Shulou(Shulou.com)06/02 Report--

New material enterprises belong to new industries, which generally come into contact with engineering projects. There are many kinds of project delivery products, large project amount and long project delivery cycle, so there are all kinds of problems in project management. Only when we know where the problem lies, can we know what kind of CRM system is needed to solve the problem.

1. Long project tracking cycle

Whether it is pre-sale, sale, after-sale projects, the tracking period is relatively long, personnel changes will cause the loss of the project or the delayed delivery of the project.

two。 Project cost accounting is prone to errors.

A project is composed of dozens or hundreds of products, the project cost accounting is complex, and error-prone, if the cost accounting is not accurate, then the quotation is not accurate, it is easy to lead to inaccurate profit assurance, random quotation.

3. The authenticity of door-to-door customer visits cannot be controlled.

If a project is won, the business staff may need to visit customers countless times and make more efforts. If the business personnel are perfunctory, the project will easily be taken away by competitors.

4. The information between departments is out of sync and inefficient.

A project requires the cooperation of multiple departments, if the information is not synchronized, it will inevitably lead to inefficiency.

5. The project task is not reported in real time and the problem can not be found in time.

Project tasks can only be collected on a regular basis, can not be reported in real time, did not find problems in time, resulting in delayed delivery of the project, payment can not be recovered on time.

6. The payment recovery cycle is long and easy to forget.

The project payment amount is large, generally will adopt the installment payment strategy, the business staff will follow up several projects at the same time, the payment is collected, and the situation of non-payment due also often occurs.

7. The responsibility is not clear, pass the buck to each other when there are problems.

It is inevitable that there will be problems in the implementation of the project, the responsibility is not clear in the daily management, and it is easy to pass the buck to each other.

8. High cost of personnel training

There are many kinds of new material products, the project is huge, the corresponding personnel training cost increases, there is no systematic management, it is easy to cause the loss of new people and increase the operating cost of the enterprise.

9. Data analysis is tedious and cannot be synchronized in real time.

The leader wants to know what the overall performance of the project is this month. How many projects with greater intention, how many projects are lost, what are the reasons for the loss, who has the best performance this month, how much money has been recovered this month, how much money has been confiscated, which projects are about to be completed, and which projects are about to begin? If the leader knows this information at the first time, it shows that the management is inefficient.

Summary

Many enterprises do not attach importance to the internal management of the enterprise and the management of the sales team, blindly work hard, with little success. We can know that every project on hand is a project clue obtained by the enterprise through a large amount of capital investment. it is the main source of income for the enterprise. only by constantly strengthening the internal management and improving the work efficiency of the employees can we improve more benefits on the premise of saving the cost of the enterprise. If because of the temporary negligence of personnel, resulting in the loss of the project, or unable to deliver, it will cause great losses to the enterprise, so we should make good use of the CRM management system and do a good job in the digital transformation of the enterprise in order to bring greater benefits for the enterprise.

Project data can be superimposed, sales strategies can be replicated, project tasks can be managed, Zhiyun Tong CRM intelligence and digitalization through the operation of the Taiwan, so that the project more effective management, so that employees more effective work, enterprises can continue to achieve exponential growth in performance.

(source: Zhiyun Tong CRM)

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Keywords Zhiyuntong CRM CRM system data analysis project management system sales management

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