J公司移动CRM系统优化研究

发布时间：2018-03-04 20:15

本文选题：移动CRM　切入点：实施　出处：《首都经济贸易大学》2017年硕士论文　论文类型：学位论文

【摘要】：当前市场竞争越发激烈,企业不断寻求各种方式、方法、工具来提高自身的管理。企业信息化建设是常见的方式之一。通过系统实现相应的管理目标。快消品更是如此,为使得在激烈的市场竞争中处于不败之地,为了更好的更主动的把握一线市场情况,越来越多的企业选择使用信息系统来提升自己管理效率。本文以J公司实施移动CRM系统为背景,结合J公司通过系统实现对人员考勤、客户基本信息、客户日常拜访、客户订单及费用、阶段性重点工作的管理,对其系统实施过程中遇到的问题,通过问卷调查、走访、访谈、观察等多种方式进行研究分析,找到问题的原因,并提出相关优化解决方案。具体的方案涉及系统实施推广架构、系统分阶段考核方案、软件功能、数据分析体系建立、查核体系建立等。同时针对各优化解决方案在J公司应用的效果进行说明。通过系统的应用,J公司实现了对全国客户基础资料的管理,对全国一线业务人员考勤及其客户拜访行为进行管理。主管人员通过系统查看下属人员的业绩达成情况,客户拜访情况,便于一线决策人员了解负责市场的真实情况,并制定相关决策。通过系统建立数据分析体系,减少相关人员的手工汇总及加工,提高工作效率。本文的研究以实际为出发点,对于想利用系统进行相关管理的快消行业企业有较大学习价值,同时对处于摸索、初级阶段的其他行业企业同样具有参考价值。
[Abstract]:At present, the market competition is becoming more and more fierce. Enterprises are constantly looking for various ways, methods and tools to improve their own management. Enterprise information construction is one of the common ways. In order to make the fierce market competition in an invincible position, in order to better and more actively grasp the front-line market situation, More and more enterprises choose to use information system to improve their management efficiency. Customer orders and expenses, the management of key tasks in phases, and the problems encountered in the implementation of the system, through questionnaires, visits, interviews, observations, etc., to find out the causes of the problems. And put forward the relevant optimization solutions. The specific scheme involves the implementation of the system promotion framework, the system assessment program in stages, software functions, data analysis system establishment, Check the establishment of the system. At the same time for the optimization of solutions in J company application of the results. Through the system application of J company to achieve the management of national customer base data, Manage the attendance and customer visit behavior of the national front-line business personnel. The supervisor will systematically check the performance of the subordinates, the customer visit situation, so as to facilitate the front-line decision makers to understand the real situation in charge of the market. And make relevant decisions. Through the system to establish a data analysis system, reduce the manual collection and processing of related personnel, improve work efficiency. It is of great learning value to the enterprises of fast elimination industry that want to use the system to manage the related business. At the same time, it has reference value to other industry enterprises which are in the initial stage and are in the groping stage.
【学位授予单位】：首都经济贸易大学
【学位级别】：硕士
【学位授予年份】：2017
【分类号】：F426.8;F270.7

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