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Challenges in Customer Management
- Unable to control potential customer sources
- Low customer conversion rate
- Ineffective management of business activities
- Customer information is scattered and not centralized
- Potential customer data is easily lost
- Difficulty in communication between departments
- Unable to close deals remotely or while on the move
- Customers are dissatisfied with customer care service and business products
- Difficulty in analyzing data and classifying customers
- Difficulty in regularly caring for customers and handling their needs instantly
- Difficulty in evaluating the effectiveness of marketing activities and business results
Customer Management Will
Help Your Business
Effectively Manage Customer Information
Using the customer management (CRM) feature is an effective solution for organizing and managing customer information. CRM provides data analysis tools, work scheduling, and smart reporting, helping to optimize the customer information management process.
- Organize information by process: build a structured and organized customer data storage system that makes it easy to access and search for information when needed.
- Update information periodically: new information such as contact details, purchase history, and personal preferences can change over time, so keeping information up to date is very important.
- Ensure information security: using security measures such as data encryption, security system updates, and access restrictions helps ensure that customer information is safely protected.
Generate Reports and Analyze Data
- Customer management allows you to generate automatic reports based on customer information organized in the system. You can create reports on sales, marketing activities, customer interactions, and much more in just a few clicks.
- Based on information and analysis from CRM, you can optimize your marketing and sales strategies. You can identify potential customer segments, customize marketing campaigns, and optimize the customer care process to enhance performance and effectiveness.
- Thanks to smart analytics tools, businesses can easily access and evaluate important metrics such as conversion rates, sales, and customer behavior. This helps businesses better understand the performance of their marketing and sales campaigns, leading to sound decisions and more effective business management strategies.
Secure Customer Information and Data
- SIS ERP ONLINE's integrated CRM uses customer data encryption technology when storing and transmitting information between computers and servers. Data encryption helps prevent unauthorized access to information and protects customer data from cyberattacks.
- Ensure that customer management operations are deployed on a secure system with firewalls, intrusion detection, and malware protection. The system is regularly updated to prevent potential security vulnerabilities.
- SIS ERP ONLINE allows user permissions to be assigned according to each level and task. This helps maximize the security of customer data.
Increase Revenue
- Customer management software allows the integration of data from various sources such as email, social media, and websites. This gives businesses a comprehensive view of their customers and their needs, enabling them to create suitable sales strategies.
- By organizing and managing customer information rigorously, businesses can understand customer needs, preferences, and behavior. This allows businesses to create more personalized and effective marketing and sales strategies.
- Businesses can also organize marketing and targeted advertising campaigns more accurately, reaching the right high-potential customer segments. At the same time, tracking and evaluating campaign performance also becomes easier, helping to adjust and optimize business strategies.
Superior Features of
Customer Management
Customer Management
The 4.0 era forces businesses to transform themselves and "digitize" in order to keep up with trends and meet the many demands of customers. Therefore, the integrated multi-channel communication feature not only drives businesses to develop technologically, but also serves as a closer bridge to reach customers through channels such as: Email, text messages, phone calls, etc.
The customer interaction history notes feature in customer management software is an important tool that helps record and track every interaction between the business and its customers. This feature has the following advantages:
- Detailed notes: Allows employees to record all important information related to every meeting, phone call, email sent, or any other form of interaction with customers.
- Comprehensive interaction history: This feature creates a detailed interaction history between the business and customers, helping customer service staff better understand customer needs and expectations.
- Flexible formatting: Allows the use of rich text formatting, including inserting images, attachments, and links, helping to create rich and easy-to-read notes.
- Information sharing: Notes can be shared between different departments within the business, keeping everyone in the organization updated on the status of customers.
- Integration with other tools: This feature can usually integrate with other email, phone, and website applications to automatically create notes from online interactions.
The automatic customer information recording feature helps businesses save time, increase work efficiency, and improve customer relationships by providing personalized service and responding quickly to their needs.
- Automatic data collection: The software automatically collects information from various sources such as email, websites, social media, or phone calls. This information may include name, address, phone number, email, purchase history, social media interactions, and other notes.
- Identify important information: The software can automatically identify important information from collected data such as preferences, purchasing trends, etc. This helps improve understanding of customers and create more effective marketing strategies.
- Customer segmentation: Based on the collected data, the software can automatically classify customers into different groups based on criteria such as preferred product type, purchase frequency, order value, etc.
The automatic customer profile and list management feature is not only a support tool for the sales and marketing departments but also a powerful tool for enhancing the customer experience.
- Customer interaction management: This feature helps record and organize interactions such as phone calls, emails, meetings, and notes, thereby creating a detailed and synchronized interaction history.
- Create customer lists by criteria: To develop an effective marketing strategy, classifying customers by criteria such as age, geography, preferences, and interaction activity is extremely important. This feature helps create segmented customer lists, allowing customer outreach and care strategies to be customized effectively.
Why Choose SIS ERP ONLINE
Data is Secured and Automatically Backed Up
Your business data will be securely stored on the cloud and automatically backed up regularly in case of incidents.
Necessary security measures for your SIS ERP Online system include: access management, data encryption, data backup, software updates, firewalls, etc.
Easy to Deploy and Use
With a cloud-based deployment model, SIS ERP ONLINE can be deployed quickly, without the need to install software on the business's own servers. The user interface is also easy to use.
Suitable for multiple devices, it can be used as long as there is an Internet connection. Ideal for adapting to any flexible remote working needs.
Cost Savings
SIS ERP ONLINE is a cloud-based solution, so there is no need to invest in on-premise IT infrastructure, helping to save initial costs.
Here, data is stored in an integrated database, allowing you to experience fast processing and helping you make decisions more decisively.
Scalability and Flexibility
SIS ERP ONLINE can scale up according to your business needs, adding users or expanding features as needed.
With this feature, any business looking to expand its business scale can be accommodated with a high number of users and a large database.
Save Time and Manpower
Process automation helps automate many tasks, saving time and minimizing errors.
Information is quickly updated and shared between departments, enhancing coordination. Well-coordinated teamwork helps improve work performance.
Easy Integration
The ability to connect with other applications is an advantage of the web-based SIS ERP Online.
The web-based ERP system can easily integrate with other applications such as email, Google Drive, accounting software, time-tracking software, etc. This integration helps enhance work efficiency for businesses.
Frequently Asked Questions
- Small and Medium Enterprises (SMEs): Low deployment cost, easy to customize, suitable for simple organizational scale and structure. Types include: small manufacturing companies, trading companies, service companies, startups.
- Parent-subsidiary businesses with multiple branches: Centralized management, fast information sharing between branches, improved operational efficiency. Suitable types: retail chains, restaurants, hotels, etc.
- Businesses with remote working needs: Access the system anytime, anywhere, enhancing flexibility at work. Suitable for companies with freelance employees and international cooperation projects.
- Businesses wanting to improve operational efficiency: Process automation, error reduction, increased labor productivity. Manufacturing, distribution, and service businesses looking to optimize processes can upgrade and invest.
To get started with customer management on SIS ERP Online, you can contact the provider directly at hotline 0912 210 210 for consultation and support. The team of experts at SIS Vietnam will help you assess your business needs and provide the most suitable solution.
SIS Vietnam has experience implementing projects for 5,000+ large and small businesses over more than 25 years of operation. With the motto of being a business that provides "tailor-made" comprehensive enterprise management solutions on a fully online web platform that is fast, timely, available anytime and anywhere, and keeps up with trends, SIS ERP Online always meets all additional customization needs and offers solutions suitable for every industry and every business scale.
The deployment time depends on the scale and complexity of the business. However, with SIS's experience, the deployment process usually takes place quickly and efficiently. The team of experts at SIS Vietnam will support businesses throughout the deployment process.
- Regarding training formats, SIS Vietnam usually provides: In-person training, online training, user guide documents, etc.
- The average training time depends on several factors such as: the size of the business, the number of users, the modules used, etc.
- Typically, basic training for a new user can last from 1-2 days. However, to fully master all the features and customize the software to fit their work, users may need additional time for self-study and practice.
Contact S.I.S Vietnam for a consultation
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