Establish customer information system
Design customer data management system architecture
Develop customer information management system functions
Test customer information management system
Deployed customer information management system online
Collect basic customer information
Develop basic customer information collection form
Collect customer contact information, address and other information
Verify the accuracy of basic customer information
Update basic customer information to the system
Update customer information
Collect latest customer information
Update customer information to the system
Communicate regularly with customers to ensure data accuracy
Customer information confidentiality and security
Develop customer information confidentiality policy
Train employees to comply with customer information confidentiality regulations
Regularly check customer information security status
Take technical measures to ensure customer information security
Quotation and Sales Strategy
Analyze customer needs and preferences
Collect customer demand information
Analyze customer needs and preferences
Develop sales strategies tailored to customer needs
Develop quotation plans for drinking water products
Calculate product gross profit
Develop quotation plans for different customers
Communicate quotation plans with customers
Introduce quotation plans to customers
Answer customers’ questions about quotations
Collect customer feedback on quotes
Adjust the quotation plan and finalize it
Adjust quotation plan based on customer feedback
Negotiate with customers to finalize quotation plan
Order processing and placement
Receive customer orders
Confirm the validity of customer orders
Register customer order information
Review order validity
Check the completeness of customer orders
Confirm payment status of customer orders
Place orders to relevant internal departments
Assign customer orders to relevant departments
Notify relevant departments to process customer orders
Confirm order status and update in time
Track order processing progress
Timely update order status
Order tracking and execution
Track order fulfillment progress
Solve problems in order processing in a timely manner
Ensure adequate inventory and timely replenishment
Replenish inventory in a timely manner
Coordinate logistics and distribution arrangements
Arrange logistics delivery vehicles
Determine logistics delivery route
Monitor logistics and delivery status and update customers in a timely manner
Track logistics and delivery progress
Timely update customer logistics and delivery status
Logistics distribution and acceptance
Choose the right logistics channel
Compare the pros and cons of different logistics channels
Choose the most suitable logistics channel
Ensure goods are delivered to customers safely and timely
Make sure the goods are well packed
Ensure goods are delivered to customers on time
Assist customers to complete goods acceptance
Assist customers to check the quality of goods
Assist customers to confirm the quantity of goods
Collect customer feedback and record problem points
Collect customer feedback on logistics and distribution
Record problems that arise in logistics and distribution
Order fulfillment and service support
Confirm order completion with customer
Confirm that the customer has received the goods
Confirm customer satisfaction with goods and services
Provide follow-up service support and consultation
Provide after-sales service consultation
Answer customer questions about products
Handle customer complaints and answer questions
Handle customer complaints
Answer customer questions about products
Document service support processes and problem solutions
Document service support process
Document problem solutions
Service satisfaction return visit and improvement
Design satisfaction questionnaire
Design satisfaction survey content
Determine how to distribute satisfaction survey questionnaires
Conduct return visits on service satisfaction
Distribute satisfaction questionnaires to customers
Collect customer satisfaction survey results
Analyze survey results and feedback
Analyze satisfaction survey results
Organize customer feedback
Develop improvement measures and optimize customer service processes
Develop improvement measures based on survey results and feedback
Optimize customer service process
Customer relationship maintenance and expansion
Maintain regular communication with customers
Communicate regularly with customers to understand changes in customer needs
Send regular greeting messages to customers
Understand the changes and growth of customer needs
Collect information on changes in customer needs
Analyze customer demand growth trends
Provide personalized service solutions and customized products
Provide personalized service solutions based on customer needs
Provide customized products to meet customer needs
Establish long-term and stable cooperative relationships with customers
Establish long-term and stable cooperative relationships
Communicate regularly with customers to maintain cooperative relationships
Data Statistics and Analysis
Collect and organize customer service related data
Collect customer service related data
Organize customer service related data
Analyze customer service performance metrics
Calculate customer service performance metrics
Analyze customer service performance metrics
Comparative evaluation with industry standards
Collect industry standard data
Comparatively evaluate customer service performance metrics
Provide data support to improve customer service quality
Develop improvement measures based on data analysis results
Optimize customer service process
Service team building and management
Train and coach customer service team
Train customer service team
Guide the customer service team to solve real-world problems
Motivate and reward outstanding team members
Establish criteria for selecting outstanding team members
Reward outstanding team members
Regularly evaluate team performance and goal achievement
Evaluate team performance
Evaluate goal achievement
Improve team cohesion and execution capabilities
Organize team building activities
Improve team cohesion and execution capabilities
Wondershare EdrawMind
