客户关系管理-WISE软件操作.doc

of 16 session brought to adhere to people-oriented, all-round, coordinated and sustainable scientific development view, promoting economic and social and human development. The core of the scientific Outlook on development is people-oriented. Implement the scientific concept of development and first implementation of people-oriented requirements. Office of the Party Committee of this years work, we have to firmly establish the idea of people-oriented philosophy, richness of understanding the people-oriented, seriously implement people-oriented requirements correctly grasping the practice of people-oriented, through people-oriented three services working process, pushing the city Party Committee Office work to a new level. Investee (b) investee by people-oriented, in the final analysis is centred, human premise, a human-powered, human purpose. People-oriented thinking long. As early as the spring and Autumn period of more than 2000 years ago, Qi Guan Zhong: overlord of the beginning, and people-oriented. Principle of the solid. For thousands of years, traditional Chinese political culture there is a wide variety of people-oriented thought. Pan Gengs people to the Duke of Zhous protect and then to Confucius man, from his your KingLight to the idea of Grand boat water and then to advocate since the Han and Tang dynasties nation , these useful idea is, is the country of the people, political sources. The rulers of people, the San Zhi bei yan; the rulers of thin people, then died suddenly. The West ever since the Renaissance, it is because of the rise of humanism, really started to self awareness, self discovery and self-reflection. Predecessors in criticism of Marx and Engels thought on the basis of the outcome of, according to the great discovery of historical materialism, reveals the true nature of human existence, the ideology was essential and strongly suggests, as provided. In 1894, the Engels from Marxs writings, singled out his favorite passage for the new century weekly solemn inscriptions: there, the free development of each is the free development of all people. In modern society, people-oriented thinking more and more attention. People generally regard it as a kind of economic and social development, a principle, a requirement, as a need to maintain the interest of the people of, a pursuit, a purpose. This idea was praised, with the profound connotation and practical significance. Investee 1. people answering epistemological questions and answered the questions of methodology. People contains a profound philosophical, epistemological and methodological significance of science. Known as epistemology, refers to the theories on the relationship between knowledge and practice. In the view of Marx and Engels, man is mans world, is the State, society, and history writers and characters. In other words, the world is one world, society is human society. We know the society, starting from the people to observe; we know the practice, from the people to study; we knew Office work, from the people who set out to explore. Ignoring this, will she seek学 生 实 验 报 告课程名称客户关系管理实验成绩实验项目名称WISE软件操作批阅教师张洪实验者汪秀梅学号20525810132专业班级经管2101实验日期2012-4-10一、实验预习报告（实验目的、内容，主要设备、仪器，基本原理、实验步骤等）（可加页）1、实验目的通过本次实验，使学生了解WiseCRM软件的基本功能，使学生全面掌握客户关系管理软件的用途与操作技能。通过操作掌握企能WiseCRM软件“联系人管理”模块的应用，“行动管理”模块的应用，“销售管理”模块的应用，以及基本的销售分析与报表设计运用。2、实验内容客户及联系人管理（1）增加客户（2）删除客户（3）查找客户（4）增加组（5）删除组行动管理（1）增加活动（2）删除活动安排（3）修改联系活动（4）联系活动列表销售管理（1）增加、删除、修改机会（2）新建销售（3）销售明细查看销售分析与报表设计（1）销售走势分析 （2）销售漏斗模型分析（3）销售构成分析（4）报表设计3、实验主要仪器设备及耗材联网计算机一台；Windows XP操作系统；企能WiseCRM软件。二、实验过程记录（包括实验过程、数据记录、实验现象等）（可加页）1：客户及联系人管理（1）增加客户（2）删除客户（3）查找客户在上填入字段和字段值，按可以得到如下：（4）增加组a.在“组名”内单击右键“新建组”：b.在组员窗口单击右键，选择“添加/删除组成员”：c.按“增加所有”，然后按“确定”：（5）删除组单击“加盟商”，单击右键，选择“删除组”，在弹出窗口点击“确定”：2：行动管理（1）增加活动按上图进入“日历”界面，在“日历”界面单击右键选择“新建联系活动”，填写内容，按“确定”。（2）删除活动安排在“日历”界面单击右键选择“删除联系活动”，按“确定”即：（3）修改联系活动在“日历”界面双击要修改的联系活动，在“联系活动”窗口编辑内容，然后按“确定”即：（4）联系活动列表a.在主界面单击“联系活动”按钮，进入“联系活动”界面：b.在主界面单击“客户”，进入“客户”界面中的“联系活动”子窗口c.在主界面单击“联系人”，在“联系人”界面中的“联系活动”子窗口3：销售管理（1）增加、删除、修改机会a.增加机会，进入“销售管理”的“机会”界面，单击鼠标右键选择“新建机会”b.删除机会，单击鼠标右键选择弹出菜单“删除机会”，点击“确定”即可。c.修改机会，单击鼠标右键选择弹出菜单“编辑机会”，编辑完后点击“确定”即:（2）新建销售在主界面的“销售管理”的“销售”界面中单击右键，选择“新建销售”，即可开始建立一笔新的销售记录。（3）销售明细查看进入“销售管理”的“销售明细”界面，然后可以查看相关内容的销售情况。4：销售分析与报表设计（1）销售走势分析 （2）销售漏斗模型分析（3）销售构成分析（4）报表设计单击“报表”，选择“客户报表”，然后单击“设计“三、实验结果分析（可加页）通过此次“WISE软件操作“实验，我学会了很多。使我了解了企业客户关系管理软件（WiseCRM）的一些基本功能,使我能够全面掌握客户关系管理软件的用途与操作技能；而且我通过操作掌握了企能WiseCRM软件“联系人管理”模块的应用，“行动管理”模块的应用，“销售管理”模块的应用，以及基本的销售分析与报表设计运用。虽然，做完这次实验我学了这么多东西，但是，以后还要更加的努力多锻炼。end to form a proper understanding. Methodology refers to methods of knowing the world, transforming the worlds theory. Historical materialism tells us that social development, leave is impossible; all social progress, leaving people unable to achieve. We do anything, must first of all take into account the human factor, to find ways to give full play to the initiative and human creativity, mobilizing peoples enthusiasm. This is the result of numerous historical practice of most of the scientific method. Emperor TaizongThe world of excellence into my opponent and Zhenguan rule, Qing Zeng Guofan to more aides for the first prerequisite Zhong XING Ming Chen, are insisting on methodology of successful models. Promoting the reform and development, construction of well-off, more demands that we as a people-oriented scientific method. We do work in the countryside, it is necessary to put farmers first we engage in State-owned enterprise reform, we must regard expanding employment as an important goal we created urban, optimization-Habitat environment must be pursued. Promotion Office, too, only mans subject status, to achieve rapid development. Investee 2. people who responded to the question, and replied to questions depending on who. Who issues, is concerned with the problem of the ruling party; depending on who issues are questions relating to the source of power of the ruling party. Look at the trend of the world, throughout the ages, no partys fate was not to be dominated by people, no Albert is not driven by the people of a nation. Our party has always attached importance to people, caring for people, his people as the coldest winter, parents of people as their own, but there were also some in adhere to people-oriented bias, war sufan expansion peacetime cultural revolution, has caused a great loss to the revolution and construction. Through history, our party proved that when people, caring for people, and along the way there is a powerful force; when to ignore peoples thinking, to ignore the interests and needs of the people, the partys cause will suffer setbacks. People-oriented, power for the people, this is the most fundamental rules governing laws, large and small, every aspect is also ruling is the most essential requirements. Set up the people-oriented concept of governance, requires us to establish the main position, everything for the m