The Futures Company CRM System Analysis And Design

Customer relationship management (CRM) system is based on customer relationship management as the core, to meet customer expectations and both sides benefit as the goal, through the enterprise to establish and maintain good relationship with customers, continue to reach the company improve customer satisfaction and enhance the level of corporate profits of a new type of marketing idea and strategy of a complete set of application.Due to the nature of each industry is different, so the CRM system application in different industries will also differ in thousands ways, the system is implemented and the expected goal is completely different. Futures industry is developing rapidly in our country, especially in recent years, futures continuously introduce new business, make futures as an industry development strategy, quickly achieve the change from quantitative change to qualitative change. Futures company management concept also gradually from "product-centric" to "take the customer as the center", improve customer satisfaction and loyalty has been the important factors to the success of the company.To comply with the above changes, futures companies need to establish an analytical CRM system to the customer’s data analysis and mining, at the same time on the management of business process improvement and perfect sales service system. Large domestic futures companies in order to break the current competition pattern, better development business in the white-hot competition environment, have determined the existing market marketing, customer management and service work such as key work together closely related to the customer, at the same time increase classification to the customer and the company operating situation of statistical analysis function, through the implementation of unified customer relationship management (CRM) system to improve customer care, customer service, marketing management, so as to improve the core competitiveness of the company in the futures industry.Taking L futures co., LTD as an example to study the analytical CRM system business requirement analysis, system function design and the implementation and application of CRM system. Firstly expounds the research background of CRM system, and put forward the research methods, research contents and innovation points. Next to the CRM system theory, research status at home and abroad and related technology made explanation, according to the business characteristic of this kind of futures companies and business requirements, the implementation of analytical CRM system was finally chosen. At last, through detailed analysis of the futures company’s business processes and system requirements, the company’s business was gradually on the basic case, the logical relationship between the business and the business department office project specific requirements of CRM system. After the requirements of all the start to the whole CRM system to carry on the design, implementation and application of the stage began to gradually establish the analytical CRM system of physical model, a complete implementation of the CRM system, through parameter Settings in the CRM system, at the same time, realize the customer segmentation on the company, to provide more targeted services, to prepare for related customer sales of other products of the company.This paper innovation points:(1) this paper puts forward to segment with the customers, and according to the actual business need to design the customer hierarchy of standards. At the same time, considering the level of customer is not fixed, so customers in the system level design for a month for dynamic adjustment, so that the business sector changes according to the level of customer to provide the corresponding customer maintenance policy. (2) In this paper, before the implementation of the system, the first to further clarify department office duties, optimize the company’s business processes; Then, through the optimized system of business process workflow design work.