ShareCRM starts with Campaigns to collect Leads, which are then effectively nurtured and converted into Accounts or Opportunities. It standardizes the sales process through structured workflows, guides sales behaviors with visit tracking, and ultimately facilitates deal closure and Payment Collection. Integrated with business intelligence analytics, ShareCRM helps enterprises gain real-time insights into their operations, enabling data-driven decision-making. By streamlining process management and enhancing automation across all stages, it shortens sales cycles, reduces costs, boosts sales volume, increases revenue and profitability, and ultimately strengthens the core competitiveness of businesses in today’s fiercely competitive landscape.

1. Getting Started with ShareCRM

Through simple business scenarios, experience how ShareCRM helps you efficiently manage customers and sales processes.
1. Business Scenarios

2. Obtaining a ShareCRM Account

• Quick Trial: To let you experience ShareCRM swiftly, we offer a trial account. Simply enter your mobile number to get started.
  Access: ShareCRM Official Website or the mobile app landing page → Click “Quick Trial” → Enter your mobile number.

• Full Access: Register a new enterprise on the ShareCRM website and add the “CRM” application to activate ShareCRM.
  Details: Obtaining a ShareCRM Account

3. Core Modules Overview

## 3.1 Marketing
Manage Campaigns and Leads, analyze conversion rates, and optimize marketing strategies for targeted market expansion.

3.2 Sales Automation

The core module of ShareCRM, it enables scientific and quantifiable management of each Account, Opportunity, and customer interaction. It supports sales teams and managers in tracking Opportunities and managing Accounts, while standardizing workflows and fostering collaboration.

3.3 Order Management & Payment Collection

Sales Order Management handles mid-sale processes for contract execution, serving as the primary data carrier for sales performance. ShareCRM replaces manual order tracking with mobile-friendly real-time order entry, Payment Collection recording, and invoice requests. Automated notifications for approvals (orders, payments, invoices) significantly enhance internal efficiency and service responsiveness.

3.4 Data Analytics

Visualizes business data with rich pre-built Reports and Chart templates. Users can leverage these or create custom analytics while ensuring data security through CRM permissions. Subscription features cater to periodic reporting needs.

3.5 Business Extensions

Provides advanced customization: define business objects, configure workflows or approval processes, and integrate with external systems via OpenAPI.

4. Key Terminology

Common terms in ShareCRM include Campaigns, Leads, Account Pool, Lead Pool, Opportunities, etc.
Details: ShareCRM Terminology Guide

5. ShareCRM Product Editions

ShareCRM serves diverse industries and business scales, offering tailored editions to meet varying operational needs. Users can select the version that aligns with their requirements.