1. Log in to E-Agent
1.1 Partner user log in to E-Agent
Downstream agents can enter the agency through the following three ways.
1. Web: ShareCRM provides an independent access portal on the web to use the proxy service. The portal address is: fxiaoke.com/qd. Downstream partners can quickly view the object scene when logging in to the web portal to access the proxy Data, BI data charts and data briefings, etc.
- Support WeChat scan code login, the system will identify the mobile phone number of the docking person and log in successfully.
- Account and password login is supported. When an upstream user adds an interconnected user in CRM, the account and password can be initialized, and the downstream user can obtain the initial password to log in for the first time. If the downstream user wants to set a password by himself, he must forget the password. (The ability to log in with an account number/password requires grayscale. If there is a customer need, just go to grayscale to apply)
Mobile Terminal: Downstream partners can view focus carousels, object scene data, BI data statistics and data briefings when they log in to the APP to access the proxy pass.
WeChat Official Account: Upstream set the WeChat official account to bind the E-Agent application, and downstream partners who follow the official account can access E-Agent WeChat version (based on H5 capabilities)
* Wechat applets will be supported in the future, so stay tuned.
1.2 Partners log in to the home of E-Agent
The web version of FenShare offers an independent access portal for Agents, which can quickly switch home page templates, access common menus, and provide functions such as search, partner school, reports, and statistical charts. The home page layout of Agent Link needs to be set by the channel manager in CRM. For more information on setting the home page layout, please refer to Agent Link -Administrator Manual.
2. Marketing Management
2.1 Partner Marketing
2.1.1 Business Scene:
1) When upstream enterprises promote the content of activities, they hope to distribute the promotion content to downstream partners for promotion together to expand the scope of communication, and the clues obtained by partners will be followed up by corresponding partners;
2) There are many subsidiaries of different businesses under the group company. The group headquarters sends out marketing, the subsidiaries participate, the group manages the marketing process, and the clues are obtained. The group wants to know the results, and the subsidiaries are responsible for follow-up;
2.1.2 Application Value
1) Expand brand communication with the help of partners' communication capabilities
2) Partners can obtain marketing materials from upstream companies at any time for promotion
3) The clues obtained by the downstream enterprises through their own promotion can be assigned to themselves for follow-up, so as to increase the enthusiasm for communication
3. Leads Management
2.1 New Leads & Report
In the agent pass application, click on the new sales lead to create a lead, and the downstream partner can provide the lead for the manufacturer, and the upstream will redistribute it.
Proxy supports importing and exporting clues;
Downstream agent personnel can invite other members to follow up and convert leads in Agent Connect.
2.2 Receive Leads from Leads Pool
The upstream can set up an exclusive partner lead pool, and set the distribution, collection and recycling rules of the lead pool. Each downstream agent salesperson can directly obtain leads from the upstream manufacturer, easily follow up and convert leads, and also support administrators Assigned directly to downstream agent personnel.
Through a flexible lead management mechanism, leads can be efficiently transferred between upstream and downstream to improve resource utilization efficiency.
3. Account Management
3.1 Account Duplicate Check & Report
When the downstream creates new customers in the agent communication, with the help of tools such as industrial and commercial inquiries and new duplicate checks, the integrity and validity of the data are guaranteed, and the reporting process is automatically triggered, which will be reviewed by the upstream manufacturers to avoid conflicts between agents and damage The interests of manufacturers and other agents.
3.2 Account Receiving & Return, Holding Amount Limit
Each downstream agent salesperson can receive customers directly from upstream manufacturers, and limit the amount of inventory according to the agent level and personnel capacity to avoid waste of customer resources. Follow up.
Through the refined customer management mechanism, it is possible to effectively avoid conflicts between agents, maximize the sharing of upstream and downstream resources, reasonably evaluate the effectiveness of personnel, and prevent partners from overeating and occupying more.
4. Opportunity management
4.1 Opportunity Reporting
When a new business opportunity is created downstream, the approval process will be automatically triggered to complete the filing. At the same time, the business opportunity will be promoted according to the partner sales process set by the manufacturer, and the necessary stage tasks will be completed to advance to win the order. The entire business opportunity follow-up process will be standardized, automated, standardized and transparent. , Increase the rate of winning orders for business opportunities.
4.2 Opportunity Co-follow
The manufacturer solidifies the best sales case in the CRM system, and configures an exclusive sales process for partners around the customer's purchase behavior and concerns. The downstream sales personnel complete the necessary stage tasks to promote the business opportunity process, and standardize and automate the entire business opportunity follow-up process. , Standardization, transparency, and increase the rate of winning orders for business opportunities.
In the CRM, manufacturers can intuitively check the distribution of business opportunities of all partners, key information such as the amount of business opportunities, the win rate by stage, etc., combined with the sales funnel of business opportunities, realize business opportunity forecasting.
5. Transaction Management
5.1 Quotation Management
Manufacturers can set different salable products and applicable price lists for different partners and customers of different levels to stimulate the enthusiasm of agents;
At the same time, when downstream agents create a new quotation, they can continue to apply for discounts on the basis of the partner price list. After the approval of the upstream channel person in charge, they can quickly pass the bill of lading to improve collaboration efficiency. If it is an agent in the manufacturing industry, it supports the selection of complex products. Distribution and sale (CPQ).
5.2 Order Management
Downstream agents can submit sales orders in AgentPass, and orders can be associated with partner price lists and quotations. The salable products and prices are controlled according to the upstream salable range.
6. Partner Fieldwork
Downstream partner members can formulate field work plans and execute field work in Agent Communication.
7. Upstream & Downstream Collaboration
Communication and collaboration: upstream and downstream collaboration, cross-enterprise communication, efficient flow of business information
Internet enterprise letter:
For business blockage issues, one-click initiation of single-person or group conversations to achieve easy cross-enterprise communication
To-Do and Business Notice:
Keep informed of the latest business progress and latest work tasks, and easily realize cross-enterprise business information exchange.
8. Report Management
Both managers and employees can intuitively see the business data they are responsible for, and preset reports such as "sales briefing, lead conversion, and business opportunity sales funnel" are ready to use out of the box. The report and data cockpit are opened to the agent communication.
