Wukong CRM | The English version of the system was officially launched

In 2019, following the release of the new project management function, Wukong CRM continued to forge ahead, and after continuous development, collation and testing, the English version of Wukong CRM system was officially launched, taking another big step towards the goal of "becoming the world's best open source CRM solution provider".

Goku released this timeThe main functions of the English version of the CRM system are: OA, CRM, BI and PM, and then I will take you to learn more about the English version of the system.

1. Office Automation

Office Management (Office Automation) allows users to see their work at a glance, centralize the information, knowledge, and data required for daily work, and closely connect it with plans, schedules, and tasks, so as to improve collaborative work efficiency.

Office Automation mainly includes: Schedules, Tasks, Announcements, Work Logs, Approvals, and Address Book.

2. Customer Relationship Management

Customer Management (Customer Relationship Management) is the foundation of Wukong CRM's English system. Wukong CRM always focuses on customer relationships, comprehensively manages the customer life cycle, helps enterprise business scenarios quickly implement into the system, realizes the automation and digital management of the whole sales process and customer life cycle, and helps sales efficiency, transaction and customer satisfaction to improve rapidly.

Customer Relationship Management mainly includes: Dashboards, Accounts, Opportunities, Contracts, Products, etc.

Customer (Accounts) is the core of the CRM module, click on the customer name, all customer-related data will be displayed in the customer details, and users can add new customers at any time; Set the number of customer information views on the page; Conduct customer searches based on criteria; By clicking on the customer name, users can view and add relevant data at any time, such as follow-up records, contacts, related teams, etc., to present a panoramic view of customer lifecycle management and help enterprises build a new customer interaction experience.

3. Business Intelligence

Business Intelligence (Business Intelligence) can integrate multiple functions to perform statistical analysis of employees and customers. Users can choose to analyze the customer, product and sales performance in the entire CRM data within a certain period of time, form a data suggestion report, and provide it to decision-makers for review, so as to provide a certain decision-making basis for enterprise managers to formulate business management methods.

Business Intelligence mainly includes: Customer Analyses, Sales Funnel Analyses, Profile Analyses, Product Analyses, Rankings, etc.

Business Intelligence's Profile Analyses is mainly to count the city distribution information, customer industry information, customer-level information, and customer source information of all departments/employees who follow up customers in this year or previous years, and then display the data in the form of map areas, charts and tables more vividly, so that users can intuitively view the data, conduct customer research, and help enterprises achieve precision marketing.

4. Project Management

Project Management (Project Management) can integrate a variety of functions to manage project tasks and project statistical analysis. Users can create new projects and track the progress of project tasks, view the statistical analysis of projects, and archive the tags to which they belong. Decision-makers can adjust the project cycle according to the details of the project progress, and develop a method for enterprise managers to manage the project, which provides some effective help.

Project Management mainly includes: Workbench, Projects, Statistics Analysis, Archived Projects, Tags, and Recycle Bin.

Tags in Project Management are a collection of tags created by the system, and all the tags created by the system are displayed here, and all projects/tasks associated with this tag can be displayed by clicking on the tag name. Click the Settings button to the right of the label name at the top of the page to customize and edit the label name, and you can also select a color for the label.

Finally, I would like to introduce you to the background settings of the enterprise management of the English version of the system:

As a business system, GokuMany functions of CRM support different degrees of customization, which can be personalized according to the actual needs of the company, so as to solve the actual business needs.

The enterprise management background mainly includes: system settings (Company Info), Organization Structure, Roles & Permissions, Approval Workflow, OA, PM, CRM.