General

There are several allocation rules for foreign trade inquiries, including regional allocation, product allocation, and channel allocation.

1. Assign by region: Regions are assigned by administrators. After allocation, the inquiries sent by the buyers in the corresponding region are sent to the responsible person in the corresponding region. The inquiry sent by the buyer in the area without a responsible person is addressed to the company contact person. The administrator can set different task reminders and open sea settings based on the attributes of customers in this region. Within a fixed period, it is also possible to view the transaction cycles and conversion rates of customers in different regions in the big data system, facilitating the adjustment of strategies in different regions.

2. Allocation by product: A foreign trade inquiry sent by a buyer for a certain product is assigned to the corresponding person in charge of the product. If the buyer is for a foreign trade inquiry sent by the company, it is given to the company's contact person. At this point, regardless of the region where the customer comes from, as long as the product belongs to whom, the foreign trade inquiry will be given.

This approach can create a dedicated and streamlined operation for the product, allowing employees to become more refined and familiar with the product; The data formed by the products in big data is also clearer, and administrators can also set the high seas based on the products.

3. Administrator allocation: Foreign trade inquiries from the same foreign trade buyer are automatically assigned to the same salesperson for processing. At this time, buyers who inquire about products for which different salespersons are responsible will be automatically assigned to the same salesperson for processing. If other members add the customer, they will be prompted that it is already in the other member systems to avoid internal friction among company employees and avoid order collisions. Of course, it is recommended to use Huacheng Chuangzhi Foreign Trade Software to solve the problem of foreign trade inquiry management and allocation, from automatic summary of clues to allocation and then to allocation of clues in the open sea, to help foreign trade business owners easily solve the problem of foreign trade inquiry management.