General

After industry and trade enterprises use foreign trade mailboxes, from process approval, authority management, to foreign trade salesman team management, and then to refined and efficient foreign trade customer management, it brings practical efficiency improvements such as improving conversion rate and order transaction rate. Let industry and trade integrated enterprises double the efficiency of business process management.

1. Create a customer

Huacheng foreign trade management software supports a variety of customer creation methods: manual creation, batch import, and duplicate customer information can be checked when creating customers. To prevent customer conflicts, customer information can be double-checked before creating a customer. This supports multiple dimensions such as customer name, contact person, contact information, social account, contact address, etc., which can effectively avoid the phenomenon of single conflict.

2. Manage customers

Customer classification requires refined customer management. Finely classify customers according to 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 standards 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 the foreign trade mailbox can help foreign trade salesmen efficiently complete tasks and follow up records. Through the management software, the management can also fully understand the team and the work content and follow-up progress of each foreign trade salesman. You can also easily grasp the business processes such as order quantity and order cycle, and the actual situation is clear at a glance, which solves the problem of foreign trade salesman management.

4. Follow up orders

The foreign trade mailbox business opportunity module 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 the opportunities at each stage.

Foreign trade salesmen can create business opportunities to control the sales progress. Master customer information, target amount, implementation and follow-up stages.

The foreign trade mailbox solves the problem of the loss of customers and the difficulty of retaining customers in the integrated industry and trade enterprises. For foreign trade clerks, the foreign trade system can help foreign trade clerks better maintain customer relationships. For enterprise managers, Huacheng foreign trade management software allows managers to understand the interaction between foreign trade salesmen and customers. For enterprises, foreign trade mailboxes promote the relationship between enterprise personnel and customers, and bring greater benefits to enterprises.