• Global sea name: the name of the high seas, such as "North China District High Seas", "Education Industry High Seas", "Major Customer High Seas".

• Administrator: High Seas administrator, who has full authority of High Seas, including assigning High Seas customers, taking back High Seas customers or transferring customers to other High Seas.

• High Seas Members: High Seas members can view and claim unassigned customers in High Seas, or assign high seas customers to designated High Seas members by the administrator.

• High Seas Type: Configure whether high seas members can view and claim high seas customers.

  • Employees can be seen to claim, manage or assign: that is, high seas members have the "My Workbench - High Seas" menu, and can view high seas unclaimed customers and claim them.
  • Employees are not visible, administrators can assign: members of High Seas cannot view unassigned customers of High Seas, they can only be assigned by High Seas administrators.

• Retention Rules: In the current high seas, each high seas member can claim the upper limit of customers. It can be set whether the transaction customer occupies the receiving quota.

  • Remarks: Whether the upper limit of customer collection is limited by the "upper limit of customer retention" can be set at the upper limit of customer retention. If the customer retention includes the high seas claim limit, if a high seas member's "customer retention limit" is 10, and the collection limit is 20, then this member can claim up to 10 high seas customers.

• Transfer Rules: After a high seas member receives the high seas customer, you can set whether to allow the member to transfer the customer to other high seas.

• Consecutive Claim Rules: Configure the number of days that the high seas employees cannot receive the same customer consecutively. The calculation time here starts from the time when the customer returns to the high seas, and the return methods include the member voluntarily returning to the high seas, or the administrator taking back, or taking back through the takeback rules.

• Clear Rules:

1. When the person in charge of the high seas customer changes, it can be configured whether to clear the relevant team members at the same time.
2. When the customer is transferred to the high seas, it can be configured whether to clear the person in charge of the customer at the same time.

• Withdrawal rules: If the customer has not followed up or made a deal after receiving it, in order to make reasonable use of customer resources, filter conditions can be configured to automatically withdraw qualified customers according to the status of transaction or follow-up.

  • Customer range: Set customer filter conditions, and only customers who meet the conditions will enable the retraction rule.
  • Withdrawal rules:
    • No automatic retraction: that is, no automatic retraction rules for customers are set.
    • Automatic retraction: configure automatic retraction rules according to the transaction or follow-up status. You can choose to take back the high seas or other high seas.
  • Description of withdrawal rules
    • Set to remind the responsible person of the customer n days in advance.
    • Customers who have not assigned withdrawal rules in the high seas will not be automatically withdrawn by default
    • Priority: When certain high seas customers belong to multiple recovery rules, they will be recovered according to the rule with the highest priority set.
  • Whether to include the number of days in the past: that is, whether to include the number of days that have passed after the retraction rule is adjusted. For example, if the recall rule is originally scheduled to be withdrawn after 30 days, the rule is adjusted to 25 days after 10 days. If you choose to include the past days, eligible customers will be withdrawn after (25-10)=15 days. If not included, eligible customers take it back after 25 days.

• Customer Reminder Rules: If the customer has not followed up or made a deal after receiving it, you can configure a reminder rule to remind the person in charge of the customer.

• High Seas field settings: When the customer is not claimed, which fields are visible to the high seas members for this customer, in order to better protect customer information. For example, the customer's contact information can only be seen after the customer is picked up. At this time, "telephone", "email" and other methods can be set as non-public fields.

• Global Seas members are allowed to view and operate other CRM modules and their sales records before claiming the customer: If not allowed, when Global Seas members view customer details under the high seas, they can only see the customer details, and cannot view and associate this customer Other business object records and sales records for .

• Delete, when deleting on the high seas, it will check:

1. Whether there are customers under the high seas, and if so, they cannot be deleted. You can transfer the customer to another high seas and then delete it.
2. The retraction rule under "Rule Settings-Non-High Seas Client Rules" is whether there is an associated high seas to be deleted.

• Transfer: Transfer all customers under this high sea to other high seas.

The energy of each salesperson is limited. In order to ensure the maximum efficiency of sales in the shortest possible time and increase the transaction volume, the upper limit of the number of sales customers can be set.

• Set the upper limit of customer retention for departments, colleagues, and user groups
  • For example: select a department: such as "Sales Department", select a colleague: such as "Colleague A", select a user group: such as "Sales Group".
  • The upper limit of customer retention: for example, 10, that is, the upper limit of customer retention for each employee belonging to the "Sales Department" is 10.
• Whether the high seas customers occupy the inventory
  • Whether the high seas customer retention of employees under this department is counted under its customer retention. For example, the number of customers in a certain department is 20, and a salesperson holds 3 customers and owns 17 customers. If Yes is selected, the salesperson will not be able to claim any customer from the company (no matter what the upper limit is) and the Give to any self-owned customer; if you choose No, you can also give 3 self-owned customers and several high seas customers (the number depends on the upper limit of high seas collection).
• Whether to occupy the inventory after the transaction
  • Whether the number of employees under this department includes customers who have made deals or have made multiple deals. For example, if the number of customers is 20, a salesperson has 18 uncontracted customers, 1 completed customer, and 1 multiple-contracted customer. If you choose No, the salesperson can still hold 2 customers (whether they are closed or not) ; If you select Yes, the salesperson can no longer hold customers.

Supplement:

1. There is no inventory limit for departments or employees not included in the rules.

Non-high seas customers do not belong to any high seas, and basically belong to customers who sell themselves. In order to improve the efficiency and sense of urgency of sales, recycling rules can also be set for non-high seas customers, aiming at increasing the turnover of sales.

• Reclaim Rules: Reclaim rules can be configured by sector, similar to High Seas Reclaim Rules. After the customer is created, if there is no follow-up and no transaction, in order to make reasonable use of customer resources, filter conditions can be configured to automatically withdraw qualified customers according to the status of transaction or follow-up.
  • Department: Select the department to which the recall rule applies.
  • Customer range: Set customer filter conditions, and only customers who meet the conditions will enable the retraction rule.
  • Withdrawal rules:
    • No automatic retraction: that is, no automatic retraction rules for customers are set.
    • Automatic retraction: Configure automatic retraction rules according to transaction or follow-up status
  • Recover to the high seas: Non-high seas customers will be recovered to the designated high seas after meeting the recovery rules.
  • Whether to include the number of days in the past: that is, whether to include the number of days that have passed after the retraction rule is adjusted. For example, if the recall rule is originally scheduled to be withdrawn after 30 days, the rule is adjusted to 25 days after 10 days. If you choose to include the past days, eligible customers will be withdrawn after (25-10)=15 days. If not included, eligible customers take it back after 25 days.

Recall rules can be set for departments. If an employee belongs to multiple departments at the same time, when multiple departments set rules at the same time, it is necessary to specify for the employee to follow the rules of one of the departments.

supplement

1. You can set recall rules for departments. If employees belong to multiple departments at the same time, when multiple departments set rules at the same time, you need to specify for employees to follow the rules of one of the departments.
2. When a customer generates new sales records, business opportunities, transactions, etc., it is a follow-up.
3. Departments that do not specify a recall rule will not be automatically recalled by default
4. Priority: When some high seas customers belong to multiple recovery rules, they will be recovered according to the rule with the highest priority set.

• Reminder Rules: If the customer has not been followed up or closed after assignment, you can configure reminder rules to remind the person in charge of the customer.

5.1 Customer Conduct Rules

• Because the customer's follow-up or transaction behavior will affect the customer's automatic withdrawal time, users can define follow-up behavior and transaction behavior according to the company's own scenario.

• Provides the ability to define which actions (such as sending sales records, updating customer information, creating business opportunity orders, etc., multiple choices) are customer follow-up actions, and which actions (business opportunity wins, sales order confirmation, new contract, single choice) are defined Identified as the customer's ability to close transactions. When these actions are triggered, fields such as the customer's last transaction time, last follow-up time, whether to make a transaction, and remaining retention time will be updated.

5.2 Business configuration

• Follow-up behavior: If the selected operation is executed, update the last follow-up time.
• Closing Behavior: When a member of the sales team performs a specified operation on a customer, the customer status will change to "closed/multiple deals", and the last closing time will be automatically updated