Hainan · 기존 팔로업이 흩어짐
“Sansha CRM 개발 회사” 검색은 대개 처음부터가 아니라 팔로업이 이미 흩어진 상태입니다.
표나 구시스템을 쓰는 Sansha 기업은 먼저 무역, 금융, 기업 서비스로 리드·담당·날짜를 SAAS에서 돌리세요.
Sansha 기업이 개발사를 찾을 때의 실시 순서
Sansha companies searching for a development vendor usually already have scattered follow-up — they are not starting from a blank system.
Run leads, owners, and follow-up dates first. Without a fixed process, another build only changes where data is typed.
Only then write fields, roles, and deployment into the custom scope. No scope, no start.
Change only listed items — do not invent a new record model.
이미 한 번 개발했다면 같은 여섯 단절이 남습니다. 무역, 금융, 기업 서비스는 맞춤 범위 전에 이 여섯을 대조해야 합니다.
01
If Sansha leads still land in personal WeChat, building a workspace first will not fix assignment.
02
If managers cannot see unassigned, unfollowed, and overdue, the custom scope cannot be written clearly.
03
Sansha 무역 should run source, quote version, and next date on SAAS first.
04
Write the three lists into acceptance first. If they are unclear, do not start custom work.
Sansha 도입 시 무역, 금융, 기업 서비스로 인입·견적·다음 날짜를 먼저 맞추세요.
01 · 지금 흔한 방식
When firms hire a development vendor, inquiries, samples, and quote versions live in email threads. Building a multilingual UI first still cannot merge duplicate customers.
도입에서 먼저 돌릴 부분
For , first run inquiry source, sample milestones, and quote versions on SAAS. Customize currency or tariff fields that do not fit.
무역 솔루션의 고객 관리02 · 지금 흔한 방식
When firms hire a development vendor, compliance packs, decision-makers, and follow-up dates are scattered. Building approval flows first still leaves leads in personal WeChat.
도입에서 먼저 돌릴 부분
For , first write source, documents, and follow-up dates on one customer. List approval milestones that do not fit into custom scope.
금융 솔루션의 고객 관리03 · 지금 흔한 방식
When firms hire a development vendor, renewal windows and upsells miss the original account. A contract module still loses history after owner changes.
도입에서 먼저 돌릴 부분
For , first run account, decision-maker, and renewal date on SAAS. List upsell fields that do not fit for custom work.
기업 서비스 솔루션의 고객 관리CRM 개발사를 고를 때 먼저 세 목록이 보이는지 요구하세요.
단계 1
Sansha sites, events, and ads each get a lead-form link or QR. Merge duplicate numbers first.
단계 2
A submission is a lead. Overnight unassigned items hit the manager list. No owner means it was never received.
단계 3
Quotes, technical talks, or visits need a next date. Follow-up without a date is not progress.
단계 4
Email sends the proposal to a named person. Versions stay on the customer — not in a separate folder.
단계 5
Roles, fields, or deployment that do not fit Sansha 무역, 금융, 기업 서비스 go into the custom scope.
단계 6
Custom work fills those items. Lead forms, Qianying cards, and email are not rewritten.
Sansha에서 개발사를 고를 때 미할당·미팔로업·기한 초과를 먼저 요구하세요.
Sansha intake with no owner the same day enters this list.
No follow-up written by the agreed date enters this list.
Quotes, visits, or technical talks past due without progress enter this list.
Sansha 도입 시 먼저 획득 폼·천영 명함·메일을 쓰세요. SMS·콜센터·아웃바운드 AI는 부가입니다.
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