Disadvantages of traditional customer file management

At present, the management of customer files is generally managed by computer application software.

The traditional form file management has the following shortcomings:

1, the traditional tabular customer file management, with single information, inconvenient query and untimely update.

2, the daily management of work reports, it is difficult to truly and comprehensively grasp the working status of sales staff.

3. All kinds of report information are scattered and can't be enjoyed. It is easy to be illegally modified and copied, and the security is poor.

4. Only pay attention to the results, lack of process management, lack of clear workload indicators and effective audit methods, leading to the lack of work guidance, low efficiency, slow ability improvement, and indirectly wasting the investment of human resources in enterprises.

5. A large number of potential customer information in the hands of salespeople were not reported to the company for unified management in time, which led to frequent collisions of orders, especially the turnover of business personnel, which led to the interruption of sales and the loss of customer resources.

6. Lack of timely and effective management of a large number of potential customers brought by marketing resources investment will lead to low turnover rate and long sales cycle, which is a huge waste of marketing investment.

7. Manual management of a large amount of data is characterized by heavy workload, low efficiency, high error rate and low utilization rate. Only some simple reports can be produced, and it is impossible to conduct all-round and in-depth query and statistical analysis, so it is difficult to provide comprehensive decision-making basis for managers.