Kingdee K/3 CRM

Introduction


Kingdee K/3 ERP CRM is a system that comprises of the operation category followed by the analysis category. Oriented at marketing, sales, service and management personnel in enterprises, it helps the enterprises implement full life cycle management for customer resources, and supports various transaction modes like relation marketing and project process management. This system can run separately or be integrated with the K/3 ERP main systems, to provide highly integrated and complete application solutions.

Structure

Functions


Market Management

It helps the marketing personnel implement complete market management, and provides such business management functions as marketing battle, customer group, market plan, market information, marketing survey, sales survey and market expenses.

Sales Management

It helps the sales representative manage pre-sales and in-sales processes as a whole, and provides business management functions like sales plans, tasks, clues, opportunities, quotations, contracts, orders, delivery, collection and commission.

Service Management

It helps the customer service personnel implement integrated management of after-sales service, and provides business management functions like service requests, customer complaints, implementation, repair, defects and satisfaction survey.

Sales Funnel Management

It helps the sales representative predict sales, and manage the overall opportunity abundance rate and project quality, and provide business management functions like sales plans/indices and methods.