CRM is a program for planning, organizing, monitoring relationships between a business and a client, designed to automate and optimize the interaction process. Depending on the goals of implementation, they are divided into operational, analytical and collaborativeView portfolio
Systematization of a single client base
Tracking relationships with each client
Collecting sales information
Monitoring employee performance
Facilitating communication between individual employees and structural divisions of the company
Reducing operating costs by automating routine
Optimization and scaling of processes based on data analysis
ADVANTAGES which the company receives
when using CRM
Reducing costs due to the reduction of routine operations performed by employees due to the automation of the work process, consistency of actions and being in the same information field
Reducing the costs associated with the human factor (the employee forgot, got sick, quit)
The ability to predict the most potential deals and pay more attention to them, as a result, an increase in the likelihood of their conclusion
Service process standardization of clients
The ability to improve the level of service through an individual approach (based on systematized customer information)
Coordination of staff activities (especially important if a group of specialists is working on one project)
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COMPARISON OF OPPORTUNITIES of the custom
and individual solutions
Ready CRM systems:
They offer a standard set of features, including many unnecessary or not flexible enough. Not all solutions have integration with third-party services, especially for specialized accounting programs. Limited by license or prepaid subscription. When expanding the state, you have to buy additional options every time. It is not always possible to modify something for your own needs, especially when the need is not massive. After each interface or feature update, you need to retrain employees.
Customized CRM systems:
Meet the needs of the business and are designed from the ground up to be easy to use. They support data exchange with those software and hardware solutions that you already successfully use for automation and control. Provide endless expansion of possibilities, including for opening user accounts with different levels of data access. Subsequent optimization is implied. The well-documented code makes it easy to modify and change. There are no unplanned changes in your system, any improvements and updates are organic, because they are based on the daily needs of employees.
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