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作为现代保险企业的神经中枢,容户关系管理系统（以下简称CRM）不是我们时下津津乐道的门户网站、电子商务平台,也不是一个简单的电子业务系统或热线平台所能涵盖的范畴,它是区别于企业传统的事务处理系统的更为全面而科学的信息化应用管理系统,它为保险公司提供的是从售前、售中、售后全程的管理策略,它的核心任务是整合企业资源、调整工作流程,以便最有效地为客户提供差异化服务。它不但管理与客户的直接接触（包括电话、传真、WWW、邮件、拜访等）,还要管理企业内所有相关的执行动作,并且通过对保户信息（包括基本信息、交互记录、业务记录等）的分析,将客户分类以区别提供合适的服务。它采用的虽然是普通的计算机程序式的电子化处置手段,但它所引入的一些崭新的管理手段已经为国内外许多著名成功企业所认同,并逐步成为它们保持核心竞争力和可持续发展的有力武器。
As the nerve center of modern insurance companies, the system of customer relationship management (hereinafter referred to as CRM) is not our current relish portal, e-commerce platform, nor is it a simple e-business system or hotline platform can cover areas, it Is different from the traditional business transaction system more comprehensive and scientific information application management system for insurance companies is provided from the pre-sale, sale, sale and after-sales management strategy, its core mission is to integrate enterprise resources , Adjust the workflow, in order to provide customers the most effective differentiated services. It not only manages direct contact with customers (including telephone, fax, WWW, mail, visit, etc.), but also manages all relevant execution actions within the enterprise, and through the protection of subscriber information (including basic information, interactive records, business records, etc. ) To classify customers to differentiate between providing the right service. Although it is an ordinary computer-based electronic means of disposal, some of the new management tools introduced by it have been recognized by many famous successful enterprises at home and abroad and gradually become their core competitiveness and sustainable development Powerful weapon.