What steps are required to customize the development of customer management web page?

With the development of big data base, the Internet has penetrated into every aspect of our lives. In the 21st century, only by adopting Internet thinking can enterprises catch consumers deeply influenced by the Internet. Among them, customer management web page plays an extraordinary role. Customer management web page The cloud platform integrates the business characteristics and process management of various traditional application software, such as: resource management enterprise management system, invoicing management software, project management software, advertising company management software, clothing invoicing software, clothing Cash register software, car beauty management software, auto repair software, crm system, enterprise cloud disk, resource management management system, CRM customer relationship management, HR human resource management, OA office system, production management, invoicing management and financial management, etc. Construction engineering industry resource management focuses on construction, engineering, decoration enterprises, installation industry, municipal engineering industry, curtain wall industry, steel structure industry, road and bridge construction and other industries. The engineering project management system mainly serves owners, investment funds, urban investment, PPP, etc., and is suitable for professional projects such as real estate investment, construction, operation, construction engineering, decoration engineering, garden engineering, installation engineering, mechanical and electrical engineering, greening engineering, municipal engineering, etc. Management system. The following LongRiverTech Technology will introduce the customer management web page, and talk about the functions of the customer management web page.

Customer management web page By defining the accounting subjects and accounting methods related to transaction processing, accounting entries are automatically generated when transaction processing occurs, ensuring the synchronous recording of capital flow and logistics and data consistency. In this way, according to the current situation of financial funds, the ins and outs of funds can be traced, and the related business activities that have occurred can be further traced, which changes the situation that fund information lags behind material information, and facilitates the realization of in-process control and real-time decision-making.

LongRiverTech customer management web page provides a full set of project consulting, product customization development, project deployment and implementation, and online cloud platform customization and operation of technical services to meet the industry needs of .

LongRiverTech engineering management includes: project, material, contract order, accounting integration, and can meet the special industry needs of the .

Resource management adapts to the enterprise's flexible business model and constantly updated management model with flexible configuration and module encapsulation. Medium-sized traders (terminals, foreign trade, spot goods) usually need to use the excellent management experience of large companies, and the efficient coordination of sales, procurement, warehouse, and financial departments. Compared with large companies, they need the perfect integration of CRM and resource management. Realize the management of potential customers before receiving orders, better grasp customer opportunities, and increase order volume. After receiving the order, business process management is required to achieve business reproducibility and team scale. The boss does not need to go to the production workshop director or the warehouse to understand the production situation, but can use the software to understand the company's production and sales in the office, and enjoy the pride of planning and winning thousands of miles away. Resource management is just a kind of instruction plan. In order to ensure the realization of resource management, it is necessary to consider the implementation and control of the plan, so it has developed into Manufacturing Resource Planning-MRP Ⅱ (Manufacturing Resource Planning), and the important content is the workshop operation plan-PAC ( Production Activity Control) and control. Company system: collect relevant normative systems of all departments of the unit, such as: administrative management system, employee handbook, financial management system, reimbursement management system, etc. Publish Listing products through the smart tool api, connect to most platforms such as amazon and ebay, and use big data to select products and select keywords. Enterprise management software can help business managers improve work efficiency, rather than increase their burden. No complicated process design, no complicated form design, etc. Enterprise management software should pay attention to the comprehensiveness of system functions, the controllability of processes, the advancement of technology, and more importantly, the ease of use of the system.

In customer management web page, the complete system management includes: login registration, user management, roles and user groups, permissions and menu configuration, file storage, system parameters, holidays, serial numbers, data backup and recovery, and user messages. Customer management web page project management functions include: project, task, label, article, idea, document, user, manpower, customer, rate, log, progress, plan, quality, risk, status, scheduling, WBS, priority, Pricing, associations, sales, collections, hours, billed costs, allocations, values, invoicing, and production imputation. LongRiverTech customer management web page purchase receipt includes: create purchase receipt, check the flow of purchase receipt, reverse purchase purchase receipt, view purchase receipt, print purchase receipt, export purchase purchase receipt , To-be-received invoice query, received invoice query, split receipt.

Use the customer management web page cloud platform to realize scientific management of warehouses and improve the turnover rate of warehouses. Connect online and offline, and automate data transfer. Refining member management, improving personnel efficiency through information platformization, maximizing cash value, and achieving large-scale development of enterprises. Mobile BI supports mobile phones and tablets to query reports and understand the company's operating status anytime, anywhere. The marketing management functions of the resource management system include: customer files, customer contacts, customer contact, customer negotiation, customer care, customer service, customer complaints, customer suggestions, customer calls, and comprehensive inquiries. HR cloud intelligent human resource management system is based on the innovation of enterprise human resource management. Through the core human resource management platform, all-staff self-service platform and cloud applications, it helps enterprises build core organizational capabilities and realize strategic drive, service sharing, and all-staff interconnection. The resource management management system is oriented to growing small and medium-sized enterprises, helping enterprises to manage personnel, wealth, goods, and stores. It is modeled on the needs of small and medium-sized enterprises, and is really suitable for small and medium-sized manufacturers, brand operations, agents, wholesale, monopoly, counters, franchises, stores, etc. Various business models. The supplier's evaluation resource management system can automatically record whether the supplier has overdue or poor quality in the transaction during each receiving process, and can generate a supply exception table to analyze early delivery, late delivery, and overdelivery. Short delivery, non-performing, deduction, premium, low price, etc. In the quality management system, the main reasons for failure of different suppliers can also be analyzed in detail. During the specified time (such as half a year or one year), the system can rate the supplier by scoring the supplier's punctuality rate and quality pass rate according to the usual records. The system can also automatically switch the supplier's quality inspection level according to the supplier's quality inspection policy formulated by the user and historical purchase inspection data. The complete requisition material management software not only provides different requisition methods such as batch requisition, according to process, according to warehouse, and according to material characteristics, but also supports frequently used rebate and on-site warehouse management. The resource management system also provides the function of merging material picking, which greatly reduces the labor intensity of warehouse staff. The sales management functions of the resource management system include: sales plan, sales file, sales opportunity, sales quotation, sales contract, sales order, sales delivery, sales payment, sales return, and commissioned sales.

Customer management web page logistics management functions include: transport order, delivery note, means of transport configuration, delivery date, intermediate node, customs, route tracking, transport plan, multimodal transport. LongRiverTech customer management web page sales billing list includes: create sales billing list, view sales billing list flow, reverse sales billing list, approve sales billing list, view sales billing list, print sales billing list, export sales billing list, wait Invoicing query, Invoiced query. LongRiverTech customer management web page inventory valuation includes: cost adjustment sheet, inventory sheet, and loss report sheet. LongRiverTech customer management web page warehouse entry and exit includes: real-time allocation order, transportation allocation order, other storage order, other storage order, and consumption output order. Customer management web page project management functions include: project, task, label, article, idea, document, user, manpower, customer, rate, log, progress, plan, quality, risk, status, scheduling, WBS, priority, Pricing, associations, sales, collections, hours, billed costs, allocations, values, invoicing, and production imputation.

Through consulting projects or annual consulting methods, it can help build a bridge between business and IT, and solve IT strategy issues such as business and IT innovation integration, existing system selection difficulties, IT architecture, construction path, IT governance, and IT expenditure optimization. Real-time data collection, real-time financial control and real-time feedback of sales data, leaders keep abreast of the company's operating conditions, make timely predictions on the market, and at the same time increase the width and depth of management, and adopt one-to-one correspondence between people, money, goods, and stores and warehouses. Strictly control various management, powerfully avoid risks, support multiple entry styles, manual, barcode, and QR code entry. When customizing and developing an enterprise management system, it is usually necessary to fully consider multiple aspects, such as: marketing system, advertising system, human resource management system, management consulting system, strategic management system, brand management system, financial management system, accounting system, taxation system, Audit system, logistics management system, production management system, project management system, information management system, quality management system, organization management system, management theory, management tools, management methods, corporate governance system, business management system, management decision-making system, material management system, knowledge management system, corporate culture management system, public relations management system, risk management system, objective management system, cost management system, intellectual property management system, crisis management system, administrative management system, team management system, emotional intelligence management system, public Management system, budget management system, asset management system, human relationship management system. The OA office collaboration functions of the resource management system include: target management, task management, work log, memo, schedule, corporate culture, public communication, process management, expense management, and personal address book. In the age of intelligence, the operating environment of enterprises has undergone fundamental changes. Deploying more advanced resource management software has become an important way for modern enterprises to seek survival and development, and it is also one of the important ways for enterprises to store competitive capital in the new era. So, what si the role of resource management software for enterprises? What can resource management software do? how did you do it? One of the main functions of resource management software: To be successful in improving the efficiency of enterprise management, companies must first change their tools. Resource management software integrates all resources such as customers, projects, sales, quotations, contracts, procurement, inventory, production, delivery, after-sales, finance, personnel, office, etc. Into one system, replacing traditional manual operations with advanced information systems. Limit the reduction of personnel participation, realize enterprise digitization, paperless and automated office. The second main function of resource management software: optimize enterprise business processes. Resource management software realizes the digital management of all businesses. Each business process becomes visualized and controllable in the system. If there is a problem in any link, it can be obtained in the system. Real-time feedback. For example, in the resource management software, if the customer does not contact after receiving it, the customer follow-up is unsuccessful, the customer follow-up expires, etc., the system will automatically recycle it. In the sales contract, the product price cannot be saved if it is lower than the minimum price. In the purchase contract, the product price cannot be saved if it is higher than the maximum purchase price. The automatic control of the system replaces the manual back and forth modification, confirmation, and running errands, and the process becomes convenient and efficient . Moreover, if there are operating procedures that do not comply with the regulations, they cannot be carried out in the resource management software.

Customer management web page integrates all internal resources of the enterprise, and plans procurement, production, cost, inventory, distribution, transportation, finance, and human resources, so as to achieve the best combination of resources and the best benefits. In the challenging environment of ever-changing market opportunities, prices and service levels, enterprises must constantly change and improve their business models and enhance their competitiveness. In the past, only focusing on the internal process improvement of the enterprise, the improvement of product development and manufacturing level is no longer enough to face the current market environment. The construction of customer management web page provides a new development idea for enterprises.