市場開發部林經理表示,「過去,我們都沒有用客戶關係管理工具,只用Excel儲存客戶資料,最後決定使用VIdegree,最方便也最符合我們公司的需求!」 

weatherrisk 台灣第一家民間氣象公司-天氣風險管理開發股份有限公司,以專業氣象顧問的角色服務全台灣的客戶,提供客戶們所需的氣象資料,包含氣象、海象預報、或其他客製化的加值服務。

tips 天氣風險管理開發股份有限公司,市場開發部林書瑤經理,帶領著團隊成員一起負責聯繫客戶與拜訪客戶等相關工作,當他們服務全台兩千多家客戶的同時,更需要即時回報客戶資訊與客戶相關紀錄給公司。

市場開發部林經理表示,「過去,我們都沒有用客戶關係管理工具,只用Excel儲存客戶資料,但Excel無法做工作回報、即時查詢等管理,後來嘗試其他系統,但不是功能太複雜,就是功能不敷使用,最後決定使用VIdegree,最方便也最符合我們公司的需求!」 

市場開發部團隊成員,時常會造訪全台各地的客戶,有時候會南部出差,有時候會到中部拜訪,這時候VIdegree行動版APP就發揮最大的功效!對林經理而言,事務繁忙容易忘記客戶細節和背景資料,如果到達拜訪地點卻忘記相關資訊,馬上可以利用手機查詢,下屬也可以即時回報相關進度和訪談狀況。

「我最喜歡名片辨識的功能,幫我即時建檔!」、「手機版APP超實用,重點是使用很穩定,查詢又快速!」市場開發部成員們一致贊同地表示。林經理回憶,當初系統導入時遇到一個困難,因為未預先整理、整合既有的客戶資料,所以在匯入資料前,市場開發部同仁花了3、4天的時間把資料收集和核對的工作完成。林經理發現,度過系統轉換前資料彙整的陣痛期之後,現在才能完美地使用VIdegree,這半年多使用下來,大幅提升整體部門的工作效率,現在整個團隊成員都養成習慣,拜訪完客戶馬上登入VIdegree直接做紀錄,內部查詢也都可以透過VIdegree的同步功能查到所需資料。

林經理開玩笑著說,「現在藉由VIdegree幫我記載客戶的所有事情,都不用吃銀杏增加記憶力了!」

 
weatherrisk 天氣風險管理開發股份有限公司與教育訓練講師
VIdegree Vital CRM

中小企業 範例站台

對於中小企業而言,e化升級可大幅提升工作效率,讓業務對外追蹤和記錄客戶需求事半功倍,有效管理所有繁瑣的客戶資料,提供標籤分類和精準行銷,提升團隊效率和創造顧客滿意度百分百!

相關案例

教育界
National Taiwan Normal University Professor of Art Lin Da-Long
A Model for Creative Teaching: Using VId...

Teaching college courses should not be the same as junior and senior high school where standardized textbooks, tests, and answers are used. Especially in regards to art, there should be an even greater emphasis on stimulating creativity and creative thinking. I want my students to surpass me, I want to teach them to catch fish, not sit there and memorize their textbooks," said Professor Lin excitedly. Separating from traditional teaching methods, he has innovatively begun to use VIdegree's cloud based CRM to interact with students, manage courses, and keep records of students' learning process. In the process Professor Lin has seen previously unimaginable results, and the process itself has been the best example of creativity.

7,000筆客戶管理術 成交率高達30%
服務業
發現婚禮 行銷經理 魏奇銳
7,000筆客戶管理術 成交率高達30%

VIdegree愛客戶的「標籤」以及「電子郵件」的功能,「我們將廠商依產業別、提供的服務及地區作分類,當客戶需求進來時便點選這些標籤,交叉分析後即能產出名單,接著再發信詢問他們的檔期,即可配對出能承接的廠商名單。」

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.

醫療業
All Pretty Clinic CEO Mia
VIdegree Helps Cosmetic Surgery Clinic P...

Our dedicated, attentive, and immediate customer service has helped us win the trust of our customers. GSS's VIdegree has been the perfect tool in helping us achieve all of this." Mia further touches on, "Our memory is never as good as we think. It's quite possible to forget something you said or did just 3 or 5 days ago. That's why we need to make records! If you're able to remember everything without help, that means you don't have enough business. The more customers you have, the more you have to remember which makes taking records that much more important. So don't wait until later, but start making it a habit to take records now. Managing customer information is necessary for continued growth."