General

What are the functions of a user-friendly foreign trade system in 2023? There is a simple and practical work task function that allows supervisors to create tasks and assign them to the corresponding salesperson. The salesperson can add follow-up tasks at any time,

Display the task content, required completion time, and whether it has been completed in the task list at a glance. Simple and convenient.

[Common Notes]

What are the functions of a user-friendly foreign trade system in 2023? Many novice salespeople don't know how to answer a customer's question. Here, you can unify the salesperson's script, such as the script used to quote a customer. If the customer wants a discount

"Customers need samples, and how to respond can be unified here. Once a salesperson copies them, they can send them to their customers. In addition, some learning notes can be placed here, which can be shared or just shown to themselves.".

[Schedule Management]

The foreign trade system can add relevant text reminders to the date at any time, making it clear at a glance. For example, some orders are prepared, some customers follow up, some trailers are arranged, and so on. It is very convenient and clear

Customer Management

The boss can view all customer information, and the supervisor can view the customer information of himself or subordinate business representatives

Customer follow-up reminder Customer business analysis

Customer centric analysis of the entire business process, such as contact records, correspondence emails, customer documentation, RFQ sheets, quotations, export contracts, shipping records, collection records, and other historical records

Customer conflict prevention entry follows the uniqueness of customer files and customer duplicate reminders. Queries sent by archived customers to other business representatives are automatically identified and prompted to prevent duplicate quotes, inconsistent quotes, and other issues! Reduce resource waste and resolve colleagues' previous embarrassments

The foreign trade system supports one-click transfer of customer avatars to take over the salesperson, achieving seamless handover of all business information (files/emails/samples/quotations, etc.), eliminating the need for cumbersome process operations, greatly facilitating the management's allocation of customers

Product Management

All product information is maintained by all salespeople, including the price of each product, packaging information, how many suppliers each product has, their respective product numbers, minimum order requirements, and prices.

Moreover, there is permission management, and the salesperson cannot see supplier information. Easy to query and support customization.

Quotation Management

About One-Click Generating Custom Quotations

A foreigner customer has an inquiry and quotation, but the salesperson took the time to prepare the quotation. However, the quotation was sent to the customer, which not only dampened the enthusiasm but also wasted a lot of time.

In fact, foreign customers usually send multiple inquiries to different suppliers. At this time, the foreign trade system can quickly produce quotations, which can save a lot of time for salespeople and retain customers as soon as possible.