ShareCRM approaches customer management starting from Campaigns to collect Leads, which are converted into Accounts or Opportunities through effective follow-up. The system standardizes the sales process, guides sales behavior with Visits, and ultimately completes Sales Orders and Payment Collection. ShareCRM also integrates business intelligence to help companies monitor operations in real time and build data-driven decision-making. By increasing automation across processes, ShareCRM shortens sales cycles, lowers sales costs, expands sales volume, and boosts revenue and profitability—thereby strengthening core competitiveness in a competitive market.

1. Getting to Know ShareCRM

Experience how ShareCRM helps you manage Accounts and the sales process through simple business scenarios.

1. http://help.fxiaoke.com/2615/3eab/3a74 Business Scenario

2. Having a ShareCRM Account

• Quick Trial: To let you quickly try ShareCRM, we provide a trial account. Enter your mobile number to start a hands-on trial. Access point: https://www.fxiaoke.com/ or the mobile app launch page—click “Quick Trial” and enter your phone number to try ShareCRM.
• Access point: https://www.fxiaoke.com/ or the mobile app launch page—click “Quick Trial” and enter your phone number to try ShareCRM.
• Obtaining a ShareCRM Account: Register a new company on ShareCRM’s official website and add the “CRM” application to use ShareCRM. Details: http://help.fxiaoke.com/2615/3eab/d132

3. Business Module Overview

3.1 Marketing

Use the Marketing module to manage Campaigns and Leads, and analyze Lead conversion to plan targeted Campaigns and expand the market more effectively.

3.2 Sales Automation

Sales Automation is ShareCRM’s core module. It helps companies manage the sales process with scientific, quantifiable handling of each Account, each Opportunity, and each Visit. It supports sales managers and reps in Account management and Opportunity tracking, enforces standardized sales processes, and enables team collaboration.

3.3 Order Management and Payment Collection

Sales Orders manage the mid-sale activities related to contract signing and completing sales. Orders are the primary data carrier of a company’s sales business and directly reflect sales performance. ShareCRM’s Order Management replaces manual order records by supporting quick mobile order entry, Payment Collection recording, and invoice requests. The system pushes real-time approval reminders for Orders, Payment Collections, and invoicing to relevant personnel, greatly improving internal management and order execution responsiveness—meeting modern demands for faster service response and higher customer satisfaction.

3.4 Data Analysis

Data Analysis presents business data via charts, offering a rich set of Reports and Chart templates. Users can view statistics using these templates or create customized Reports and Charts to meet unique business needs. Combined with CRM’s permission model, data security is ensured. The subscription feature supports users who require periodic statistical results.

3.5 Business Extensions

Provide advanced customization: companies can define custom business objects, configure Business Process or approval workflows, and integrate with external systems via OpenAPI.

4. Terminology

ShareCRM uses common terms such as Campaign, Leads, Account Pool, Lead Pool, and Opportunity. Details: http://help.fxiaoke.com/2615/3eab/deeb

5. ShareCRM Product Editions

ShareCRM serves clients across industries with varying company sizes and business models, resulting in diverse usage and requirements. To better meet different business needs, ShareCRM offers multiple product editions so users can choose the edition that best fits their organization.