NetEase Foreign Trade provides a series of powerful functions in customer management and contract fulfillment. The following is a detailed introduction to these two aspects:
Customer Management
1. Customer information management
- Create new customer: Click "New" in the customer table to enter the new customer information page. You can enter the customer's detailed information, such as company name, contact person, contact information, etc.
- View customer details: Click the company name or the view or edit icon in the first column in the customer table to enter the customer details page and view or edit the customer's detailed information.
- Add or modify contact information: On the customer details page, you can add multiple contacts for the current customer and set the main contact.
2. Customer stratification and group management
- Customer stratification: Customer stratification is carried out based on customer background and follow-up status to facilitate subsequent management of customers in different groups.
- Group settings: Independent group setting, customers can be divided into different groups according to different standards, which facilitates the management and marketing of grouped customers.
3. Comprehensive documentation of the customer journey
- The system updates customer emails, WhatsApp and other social media communication information in real time, helping sales staff better understand customer situations and accurately follow up on business progress.
4. Intelligent improvement of customer files
- Mining customer information in real time, updating customer dynamics immediately, automatically completing customer details to ensure the accuracy and completeness of customer information.
5. Lead management
- Omni-channel management of clues, intelligent clue recommendation, automatic identification of customer clue sources based on characteristics of incoming emails, website inquiries, etc., and efficient identification of effective clues.
- Multi-channel data are unified and aggregated for management, efficient distribution and timely follow-up, and the lead conversion rate is improved according to the scoring mechanism.
履约
1. Comprehensive monitoring of business opportunities and orders
- Visual management of order follow-up status, classified management based on order status, to grasp the follow-up progress and ensure timely delivery.
2. Real-time monitoring of sales performance
- Monitor sales performance compliance, keep abreast of performance target progress status, and ensure sales targets are achieved.
3. Global customs data support
- By integrating global customs data, it provides enterprises with the latest import and export information, helping them better grasp market dynamics and optimize supply chains.
4. Fund settlement services
- Provide capital settlement services to ensure the safety and convenience of transactions and reduce corporate capital risks.
To sum up, NetEase Foreign Trade provides a full range of service support in terms of customer management and contract performance, from customer information management, hierarchical management, clue management to order monitoring, sales performance monitoring, customs data support and fund settlement services, etc. All provide enterprises with efficient, convenient and safe solutions.
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