The core value of the Enterprise Edition is transforming individually held client assets into company-owned client assets. This document explains from a sales manager's perspective how to use the Enterprise Edition for effective team client management.
Client Asset Ownership
In the traditional model, client information is held by individual sales reps. When a rep leaves, the client information is lost with them. In the Enterprise Edition model, client profiles belong to the company team, and sales reps are merely users. When a rep leaves, the administrator can transfer clients with one click, ensuring a complete handover of client assets.
Bulk Import Historical Clients
If your team has historical client data, you can bulk import it via Excel. The template can be downloaded from "Data Management" -> "Import Clients." Fill in basic fields such as client name, phone number, and company, then upload in bulk to automatically assign clients to the corresponding sales reps.
Transparent Follow-up Processes
Enterprise Edition administrators and sales managers can view the follow-up timeline for every client and understand how each sales rep is following up with clients. Key areas to focus on:
- Clients not followed up for a long time (no follow-up records for over 7 days)
- Promised actions not executed (e.g., promised to send a quote on Monday but didn't)
- Reps with consecutive lost deals — review their follow-up records to identify patterns
Closed Deal Experience Analysis
On the "Experience Analysis" page, you can perform batch analysis on closed deal clients, and the AI automatically extracts common characteristics of successful deals:
- Deal cycle: what is the median number of days to close a deal
- Follow-up frequency: average number of follow-ups before closing
- Requirement characteristics: what needs do closed deal clients commonly have
- Price anchor: which price range do closed deals cluster in
These analysis results can help the team follow up with new clients with a clearer sense of direction.
Three-Step Enterprise Edition Rollout
Many teams don't know how to use the Enterprise Edition after purchasing it. We recommend following these three steps:
- Week One: Complete all historical client imports and ensure all data is in the system
- Month One: Require all sales reps to use Tuji daily to record follow-ups, with data coverage rate > 80%
- From Month Two Onward: Use the data dashboard for management reviews, identify issues, and make timely adjustments
The key to making the most of the Enterprise Edition is consistent data entry. Only when data accumulates to a sufficient level will the value of management truly become apparent.