General

After using the foreign trade management software, the integration of industry and trade enterprises has brought tangible efficiency improvements such as improving the conversion rate and order turnover rate, from process approval and authority management to team management by foreign trade salesmen, to sophisticated and efficient foreign trade customer management, allowing the integration of industry and trade enterprises to achieve a doubling of the efficiency of business process management.

1. Create Customer

Huacheng Chuangzhi Foreign Trade Management Software supports multiple customer creation methods: manual creation, batch import, and checking for duplicate customer information when creating customers. To prevent customer conflicts, you can check customer information again before creating a customer. Here, multiple dimensions such as customer name, contact person, contact method, social account, and contact address are supported, which can effectively avoid single conflict.

2. Manage Customers

Customer classification requires refined customer management. Fine classification of customers based on different situations. The more standardized the management of customers by foreign trade enterprises, the lower the cost of customer management. After in-depth understanding of the needs of foreign trade enterprises, the foreign trade management software supports multi-dimensional classification, adding classification criteria such as customer type, business type, customer level, follow-up stage, country and region, customer source, main products, and labels.

3. Follow up with customers

The customer follow-up function of foreign trade management software can help foreign trade salesmen efficiently complete tasks and follow up records. Through the management software, the management can also fully understand the work content and follow-up progress of the team and each foreign trade salesperson. You can also easily master business processes such as order quantity and order cycle, making the actual situation clear at a glance, solving the management problem of foreign trade salesmen.

4. Follow up orders

The business opportunity module of foreign trade management software mainly focuses on the process management of orders. Under each process, all opportunities in the process are listed so that users can clearly see the number and specific information of opportunities in each stage.

Foreign trade salesmen can create business opportunities to control sales progress. Master customer information, target amount, implementation status, and subsequent stages.

Foreign trade management software solves the problem of customer churn and difficulty in retaining customers in industry and trade integrated enterprises. For foreign trade salesmen, the foreign trade system can help them better maintain customer relationships. For enterprise managers, Huacheng Chuangzhi Foreign Trade Management Software can enable managers to understand the interaction between foreign trade salesmen and customers. For enterprises, foreign trade management software promotes the relationship between enterprise personnel and customers, bringing greater benefits to the enterprise.