Make good use of TVP funding to purchase CRM system

To enhance customer service quality, marketing and profitability, CRM is undoubtedly a must-have technology solution for any B2C business. CRM customer management system quotations are knowledgeable. In addition to CRM system solutions and CRM supplier quotations, it should also develop towards the automation of customer management processes and enhance competitiveness with technology. A technology voucher consultant who is familiar with CRM solutions for SMEs will share how to purchase a CRM system in one step. The TVP Technology Voucher HK$600,000 grant can provide cash funding for technology projects, with the funding amount reaching two-thirds of the project.

Set CRM goals

The application of CRM system includes: improving customer relationship, optimizing experience, integrating and analyzing data, increasing sales, carrying out pricing strategy, etc. These goals cannot be achieved at the same time. Therefore, before purchasing CRM system , should establish clear CRM goals and priorities, so that the different functions of the CRM system can be introduced in stages, and ultimately achieve the company's CRM goals. In any CRM solution, the CRM system should be able to easily import and integrate information from all channels (e.g. eshop, social media, APP, offline) to facilitate online and offline marketing needs.

Formulate a complete set of technology application strategies

In the process of purchasing the CRM system, the company should consider how to connect the internal system with the CRM system to achieve system interconnection and data exchange. For example, the CRM system is connected with the POS sales system, and the customer's VIP membership can be automatically updated according to consumption. Under the technological trend of process automation, the connection between the CRM system and the POS sales system and accounting system can make the entire sales and customer management enter the automatic process and improve the process efficiency. Because the CRM system and other systems have great extension space, companies should first review all internal systems related to marketing, so as to formulate a complete set of technology application strategies.

CRM quotations need to take into account long-term development goals

When making a quotation for a CRM system, in addition to meeting the immediate business needs, it is also necessary to take a long-term perspective to ensure that the CRM system is extensible and can be adapted to changes or upgrades in business models. The functions and features required to get an accurate quote. The industry-related cases of CRM system suppliers are of reference value, and the trial version of the CRM system can also test whether the functions and interfaces of the system meet the company's requirements.

CRM System - Automation System

Entering the digital age, automation solutions emerge as the times require, and grabbing business with automated systems is a major trend. In terms of streamlining and reducing costs, automated systems can replace tedious and repetitive manual processes in areas such as accounting, inventory management, and customer management, allowing employees to focus on higher value-added projects. The HK$600,000 TVP Technology Voucher subsidy can help companies purchase automation system solutions. However, the technical solutions provided by automation system suppliers are different, and it is difficult to make a direct comparison. To make a wise choice, you can first ask the supplier to provide industry-related success stories .

Multi-terminal customer management to increase marketing strength

Companies that make good use of online marketing technology solutions can open up the market and reach more customers. When faced with large traffic and unknown buyers, excellent customer management services are the key to retaining customers.

The automated system accelerates the evolution of online services. When customers make inquiries online, the system can analyze the keywords of the customer's query content, and then provide useful responses, and even assist customers to make choices during the online shopping process. will be raised again.

In terms of after-sales service management, online merchants hope to add value to buyers' shopping experience into promotional messages for products or services. Automation system suppliers can add automation solutions to the e-commerce platform. When buyers receive the goods, the system will automatically generate a message inviting buyers to share and like, which not only encourages customers to browse the online store again, but also enables online merchants to be the first Check out buyer reviews. The more buyers like it, the more likely it will increase product exposure and attract potential purchases.

Inventory, accounting automation

The automation solution has been applied to the inventory management system. Regardless of the physical store or the online store, the POS can be connected to the inventory management system through the automation solution to achieve the automation of the inventory management system. Inventory data will be updated synchronously according to sales or return activities. In addition to the store's real-time inventory control, it also ensures that the inventory records are traceable and saves a lot of audit work. In addition, the automated solution enables the inventory management system to issue replenishment reminders according to the inventory, reducing the risk of stores disappearing due to out-of-stocks. Whether online merchants or brick-and-mortar retailers, operational efficiency will be higher. The accounting department produces different accounting documents every day. As long as the automation function is built on the accounting management system, the computer can replace the human hand and handle the whole process of document generation and (electronic file) sending, which not only realizes automation, but also brings paperless. The technology value-added solution that replaces manual billing and printing with automated solutions is suitable for industries or jobs that require a lot of documents, such as logistics, freight forwarding, and transportation and distribution.

Professional supplier

Since the automation solution is generated according to the actual operation of the company, the suggestions provided by various automation system suppliers are not the same, and it is difficult to compare item by item. Asking automation system suppliers to provide examples of automation solutions similar to your business can help you grasp the strength of the suppliers, but to evaluate whether the proposed solutions are in place, professional IT personnel are required. Technology voucher consultants can become your "technology + funding" think tank .