1. Customer management: customers centrally archive and manage encrypted storage to achieve mutual isolation and concentration, and prevent customer loss caused by business collision and personnel turnover. The logistics software is set to shield peers from each other, and the authority to consult, modify and delete on-site information is set according to different departments and posts. Realize the complete isolation of customer information, and concentrate on controlling and concentrating resources to develop high-value customers and improve customer conversion rate; And centralized control and statistical analysis of customer sources, industries, regions and departments. It is convenient for financial industry leaders to make decision support such as advertising, marketing, channel development and performance appraisal.
2. Sales process: Customer handover information is comprehensive, not just a scattered customer list. All previous communication records are needed to clarify customer needs and negotiation details, otherwise a large number of potential customers will be wasted, and there is no need to start the sales process from scratch. Logistics software can save a lot of customer development costs by negotiating schedule management, and prevent competitors from taking the opportunity to poach.
3. Team management: Business personnel in the financial industry must be clear about the key elements and points in the sales process, so as to achieve disciplined professional sales. Department leaders can fully understand the latest progress of customers, make overall arrangements for work plans and devote energy. Find problems and give guidance to solve them, and make every effort to improve the sales skills of the team. Logistics software helps enterprises scientifically control the sales process, quantify the process assessment mechanism, eliminate the disadvantages of the result assessment, establish a disciplined sales control system according to the actual situation of enterprises, and systematically improve the sales combat effectiveness of the team.
4. Expense control: In order to improve the profits of enterprises in the financial industry, expenses must be controlled in the process of "increasing revenue and reducing expenditure", and expenses must be closely related to customers and business destinations. It is necessary to do a good job of combining "pre-application, in-process deposit of certificates and post-audit" and clearly use each fee in the cutting edge.
5. Sales ledger: Sales data must be comprehensive and detailed, which can realize performance accounting of business personnel such as cost calculation, profit calculation, bonus and commission, timely collect funds and prevent bad debts.
6. After-sales service: timely record the problems, complaints, consultation and handling of customer feedback, continuously improve the quality of products and services, and enhance customer satisfaction. Establish a knowledge base of after-sales service problems and solutions, so as to facilitate customer service personnel in the financial industry to respond to customer service needs quickly.
7. Collaborative work: documents, announcements and tasks of companies in the financial industry are uploaded and issued to ensure timely and accurate transmission and feedback of news. To-do reminder, work log, leave, business trip, payment, expense reimbursement, user-defined forms, equipment assets, office supplies, vehicle management, document circulation and other business processes for approval.
8. Human resources: realize a series of human resources management such as recruitment, training, use, assessment, encouragement and adjustment, mobilize the enthusiasm of employees, give play to their potential, create value for enterprises in the financial industry, and ensure the realization of strategic objectives of enterprises.
9. Financial management: sales collection, receivables, sales invoicing, purchase payment, payables, purchase warehousing, cost accounting, expense reimbursement, fixed assets and salary plan run through the whole company. Through the analysis of various financial data, this paper tries to "open source" and "cut expenditure" to maximize the profits of enterprises in the financial industry.