Mobile Online Database Increases Efficiency of Entire Department
Manager Lin states, "In the past, we never used any sort of customer relationship management tool, customer data was simply saved using Excel, but Excel has no management features such as work reporting or instant searching. Later, we tried some other systems, but their functions were much too complex to use, it was hard to come up with practical uses for most of these complex functions. In the end, we decided to use VIdegree, not only was it the most convenient to use, it also best meets the needs of our company!"
Manager Lin states, "In the past, we never used any sort of customer relationship management tool, customer data was simply saved using Excel, but Excel has no management features such as work reporting or instant searching. Later, we tried some other systems, but their functions were much too complex to use, it was hard to come up with practical uses for most of these complex functions. In the end, we decided to use VIdegree, not only was it the most convenient to use, it also best meets the needs of our company!"
The market development manager of WeatherRisk Explore Inc., Lin Shu-Yao, leads the company's team responsible for getting into contact with and visiting clients. Once the company started to serve over two thousand customers across Taiwan, the need to immediately report updated client information and other client related records back to the company also grew accordingly.Manager Lin states, "In the past, we never used any sort of customer relationship management tool, customer data was simply saved using Excel, but Excel has no management features such as work reporting or instant searching. Later, we tried some other systems, but their functions were much too complex to use, it was hard to come up with practical uses for most of these complex functions. In the end, we decided to use VIdegree, not only was it the most convenient to use, it also best meets the needs of our company!"
The market development team often have to visit customers all over Taiwan. It is while on the road, when the VIdegree mobile application can be used to the fullest extent. For Lin, once things get hectic, it is easy to forget details or the background information of a customer. But with VIdegree's mobile APP, anytime he forgets something, he can refresh his memory using his mobile phone right before meeting with clients. The APP also faciliates rapid communication and reporting with his team regarding their work progress and results of their meeting with a client.
According to Lin, "My favorite feature is the business card recognition feature, which instantly creates customer profiles for me!" "The mobile application is extremely practical, what's more is that it's very stable, and searching is almost instant!" stated another member of the market development team expressing his unanimous support. In Lin's memory, they ran into some issues during the early stages of implementation of the system. None of their previously existing data had ever been pre-sorted or consolidated before. As a result, the market development team had to spend three to four days collecting and verifying each item before the data could be imported. Lin found that, after the early stage growing pains of having to consolidate previously existing data before being able to switch completely to the new system, they are now able to use VIdegree with zero problems at all. In the past 6 months of use, it has helped greatly increase the productivity of the entire department. Everyone has now made the habit of immediately logging onto VIdegree right before meeting with clients to directly make records of their visit. Their records can immediately be searched for and seen by other members due to VIdegree's synchronization capabilities.
Manager Lin then said jokingly, "Now, through VIdegree's help with remembering everything and anything to do with clients, I no longer have to eat ginkgo to increase my brain capacity!"
天氣風險管理開發股份有限公司與教育訓練講師
