/public/static/index/images/fun_device/khgl_1.jpg Customer Relationship Management (CRM) - CRM Account Pool Management | Wukong CRM
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Internal Account Pools
Accounts unfollowed up for a certain time will fall into account pool for other sales reps to pick up,
which improves sales reps mitivation and your team vitality.
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Multiple Account Pools
Protect Key Accounts
Full use of Account Resources
Reduce Account Churn Rate
Intelligent Resources Assignment
Strict Owning Amount
Automatic Account Conversion
Follow up business demands through account pool. Create account pools and choose customer recycle rules to ensure scientific customer resources flows.
Assign & Pick Accounts Easily
Easily check the open customer number picked/put by employees to control employee’s current customers.
Flexible Account Pool Fields
Account Fields setted in Admin Console will be displayed in Account Pool List. You can customize its fields and sequence as you like.
Personal Account Pool Rules
You can customize features eaily in Admin Console, like account pool rules, displayed fields, reminders, pick up frequency and auto-recycle rules.
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From now, let’s become better together!
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