基于CRM系统的企业客户经营计划构建——以Y公司为例  

Construction of enterprise customer management plan based on CRM system-Taking company Y as an example

作　　者：路涛 LU Tao(School of Management,Zhenzhou University,Zhengzhou 450001,China)

机构地区：[1]郑州大学管理学院,郑州450001

出　　处：《计算机应用文摘》2025年第6期229-231,共3页

摘　　要：针对Y公司CRM系统内部缺乏深度洞察和统一规划的问题,文章设计了一套面向销售团队的客户经营计划工具。该工具将客户基本信息管理、产品需求全景、竞品分析、潜在商机、人脉经营及经营计划汇总为核心功能模块,在CRM系统中实现了模板化部署。通过构建完整的客户经营计划逻辑,有效满足了客户洞察闭环的需求,确保了客户开发与维护信息的完整性,实现了多维度信息整合。In response to the lack of in-depth insights and unified planning within the CRM system of Company Y,this article designs a set of customer business planning tools for the sales team.This tool integrates customer basic information management,product demand panorama,competitor analysis,potential business opportunities,network management,and business planning into core functional modules,and implements template deployment in the CRM system.By constructing a complete customer business plan logic,the need for a closed loop of customer insights has been effectively addressed,ensuring the integrity of customer development and maintenance information,and achieving multi-dimensional information integration.

关 键 词：CRM系统 客户经营计划 销售团队工具 深化客户洞察 SWOT分析 精细化运营 

分 类 号：TP399[自动化与计算机技术—计算机应用技术]