Sunline Network Technology (PST) Brokerage CRM Platform
Sunline Network Technology (PST) Brokerage CRM Platform
Help enterprises realize the rapid strategic transfer from "product-centric" to "customer-centric" business model
Build a combat-rich marketing, customer management, sales and service system for enterprises
Provide comprehensive and personalized customer information for sales, marketing and customer service personnel of enterprises through statistics, collation and analysis of multi-channel customer information
Help enterprises to fully tap potential value customers, improve customer service system, improve customer satisfaction, loyalty, and enhance the economic benefits of enterprises
Product Function Framework
Personal office
Common menu, daily schedule, file center, address book, system message
Customer management
My customers, customer files, customer statistics, service statistics, call statistics, customer analysis
Consulting service
Securities trading daily, individual stock position inquiry, commission statistics, trading and investment, performance analysis
Securities management
Transaction details, share details, fund details, transaction records
Organization management
Organization sales, customer contribution, organization data statistics
Statistical analysis
Account opening data statistics, transaction data statistics, institutional data statistics, reward statistics, effective user statistics
Financial analysis
Monthly asset commission, Business department contribution summary, business department monthly summary
System management
Menu management, role management, channel management, department management, field management, process management, parameter setting
CRM system architecture
