General

For sales personnel in foreign trade enterprises, there is a lot of work to deal with every day, not only to find ways to develop new customers, communicate over the phone, etc., but also to face various inquiries. After a lot of work, I don't know what to do first. I always feel busy and exhausted every day. So how can we help sales standardize workflow? Make sales work less messy and disorganized.

In the sales process, various problems are always encountered, and through the foreign trade software system, it can help sales personnel standardize work processes, improve performance, and is an essential tool for maintaining customers.

What is the role of CRM: How can it help sales standardize workflow? Let's take a look together

1. Unified and centralized management of customer data

The foreign trade software system has strong automated management capabilities, which can record detailed customer information such as basic information, browsing status, sales business, etc. These materials can be modified and supplemented according to the situation, and customer information can be updated anytime and anywhere to ensure comprehensive understanding of customers.

2. Intelligent reminder to prevent forgetting

For enterprise sales personnel, there is a lot of tedious work every day, and sometimes they accidentally forget a time when they need to follow up with customers. Once they forget the agreed time with customers, it can affect their relationship with them. In the Huacheng Chuangzhi Foreign Trade Software System, Chinese and foreign traders can set reminders to follow up with customers. After each customer follow-up by sales personnel, the next follow-up time can be set, so that sales personnel do not have to worry about forgetting the next follow-up time.

3. Customer communication details

The more customers there are, the more necessary it is to follow up on customer transactions. Without organizing customer follow-up records, it will become increasingly chaotic and the workload in the later stage will become larger.

For example, if there is no customer follow-up record to summarize and organize, it may be necessary to open the email to search for a paragraph in the customer follow-up email, which can result in a large workload. Some customers have hundreds or even thousands of emails, wasting half a day searching for one.

In addition to emails, online communication records with social media, as well as telephone communication records, are also crucial and need to be reasonably summarized and organized.

Huacheng Chuangzhi Foreign Trade Software System sorted the follow-up records of customers, and the customer's mail follow-up records, WhatsApp Chat log, telephone and other contact records were clear and available. You can even set up memo reminders to keep you familiar with customer information at your fingertips.

4. Product Data Summary

Don't clutter up product information in various folders, categorize and organize images, videos, production materials, and information shared with customers, and make it clear what information you want at a glance.

The communication materials with customers should also be categorized, and the folders should be named according to the time and content of the materials to avoid sometimes sending duplicate materials to customers, causing them to have doubts about your work attitude. Many salespeople have really made this mistake because they like to send emails in groups and don't remember who they sent any information to.

Huacheng Chuangzhi Foreign Trade Software System provides detailed sales information management, product management, quotation PI, and more.

5. Automatic sales data statistics

The CRM system summarizes and statistics the daily work data of sales in multiple dimensions and levels, establishing a scientific sales funnel. Through sales data analysis, problems in the sales process can be identified for future optimization in work.

Overall, the use of foreign trade software systems can help sales standardize workflow, and the convenience it can bring to sales personnel in enterprises is obvious. Make your customer data clear at a glance, effectively track customers, record real-time business communication information with customers, and easily and efficiently carry out sales.