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CRM customer relationship management system how to optimize data management, many novices are not very clear about this, in order to help you solve this problem, the following editor will explain in detail for you, people with this need can come to learn, I hope you can gain something.

The data analysis of CRM system involves products, customers, sales, employees and other sectors. Enterprises can help themselves sort out their work through the analysis of system reports.

First, use system reports for statistical analysis

CRM system provides some basic system reports, including clue data analysis, customer data analysis, business opportunity analysis, contract statistical analysis, performance analysis, product analysis, procurement data analysis, employee office statistics, employee phone / log analysis and so on.

Through the analysis and comparison of the number of employee clues, business opportunities, transaction rate and turnover, we can get the quality of clues as well as the work of employees. Through the analysis of the overall number of business opportunities and the amount of business opportunities, we can also predict the trend of business opportunities and facilitate the leadership to make sales forecasts so as to make targeted plan adjustments. At the same time, we can analyze and compare the performance of each employee, each sales department and each branch, so that successful individuals, teams and branches can share and summarize the methods, and we can communicate and learn together to improve the operational efficiency of the whole enterprise.

The receivables and receivables involved in each contract generated by the enterprise will be displayed and counted in the CRM system. Through the analysis of the contract amount and the statistics and analysis of the payback amount, we can find which season and which region have more turnover. Enterprises can get their own off-season and peak season, reasonably adjust the sales plan and plan the market development area.

Of course, the product can also be analyzed. It can permeate all aspects of product procurement, inventory and sales, which product has the highest sales volume, which product has the highest sales volume in which region, which product has the highest sales volume in which season, what is the weekly, monthly and quarterly sales volume of each product, and when and where are the peaks and troughs, so as to adjust the inventory and structure of products.

Second, customize the report and analyze the data as needed

Of course, if the report of the CRM system can not meet their own needs, enterprises can also choose a custom module, according to their own needs to select key fields for data analysis. CRM system currently supports custom fields, layouts, reports, etc., to help enterprises record more detailed information, so that enterprises really have their own customer relationship management system.

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