ShareCRM starts with marketing campaigns, collects sales leads, converts leads into accounts or opportunities through effective follow-up, standardizes the sales process through the sales process, guides sales activity with visits, and finally concludes a deal and collects money. At the same time, ShareCRM integrates business intelligent analysis, assists enterprises to grasp the operating status in real time, and creates a real-time decision-making enterprise centered on data. Run through the process management to improve the automation degree of each link to shorten the sales cycle, reduce sales costs, expand sales, increase revenue and profitability, and ultimately fundamentally enhance the core competitiveness of the enterprise, making the enterprise stand in an invincible position in the current fierce competitive environment.
1. Enjoy CRM for the first time
Through examples of simple business scenarios, you can initially experience how ShareCRM can help you effectively manage accounts and sales processes.
2. Have a ShareCRM account
- Quick experience: In order to allow you to quickly experience ShareCRM products, we have opened an experience account, you only need to enter your mobile number to quickly experience ShareCRM. Operation entrance: ShareCRM Official Website or the mobile start-up page, click "Quick Experience" and enter the mobile number to experience ShareCRM.
- Operation entrance: ShareCRM Official Website or the mobile start-up page, click "Quick Experience" and enter the mobile number to experience ShareCRM.
- Have a ShareCRM account: You need to register a new enterprise on the official website of ShareCRM, and add the "CRM" application to use ShareCRM. For details, please refer to: Have a ShareCRM account
3. Introduction to business modules
3.1 Marketing
Use the marketing module to manage marketing campaigns and sales leads, and analyze the conversion of leads, so as to plan marketing campaigns in a targeted manner and expand the marketing more effectively.
3.2 Sales Automation
Sales automation is the core module of ShareCRM, which helps enterprises to effectively manage the sales process, and scientifically and quantitatively manage each account, each sales opportunity, and each account visit; it can effectively support sales executives and sales staff to manage accounts, track the sales opportunities; can effectively standardize the sales process and realize teamwork.
3.3 Order and Payment
Sales order management is the in-sale management involved in signing orders with accounts and completing sales activity. At the same time, orders are also the main data carrier of the enterprise's sales business, which directly reflects the enterprise's sales performance. ShareCRM order management has changed the history that enterprises manually record orders. It supports real-time and fast order placement, payment records and invoicing applications on the mobile terminal. At the same time, it is pushed to relevant personnel in real time for review reminders of orders, payment, and invoicing, which greatly improves the response efficiency of enterprise internal management and order execution, and meets the ultimate needs of today's enterprises to improve service response speed and satisfaction.
3.4 Data Analysis
Data analysis shows the graphical analysis results of business data, and provides a wealth of report templates and statistical chart templates. Users can directly use these templates to view statistical results, and can also create new reports and statistical graphs that meet the individual needs of enterprises based on these templates or completely customizing them. At the same time, it combines the permission system of CRM to ensure the security of data, and provides a subscription function to meet the needs of users who need to periodically obtain data statistics.
3.5 Business Expansion
It provides advanced customization capabilities for enterprises. Enterprises can define business objects according to their own needs, configure business processes or approval processes, and it also supports integration with external system through OpenAPI.
4. Term Explanation
There are some basic terms in ShareCRM, such as marketing campaign, sales leads, highseas, leads pool, opportunity and other commonly used terms. For details, please refer to: ShareCRM Term Explanation
5. Introduction to ShareCRM product version
At present, the accounts of ShareCRM application are involved in multiple industries. At the same time, the scale of enterprises and business models are different, resulting in vastly different usage methods and needs. In order to better meet the different business needs of accounts, ShareCRM application has launched different versions which are available for users to select according to their own situation.