行動線上資料庫 提升部門高效率

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!

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