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欧曼行销管理系统
Customer Relationship Management
用户操作手册(经销商端)
User Manual
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目录
系统客户信息操作流程表............................................................................................................. 4 系统登录 .......................................................................................................................................... 5 1信息收集流程管理........................................................................................................................ 6
1.1录入客户信息(经销商端) .................................................................................................. 6
1.1.1业务简述 .......................................................................................................... 6 1.1.2启动路径 .......................................................................................................... 6 1.1.3操作细节 .......................................................................................................... 6
1.2客户信息查询(经销商端) ................................................................................................ 17
1.1.1业务简述 ........................................................................................................ 17 1.1.2启动路径 ........................................................................................................ 17 1.1.3操作细节 ........................................................................................................ 17
1.3计划信息查询(经销商端) ................................................................................................ 19
1.3.1业务简述 ........................................................................................................ 19 1.3.2启动路径 ........................................................................................................ 19 1.3.3操作细节 ........................................................................................................ 19
2信息分配管理 ............................................................................................................................. 20
2.1信息分配(经销商端) ........................................................................................................ 20
2.1.1业务简述 ........................................................................................................ 20 2.1.2启动路径 ........................................................................................................ 20 2.1.3操作细节 ........................................................................................................ 20
3访问流程管理 ............................................................................................................................. 23
3.1访问计划制定(经销商端) ................................................................................................ 23
3.1.1业务简述 ........................................................................................................ 23 3.1.2启动路径 ........................................................................................................ 24 3.1.3操作细节 ........................................................................................................ 24
3.2访问结果录入(经销商端) ................................................................................................ 28
3.2.1业务简述 ........................................................................................................ 28 3.2.2启动路径 ........................................................................................................ 28 3.2.3操作细节 ........................................................................................................ 28
3.3访问历史查询 ................................................................................................................... 31
3.3.1业务简述 ........................................................................................................ 31 3.3.2启动路径 ........................................................................................................ 31 3.3.3操作细节 ........................................................................................................ 32
4销售促进流程管理...................................................................................................................... 33
4.1销售促进计划制定(经销商端) ........................................................................................ 33
4.1.1业务简述 ........................................................................................................ 33 4.1.2启动路径 ........................................................................................................ 33 4.1.3操作细节 ........................................................................................................ 33
4.2销售促进结果录入(经销商端) ........................................................................................ 37
4.2.1业务简述 ........................................................................................................ 37 4.2.2启动路径 ........................................................................................................ 37 4.2.3操作细节 ........................................................................................................ 37
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4.3促进历史查询 ................................................................................................................... 40
4.3.1业务简述 ........................................................................................................ 40 4.3.2启动路径 ........................................................................................................ 40 4.3.3操作细节 ........................................................................................................ 41
5 活动管理……………...……………………………………………………………………………………………………………… 42
5.1活动策划（经销商端）……………………………………………………………………………………………… 42 5.1.1业务简述……………………………………………………………………………………………………42 5.1.2启动路径……………………………………………………………………………………………………42 5.1.3操作细节……………………………………………………………………………………………………42 5.2活动结果录入………………………………………………………………………………………………………………45 5.1.1业务简述……………………………………………………………………………………………………45 5.1.2启动路径……………………………………………………………………………………………………45 5.1.3操作细节……………………………………………………………………………………………………45 5.3活动查询……………………………………………………………………………………………………………… ……..47 5.1.1业务简述……………………………………………………………………………………………………47 5.1.2启动路径……………………………………………………………………………………………………47 5.1.3操作细节……………………………………………………………………………………………………47 6 日常业务操作……………………………………………………………………………………………………………… …….49
6.1客户信息完善工作……………………………………………………………………………………………… ……..49 6.2客户信息平台搭建信息的系统录入…………………………………………………………………… ……..50 7 疑问解答……………………………………………………………………………………………………………… …………….52
7.1信息收集流程管理类…………………………………………………………………………………… …………….52 7.2访问流程管理类…………………………………………………………………………………… …………………….53 7.3信息完善类…………………………………………………………………………………… ……………………………54 7.4客户信息平台搭建类…………………………………………………………………………………… …………….54
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客户信息操作流程表
信息访问流程管理客户信息录入并提交购车意向在2月以内信息管理员购车意向2月以上或无购车意向制定访问计划未通过未通过通过审批审批通过未通过未通过访问流程管理行销调度员金银质客户计划科科长审批审批通过通过录入访问结果未通过通过审批审批通过有购车需求未通过无购车需求结束促进计划制定销售促进流程管理未通过审批通过未通过审批通过未通过行销调度员通过未通过计划科科长通过销售促进结果录入未通过通过审批未通过通过审批行销调度员未通过通过计划科科长未通过通过结束操作经销商市场部大区客户营销部
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