Customer Management (CRM)
Challenges in customer management: no control over potential customer sources, low customer conversion rate, ineffective business-activity management... ...
Product information
Customer management will
help your enterprise
Difficulties in customer management
- No control over potential customer sources
- Low customer conversion rate
- Ineffective business-activity management
- Customer information scattered, lacking a central source
- Easy to lose potential-customer data
- Difficulty communicating between departments
- Unable to close deals remotely or while traveling
- Customers unsatisfied with care service and products offered
- Difficulty analyzing data and segmenting customers
- Difficulty providing regular customer care and handling customer needs instantly
- Difficulty assessing marketing-activity effectiveness and business results
Manage your customer information well
Using a customer-management (CRM) feature is an effective solution for organizing and managing customer information. CRM provides data-analysis tools, work scheduling, and smart reports, helping optimize the customer-information management process.
- Organizing information by process: building a structured, organized customer-data storage system makes it easy to access and search for information when needed.
- Periodically updating information: new information such as contact details, purchase history, and personal preferences can change over time, so keeping information up to date is very important.
- Ensuring information security: using security measures such as data encryption, security-system updates, and access restrictions helps ensure customer information is protected safely.
Create reports and analyze data
- Customer management lets you generate automatic reports based on customer information organized in the system. You can create reports on sales, marketing activity, customer interaction, and more in just a few clicks.
- Based on information and analysis from CRM, you can optimize your marketing and sales strategy. You can identify potential customer segments, customize marketing campaigns, and optimize the customer-care process to boost performance and effectiveness.
- Thanks to smart analytics tools, an enterprise can easily access and assess important indicators such as conversion rate, sales, and customer behavior. This helps an enterprise better understand the performance of marketing and sales campaigns, leading to sounder decisions and a more reasonable strategy in business management.
Securing customer information and data
- SIS ERP ONLINE's integrated CRM uses customer-data encryption technology when storing and transmitting information between the computer and the server. Data encryption helps prevent unauthorized access to information and protects customer data from cyberattacks.
- Ensures that customer-management work is deployed on a secure system such as a firewall, intrusion detection, and malware protection. The system is updated regularly to prevent potential security vulnerabilities.
- SIS ERP ONLINE lets you assign user permissions by level and task. This ensures customer data is protected to the maximum extent.
Increase revenue
- Customer-management software lets you integrate data from many different sources such as email, social media, and websites. This gives an enterprise a comprehensive view of customers and their needs, from which to build a suitable sales strategy.
- By organizing and managing customer information tightly, an enterprise can understand customers' needs, preferences, and behavior. This lets an enterprise create more personalized and effective marketing and sales strategies.
- An enterprise can also organize targeted marketing and advertising campaigns more precisely, reaching the right high-potential customer segment. At the same time, tracking and assessing campaign performance also becomes easier, helping adjust and optimize business strategy.
Outstanding features of
customer management
customer management
The 4.0 era forces enterprises to change themselves, to "digitize" themselves, to catch trends as well as meet many customer requirements. So the multi-channel communication integration feature not only drives an enterprise's technology development but is also a bridge for reaching customers more closely through channels such as: Email, text messages, phone calls, …
The customer-interaction-history note feature in customer-management software is an important tool that records and tracks every interaction between an enterprise and its customers. This feature has the following advantages:
- Detailed notes: Lets staff record all important information related to each meeting, phone call, email sent, or any other form of interaction with a customer.
- Comprehensive interaction history: This feature creates a detailed interaction history between an enterprise and its customers, helping customer-service staff better understand customer needs and expectations.
- Flexible formatting: Allows rich text formatting, including inserting images, attachments, and links, helping create rich, readable notes.
- Information sharing: Notes can be shared between different departments in an enterprise, helping everyone in the organization stay updated on a customer's status.
- Integration with other tools: This feature can usually integrate with email, phone, and other web apps to automatically create notes from online interactions.
The automatic customer-information recording feature helps an enterprise save time, increase work performance, and improve customer relationships by providing personalized service and responding quickly to their needs.
- Automatic data collection: The software automatically collects information from many different sources such as email, websites, social media, or phone calls. This information can include name, address, phone number, email, purchase history, social-media interaction, and other notes.
- Identifying important information: The software can automatically identify important information from the collected data such as preferences, purchase trends, etc. This helps improve customer understanding and create more effective marketing strategies.
- Customer segmentation: Based on the data collected, the software can automatically segment customers into different groups based on criteria such as favorite product type, purchase frequency, order value, etc.
The automatic customer profile and list management feature isn't just a support tool for sales and marketing — it's also a powerful tool for improving the customer experience.
- Managing customer interaction: This feature records and organizes interactions such as phone calls, emails, meetings, and notes, creating a detailed, synchronized interaction history.
- Creating customer lists by criteria: To develop an effective marketing strategy, segmenting customers by criteria such as age, geography, preferences, and interaction activity is extremely important. This feature helps create segmented customer lists, from which to customize outreach and customer-care strategies effectively.
Why choose SIS ERP ONLINE
Data is secured and automatically backed up
Your enterprise's data will be stored securely in the cloud and automatically backed up regularly in case of an incident.
Necessary security measures for your SIS ERP Online system include: access management, data encryption, data backup, software updates, firewall, …
Easy to deploy and use
With a cloud-based deployment model, SIS ERP ONLINE can be deployed quickly, with no need to install software on your enterprise's server. The user interface is also easy to use.
Suited to multiple devices — as long as there's an internet connection, it can be used. Suited to adapting to any flexible remote-working need.
Save cost
SIS ERP ONLINE is a cloud-based solution, so there's no need to invest in on-premise IT infrastructure, saving on initial cost.
Here, data is stored in an integrated database, letting you experience fast processing and helping you be more decisive in decision-making.
Scalable and flexible
SIS ERP ONLINE can scale usage per an enterprise's needs, adding users or expanding features when needed.
With this feature, any enterprise needing to expand its business scale can be accommodated with a high number of users and a large database.
Save time and manpower
Process automation lets many tasks be automated, saving time and reducing errors.
Information is updated and shared quickly between departments, strengthening coordination. Staff working in smooth coordination helps improve work performance.
Easy integration
The ability to connect with other applications is an advantage of web-based SIS ERP Online.
The web-based ERP system can easily integrate with other applications such as email, Google Drive, accounting software, timekeeping software, etc. This integration helps boost work effectiveness for an enterprise.
Frequently asked questions
- Small and medium enterprises (SMEs): Low deployment cost, easy to customize, suited to a simple scale and organizational structure. Types include: small manufacturing companies, trading companies, services, startups.
- Parent-subsidiary enterprises with multiple branches: Centralized management, fast information sharing between branches, improved operating effectiveness. Suitable types: retail store chains, restaurants, hotels, ...
- Enterprises with remote-work needs: Access the system anytime, anywhere, increasing flexibility at work. Suited to companies with freelance staff, international cooperation projects.
- Enterprises wanting to improve operating effectiveness: Process automation, reduced errors, increased labor productivity. Manufacturing, distribution, and service enterprises wanting to optimize their process 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. SIS Vietnam's team of experts will help assess your enterprise's needs and provide the most suitable solution.
SIS Vietnam has experience deploying projects for 5000+ large and small enterprises over more than 20 years of operation. With the motto of an enterprise providing a "tailor-made" overall enterprise-management solution on a fully online web platform, fast, timely, anytime, anywhere, and keeping up with trends, SIS ERP Online always meets every additional design need, providing a solution suited to every industry and every enterprise scale.
Deployment time depends on your enterprise's scale and complexity. However, with SIS's experience, the deployment process usually happens quickly and effectively. SIS Vietnam's team of experts will support your enterprise throughout the entire deployment process.
- As for training format, SIS Vietnam usually provides: in-person training, online training, guide documents, …
- Average training time depends on many factors such as: enterprise scale, number of users, modules used, …
- Typically, basic training time for a new user can last 1-2 days. However, to fully master all features and customize the software to fit their work, users may need additional time for self-study and practice.
