客户管理系统方案说明书（文档版本V2.3）文件编号：ASIAIT/SD/090518-01分册号：1/1页码：25密级：中软件版本：V1.0目录1引言................................................................11.1遇到的问题........................................................11.2软件的目标........................................................11.3名词解释..........................................................21.4硬件支持..........................................................21.5软件环境..........................................................32系统概述............................................................32.1系统用户..........................................................32.2系统总体功能......................................................43客户信息库..........................................................43.1统一共享的客户资料................................................43.2层次清晰的客户资料................................................63.3严格权限的客户资料................................................73.4智能预警的客户资料................................................84客户交往............................................................84.1交往计划..........................................................94.1.1计划安排.......................................................94.1.2计划提醒......................................................104.1.3团队协作......................................................114.2交往过程.........................................................114.2.1跟进情况记录..................................................124.2.2客户报名......................................................124.2.3学员交费记录..................................................134.2.4课前沟通......................................................134.2.5上课培训记录..................................................144.2.6客户关怀......................................................144.2.7自定义客户交往................................................155助教/教练..........................................................156公告板.............................................................167常用术语集.........................................................168查询统计...........................................................178.1客户资料查询.....................................................178.2工作结果查询.....................................................178.3系统操作历史查询.................................................188.4工作人员业绩统计.................................................188.5财务统计.........................................................188.6学员七元素统计...................................................198.7学员感召成绩统计.................................................208.8金牌IMO统计.....................................................208.9金牌IMO-TA统计..................................................218.10学员晋升情况统计...............................................228.11一阶段报告.....................................................228.12课程进班数据统计...............................................238.13学员海星晋升情况统计...........................................239基础信息设置.......................................................249.1课程设置.........................................................249.2班级组建......
