1、CRM客戶關(guān)系管理系統(tǒng)客戶關(guān)系管理系統(tǒng)建設(shè)方案建設(shè)方案商務(wù)代表：沈言炎商務(wù)代表：沈言炎20132013年1111月5日本方案未經(jīng)許可，不得轉(zhuǎn)載；違者必究！本方案未經(jīng)許可，不得轉(zhuǎn)載；違者必究！本方案未經(jīng)許可，不得轉(zhuǎn)載；違者必究！本方案未經(jīng)許可，不得轉(zhuǎn)載；違者必究！本方案未經(jīng)許可，不得轉(zhuǎn)載；違者必究！本方案未經(jīng)許可，不得轉(zhuǎn)載；違者必究！目錄目錄5.4自定、預(yù)定、固定三種流程模型................................

2、...................................................195.5會(huì)簽功能應(yīng)用..................................................................................................................195.6節(jié)點(diǎn)的辦理、只讀和跳轉(zhuǎn)............................

3、..................................................................195.7自定義類型......................................................................................................................195.8自定義字段................

4、......................................................................................................20六、市場(chǎng)管理功能............................................................................................................

5、............206.1市場(chǎng)活動(dòng)管理..................................................................................................................206.2市場(chǎng)信息管理........................................................................

6、..........................................206.3合作伙伴管理..................................................................................................................20七、財(cái)務(wù)管理功能...........................................

7、.............................................................................217.1應(yīng)付款管理......................................................................................................................217.2應(yīng)收款管理.....

8、.................................................................................................................217.3費(fèi)用預(yù)算..................................................................................................

9、........................217.4報(bào)銷管理..........................................................................................................................227.5用款管理........................................................

10、..................................................................227.6常用的財(cái)務(wù)統(tǒng)計(jì)報(bào)表......................................................................................................227.7財(cái)務(wù)統(tǒng)計(jì)報(bào)表...........................

11、.......................................................................................22八、文檔管理功能........................................................................................................................238

12、.1文檔管理功能..................................................................................................................238.2按目錄分配權(quán)限......................................................................................

13、........................248.3多種方式權(quán)限定義..........................................................................................................248.4文檔加密功能..................................................................

14、................................................248.5部門文件庫(kù)......................................................................................................................258.6網(wǎng)絡(luò)硬盤...................................

15、.......................................................................................258.7公文審批流程..................................................................................................................258.8支持標(biāo)

16、準(zhǔn)文檔格式和Office在線編輯控件...................................................................268.9靈活可靠的權(quán)限控制組合..............................................................................................268.10支持SharePoint模式的文檔控件

17、.................................................................................27九、個(gè)人工具功能........................................................................................................................279.1個(gè)人工作

18、平臺(tái)..................................................................................................................279.2用戶界面自定義............................................................................................

19、..................289.3個(gè)人資料設(shè)置..................................................................................................................289.4個(gè)人筆記....................................................................

20、......................................................289.5支持單點(diǎn)登錄服務(wù)..........................................................................................................289.6實(shí)時(shí)任務(wù)和事件日程查詢...............................

21、...............................................................289.7內(nèi)部消息..........................................................................................................................299.8考勤管理.................

22、.........................................................................................................299.9個(gè)人日程安排........................................................................................................

23、..........30十、系統(tǒng)設(shè)置功能........................................................................................................................3010.1基礎(chǔ)數(shù)據(jù)管理....................................................................

24、............................................3010.2數(shù)據(jù)導(dǎo)入導(dǎo)出................................................................................................................3110.3數(shù)據(jù)備份..........................................

25、..............................................................................3110.4系統(tǒng)日志管理................................................................................................................3110.5系統(tǒng)維護(hù)........