透過電子商務平台架構,結合『VIdegree愛客戶』雲端CRM優勢,以創新獨到的公眾參與、專業經營為概念,配合公益、商業活動聯合運作,開創全新商業模式-光點行動公益聯盟,讓社會公益與企業營利二者得以兼顧。光點行動吳寰宇經理微笑表示,「VIdegree無疑是建構光點公益平台的關鍵拼圖!」。

光點行動吳寰宇經理光點行動吳寰宇經理
透過電子商務平台架構,結合『VIdegree愛客戶』雲端CRM優勢,以創新獨到的公眾參與、專業經營為概念,配合公益、商業活動聯合運作,開創全新商業模式-光點行動公益聯盟,讓社會公益與企業營利二者得以兼顧。光點行動吳寰宇經理微笑表示,「VIdegree無疑是建構光點公益平台的關鍵拼圖!」。

光點行動公益平台是以消費行善為概念,由贊助人、贊助商與公益團體三個角色所組成,透過公益平台提供贊助商銷售通路,贊助人購買贊助商之商品後,便可提撥消費金額的一部分,給贊助人指定的合法公益單位。在這樣的循環關係下,人脈資料的管理就顯得相對複雜,透過VIdegree標籤分群及進階搜尋的條件,協助光點在龐大的資料庫中快速簡化篩出關鍵資料。

初期,光點透過各種工具,甚至自行開發會員管理系統,卻無法完整解決資料庫會員多重角色的管理問題,然而在一次機會場合上看到了『VIdegree愛客戶』,讓吳寰宇經理深感驚豔。吳經理表示:「其他管理工具在多重角色的定義上,無法精確分群管理。反觀VIdegree可透過標籤自由定義分群,並運用消費記錄進一步針對消費別、客戶別、產品別及公司別篩選出最細部資訊。另外,VIdegree在使用者介面、操作流暢、直覺性上相當優異,這些都是吸引我的主因!」

導入VIdegree期間,由於公司同仁對資訊軟體的應用能力不同,因此吳寰宇經理面臨的首要問題,就是如何指導公司同仁操作VIdegree?「叡揚每個月會舉辦實機操作教育訓練,也提供專業客服諮詢,VIdegree也有內建使用手冊及影音教學。強大的後勤團隊,使我們能夠迅速上手,迅速提升會員管理效率!」

吳經理強調:「靈活的客戶標籤管理,是我最喜歡的功能之一!」吳經理主要的應用情境為講座辦理及會員關懷:

l   應用情境一-講座辦理:在講座前的活動籌備階段,根據講座的性質與主題,以標籤條件搭配進階搜尋方式篩選出符合該次活動訴求的目標會員名單,再寄送eDM邀請會員參加活動。講座會後,吳經理以標籤的聚落分析彙整參與活動原因,把會員消費傾向及目標精準化。

l   應用情境二-會員關懷:在會員關懷的部分,吳經理以月消費記錄為分析條件,找出一個月內未滿一定額度的會員,透過VIdegree發送行銷文宣、聯繫腳本自動關懷,此外也運用人脈網絡關係圖,更直接地與會員接觸和互動!

光點使用VIdegree至今短短四個月時間,現在透過VIdegree不但能將大量的會員名單按照不同的群組分別管理,更在人力有限的情況下,再次提升工作效率。對此,吳寰宇經理為VIdegree下了總結:「光點是公益電子商務平台,每個會員、供應商和公益單位之間的互動與連結很強,VIdegree扮演著各個關係間的串連。對於光點來說,VIdegree的價值不單只是雲端CRM系統,更是建構光點行動公益平台與其他重要關係人的重要橋樑!」

VIdegree是客戶關係管理服務,但VIdegree的功能不僅止於顧客關係管理,也同時具備進階行銷及組織管理的功能,不但能間接建構企業形象,強化客戶對企業的認同感,還能提升互動頻率、深耕服務,VIdegree讓企業在持續成長的同時也能兼顧對客戶的服務,這就是VIdegree的核心價值!

光點贏家劉定勳副總
VIdegree Vital CRM

NPO組織 範例站台

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。

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宋文元堅定地說:「威視康遵守承諾,提供優質的服務,且努力超越客戶期待的成果。我們追求的目標就是準確的把好產品推廣給適合的客戶,感謝Vital CRM多方位的輔助,讓創業的路不再走得提心吊膽,而是可以放心的昂首闊步。在自動化的領域中 我們將走得更穩更遠。」

顧問服務業
iChange CEO Stark
Emphasize Customer Relationship Manageme...

"Previously, when we used EXCEL to manage customer information, we were unable to effectively organize them by category. Now using GSS's VIdegree, we are able to create very precise tag settings so that when searching for customer information, we can more quickly and accurately find products suited for a specific customer group according to different purchasing records, age groups, occupations, salary, or relationship status and etc. It really is very convenient." To Stark it is of extreme importance to understand the needs of the company's loyal and core customers in order to provide them with products best suited to them.

不動產房仲業
Chinatrust Real Estate Co. Zhongli Location Real Estate Manager Huang Jing-Yan
Cloud Based CRM Helps Carefully Maintain...

All of his customers' needs or requirements are recorded using VIdegree as pending/to do tasks as reminders to himself. Just because a customer has viewed an estate, doesn't mean his job is done. Clients are often not satisfied, or still have additional needs. If only paper records are made, it is very easy to forget certain important details resulting in missed sales opportunities. "VIdegree's "pending tasks" notifies and reminds me of tasks on the services main page, by email, and mobile push notifications. These reminders help me keep customer wishes on my mind at all times, until I find exactly what they need. And that is how I like to close all my cases."

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.