{"product_id":"customized-sales-customer-relationship-management-tracking-locally-deployed-software-based-on-ai-crm-solution","title":"Customized Sales Customer Relationship Management Tracking Locally Deployed Software Based on AI CRM Solution","description":"\u003ch1\u003eSPECIFICATIONS\u003c\/h1\u003e\u003cp\u003e\u003cspan\u003eAccuracy\u003c\/span\u003e: \u003cspan style=\"color:#333\"\u003eDevelopment mode\u003c\/span\u003e\u003c\/p\u003e\u003cp\u003e\u003cspan\u003eFunction customization\u003c\/span\u003e: \u003cspan style=\"color:#333\"\u003esupport\u003c\/span\u003e\u003c\/p\u003e\u003cp\u003e\u003cspan\u003ePresentation format\u003c\/span\u003e: \u003cspan style=\"color:#333\"\u003eAPP,PC\u003c\/span\u003e\u003c\/p\u003e\u003cp\u003e\u003cspan\u003eProduct name\u003c\/span\u003e: \u003cspan style=\"color:#333\"\u003eCustomer Relationship Management CRM System\u003c\/span\u003e\u003c\/p\u003e\u003cp\u003e\u003cspan\u003ebrand name\u003c\/span\u003e: \u003cspan style=\"color:#333\"\u003eGlit\u003c\/span\u003e\u003c\/p\u003e\u003cp\u003e\u003cspan\u003emodel number\u003c\/span\u003e: \u003cspan style=\"color:#333\"\u003eCRM\u003c\/span\u003e\u003c\/p\u003e\u003cp\u003e\u003cspan\u003eoperating systems supported\u003c\/span\u003e: \u003cspan style=\"color:#333\"\u003eLinux,MAC,Windows\u003c\/span\u003e\u003c\/p\u003e\u003cp\u003e\u003cspan\u003eplace of origin\u003c\/span\u003e: \u003cspan style=\"color:#333\"\u003eHebei, China\u003c\/span\u003e\u003c\/p\u003e\u003cp\u003e\u003cspan\u003eproducts status\u003c\/span\u003e: \u003cspan style=\"color:#333\"\u003eStock\u003c\/span\u003e\u003c\/p\u003e\u003cp\u003e\u003cspan\u003etype\u003c\/span\u003e: \u003cspan style=\"color:#333\"\u003eCRM Customer Management System Software\u003c\/span\u003e\u003c\/p\u003e\u003cp\u003e\u003cspan\u003eversion type\u003c\/span\u003e: \u003cspan style=\"color:#333\"\u003eInternet\u003c\/span\u003e\u003c\/p\u003e\u003cdiv data-host=\"335015421\" data-magic-global=\"%7B%22bizId%22%3A2217627826782%2C%22pageId%22%3A21772404715%2C%22siteId%22%3A10101470197%7D\" data-id=\"detail_decorate_root\" id=\"detail_decorate_root\"\u003e\n\u003cstyle\u003e#detail_decorate_root .magic-0{width:750px}#detail_decorate_root .magic-1{overflow:hidden;width:750px;height:750px;margin-top:0;margin-bottom:0;margin-left:0;margin-right:0}#detail_decorate_root .magic-2{margin-top:0;margin-left:0;width:750px;height:750px}#detail_decorate_root .magic-3{vertical-align:top}#detail_decorate_root .magic-4{padding:0;margin:0;color:#333;font-size:14px;padding-left:4px;font-weight:bold;white-space:pre-wrap}#detail_decorate_root .magic-5{font-size:20px}#detail_decorate_root .magic-6{vertical-align:top;display:block;padding-right:4px;box-sizing:border-box;padding-left:4px}#detail_decorate_root .magic-7{vertical-align:top;padding-bottom:4px;box-sizing:border-box;padding-top:4px}#detail_decorate_root 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.magic-28{border-bottom-style:solid;border-bottom-color:#53647a;font-family:Roboto;font-size:24px;color:#53647a;font-style:normal;border-bottom-width:2px;padding-top:8px;padding-bottom:4px}#detail_decorate_root .magic-29{text-align:left}#detail_decorate_root .magic-30{font-family:inherit;font-style:inherit;font-variant-ligatures:inherit;font-variant-caps:inherit}\u003c\/style\u003e\n      \u003cdiv module-id=\"48442086763\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-1\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H0e420c66f04d461d9c287c1dcd5a3b06R\/277915365\/H0e420c66f04d461d9c287c1dcd5a3b06R.jpg\" data-id=\"child-image-0\" class=\"magic-2\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086764\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cfont class=\"magic-5\"\u003eAI function: (customizable)\u003c\/font\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\n\u003cspan\u003e\u003cfont class=\"magic-9\"\u003e\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eTo do:\u003c\/font\u003e\u003c\/b\u003e\u003cspan class=\"magic-11\"\u003e\n1. Intelligent to-do list sorting: AI automatically sorts \"who should be contacted first today\" based on customer value, urgency of follow-up, and probability of winning orders. Sales know priority at a glance\n2. Predictive reminder: AI predicts that \"A customer has not followed up for 3 days, and if not contacted again, it may cool down\", actively pushing it to the top of the to-do list to avoid missing important customers\n3. Best contact time: Analyze the customer's history of answering phone calls\/messages, recommend \"contact at 10:30\" to improve the connection rate\n\u003c\/span\u003e\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eClue management:\u003c\/font\u003e\u003c\/b\u003e\u003cspan class=\"magic-11\"\u003e\n1. Similar transactional customers (recommend \"the most similar transactional customer to this lead\" as a sales reference language to shorten the ice breaking time)\n2. Clue rating: AI automatically scores each clue (0-100 points), telling sales whether it is worth spending time on. [Focus on high-value clues to improve conversion]\n\u003c\/span\u003e\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eCustomer management:\u003c\/font\u003e\u003c\/b\u003e\u003cspan class=\"magic-11\"\u003e\n1. Customer Health Rating: Recent follow-up time, follow-up content, contract performance and other information, displaying health score\n2. Customer churn warning: AI monitoring follow-up frequency decreases, contracts are about to expire but not renewed, marked as \"high churn risk\", pushed to the pending list\n3. AI scores each customer in the high seas and marks them as \"high-value to pick up\" [Sales quickly locks in high-quality customers]\n\u003c\/span\u003e\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eCollection management:\u003c\/font\u003e\u003c\/b\u003e\u003cspan class=\"magic-11\"\u003e\nPayment overdue prediction: Predict which payment plans may be overdue and provide early warning\nCollection advice: Recommended collection techniques, best contact time, recommended contact person\nDialogue assistant: check data, clues, customers, contracts, and payment receipts; Analyze, follow up, and predict transactions; Get advice\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003cbr\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086765\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-1\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/Haa4ed31f9f424cf2ad9ca5316259d0c8B\/277915365\/Haa4ed31f9f424cf2ad9ca5316259d0c8B.jpg\" data-id=\"child-image-0\" class=\"magic-2\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086766\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-1\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H553755e2c8fd42588b400aadc4c441da4\/277915365\/H553755e2c8fd42588b400aadc4c441da4.jpg\" data-id=\"child-image-0\" class=\"magic-2\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086767\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-1\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H3ee4f5a9b0cb4955b32fbb9147ad9a5ax\/277915365\/H3ee4f5a9b0cb4955b32fbb9147ad9a5ax.jpg\" data-id=\"child-image-0\" class=\"magic-2\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086768\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cfont class=\"magic-10\"\u003eSystem Introduction\u003c\/font\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eCustomer Relationship Management (CRM) systems are designed for small and medium-sized enterprises as well as growth oriented businesses, particularly suitable for sales driven industries; It is a customer-centric full process digital management platform. The system starts from obtaining leads and uses automated rules to incubate and convert valid leads into formal customers. Subsequently, contact person maintenance, business opportunity tracking, contract signing, and payment management were carried out around the customer to form a complete business closed loop. The system supports customers' open sea recycling, flexible adjustment of related relationships, contract review to ensure compliance, and is supplemented by product libraries, data statistics, and visual reports to achieve systematic management of customer resources and standardized sales processes, comprehensively improving customer lifecycle value and sales operation efficiency.\u003c\/font\u003e\u003c\/span\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cb\u003e\u003cfont class=\"magic-10\"\u003eSupport and Empowerment System\u003c\/font\u003e\u003c\/b\u003e\u003c\/span\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eProduct management: Maintain enterprise product\/service information for quick reference of contracts and business opportunities.\nData statistics: comprehensively summarize and analyze customer, business opportunities, contracts, payments, and other data, generate visual reports, and provide strong support for management decisions.\nSystem configuration: Flexibly configure high seas rules, approval processes, basic data, etc., to perfectly match system rules with enterprise systems.\u003c\/font\u003e\u003c\/span\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cb\u003e\u003cfont class=\"magic-10\"\u003eValue Summary\u003c\/font\u003e\u003c\/b\u003e\u003c\/span\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003e\u003cspan\u003eThis system helps enterprises achieve the following by integrating \"unified customer information, standardized sales processes,\u003cbr\u003eautomated business rules, and visualized data analysis\":\u003c\/span\u003e\u003cbr\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eImprove sales efficiency: automate processes to reduce manual operations and focus on core follow-up.\nPreventing customer churn: The high seas mechanism and full process tracking ensure that customer resources are fully utilized.\nEnsuring financial health: Contract payment plan payment closed-loop management to accelerate capital flow back.\nDrive scientific decision-making: Based on full process data, gain insights into sales performance and customer trends.\u003c\/font\u003e\u003c\/span\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086769\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-1\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H6be1e1c9e12f48ca87feb2dae522f998t\/277915365\/H6be1e1c9e12f48ca87feb2dae522f998t.jpg\" data-id=\"child-image-0\" class=\"magic-2\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086770\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cfont class=\"magic-10\"\u003eApplication Scenarios\u003c\/font\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\u003cdiv\u003e\n\u003cfont class=\"magic-11\"\u003eThis system is particularly suitable for growth oriented enterprises with high customer value, long sales cycles, multiple team collaborations, and a focus on process management and data analysis, helping them achieve the transformation and upgrading from extensive growth to refined operations.\u003c\/font\u003e\n\u003cb\u003e\u003cfont class=\"magic-11\"\u003eScenario 1: Long and complex customer journey in sales management\u003c\/font\u003e\u003c\/b\u003e\n\u003cfont class=\"magic-10\"\u003eTypical pain points: Long customer decision-making chain, involving multi role communication, difficult to track sales process, and easy omission of key nodes.\nSystem value: Through the standardized process of \"leads → customers → business opportunities → contracts → payments\", the long-term sales process is decomposed into visualized stages. Record key activities and decision points at each stage to ensure standardized sales actions, transparent processes, and improve the success rate and predictability of complex sales.\u003c\/font\u003e\n\u003cb\u003e\u003cfont class=\"magic-11\"\u003eScenario 2: Customer Resource Collaboration and Efficient Circulation\u003c\/font\u003e\u003c\/b\u003e\n\u003cfont class=\"magic-10\"\u003eTypical pain points: Customer resources are scattered in the hands of individual salespeople, new employees lack guidance, and resignations lead to customer loss; Idle customer resources have not been effectively activated.\nSystem value: Through the \"customer open sea\" mechanism and complete customer files, achieve the corporate sedimentation and fair redistribution of customer resources. After sales turnover or customer follow-up exceeds the time limit, customers will automatically or manually return to the open sea and be reassigned by managers to maximize the utilization of each customer resource.\u003c\/font\u003e\n\u003cb\u003e\u003cfont class=\"magic-11\"\u003eScenario 3: Integration of Business and Finance and Risk Management\u003c\/font\u003e\u003c\/b\u003e\n\u003cfont class=\"magic-10\"\u003eTypical pain points: disconnect between sales and financial data, unplanned collection after contract signing, extensive accounts receivable management, and high risk of bad debts.\nSystem value: Establish a strong correlation chain from \"contract → payment plan → actual payment\". After the contract review is approved, a payment plan can be created, and the system automatically tracks the due status of each accounts receivable and provides overdue warnings. Realize closed-loop management from signing to fund withdrawal, accelerate cash flow turnover, and control financial risks.\u003c\/font\u003e\u003cbr\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086771\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-12\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/Hd17b324d10384b7aaa06f014fa2085d02\/277915365\/Hd17b324d10384b7aaa06f014fa2085d02.jpg\" data-id=\"child-image-0\" class=\"magic-13\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086772\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cfont class=\"magic-10\"\u003eApplicable Enterprises\u003c\/font\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\n\u003cb\u003e\u003cfont class=\"magic-11\"\u003eDivided by business model:\u003c\/font\u003e\u003c\/b\u003e\n\u003cfont class=\"magic-11\"\u003eB2B service\/solution providers: such as SaaS enterprises, software developers, management consulting firms, marketing service agencies, etc. Its business relies on deep customer relationships and long-term value delivery, and urgently needs systematic management of the long sales and service cycle.\nProject based and complex product sales companies, such as industrial equipment manufacturers, commodity traders, system integrators, etc. The sales process involves technical solutions, multiple quotations, contract approval, and installment payments, requiring precise tracking of each step.\nDistribution channel and partner management: Brand owners need to manage the customer coverage, business opportunity reporting, and performance attribution of distributors and agents within the system to avoid channel conflicts and achieve collaborative sales.\u003c\/font\u003e\n\u003cfont class=\"magic-11\"\u003e\u003cb\u003eDivided by enterprise size and development stage:\u003c\/b\u003e\nSmall and medium-sized enterprises in the rapid growth stage: The number of customers and team size are rapidly expanding, and there is an urgent need to replace decentralized management methods such as Excel and personal WeChat. Through the system, customer resource integration and sales process standardization can be achieved to support large-scale growth.\nEnterprises with a sales team of at least 5 people need to standardize sales actions through a system, strengthen process coaching and collaboration, effectively manage sales funnels, and achieve overall team efficiency improvement.\nMulti branch offices or remote teams: A unified customer information platform is needed to ensure synchronization of information across regions and teams, eliminate internal conflicts, and achieve optimal resource allocation and standardized service delivery.\n\u003cb\u003eDivided by core management requirements:\u003c\/b\u003e\nPursuing controllable and replicable sales process: not only focusing on sales results, but also committed to consolidating best practices into standardized processes, achieving rapid replication of sales capabilities and team development.\nHighly value customer asset security: regard customer data as a core asset, establish security mechanisms to prevent customer resources from being lost due to personnel turnover, and ensure the preservation of enterprise assets.\nRelying on data-driven business decisions: Management requires real-time and accurate sales funnel analysis, performance forecasting, customer analysis, and other data reports to make scientific strategic and resource allocation decisions.\u003c\/font\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086773\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-1\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H961e3d38ec874bee8290432c7b253afaJ\/277915365\/H961e3d38ec874bee8290432c7b253afaJ.jpg\" data-id=\"child-image-0\" class=\"magic-2\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086774\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cfont class=\"magic-10\"\u003e\u003cspan\u003eFunctional Description (Partial Features)\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\n\u003cdiv\u003e\u003cfont class=\"magic-11\"\u003e\u003cb\u003eTo-do\n\u003c\/b\u003eContact customers today: Remind customers who need to be followed up on that day to avoid missing important communication.\nAssign leads\/customers: Display potential leads and customer resources that are exclusively assigned.\nCustomers waiting to enter the open sea: Alert customers who are about to enter the open sea for timely follow-up.\nPending Contract\/Payment Collection: Centralized display of contracts and payment requests that require approval to ensure compliance.\nPending payment reminder: Automatically push pending payment contract information to assist in fund recovery management.\nExpiring contract: Remind of contracts that are about to expire, making it easier to follow up on renewal in advance.\u003cb\u003e\u003cbr\u003e\u003c\/b\u003e\u003c\/font\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cfont class=\"magic-11\"\u003e\u003cspan\u003e\u003cb\u003e\u003cfont class=\"magic-9\"\u003eSystem Homepage\u003c\/font\u003e\u003c\/b\u003e\u003c\/span\u003e\u003cbr\u003e\u003c\/font\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003e\u003cfont class=\"magic-9\"\u003eThe centralized display entrance for all business data in the system aggregates real-time data statistics of today's pending customers, business opportunities, leads, as well as core business modules such as expiring customers, pending payment contracts, invoices, etc. At the same time, it presents reminders of contract approval and collection approval waiting processes, and also displays a list of key information for created contracts. Its significance is to help users quickly grasp the current business progress, to-do items, and core data, and to overview the global business status without switching modules, improving the efficiency and timeliness of business management.\u003c\/font\u003e\u003cb class=\"magic-9\"\u003e\u003cbr\u003e\u003c\/b\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cfont class=\"magic-9\"\u003e\u003cfont class=\"magic-11\"\u003e\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-9\"\u003eData Statistics\u003c\/font\u003e\u003c\/b\u003e\u003cbr\u003e\u003c\/font\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cfont class=\"magic-9\"\u003e\u003cfont class=\"magic-9\"\u003e\u003cfont class=\"magic-9\"\u003e\u003cfont class=\"magic-11\"\u003eThe data statistics module provides decision support for the system, integrating multi-dimensional data such as customer analysis, rankings, and employee performance. Through indicators such as total customer volume, conversion rate, and transaction cycle, combined with dimensions such as employee performance rankings and sales funnel, it visualizes business operations and assists enterprises in making accurate decisions.\u003c\/font\u003e\u003cb class=\"magic-11\"\u003e\u003cbr\u003e\u003c\/b\u003e\u003c\/font\u003e\u003c\/font\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086775\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-14\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H2cea1d80d7cc49e5aa0e49c22299c843Q\/277915365\/H2cea1d80d7cc49e5aa0e49c22299c843Q.png\" data-id=\"child-image-0\" class=\"magic-15\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086776\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cfont class=\"magic-10\"\u003eCustomer Management\u003c\/font\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\u003cdiv\u003e\u003cspan\u003e\u003cspan class=\"magic-9\"\u003e\u003cfont class=\"magic-11\"\u003eThe core module of the system, which centrally manages the full amount of customer information, can directly create business information such as contacts, business opportunities, contracts, and payments in the customer detail page, and integrate multi-dimensional content such as follow-up records and basic information to achieve business linkage and information traceability throughout the customer's entire lifecycle.\u003c\/font\u003e\u003c\/span\u003e\u003cb\u003e\u003cbr\u003e\u003c\/b\u003e\u003c\/span\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086777\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-16\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H55bcaea96b064e24aed3c48e81c6f264t\/277915365\/H55bcaea96b064e24aed3c48e81c6f264t.png\" data-id=\"child-image-0\" class=\"magic-17\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086778\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-16\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H0d7737ccf2b6471f90c8d32de14cd5c94\/277915365\/H0d7737ccf2b6471f90c8d32de14cd5c94.png\" data-id=\"child-image-0\" class=\"magic-17\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086779\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-10\"\u003eContact Management\u003c\/font\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eUsed to maintain contact information bound to customers, supporting the association of corresponding customers with contacts. At the same time, business opportunities can be directly created or associated on the contact details page, achieving business linkage between contacts, customers, and business opportunities, and assisting in the deep follow-up and conversion of customer resources.\u003c\/font\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086780\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-18\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H3756ca3c1c1e4c238a970fa779f80d7ec\/277915365\/H3756ca3c1c1e4c238a970fa779f80d7ec.png\" data-id=\"child-image-0\" class=\"magic-19\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086781\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cfont class=\"magic-10\"\u003eHigh Seas Customers\u003c\/font\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eThe resource pool that operates based on system configuration rules will automatically enter the \"public sea\" when the customer fails to be followed up or does not make a transaction within the set number of days. Members of the public sea customer support team can claim these resources independently, or they can be distributed to other team members. This helps to utilize idle customer resources and improve the efficiency of customer conversion.\u003c\/font\u003e\u003c\/span\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-9\"\u003e\u003cspan class=\"magic-9\"\u003e\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eFollow-up Record\u003c\/font\u003e\u003c\/b\u003e\u003c\/span\u003e\u003cspan class=\"magic-11\"\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003e\u003cspan\u003eTrack the customer follow-up process; Centralize the retention of customer follow-up content, methods, and next contact time information, and restore the follow-up process through recording and precipitation, facilitating the connection of follow-up and the review of business processes.\u003c\/span\u003e\u003cbr\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-9\"\u003e\u003cspan class=\"magic-9\"\u003e\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eCustomer Duplicate Check\u003c\/font\u003e\u003c\/b\u003e\u003c\/span\u003e\u003cspan class=\"magic-11\"\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003e\u003cspan\u003e\u003cspan\u003eTo address the issue of duplicate customer information, unified management can be implemented for suspected duplicate customer information; Its significance lies in identifying and collecting duplicate customer data, which can add supplementary information related to plagiarism checking, help avoid customer information redundancy, ensure the uniqueness and accuracy of customer data, and improve the efficiency and quality of customer management.\u003c\/span\u003e\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-9\"\u003e\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eOpportunity Management\u003c\/font\u003e\u003c\/b\u003e\u003cspan class=\"magic-11\"\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003e\u003cspan\u003e\u003cspan\u003e\u003cspan\u003eUsed to track potential transaction opportunities, it is necessary to bind corresponding customers, record associated product information on the opportunity details page, and support direct contract creation to achieve business flow from opportunity to contract. At the same time, follow-up records should be retained to ensure traceability of opportunity promotion.\u003c\/span\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086782\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-18\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H3ac205a0bed64065bf07e54eeccd5ccfN\/277915365\/H3ac205a0bed64065bf07e54eeccd5ccfN.png\" data-id=\"child-image-0\" class=\"magic-19\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086783\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-18\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H7ff7d001388d4aa295bddc8caeb9e5c69\/277915365\/H7ff7d001388d4aa295bddc8caeb9e5c69.png\" data-id=\"child-image-0\" class=\"magic-19\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086784\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cfont class=\"magic-10\"\u003eFollow-up Record\u003c\/font\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\n\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eSettling the process of following up on business opportunities; Its significance lies in retaining information such as follow-up content, methods, and next contact time corresponding to business opportunities, and restoring the trajectory of business opportunities through recording, which facilitates the connection of follow-up and business review.\u003c\/font\u003e\u003c\/span\u003e\u003cdiv\u003e\n\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eClue Management\u003c\/font\u003e\u003c\/b\u003e\u003cspan class=\"magic-11\"\u003e\u003cbr\u003e\u003c\/span\u003e\u003cdiv\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003e\u003cspan\u003eUnify the management of potential customer lead resources, support precise screening based on lead status and information characteristics, and achieve orderly management of lead resources; At the same time, the clue details fully present the core information of a single clue, integrating multi-dimensional content such as follow-up records and basic information, and comprehensively displaying the full cycle interaction trajectory of the clue.\u003c\/span\u003e\u003cbr\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086785\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-18\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H334c6a2365044f59a7bdf02b651e5591N\/277915365\/H334c6a2365044f59a7bdf02b651e5591N.png\" data-id=\"child-image-0\" class=\"magic-19\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086786\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-18\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H3f147f2316b44a099543fc8a51898240a\/277915365\/H3f147f2316b44a099543fc8a51898240a.png\" data-id=\"child-image-0\" class=\"magic-19\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086787\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cfont class=\"magic-10\"\u003eContract Management\u003c\/font\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\n\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eUsed to manage contract information corresponding to customers and business opportunities, the associated product content can be displayed on the contract details page, supporting the creation of payment plans and actual payment records. At the same time, there is a built-in review process, and contracts need to be approved before proceeding with payment and other subsequent operations, achieving full lifecycle control and business linkage of contracts.\u003c\/font\u003e\u003c\/span\u003e\u003cbr\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086788\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-16\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H2e3ab2b181ce41f6a359e340df9e57acq\/277915365\/H2e3ab2b181ce41f6a359e340df9e57acq.png\" data-id=\"child-image-0\" class=\"magic-17\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086789\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cfont class=\"magic-10\"\u003ePayment Plan and Records\u003c\/font\u003e\n\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eUsed to develop phased payment arrangements for contracts, specifying the amount, date, and method of payment for each period; The payment record module tracks the actual payment status of the contract, associates the payment plan with the contract information. This module follows the rule that the contract must be approved before payment can be initiated, and the payment process also supports setting up an audit process to ensure the compliance of payment operations and the rigor of fund control.\u003c\/font\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086790\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-16\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H2f656a07b1744250a466fd33e1bbc93bj\/277915365\/H2f656a07b1744250a466fd33e1bbc93bj.png\" data-id=\"child-image-0\" class=\"magic-17\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086791\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cfont class=\"magic-10\"\u003eMy Invoice\u003c\/font\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eManage contract invoice information, enter invoice details, select associated contracts, fill in invoicing subject, header, amount and other information to complete registration; Centralize the management of invoice issuance information, types, and other data, standardize the invoice issuance and recording process, assist enterprises in achieving compliance management of financial invoices, and connect contract and financial links to enhance the synergy between business and finance.\u003c\/font\u003e\u003cb\u003e\u003cbr\u003e\u003c\/b\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cfont class=\"magic-9\"\u003e\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eApproval Management\u003c\/font\u003e\u003c\/b\u003e\u003cspan class=\"magic-11\"\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003e\u003cspan\u003eConfigure business approval rules, create approval processes, fill in names and types, add approval steps for specified users\/departments, and enable them; Set compliant approval rules for business processes such as contracts, invoices, and payments. Only by completing process configuration can corresponding business steps be used correctly, thereby standardizing the authority and process of business flow, ensuring the compliance and risk controllability of enterprise business operations.\u003c\/span\u003e\u003cbr\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cfont class=\"magic-9\"\u003e\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eProduct Management\u003c\/font\u003e\u003c\/b\u003e\u003cspan class=\"magic-11\"\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003e\u003cspan\u003e\u003cspan\u003eThe basic support module of the system is used to maintain comprehensive product information, covering core fields such as product name, type, code, unit price, unit, and listing status. It supports the addition, editing, deletion, and status control of products, providing standardized product data support for business modules such as business opportunities and contracts, ensuring consistency and accuracy of product information in business processes.\u003c\/span\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086792\" module-title=\"detailManyImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-detailManyImage magic-20\" data-module-name=\"icbu-pc-detailManyImage\"\u003e\u003cdiv class=\"magic-21\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H2605ac770bbd4caf9b8847cd1707adc1q\/277915365\/H2605ac770bbd4caf9b8847cd1707adc1q.png\" class=\"magic-22\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086793\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cfont class=\"magic-10\"\u003eSystem Configuration\u003c\/font\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eUsed to define the core business rules of the system, it can uniformly configure customer high seas circulation rules, contract reminder rules, product classification standards, etc., and ensure the standardization and automation of business processes through standardized settings.\u003c\/font\u003e\u003c\/span\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086794\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-18\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/Ha9ee7925ae5f4936a802ca35555648f6R\/277915365\/Ha9ee7925ae5f4936a802ca35555648f6R.png\" data-id=\"child-image-0\" class=\"magic-19\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086795\" module-title=\"detailTextWithTitle\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\n\u003ch3 data-id=\"title0\" class=\"magic-4\"\u003e\u003cspan\u003e\u003cfont class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eFunction list (customizable) and delivery content\u003c\/font\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv data-id=\"paragraph0\" class=\"magic-8\"\u003e\n\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eTo-do\nclue management\nCustomer Management\nContact Management\nCustomer Open Sea\nOpportunity Management\nContract Management\nPayment Collection Management\nPayment Plan\nProduct Management\ndata statistics\nSystem Configuration\u003c\/font\u003e\u003c\/span\u003e\u003cbr\u003e\u003cdiv\u003e\n\u003cspan\u003e\u003cfont class=\"magic-11\"\u003eIn addition to the existing standardized functions and delivery content, this system supports in-depth customization development, allowing for tailored adjustments to functional logic based on the unique business characteristics of enterprises, such as special processes and industry-specific modules. At the same time, it provides localization adaptation services, including adapting to the existing IT environment, compliance requirements, and business terminology of enterprises. Currently, whether it is a localized deployment or a SaaS solution, customization needs can enjoy exclusive price discounts, helping enterprises to implement a management system that adapts to their own scenarios at a low cost.\u003c\/font\u003e\u003c\/span\u003e\u003cbr\u003e\u003cdiv\u003e\u003cspan\u003e\u003cfont class=\"magic-9\"\u003e\u003cb class=\"magic-9\"\u003e\u003cfont class=\"magic-10\"\u003eD\u003cfont class=\"magic-9\"\u003eeliverables\u003c\/font\u003e\u003c\/font\u003e\u003c\/b\u003e\u003cspan class=\"magic-11\"\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cspan\u003e\u003cfont class=\"magic-11\"\u003e\u003cb\u003eLocalized deployment:\u003c\/b\u003e\u003cbr\u003e1. Permanent system usage license certificate\u003cbr\u003e2. Operation manuals for various roles in the system\u003cbr\u003e3. Training videos and operation guides\u003cbr\u003e4. System deployment environment documentation\u003cbr\u003e5. Deployment, installation, and debugging services\u003cbr\u003e6. Design of historical data migration scheme\u003cbr\u003e7. Source code\/executable package (optional)\u003cbr\u003e\u003cb\u003eSaaS cloud deployment:\u003c\/b\u003e\u003cbr\u003e1. Customer-specific data isolation certificate\u003cbr\u003e2. Dedicated customer instance deployment and configuration\u003cbr\u003e3. System login account and permission allocation\u003cbr\u003e4. Online data import and verification\u003cbr\u003e5. Online system operation training courses\u003cbr\u003e6. Real-time remote guidance service\u003cbr\u003e7. System automatic update and maintenance\u003cbr\u003e8. Daily data backup and security monitoring\u003cbr\u003e9. Customer service support and problem response\u003c\/font\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086796\" module-title=\"detailSellerRecommend\" render=\"true\" class=\"J_module\"\u003e\u003cdiv data-magic='{\"mds\":{\"assetsVersion\":\"0.0.16\",\"assetsPackageName\":\"icbumod\",\"moduleNameAlias\":\"icbu-pc-detailSellerRecommend\",\"moduleData\":{\"config\":{\"columnCount\":4,\"titleKey\":6,\"products\":[1601714864149,1601718654722,1601727733415,1601716126880,1601727910497,1601536493214,1601721560893]}}},\"version\":1}' class=\"icbu-pc-detailSellerRecommend magic-23\"\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086797\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-24\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/Hb860d16ef821491b9ea8ad9f32fd8b82g\/277915365\/Hb860d16ef821491b9ea8ad9f32fd8b82g.png\" data-id=\"child-image-0\" class=\"magic-25\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086798\" module-title=\"detailSingleImage\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"icbu-pc-images magic-0\"\u003e\u003cdiv\u003e\u003cdiv class=\"flex-layout-v\"\u003e\u003cdiv class=\"flex-layout-h magic-0\"\u003e\u003cdiv class=\"magic-26\"\u003e\u003cimg src=\"\/\/sc04.alicdn.com\/kf\/H1cfd56fd5f4848e9aa580c7f7b8ddbe4r\/277915365\/H1cfd56fd5f4848e9aa580c7f7b8ddbe4r.jpg\" data-id=\"child-image-0\" class=\"magic-27\"\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086799\" module-title=\"detailProductNavigation\" render=\"true\" class=\"J_module\"\u003e\u003cdiv id=\"ali-anchor-AliMagic-hwjtr6\" data-section=\"AliMagic-hwjtr6\" data-section-title=\"FAQ\" class=\"magic-28\"\u003eFAQ\u003c\/div\u003e\u003c\/div\u003e\n      \n      \u003cdiv module-id=\"48442086800\" module-title=\"detailTextContent\" render=\"true\" class=\"J_module\"\u003e\u003cdiv class=\"detail-decorate-json-renderer-container\"\u003e\u003cdiv class=\"magic-3\"\u003e\u003cdiv class=\"magic-6\"\u003e\u003cdiv class=\"magic-7\"\u003e\u003cdiv class=\"magic-8\"\u003e\n\u003cspan\u003e\u003cfont class=\"magic-11\"\u003e\u003cfont class=\"magic-9\"\u003e\u003c\/font\u003e\u003cspan class=\"magic-9\"\u003e1.How much does a software cost?\nThe price of software depends on multiple factors. Our basic version will provide core features. If you need customized development or add specific modules, the price will be adjusted according to the difficulty of the features and specific needs. After understanding your detailed requirements, we will provide you with a competitive discounted quotation.\n2. Is it possible to customize software\nWe support customized software. After understanding your requirements and desired features, we will provide you with a basic solution and discuss specific functional content based on the basic solution.\nHow long does it take to develop a software?\nUsually, when we are asked this question, unfortunately, the answer is: it's all different. The development time of software depends on multiple factors such as whether it is customized, the difficulty of customizing features, and the size of the software project.\n3. What can you purchase from us?\nSoftware development, mobile application development, software customization development, website design, IoT platform development, artificial intelligence integration services, GIS 3D visualization application development\n4.Why do you want to purchase from us instead of other suppliers?\nWe are a software development company with over ten years of experience, accumulating mature experience and a stable and reliable technical team in the industry. We hold ISO software development and sales system certification, and have multiple software copyright certificates. We will also help you meet your software requirements at the lowest price.\n5. Software delivery method\/delivery content\nLocalized deployment: source code\/executable package (optional), SaaS cloud deployment with two options\u003c\/span\u003e\u003c\/font\u003e\u003c\/span\u003e\u003cdiv\u003e\u003cspan\u003e\u003cdiv class=\"magic-29\"\u003e\u003cb class=\"magic-30\"\u003e\u003cfont class=\"magic-11\"\u003eLooking forward to working with you!\u003c\/font\u003e\u003c\/b\u003e\u003c\/div\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\u003c\/div\u003e\n      \u003c\/div\u003e","brand":"Sunshine Clothings","offers":[{"title":"Default Title","offer_id":47910989758642,"sku":"\u003cnone\u003e","price":2100.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0788\/9810\/2450\/files\/H8a6e06f36ff6464a924bbc344781fba7d.webp?v=1786993234","url":"https:\/\/sunshineclothings.store\/products\/customized-sales-customer-relationship-management-tracking-locally-deployed-software-based-on-ai-crm-solution","provider":"Sunshine Clothings","version":"1.0","type":"link"}