An interbank CRM system.

Project Background
CRM system is an important part of our financial information. The purpose of our CRM system is: in order to meet the special needs of each customer, establish contact with each customer, understand the different needs of customers through contact with customers, and carry out "one-to-one" personalized service on this basis. Usually CRM includes sales management, marketing management, customer service systems, and call centers. "Customer-centered", improve customer satisfaction, cultivate and maintain customer loyalty, in today's e-commerce era is increasingly important. Customer relationship management is a new management mechanism to improve the relationship between enterprises and customers. More and more enterprises use CRM to increase revenue, optimize profitability and improve customer satisfaction.

Project Construction
Construction period:
2022.6-2023.6 is launched in multiple iterations;
Project members:
There are 10 project input members, including 1 project manager, 7 developers and 2 testers.

System Function
· Home (approval center, message center, my performance, my tasks, customer view, etc.) development and maintenance
Customer center (customer label management, list management, credit management, etc.) module development and maintenance
Development and maintenance of task center (task management, my task, due diligence task, etc.) module
Product center (business intention, business products, etc.) module development and maintenance
Project refinement design documentation and maintenance
Business opportunity center (business opportunity management, etc.) module development and maintenance
· Visitor Center (cooperation intention, visitor feedback, etc.) module development and maintenance
System management (parameter management, download center, operator maintenance, etc.) module development and maintenance

Customer Value

customer relationship management system (CRM) is to use information science and technology to realize the automation of marketing/sales/service and other activities. The system has changed the traditional customer marketing and management mode, and enabled customer relationship management to embark on a scientific road. Through collecting, sorting and processing scattered and unsystematic customer information, it has become relatively centralized and complete customer information, and then provide customer service according to the characteristics and laws of customer behavior to meet the personalized needs of customers. Customer relationship management is not only a management concept, but also a software technology. Customer-centered management philosophy is the basis of CRM implementation.