在CRM領(lǐng)域，卓越的核心實際上是產(chǎn)品。一個優(yōu)秀的CRM軟件必須具備以下六點：

In the field of CRM, the core of excellence is actually products. An excellent CRM software must have the following six points:

1.任務(wù)自動化。一個好的CRM系統(tǒng)可以自動完成繁瑣的任務(wù)，比如收集和分析數(shù)據(jù)。例如，當(dāng)您匯總數(shù)據(jù)并編寫銷售報告時，至少需要10分鐘才能找到兩名銷售人員，但CRM系統(tǒng)的Bi商業(yè)系統(tǒng)可以在1分鐘內(nèi)獲得您需要的數(shù)據(jù)。

1. Task automation. A good CRM system can automatically complete cumbersome tasks, such as collecting and analyzing data. For example, when you summarize data and write a sales report, it takes at least 10 minutes to find two salespeople, but the Bi business system of CRM system can get the data you need in 1 minute.

2.快速專業(yè)的電子郵件溝通。一些公司會以電子郵件的形式發(fā)送通信文件，以突出正式的內(nèi)容，但從工作頁面切換到電子郵件頁面非常麻煩。一個好的CRM系統(tǒng)應(yīng)該集成電子郵件功能，這樣用戶就可以在不離開系統(tǒng)的情況下找到客戶信息并收發(fā)電子郵件。

2. Fast and professional email communication. Some companies send correspondence documents in the form of e-mail to highlight the formal content, but switching from the work page to the e-mail page is very cumbersome. A good CRM system should integrate e-mail function, so that users can find customer information and send and receive e-mail without leaving the system.

3.幫助提高生產(chǎn)力。一個易于學(xué)習(xí)、可預(yù)測且易于使用的CRM系統(tǒng)，可以縮短執(zhí)行任務(wù)所需的時間，將迅速被用戶采用，并提高工作效率。例如，它還應(yīng)該為企業(yè)和銷售經(jīng)理之間的關(guān)系提供便利。

3. Help improve productivity. An easy to learn, predictable and easy-to-use CRM system can shorten the time required to perform tasks, will be quickly adopted by users and improve work efficiency. For example, it should also facilitate the relationship between the enterprise and the sales manager.

4.可擴展性。CRM系統(tǒng)不僅將用于管理客戶，還將集成更多功能，以減少員工切換軟件（如視頻會議、呼叫中心等）造成的工作能量損失。

4. Scalability. CRM system will not only be used to manage customers, but also integrate more functions to reduce the loss of work energy caused by employee switching software (such as video conference, call center, etc.).

5.方便。便利意味著你可以隨時隨地訪問潛在客戶和客戶信息。在大多數(shù)情況下，這需要CRM系統(tǒng)支持移動應(yīng)用程序下載和安裝。根據(jù)innoppl technologies的數(shù)據(jù)，65%使用移動CRM的銷售人員實現(xiàn)了銷售目標(biāo)，而只有22%不使用移動CRM的銷售人員實現(xiàn)了銷售目標(biāo)。

5. Convenience. Convenience means you can access prospects and customer information anytime, anywhere. In most cases, this requires the CRM system to support mobile application download and installation. According to the data of innoppl technologies, 65% of the salespeople who use mobile CRM have achieved the sales target, while only 22% of the salespeople who do not use mobile CRM have achieved the sales target.

6.一致性。無論是通過計算機瀏覽器登錄SaaS云平臺CRM系統(tǒng)，還是通過移動應(yīng)用程序登錄系統(tǒng)，用戶都應(yīng)該擁有相同的使用頁面，保持一致的使用習(xí)慣，包括顯示自定義字段，并能夠在所有設(shè)備上同步。

6. Consistency. Whether logging in to the SaaS cloud platform CRM system through a computer browser or logging in to the system through a mobile application, users should have the same use page, maintain consistent use habits, including displaying custom fields, and be able to synchronize on all devices.

以上是一個簡單易用的CRM系統(tǒng)的特點。CRM不僅要有強大的功能，還要滿足您的需求，而且要簡單易用。畢竟，使用CRM系統(tǒng)是要幫助您實現(xiàn)銷售增長的。

The above are the characteristics of a simple and easy-to-use CRM system. CRM should not only have powerful functions, but also meet your needs, but also be simple and easy to use. After all, only using CRM system can help you achieve sales growth.