VIdegree Makes Customer Management and Searching Easy
"Customer information lists have always been the core of any industry, yet such data is often confined to Excel, then printed out on paper and placed in a box somewhere. This results in companies being unable to keep up or continue to update their information. In addition, large amounts of information can be difficult to group and organize, making the relevant information almost impossible to find. But using VIdegree, a cloud based CRM system, all our client data can be consolidated into a single database. Different members of our team can use the search feature to find information on any client to leave comments or add to the current file. The tagging feature also makes it much easier to group clients into different categories!" None of these functions could be achieved using traditional word processing and paper, added Shang-Ya.
"Customer information lists have always been the core of any industry, yet such data is often confined to Excel, then printed out on paper and placed in a box somewhere. This results in companies being unable to keep up or continue to update their information. In addition, large amounts of information can be difficult to group and organize, making the relevant information almost impossible to find. But using VIdegree, a cloud based CRM system, all our client data can be consolidated into a single database. Different members of our team can use the search feature to find information on any client to leave comments or add to the current file. The tagging feature also makes it much easier to group clients into different categories!" None of these functions could be achieved using traditional word processing and paper, added Shang-Ya.
During the internet bubble in 2000, while working as an online marketing development consultant, due to her consistently friendly demeanor and excellent service attitude, Hua Shang-Ya began to accumulate a large number of loyal clients. Therefore, 8 years ago, she established jei-young.com.tw to meet the growing demand for online marketing. The company places an emphasis on providing a full-range of services from website design, web domain name registration, web-hosting, marketing, multimedia and printing. In combination with the above services, the company further offers over 100 different varieties of products. They have now presently accumulated hundreds of small-to-mid sized companies as their clients, helping them find further business opportunities in the Internet age.
Shang-Ya became familiar with VIdegree through the referral of the YZU Innovation & Incubation Center. After a two-month trial, Shang-Ya decided to become a continuing user and her company has now already been using VIdegree for three months. According to Shang-Ya, "The amount of client data we need to handle will only increase! Once we start neglecting to organize our client information files is when the distance between us and our clients begins to grow!" Therefore, establishing a cloud CRM system is a must for small-to-mid sized companies who want to make the best of their resources. Time management is key to turning losing situations into winning ones.
Previously, customer information would be scattered around on different computers, on countless number of stick-it notes of all different shapes and colors, or simply in the heads of our sales or administrative staff. In this case, more often than not, customer information would just end up forgotten or untraceable! Shang-Ya further described that, "Customer information lists have always been the core of any industry, yet such data is often confined to Excel, then printed out on paper and placed in a box somewhere. This results in companies being unable to keep up or continue to update their information. In addition, large amounts of information can be difficult to group and organize, making the relevant information almost impossible to find. But using VIdegree, a cloud based CRM system, all our client data can be consolidated into a single database. Different members of our team can use the search feature to find information on any client to leave comments or add to the current file. The tagging feature also makes it much easier to group clients into different categories!" None of these functions could be achieved using traditional word processing and paper, added Shang-Ya.
"VIdegree's functions are further extended by its mobile application. For example, this year when our sales team had to go to the Daan District to visit a specific client, they were able to use VIdegree's mobile application to search for nearby clients scattered around the Daan area. They were able to conveniently stop by and visit other nearby clients with the help of VIdegree, allowing them to make the best use of their time!" Presently, jei-young.com.tw is able to directly import quotation requests they receive through their website, by phone or e-mail, and Excel into VIdegree. Our customer service staff can also immediately create a customer file after receiving a call. Hua-Ya believes that in time, VIdegree will play an increasingly greater role in helping the company effectively take care of all their clients.
