重慶泛普OA辦公軟件系統(tǒng)系統(tǒng)房地產(chǎn)公司應(yīng)用情況調(diào)研問(wèn)卷

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重慶泛普OA辦公軟件系統(tǒng)系統(tǒng)房地產(chǎn)公司應(yīng)用情況調(diào)研問(wèn)卷
  ----銷售管理（CRM）
調(diào)研大類 編號(hào) 問(wèn)題 回答
（□選填項(xiàng)   ◆必填項(xiàng)）
整
體 1 您認(rèn)為貴公司的銷售管理系統(tǒng)應(yīng)用情況如何？ □非常好
□良好
□基本正常
□不良
□其他                                          
                                                 
 2 在工作中銷售系統(tǒng)的效率如何？ □良好
□一般
□滯后
□其他                                           
                                                 
 3 您通常會(huì)關(guān)注那一部分?jǐn)?shù)據(jù)或哪個(gè)模塊、流程？請(qǐng)?jiān)敿?xì)說(shuō)明？                                      
                                                
                                           
                                           

基
礎(chǔ)
數(shù)
據(jù)
 4 【銷售內(nèi)勤/項(xiàng)目主策（執(zhí)行策劃）】您是否已經(jīng)熟練掌握房源生成模塊的具體操作，您認(rèn)為這里還有什么疑難點(diǎn)？房源面積準(zhǔn)確性？
您認(rèn)為該項(xiàng)工作應(yīng)哪一崗位人員專項(xiàng)負(fù)責(zé)？ □熟練掌握
□基本掌握
□未掌握
◆疑難點(diǎn)：                                      
                                                
                                            
                                             
◆專項(xiàng)負(fù)責(zé)人建議：                                           
 5 【銷售經(jīng)理/項(xiàng)目主策（執(zhí)行策劃）】您是否已經(jīng)熟練掌握房間管理模塊房源的放盤(pán)、收盤(pán)操作，綁定房間的解鎖方法?
該模塊下您還有什么疑難點(diǎn)？
您認(rèn)為該項(xiàng)工作應(yīng)哪一崗位人員專項(xiàng)負(fù)責(zé)？
 □信息完整，準(zhǔn)確
□信息基本完整，基本準(zhǔn)確
□信息不完整，不準(zhǔn)確：                                              
                                            
◆疑難點(diǎn)：                                              
                                            
                                            
◆專項(xiàng)負(fù)責(zé)人建議：                          
 6 【銷售經(jīng)理/項(xiàng)目主策（執(zhí)行策劃）】您認(rèn)為是否有啟用房間底價(jià)管理的必要性，您是否已經(jīng)掌握該模塊的操作？該項(xiàng)工作由哪個(gè)崗位負(fù)責(zé)？ □有必要，已掌握    □有必要，基本掌握
□沒(méi)必要，基本掌握  □沒(méi)必要，未掌握
◆專項(xiàng)負(fù)責(zé)人建議                           
                                              
 7 【項(xiàng)目主策（執(zhí)行策劃）】您是否已經(jīng)掌握標(biāo)準(zhǔn)價(jià)管理的操作方法？該模塊下您還有什么疑難點(diǎn)？ □熟練掌握
□基本掌握
□未掌握                                    
 8 【銷售經(jīng)理/項(xiàng)目主策（執(zhí)行策劃）】您是否已經(jīng)掌握折扣管理的操作方法？該模塊下您還有什么疑難點(diǎn)？該項(xiàng)工作由哪個(gè)崗位負(fù)責(zé)？ □熟練掌握         □基本掌握
□未掌握                                   
◆疑難點(diǎn)：                                 
◆專項(xiàng)負(fù)責(zé)人建議：                          
 9 您認(rèn)為我公司是否需要引入問(wèn)卷調(diào)研及問(wèn)卷分析？
該項(xiàng)工作哪個(gè)崗位負(fù)責(zé)合適？ □有必要
□沒(méi)必要             
                       
                        
◆專項(xiàng)負(fù)責(zé)人建議：                         

市
場(chǎng)
營(yíng)
銷 10 【銷售經(jīng)理/項(xiàng)目主策（執(zhí)行策劃）】您是否已經(jīng)掌握項(xiàng)目預(yù)算編制方面？系統(tǒng)中此項(xiàng)數(shù)據(jù)是否準(zhǔn)確？該項(xiàng)工作由哪個(gè)崗位負(fù)責(zé)適合？ □熟練掌握，數(shù)據(jù)準(zhǔn)確  
□熟練掌握，數(shù)據(jù)不準(zhǔn)確
□未掌握，數(shù)據(jù)不準(zhǔn)確  
◆專項(xiàng)負(fù)責(zé)人建議：                         
                                           
 11 【項(xiàng)目主策（執(zhí)行策劃）】媒體投放信息是否準(zhǔn)確完整？
是否需要增加新的媒體大類或媒體子類？請(qǐng)?jiān)敿?xì)說(shuō)明。 □準(zhǔn)確，完整      □準(zhǔn)確，不完整
□不準(zhǔn)確，完整    □不準(zhǔn)確，不完整
◆是否需要增加新的媒體大類或媒體子類：                         
                                           
 12 【項(xiàng)目主策（執(zhí)行策劃）/相關(guān)領(lǐng)導(dǎo)】項(xiàng)目/公司投放費(fèi)效數(shù)據(jù)是否準(zhǔn)確，媒體效果統(tǒng)計(jì)數(shù)據(jù)是否準(zhǔn)確？差異點(diǎn)在哪？ □數(shù)據(jù)準(zhǔn)確   □數(shù)據(jù)不準(zhǔn)確
◆差異點(diǎn)：                                 
                                           
 13 【項(xiàng)目主策（執(zhí)行策劃）/相關(guān)領(lǐng)導(dǎo)】項(xiàng)目競(jìng)爭(zhēng)樓盤(pán)信息是否準(zhǔn)確、完整？差異點(diǎn)在哪？ □數(shù)據(jù)準(zhǔn)確   □數(shù)據(jù)不準(zhǔn)確
◆差異點(diǎn)：                                 
                                           
客
戶
跟
進(jìn) 14 【置業(yè)顧問(wèn)】來(lái)電、來(lái)訪信息是否及時(shí)、準(zhǔn)確、完整？請(qǐng)舉例說(shuō)明                                            
                                           
                                           
 15 【置業(yè)顧問(wèn)】您是否及時(shí)對(duì)來(lái)電、來(lái)訪客戶進(jìn)行追訪跟進(jìn)？
您追方時(shí)主要關(guān)注點(diǎn)在哪？ □及時(shí)跟進(jìn)        □基本不跟進(jìn)
□偶爾跟進(jìn)   
◆關(guān)注點(diǎn)：                                  
                                           
 16 【銷售經(jīng)理】您是否及時(shí)進(jìn)行客戶跟進(jìn)情況監(jiān)控，對(duì)逾期業(yè)務(wù)是否及時(shí)催辦？ □及時(shí)跟進(jìn)，及時(shí)催辦   □基本不跟進(jìn)，不催辦
□偶爾跟進(jìn)，偶爾催辦  
◆關(guān)注點(diǎn)：                                  
                                           
 17 【銷售經(jīng)理】您是否熟練掌握客戶分配方法，并能合理進(jìn)行分配。
請(qǐng)?jiān)敿?xì)說(shuō)明如何進(jìn)行客戶分配。                                            
                                           
                                           
 14 您認(rèn)為項(xiàng)目客戶臺(tái)賬的數(shù)據(jù)是否完整、準(zhǔn)確？
差異點(diǎn)在哪？ □完整，準(zhǔn)確         □基本完整，準(zhǔn)確
□不完整，不準(zhǔn)確     □完整，基本準(zhǔn)確
◆差異點(diǎn)：                                  
交
易
管
理 18 您是否能正確進(jìn)行房源查詢，能否能掌握認(rèn)購(gòu)、合同管理相關(guān)操作？
都有哪些疑難點(diǎn)？ □熟練掌握
□基本掌握
□未掌握
◆疑難點(diǎn)：                                  
 19 【銷售內(nèi)勤】您是否每日定時(shí)保存銷售日志，銷售日志數(shù)據(jù)是否準(zhǔn)確？                                            
                                           
                                             
 20 【銷售經(jīng)理】您是否使用過(guò)銷售分析模塊進(jìn)行銷售分析，此項(xiàng)分析數(shù)據(jù)準(zhǔn)確性如何，差異點(diǎn)在哪？                                            
                                           
                                            
售
后
服
務(wù) 21 【客服專員】您是否已經(jīng)做好了合同登記備案服務(wù)，所有數(shù)據(jù)是否已經(jīng)錄入？
這項(xiàng)工作哪個(gè)崗位的做比較合適？                                            
                                           
                                            
 22 【按揭專員】您認(rèn)為按揭服務(wù)數(shù)據(jù)的準(zhǔn)確性如何？您是否嚴(yán)格安裝流程執(zhí)行。請(qǐng)?jiān)敿?xì)說(shuō)明。                                           
                                           
                                            
 23 【客服專員】在項(xiàng)目交付前期，您是否已經(jīng)準(zhǔn)備好入戶服務(wù)、產(chǎn)權(quán)服務(wù)所有數(shù)據(jù)及資料，入戶通知書(shū)是否已經(jīng)印制好？需要哪些部門(mén)配合？                                           
                                           
                                                                                       
                                           
                                            
 24 您認(rèn)為實(shí)測(cè)面積在交房前多長(zhǎng)時(shí)間就應(yīng)該拿到？該項(xiàng)工作由哪個(gè)部門(mén)負(fù)責(zé)？ □1.5月      □0.5月       □3月
請(qǐng)說(shuō)明原因：                                
                                            
                                            
 25 您認(rèn)為在面積補(bǔ)差模塊中補(bǔ)差數(shù)據(jù)需要哪個(gè)崗位的人員核對(duì)呢？多項(xiàng)選擇并注明原因。 【財(cái)務(wù)】                               
□項(xiàng)目主策/執(zhí)行策劃                       
□項(xiàng)目會(huì)計(jì)                                
□現(xiàn)場(chǎng)出納                                
□財(cái)務(wù)經(jīng)理                                
□其他                                     
財(cái)
務(wù)
管
理 26 【財(cái)務(wù)】您認(rèn)為各項(xiàng)財(cái)務(wù)待辦事項(xiàng)是否已經(jīng)及時(shí)處理？                                                                                          
                                            
 27 【財(cái)務(wù)】收支管理中能否熟練掌握？有何疑難點(diǎn)？ □熟練掌握    □基本掌握   □未掌握
◆疑難點(diǎn)：                                  
                                            
 28 【財(cái)務(wù)】是否存在客戶欠款情況，您是否及時(shí)進(jìn)行欠款催繳，難點(diǎn)在哪？                                             
                                            
                                            
 29 【財(cái)務(wù)】您是否熟練應(yīng)用財(cái)務(wù)分析模塊？你認(rèn)為此項(xiàng)數(shù)據(jù)準(zhǔn)確性如何？                                            
                                                                                          
                                            
 30 【財(cái)務(wù)】能否正確進(jìn)行憑證管理，各項(xiàng)數(shù)據(jù)能否正常導(dǎo)入財(cái)務(wù)系統(tǒng)？                                             
                                            
                                            
報(bào)表管理 31 您是否在報(bào)表管理看到了所需數(shù)據(jù)？                                                                                        
                                           
                                           
 32 您是否有新的報(bào)表需求？                                            
                                           
 33 如果你沒(méi)有查看報(bào)表的權(quán)限，您需要看到哪些報(bào)表?                                            
                                           
                                           
請(qǐng)問(wèn)您還有什么合理化建議，請(qǐng)逐一列出：
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4、                                                                            
5、