Vital CRM vs 事業e祕書

◎ Highly Acclaimed! The Customer Management Tool Recognized by Numerous Enterprises ◎ Vital CRM Customer Relationship Management is a cloud-based tool that combines web and mobile app functionalities, allowing you to search customer data, track contact records, manage important tasks, and receive real-time notifications anytime, anywhere. It's an indispensable on-the-go customer database and work management tool for businesses. With the Vital CRM app, you can: * Quickly create customer profiles by importing mobile contacts or using business card recognition. * Browse customer/company information. * Easily plan visit routes using the 'Nearby Customers' feature, regardless of your location. * Record customer visit data using the note function. * Conveniently search for events/activities, potential business opportunities, and consumer data. * View your calendar to stay updated on work tasks and appointments, ensuring you never miss any important work. Please note that the full functionality of Vital CRM requires its use in conjunction with the web version. Standalone use of the Vital CRM app does not enable all features. Best regards, GSSCloud Team

事業e秘書整合《遠雄人壽》展業人員開拓業務時所需要的數位功能，不論是在職場、捷運或客戶家中，都能快速透過事業i秘書的功能，即時完成各項任務。 【壽險通路專區Portal】 Portal是一個整合所有系統功能的入口，透過登入Portal後，即可便利進入「CRM客戶關係管理系統」、「我的事業園地」等遠雄系統，無須再輸入帳號密碼，達成一站式體驗服務。 【CRM客戶關係管理系統】 CRM是一個整合與活化客戶資料的系統，提供快捷且多元的客戶資料查詢功能。展業人員能為客戶進行保單健診或保險需求分析，可產製保單健診報告書，為客戶分析保障缺口及推薦商品，創造成功銷售機會。 【我的事業園地】 提供保單查詢、保單照會、商品資訊、保單提醒通知、保單進度查詢、業績查詢、行政表單下載等各項展業支援功能。 另可連結至【旅行險受理系統】及【建議書系統】。