CN

Tansun Financial Control Group CRM

Release Time:2019-06-27

Xiamen Investment Group Co., Ltd.

Before the construction of the CRM system in a financial holding group in Xiamen, the customer information was scattered among the business systems of the companies. There was no uniform norm and standard between the data. The data interworking process was complicated and time-sensitive, and it was easy to miss the business opportunities. In addition, there is a lack of synergy between the companies. In terms of cross-marketing and customer service experience, it is impossible to maximize the brand equity of the customer-oriented group, and there is no way to reflect the advantages of the financial management group in the mixed industry.

After adopting CRM products of Tansun Technology Financial Control Group, the Group has formed a unified customer information standard to provide unified information management and management and control applications for customer management. On this basis, a unified customer center, perfect customer view and personalization are constructed. Customer labeling, improve the ability to fully understand and manage customer information, and build a unified product catalogue with the product systems of leading international financial institutions, providing support for cross-marketing, industry collaboration, customer demand acquisition, delivery, and feedback. The implementation of service processes (including customer identification, customer service, marketing, sales lead management, customer maintenance, work management, information flow, report reports, etc.) provides full process support, enhances business standardization through electronic process implementation, and improves customer service quality. And sales ability. And CRM products establish management data model, carry out multi-dimensional customer data analysis and data mining, display the generated report data in multiple styles, meet the reporting requirements of various business departments, and facilitate the decision-making analysis of the management of the financial control group. Give our company a high evaluation.


       Guangxi Investment Group

With the advancement of business, an investment group in Guangxi has increased dramatically, and it is scattered in various business systems, data is distributed and stored, data quality is uneven, resources cannot be shared, cross-marketing efficiency of various business departments is low, and it is greatly limited. The Group's business development capabilities.

After the CRM products of Tansun Technology Financial Control Group, the Group has formed a unified customer information standard to provide unified information management and management and control applications for customer management. On this basis, a customer-oriented, market-oriented customer management and marketing system is established. The system applies the analysis results to the closed loop of improving customer understanding, driving marketing services, improving internal working efficiency, and reducing business management costs and risks based on customer management -> marketing service support -> business and process management -> analysis decision support. Construction of marketing service processes. Ultimately improve the Group's business development capabilities.

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