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VITAL_ONEMINQUICKLOOK

產生效益

  • 定期與客戶接觸並進行成效分析:
    以 VIdegree 愛客戶發送電子報或簡訊定期與客戶溝通,從發送成效分析評估每期電子報效益,適時調整行銷方向與策略,拉近與客戶的距離。
  • 記錄客戶歷程及進行標籤分類:
    透過 VIdegree 詳實記錄客戶狀況並標籤分類,提供圓子夢團隊更有效率地針對不同狀況的客戶進行深度溝通與輔助。

「針對每位夥伴狀況做紀錄於叡揚VIdegree愛客戶,透過標籤分類讓我們更了解夥伴在每個階段與目標的差距,即可針對個別狀況做深度溝通與輔助,讓每個人在實現夢想的路途上,都能走向正確的軌道。甚至在與夥伴們的溝通上更能透過VIdegree愛客戶近距離對話!」

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「每個人心中都有個夢想,但常被埋沒在忙碌生活中,而我們希望透過圓子夢團隊的力量,完成每個人心中的小小夢想!」這是圓子夢的中心理念,創辦人胡碩勻原本是一位會計師,希望能幫助一百萬人實現夢想。有別於一般的激勵課程,熱情容易隨著課程結束而熄滅,圓子夢課程藉由科學方法導入,結合方法跟工具,有系統的把夢想由抽象轉化為具體可執行的步驟,課程結束後,還能運用許願石持續追蹤夢想進度,實現夢想也可以透過行為科學,找出成功的節奏。但這樣的理念需要系統輔助,而叡揚資訊VIdegree愛客戶就是協助圓子夢與每位夥伴踏上夢想旅途的橋樑。

「VIdegree愛客戶就是我們跟夥伴重要的溝通橋樑!」圓子夢團隊期許成為客戶的圓夢夥伴,用心找出夢想背後意義,陪伴夥伴實現夢想,透過VIdegree的寄發電子郵件功能,每月持續分享圓夢秘訣與故事,讓每個夥伴可以看見別人的成功方程式以及學習他人優點作為借鏡,藉由心路歷程互聯網快速引起共鳴並獲得迴響。夢想不是一個人的事,當你在專注在追求夢想時,可以帶給更多人正面的力量。圓子夢團隊表示:「每次發送信件後,可以從分析中了解夥伴對於這期標題與內容的接受度,進而適時調整我們的行銷方向與策略。每一次的分析都更能拉近我們與夥伴間的距離!」

如同圓子夢的服務依歸:「夢想需要一個目標設定的時間,才有實際成真的價值。」故圓子夢希望透過VIdegree愛客戶做更多客戶分析及差異需求,更瞭解夥伴夢想進程的每個階段,透過簡訊、郵件或舉辦聚會,分享夢想進度,尋求支援,提供協助,持續追蹤目標進度,並由圓子夢講師群提供顧問諮詢,或引薦專業資源,透過互助及專家,更快達成夢想目標。「針對每位夥伴狀況做紀錄於叡揚VIdegree愛客戶,透過標籤分類讓我們更了解夥伴在每個階段與目標的差距,即可針對個別狀況做深度溝通與輔助,讓每個人在實現夢想的路途上,都能走向正確的軌道。甚至在與夥伴們的溝通上更能透過VIdegree愛客戶近距離對話!」

VIdegree愛客戶是一個讓客戶關係管理變簡單的工具,讓圓子夢能密切與夥伴們保持溝通,提供服務,同時節省許多人力及時間。未來圓子夢將持續透過提供真正可實踐的圓夢方法與工具,讓每一個人不只是偉大的夢想家,也是人生的實踐家。



相關案例

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寵物業
VBONE寵物生活館執行長 吳雨庭
營運、管理在雲端 服務精緻受好評

「導入VIdegree一年多以來,最直接感受到的是客戶對我們服務的肯定!VIdegree的快速搜尋,讓我們在得知飼主姓名或寵物名稱後,能立即搜尋到過去服務記錄、購買品項及記事歷程,以最短的時間提供客戶需求,大量節省客服通話時間,更快速服務下一位客戶。VIdegree的導入對於重視服務品質的我們來說絕對是無庸置疑的!」吳執行長強調。

非營利組織
The Baton Project Executive Secretary Cai Wan-Ling
Cloud Based CRM Service Helps Take the P...

Thinking back, Brenda states that, "The best thing about VIdegree are its tagging and memo features." Previously, constituent names and information were organized using Excel. At the time, in order to categorize volunteers into groups, we had to repeatedly copy and paste every any new pieces of information into multiple lists of names. It was a pain to manage. Furthermore, adjusting fields was always a complex task due to often having to record information that doesn’t fit easily into any specific field. Now, using the tagging feature, we are able to quickly perform multidimensional grouping. For example, using, "area supported" in addition to "18 school zones" can be used to categorize or group supporting volunteers. This allows the organization to not only easily gather the necessary manpower for events, but can also be used to match volunteer's from different disciplines to students with specific interests. Proudly, Brenda exclaims that, "Establishing an extensive and efficient volunteer database, is crucial to allowing us to effectively provide students with the 'living book' experience. It is also one of the reasons why so many schools have been happy to cooperate with us!"

客戶消費精準掌控 資料整合一把罩
電子商務
GOMINI淘寶國際有限公司 經理 魏敬哲
客戶消費精準掌控 資料整合一把罩

魏經理肯定的說:「簡單卻瑣碎的事就交給Vital CRM,為我們省下整合資料庫的時間成本,讓團隊把心力放維繫客戶上,創造更高的企業價值!」對於GOMINI來說,銷售不單只是個過程,而是更深層的情感交流,這也是驅使GOMINI持續成長的最大動力!

金融與保險業
Nan Shan Life Insurance Da Wang Service Location Regional Manager Huang Zheng-Xiong
Improved Customer Service Ratings by 70%...

"Since using VIdegree, I've increased the margin of tasks I'm able to handle in a day. Previously, 60% of my time was taken up just responding to clients' questions. Now, thanks to the systematic reminder service, several issues are taken care of early on. The number of customer emergencies have dropped from 8~10 cases a day to 3~5. Now over 70% of my time can be spent on marketing and building better relationships with clients. I no longer need to spend all my time trying to put out fires and making a mess of everything. The best part is that my relationships with my clients are better than ever, and they have become increasingly willing to refer their friends and family to me." In other words, the regional manager of Nan Shan Life Insurance at the Da Wang service location whole heartedly recommends VIdegree.