Customized CRM system
E.1) This CRM system is required to keep track of both online and physical customer contacts and their interaction & transaction history – from both online and offline
• These contacts should be flagged or categorized under standard segmentation method
• source of these contacts and company responsible sales – e.g. event name & year, meeting, referral etc.
• Categorize Customers by region/city/country - both Local and overseas markets
• showing customers personal info including title
• Showing engagement history & transaction history including quotation history
• able to generate sales forecast by responsible sales, by industry, by product & by region etc
E.2) This new CRM system must be able to facilitate company’s marketing or customer retention activities such as followings:
• Sending personalized Newsletters, emails or articles
• Social media monitoring
• Multi-step campaign / Marketing automation integration with social media if possible and also Wordpress form
• Can create different template for events and seminars invitation
• Track Social media Ad and can send email to those prospects who engaged our Ad
• Can integrate with online chatbot (no preference) and export the database
E.3) This CRM system must be able to interface with our existing customer database, our online SaaS database & automatically capturing our social media contacts
E.4) This CRM must be able to enhance the productivity of our sales & marketing personnel:
- Able to interface with robust OCR engine to read the characters (both Chinese and English) on business cards
- Locate right customers easier in use of chatbot or by keyword search.
- unstructured data or comments in the customer “remarks” can be searchable based on keywords.
E.5) Ease of use user interface including specific mobile app or mobile web to access their own customer information on company’s shared drive or through a private cloud.