综合休闲旅游项目票务系统需求建议书大纲(中英文)

1、SFWR-CRM_POS - Customer Facing-RFP-160625WHAT: This is an outline RFP for customer facing CRM and POS software.-It must be a server side software (it will be on a server and accessed by network devices)-It must have English and Chinese User Interfaces (UI)-It must have different levels of access for View, Edit, Save, and Print Functions对象：这是面向CRM（客户关系管理）与POS（销售终端）软件客户的RFP（需求建议书）纲要。-它必须是服务器端软件（它位于服务器上，由网络设备访问）-它必须有中英文用户界面（UI）-在视图、编辑、保存及打印功能上，它必须有不同级别的接入设置WHY: The purpose of this document is to ou

2、tline the main functions needed in the customer facing and customer management software packages used in this project.用途：该文档的目的是概述在这个项目中，面向客户需求及客户管理软件包里的主要功能。WHO:-Inside - This software will mostly be used by the Marketing / Sales, Store, Food, Accounting, Exhibition, and the Activity Departments.-Outside - We will review products from vendors who make products with the functions below to choose Modules that we want to integrate. We feel this software package will be integrated from products cur

3、rently in the market to save time. Below are the main functional areas of this software system.Companies that want to provide all or part of this software system must currently make one or more major modules listed below, and have a good reputation in the market: 人员：-内部：该软件将主要用在市场销售、商店、食品、会计、展览以及活动部门。-外部：我们将从能提供以下功能的供应商的产品内检查，并将我们需要的模块集成一起。我们觉得该软件包能从目前市场上的产品中整合，并能节省时间。Marketing市场营销Marketing Activities (A list of all the marketing activities available)营销活动（所有合适的营销活动清单）Marketing Management (Choosi

4、ng and integrating marketing activities) Announcements (Telling customers about events and product sales)Event Calendar (Calendar view of activities coming up, ability to reserve seat)市场营销管理（选择与整合营销活动）活动通告（告知消费者有关的活动及产品销售）活动日程安排（即将推出安排表，并能预留坐席）Email / WeChat Marketing Campaign ManagementCampaign History (View completed campaigns)电子邮件/微信 营销宣传管理宣传历史记录（可以浏览完整的宣传活动）Planning & Budgeting (Select plans and budgets for standard activities)Marketing Tracking (Compare time and cost to budget plans)Marketi

5、ng Analytics (Present charts and graphs of common marketing metrics)筹备与预算（为标准化活动选择合适的方案与预算）营销跟踪（比较时间与成本，选择合适预算方案）营销分析（用常见的图表表示市场度量标准）Web Portal Functions (The functions of our public facing web portal)The project China and Local Promotion (Web pages describing us)Search Engine Marketing (SEO, Using search engines to get customers)Web-based Leads (Use web strategies to find new customers)Loyalty Management (Provide services to frequent customers and Club Members)Marketing Resources (Provide marke

6、ting materials to public and media)网站门户功能（为公众提供面向网站门户的功能）本项目在中国与当地的推广（网页介绍“我们”）网站导向（用网络策略开发新客户）忠诚度管理（提供可让客户与会员频繁光顾的服务）市场资源（为公众与媒体提供营销材料）Traffic Schedules (information and tracking on Web contacts by time)Track Feedback (Gather feedback from customers, organize and track it) 流量安排（每次网络访问时的信息与跟踪） 跟踪反馈（收集客户反馈，组织并对其跟进）Sales Management销售管理Customer Relationship Mgmt (Manage all phases of customer interaction)Sales Inquiry (Create customer profiles fast, track all incoming customer contacts)Inquiry Mana

7、gement (Get all incoming customer contacts to the right person)Customer Service (Make sure customer requests and problems are addressed)客户关系管理（管理客户互动的所有阶段）销售需求（快速建立客户资料，跟踪所有到来的客户联系）需求管理（交由专人管理所有进入的客户联系）客户服务（确保客户的需求与问题得到记录）Sales Forecasting (Project sales trends based on estimates and past performance)Sales Cycle Analysis (Look for patterns in sales, present them as charts and graphs)Sales Revenue Analysis (Understand what kind of people buy each product)Quote Processing (A system for providing a

8、 price for products)Contact History (A list system tracking all contact with a customer)销售预测（项目销售趋势建立于预估及过往表现）销售周期分析（观察销售模式，用图表展示）销售收入分析（了解每种产品的消费群体）报价处理（产品报价系统）沟通历史记录（客户沟通列表系统）Sales Order Processing (A system for managing customer orders)Processing Issues (Common problems in delivering products and services)Customer Order Entry (A system for entering customer orders)Packing Slip Preparation (A system that generates packing slips for shipping orders)Invoice Preparation (A system that prepares in

9、voices for customers)销售订单处理（客户订单处理系统）问题处理（货物运输与服务中的常见问题）客户订单入口（客户订单入口系统）打包移动制备（发货单打包移动生成系统）发票制备（客户发票预备系统）Scheduling Mobile Users (A system through which customers can use their mobile phone to get in line to control a function in an Exhibition Area)Time & Attendance (A system to record customer times and attendance)移动客户安排（展示区域内自动控制客户上线系统）时间与上座率（客户时间与上座记录系统）Competitive Information (A system to track competition)Business Intelligence (A system to make notes for managers about the market)竞争信息（竞争跟踪系统）商业智能（市场信息记录系统）Point of Sale (POS)销售终端Retail Point of Sale (Retail POS) (A system to accept payment, including cards)Paper Ticket / Plastic Card / Wristband Ticketing System (A smart ticketing system)Mobile POS Transaction (A QR Code based reservat

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