Customer management

การจัดการข้อมูลลูกค้าที่ดี
จะช่วยเพิ่มประสิทธิภาพ
การพบลูกค้าและบรรลุ
เป้าหมายในการขาย

Inevitably, as your customers grow in number, your customer data becomes increasingly complex. Who said this is a bad thing?

เพิ่มข้อมูลลูกค้าได้อย่างรวดเร็วดึงข้อมูลผ่านระบบ RD

เพิ่มข้อมูลลูกค้า
ได้อย่างรวดเร็ว
ดึงข้อมูลผ่านระบบ RD

ไม่ต้องเสียเวลากรอกข้อมูลด้วยตนเองอีกต่อไป ค้นหาข้อมูลบริษัทจากชื่อ หรือเลขทะเบียนผ่าน RD มั่นใจในความถูกต้องของข้อมูล

Make your customer data future-proof. Use it to your advantage.

Make your customer data future-proof. Use it to your advantage.

Automate lead data collection, differentiate leads by status, track past contact results, and stay ahead of the curve.

Automate lead data collection, differentiate leads by status, track past contact results, and stay ahead of the curve.

Different products? Different interests? Tag, group, and classify your customers.

Different products? Different interests? Tag, group, and classify your customers.

More data often means more complexity, and filtering such data is also difficult. By adding tags and placing customers in groups, you’ll be able to better manage your data for further analysis.

Set-up custom fields for your customer profiles. Make it personal.

Make life easier. Choose the type of information you’d like your customer profiles to display without having to manually search for these details.

Oversee, retain, and keep customers under your care.

Oversee, retain, and keep customers under your care.

Customer drop-offs are now problem of the past, as you may now specifically assign sales employees to cater to customers.

Customer drop-offs are now problem of the past, as you may now specifically assign sales employees to cater to customers.

Be aware of your customer’s whereabouts. Be ready to pounce at every opportunity.

Leave no room for your competitors. Plan-ahead using the customer map, be notified of customer whereabouts in real-time and know the last time they’ve been contacted to ensure consistent follow-ups.

Leave no room for your competitors. Plan-ahead using the customer map, be notified of customer whereabouts in real-time and know the last time they’ve been contacted to ensure consistent follow-ups.

Set data access permissions

Set data access permissions

Manage and set-up specific customer data access permissions to prevent an overlap of sales activities.

  • Create teams
  • Set team data access permissions
  • Flexibly manage team structures

More customers, equals more deals. Better deal management equals better results. 

More customers, equals more deals. Better deal management equals better results. 

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