【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 活動分派提醒 當經(jīng)理指派新的活動給銷售人員時 ,系統(tǒng)將會自動發(fā)送一條短信給銷售人員 ,每當用戶登陸系統(tǒng)時 ,會收到一個關(guān)于當天新活動的提醒 . 過期的活動提醒 系統(tǒng)流程會自動發(fā)送提醒分公司經(jīng)理過期的活動 拒絕該項活動提醒 假如無法完成該項指派的任務(wù) ,或者需要上級經(jīng)理的幫助才能完成，他 /她可以拒絕該份活動并發(fā) EMAIL給經(jīng)理。如果在規(guī)定的時間內(nèi) (緊急情況 1天 ,非緊急情況 3天 )既沒有上交該項活動也沒有執(zhí)行該項任務(wù) ,系統(tǒng)會自動發(fā)出通知提醒上級經(jīng)理 附加資料 如果有些內(nèi)容不能加入到活動 , 則只需粘貼必要的附件。例如 :需要保存會議備忘錄。 檢查活動情況 對于那些擁有最高優(yōu)先權(quán)的商機客戶 ,必須每周定期檢查已過期的和 X天內(nèi)將要發(fā)生的一些活動 .在時間允許的情況下，亦可檢查剩余的活動 . 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 銷售日報表 拜訪報告 失銷和意向表 系統(tǒng)默認報表 自定義報表 報表生成 報表必須在系統(tǒng)中已輸入的數(shù)據(jù)才能形成報表。 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、序列號、 SMU、工況、設(shè)備的所在地等詳細情況和非 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。 ?競爭對手的設(shè)備與 CAT設(shè)備加以區(qū)分管理。 ?對設(shè)備的狀態(tài)進行管理 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 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！