一分鐘看問題

產生效益

  • 定期與客戶接觸並進行成效分析:
    以 VIdegree 愛客戶發送電子報或簡訊定期與客戶溝通,從發送成效分析評估每期電子報效益,適時調整行銷方向與策略,拉近與客戶的距離。
  • 記錄客戶歷程及進行標籤分類:
    透過 VIdegree 詳實記錄客戶狀況並標籤分類,提供圓子夢團隊更有效率地針對不同狀況的客戶進行深度溝通與輔助。

「針對每位夥伴狀況做紀錄於叡揚VIdegree愛客戶,透過標籤分類讓我們更了解夥伴在每個階段與目標的差距,即可針對個別狀況做深度溝通與輔助,讓每個人在實現夢想的路途上,都能走向正確的軌道。甚至在與夥伴們的溝通上更能透過VIdegree愛客戶近距離對話!」

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「每個人心中都有個夢想,但常被埋沒在忙碌生活中,而我們希望透過圓子夢團隊的力量,完成每個人心中的小小夢想!」這是圓子夢的中心理念,創辦人胡碩勻原本是一位會計師,希望能幫助一百萬人實現夢想。有別於一般的激勵課程,熱情容易隨著課程結束而熄滅,圓子夢課程藉由科學方法導入,結合方法跟工具,有系統的把夢想由抽象轉化為具體可執行的步驟,課程結束後,還能運用許願石持續追蹤夢想進度,實現夢想也可以透過行為科學,找出成功的節奏。但這樣的理念需要系統輔助,而叡揚資訊VIdegree愛客戶就是協助圓子夢與每位夥伴踏上夢想旅途的橋樑。

「VIdegree愛客戶就是我們跟夥伴重要的溝通橋樑!」圓子夢團隊期許成為客戶的圓夢夥伴,用心找出夢想背後意義,陪伴夥伴實現夢想,透過VIdegree的寄發電子郵件功能,每月持續分享圓夢秘訣與故事,讓每個夥伴可以看見別人的成功方程式以及學習他人優點作為借鏡,藉由心路歷程互聯網快速引起共鳴並獲得迴響。夢想不是一個人的事,當你在專注在追求夢想時,可以帶給更多人正面的力量。圓子夢團隊表示:「每次發送信件後,可以從分析中了解夥伴對於這期標題與內容的接受度,進而適時調整我們的行銷方向與策略。每一次的分析都更能拉近我們與夥伴間的距離!」

如同圓子夢的服務依歸:「夢想需要一個目標設定的時間,才有實際成真的價值。」故圓子夢希望透過VIdegree愛客戶做更多客戶分析及差異需求,更瞭解夥伴夢想進程的每個階段,透過簡訊、郵件或舉辦聚會,分享夢想進度,尋求支援,提供協助,持續追蹤目標進度,並由圓子夢講師群提供顧問諮詢,或引薦專業資源,透過互助及專家,更快達成夢想目標。「針對每位夥伴狀況做紀錄於叡揚VIdegree愛客戶,透過標籤分類讓我們更了解夥伴在每個階段與目標的差距,即可針對個別狀況做深度溝通與輔助,讓每個人在實現夢想的路途上,都能走向正確的軌道。甚至在與夥伴們的溝通上更能透過VIdegree愛客戶近距離對話!」

VIdegree愛客戶是一個讓客戶關係管理變簡單的工具,讓圓子夢能密切與夥伴們保持溝通,提供服務,同時節省許多人力及時間。未來圓子夢將持續透過提供真正可實踐的圓夢方法與工具,讓每一個人不只是偉大的夢想家,也是人生的實踐家。



VIdegree Vital CRM

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經費往往是非營利組織最大考驗,但在錢少、事多、人少的現況下,雲端服務無疑是實惠且高效率的解決方案。

相關案例

服務業
Find Wed Marketing Director Wei Qi-Rui
Skillful Management of 7000 Customer Pro...

We owe our quick response time and reliability to VIdegree's "tagging" and "e-mail" features. "We use supplier industry type, service provided and area located to group suppliers. Whenever customer requests are received, we use these tags to cross-analyze and create a list of suitable suppliers for them. After coming up with a list, we then e-mail them asking them for their schedule, and help pair them up with suppliers accordingly."

醫療業
Head Nurse of Raphael Clinic Bunny
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Bunny said "After we use this cloud-based CRM service, VIdegree, it not only helps our clinic to manage medical records step by step but also replaces paper medical records and Excel files. The most important thing is budget control of IT manpower and high cost reduced. We can use VIdegree service in a very short time and it totally fits our clinic’s demand."

金融與保險業
Nan Shan Life Insurance Da Wang Service Location Regional Manager Huang Zheng-Xiong
Improved Customer Service Ratings by 70%...

"Since using VIdegree, I've increased the margin of tasks I'm able to handle in a day. Previously, 60% of my time was taken up just responding to clients' questions. Now, thanks to the systematic reminder service, several issues are taken care of early on. The number of customer emergencies have dropped from 8~10 cases a day to 3~5. Now over 70% of my time can be spent on marketing and building better relationships with clients. I no longer need to spend all my time trying to put out fires and making a mess of everything. The best part is that my relationships with my clients are better than ever, and they have become increasingly willing to refer their friends and family to me." In other words, the regional manager of Nan Shan Life Insurance at the Da Wang service location whole heartedly recommends VIdegree.

寵物旅館善用雲端管理工具,打造高品質的服務!
寵物業
平方寵物 Tony
寵物旅館善用雲端管理工具,打造高品質的服務!

我們都會確實將每一筆資料輸入系統,讓隔天輪班的夥伴們,直接可以從 Vital CRM 的工作行事曆中,得知當日要來領取寵物的飼主們,還有每一隻寵物的狀態,不須再另行紙條或電話通知,大家直接上系統查看即一覽無遺,非常方便!