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实用CRM：根据金融业业务流程能自动灵活进行自定义；协助金融业实现"销售队伍管理自动化、客户营销自动化、客户服务自动化"三个自动化。
Practical CRM: have user definition automatically and flexibly according to the business process of financial industry; assist financial industry to realize three-automation "sales team management automation, customer marketing automation and customer service automation".
★呼叫中心不能对外开放。
★Call center can not be opened to others.
专业呼叫中心是银行核心业务部门，由于涉及业务数据庞大和安全性，不能开放给每个客户经理应用。
Professional call center is the core business department of the bank. Since it involves with vast business data, considering about its security, it can not be opened to every customer manager.
★客户来电或去电时如何立即查看过往记录，并快速记录此次交流重点？
★ When the customer has incoming call or making a phone call, how to immediately check the previous record and rapidly record the key points of this communication?
准确称呼来电者、清晰了解历史交流内容、客户业务办理情况、记录并及时满足客户此次电话中提出的需求，是提高客户满意度、忠诚度，促进业务发展的催化剂。
Accurately call the caller, clearly learn about the historic communication content and business handling situation of the customer, record and satisfy the requirement raised by the customer in this call. All of these are the catalyst for improving customer satisfaction, loyalty and promoting business development.
★CRM使用较复杂，难以提高工作效率。
★ It is complicated to use CRM and difficult to improve working efficiency.
需要安排专人去维护CRM系统，如何提高客户经理工作效率？
It needs to arrange special staff to maintain CRM system. How to improve working efficiency of customer manager?
★客户经理自有客户的关系管理。
★Relationship management of self-owned customers of customer manager.
除CRM分配的客户外，客户经理（尤其是理财、零售客户经理）还需维护几百位未列入CRM的客户或潜在客户，如何快速、详细记录其信息、接触日志、销售情况等信息？
Apart from the customers distributed by CRM, customer manager (especially financing and retail customer manager) needs to maintain several hundred customers or potential customers not listed in CRM, how to rapidly record the information, contact log and sales information in details?
《哈佛商业评论》的一项研究报告指出∶
"Harvard Business Review" points out in a research report: