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- OKKI CRM
- OKKI CRM Vs. 信步天下
OKKI CRM vs. 信步天下 Utilizzo e statistiche
OKKI—the world's leading CRM for foreign trade, promoting international trade with innovative technology; It’s a great and full-scene work platform for you to manage business efficiently.
#feature of product#
[ Mail Management ]
Quickly send and receive, easy to view: Real-time sync of mail data, new email reminder to reply email timely and lock every business opportunity; contact card help identify customer types quickly, aggregate incoming and outgoing mail to convert mail leads.
[Mobile CRM]
AI wins, intelligent management: AI recommend customers, Integrated management of sales process from leads to orders; you can follow up customers anytime and anywhere, quickly enter the latest customer dynamics because that phones can also easily browse, view, edit customer information.
[Report board]
View performance data, sales performance data, customer follow-up situation easily. Salespersons view personal performance data, managers view team sales data by intelligent identification.
[Subordinate management ]
Easily grasp the dynamics of subordinate, the manager's exclusive workbench can view the subordinates' work situation in multi-dimensional, so you can easily manage the subordinates and control the whole situation at any time.
[My office]
Approval schedule, intelligent reminder: support for quick approval of business, new schedule. you can also scan business card to identify customer information and create it.
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“信步天下”是中国出口信用保险公司官方移动端客户服务平台,依据信用风险管理领域多年的深耕细作,为中国企业在投资贸易中的风险管理和市场开拓提供专业服务,是您的专属信用管家。
核心功能:提供信保视角国别、行业专业数据、保单一站式查询服务、业务情况一键统计分析、限额进度跟踪、海外买方资信红绿灯、项目融资模拟、项目库管理等多项核心服务,涵盖项目类和贸易类业务,线上服务“开箱即用”。
千人千面:对项目险客户、贸易险客户、小微信保易用户分别展示重点功能。
今日看点:集热点资讯、风险预警、外贸实例、项目案例等于一身的一站式信息服务平台。
国别全景:了解贸易国详情,布局海外市场。
行业概览:获取行业信息,对标行业情况。
我的客户:分类管理客群,添加重点关注,分析客户历史合作状况,掌握客户预警信息。
项目融资分析工具:基于客户不同项目需求和融资需求场景,提供适用保险产品建议。
项目库管理:一键申请项目入库,项目数据收集沉淀,联动项目融资分析,重点项目专家支持。
保单查询:便捷查看保单保障情况和执行效果。
限额查询:便捷查看在手限额,确保应收账款有效防护。限额申请环节节点化展示,限额批复进度实时更新。
资信红绿灯:扫描名片或直接输入海外客户名称,即可一键了解客户风险水平和资信信息。
出运统计:快捷查询投保业务的国别/客户出运情况,多维度分析贸易结构和业务布局,查览信用资源分布。
应收查询:随时查询应收账款和逾期状况,管理客户付款,提升动态风险管理水平。
消息提醒:保单到期、限额调整、项目反馈信息实时提醒,随时掌握重要信息提醒。
中国出口信用保险公司是由国家出资设立、支持中国对外经济贸易发展与合作、具有独立法人地位的国有政策性保险公司,通过为对外贸易和对外投资合作提供保险等服务,促进对外经济贸易发展,重点支持货物、技术和服务等出口,特别是高科技、附加值大的机电产品等.资本性货物出口,促进经济增长、就业与国际收支平衡。
中国信保以“履行政策性职能,服务高水平开放”为己任,有效服务国家战略,精准支持企业发展,确保财务可持续,积极扩大出口信用保险覆盖面,在服务共建“一带一路”、全力促进外贸稳中提质、培育国际经济合作和竞争新优势、推动经济结构优化等方面发挥了不可替代的作用。
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OKKI CRM VS.
信步天下
23icembre d, 2024