules Highlights 活動(dòng)分派提醒 當(dāng)經(jīng)理指派新的活動(dòng)給銷售人員時(shí) ,系統(tǒng)將會(huì)自動(dòng)發(fā)送一條短信給銷售人員 ,每當(dāng)用戶登陸系統(tǒng)時(shí) ,會(huì)收到一個(gè)關(guān)于當(dāng)天新活動(dòng)的提醒 . 過(guò)期的活動(dòng)提醒 系統(tǒng)流程會(huì)自動(dòng)發(fā)送提醒分公司經(jīng)理過(guò)期的活動(dòng) 拒絕該項(xiàng)活動(dòng)提醒 假如無(wú)法完成該項(xiàng)指派的任務(wù) ,或者需要上級(jí)經(jīng)理的幫助才能完成，他 /她可以拒絕該份活動(dòng)并發(fā) EMAIL給經(jīng)理。如果在規(guī)定的時(shí)間內(nèi) (緊急情況 1天 ,非緊急情況 3天 )既沒(méi)有上交該項(xiàng)活動(dòng)也沒(méi)有執(zhí)行該項(xiàng)任務(wù) ,系統(tǒng)會(huì)自動(dòng)發(fā)出通知提醒上級(jí)經(jīng)理 附加資料 如果有些內(nèi)容不能加入到活動(dòng) , 則只需粘貼必要的附件。例如 :需要保存會(huì)議備忘錄。 檢查活動(dòng)情況 對(duì)于那些擁有最高優(yōu)先權(quán)的商機(jī)客戶 ,必須每周定期檢查已過(guò)期的和 X天內(nèi)將要發(fā)生的一些活動(dòng) .在時(shí)間允許的情況下，亦可檢查剩余的活動(dòng) . 122 Modules in CRM system Report Analysis Module Contact Module Leads Module Account Module Activity Module Campaign Module Equipment Module Opportunity Module Competitor Module 123 Report Module 銷售日?qǐng)?bào)表 拜訪報(bào)告 失銷和意向表 系統(tǒng)默認(rèn)報(bào)表 自定義報(bào)表 報(bào)表生成 報(bào)表必須在系統(tǒng)中已輸入的數(shù)據(jù)才能形成報(bào)表。 銷售漏斗 基礎(chǔ)信息分析 銷售線索 視圖或輸出 Excel 124 Modules in CRM system Report Analysis Module Contact Module Leads Module Account Module Activity Module Campaign Module Equipment Module Opportunity Module Competitor Module 125 ? What do we want? ? Screen shooting ? Process maps brief ?Business Rules Highlights Equipment management Modules 126 Equipment module: What do we want ?銷售員拜訪客戶前，最好先知道客戶擁有設(shè)備的情況，譬如 CAT設(shè)備的數(shù)量、型號(hào)、序列號(hào)、 SMU、工況、設(shè)備的所在地等詳細(xì)情況和非 CAT設(shè)備的數(shù)量 。 ?零件部 CSR需要記錄設(shè)備的 SMU、工況的變化歷史、設(shè)備所在地、客戶是否有維修需求。 ?競(jìng)爭(zhēng)對(duì)手的設(shè)備與 CAT設(shè)備加以區(qū)分管理。 ?對(duì)設(shè)備的狀態(tài)進(jìn)行管理 127 ? What do we want? ? Screen shooting ? Process maps brief ?Business Rules Highlights Equipment management Modules 128 Equipment Module – List of Equipments CAT 設(shè)備按 序列號(hào) 排列 129 Equipment Module: Detail information 130 ? What do we want? ? Screen shooting ? Process maps brief ?Business Rules Highlights Equipment management Modules 131 Equipment Module: Process Maps ?Main process map ? Add / Amend Equipment information 132 Equipment management Modules ? What do we want? ? Screen shooting ? Process maps brief ?Business Rules Highlights 133 Equipment Module: Business Rules Highlights ?Sales force must input equipment information after customer visit. ?Cat. Equipment: Controlled by serial number ?Non Cat. Equipment: Controlled number – Brand model number purchase date 134 Contents 1. Microsoft Dynamics CRM Overview 2. Project Target and scope 3. Your requests and solution of our CRM system (module, function, process, BR, security) i. Each module ii. Access right iii. Ways to link CRM 4. Project Plan and Risks 135 Account : Access Right Roles: Frontline ? PPD Salesmen ? CSR Branch ?Sales Manager ? Branch Manager ? Branch Director Department ? Marketing Department ? Prime Product Division ? Product Support Division Sales Adm. Product/Dept Mgr. Division Mgr. Authority Level: M : Member Individual D : Department A : All Cross departments 136 Contents 1. Microsoft Dynamics CRM Overview 2. Project Target and scope 3. Your requests and solution of our CRM system (module, function, process, BR, security) i. Each module ii. Access right iii. Ways to link CRM 4. Project Plan and Risks 137 Key concern: Tools to link with CRM Salesmen Mobile: SMS Any mobile with Web device: Inter explorer Data administrators by fax CRM system Direct input Reinput Remark: We don’t consider the option of CRM mobile (Mobile with Microsoft window) because it does not support Chinese. Laptop Direct input Direct input Aim: Provide various convenient channels for salesmen to input get information from CRM. 138 Counting of Laptops BB…. Pilot users: 74 Salesmen 32 Mgrs / Adm. / Others 42 Laptops: Have : 13 Don’t have : 19 Blackberry: Have : 0 Don’t have : 32 Number of mobiles we suggest to buy: (Depends on the extent of benefit by using mobiles) Maximum: 32 Minimum: 19 139 Contents 1. Microsoft Dynamics CRM Overview 2. Project Target and scope 3. Your requests and solution of our CRM system (module, function, process, BR, security) 4. Project Plan and Risks Project Plan 140 141 Project Risks 3) DBS integration ? Suggestion: Manually Reinput customer information into DBS. 2) Mobile Express Solution ? Individual brand may have its own restriction to access CRM. 1) Hard to drive the use of CRM and to get updated customer information from salesmen ? Salesmen do not think that the system is helping them but is monitoring their activities. 142 演講完畢，謝謝觀看！