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Author Vadim
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CRM or upgrade your business

What happens if work is done without an accounting system? Everyone works as accustomed to some people make notes on paper or in Excel, other in general don't consider it necessary to fix the process of their work.
Fortunately, industrialization reached the level when there is a way out of the situation - to automatize a customer relationship management, i.e., the integration of a CRM-system.

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Each company deals with clients and more successful business is – bigger customer base it has. In modern business always matters how not to lose a potential customer and keep in contact with your previous clients.

Everybody likes the attention to themselves. He may be disappointed with the " cold " attitude. So any attention he welcomes and remembers. The company exhibiting an unobtrusive and individual approach to each customer becomes a respected and favorite. Therefore, clients turn to it again and again, consequently increasing sales volume without unnecessary promotion costs. According to statistics, a satisfied customer will tell about a successful purchase to five friends, who with great probability will turn to, if necessary, the same firm.

What happens if work is done without an accounting system? Everyone works as accustomed to some people make notes on paper or in Excel, other in general don't consider it necessary to fix the process of their work.
People have their workplace stuffed with stickers: "call back tomorrow", "want a discount", "meeting on Friday" etc. We can’t but agree, people tend to forget, whether it's a customer number or other significant information, and there are even more problems caused by the human factor. In such cases, the confusion begins, the chaos in your head, and in the workplace.

Fortunately, industrialization reached the level when there is a way out of the situation - to automatize a customer relationship management, i.e., the integration of a CRM-system.

What is CRM?

If we look in Wikipedia we see the following definition:

Customer relationship management (CRM) is an approach to managing a company's interaction with current and potential customers. It uses data analysis about the customers' history with a company and to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth

CRM systems are divided into 2 types, created on the basis of different technologies:

SaaS (system as a service) - all software and data are contained on the server of the service provider. You have online access to the system through a browser or mobile apps. In general, the processes are established and operate on the service provider side.

Standalone — you get the program installed on your server, and if you wish, alter to suit your needs depending on the possibilities offered by the supplier for the CRM system.

SaaS-type is more practical from the point of view that you use the standard concepts of the system, and get the data you need, without wasting efforts

What are the advantages of CRM integration?

You will receive the fixation of each incoming call, each request, each Lead what will help you not to lose a potential customer, not to miss any incoming call and request. Information will be stored in one common storage in a standardized form, where it can be extracted at any time. This will allow an owner to increase efficiency, improve the productivity of all employees and simplify analysis and planning in a decision-making. To obtain additional control over your subordinates, and to explore the weaknesses of your company.

CRM-system can be considered to be any variant of control and accounting that will help to improve interaction with customers. Therefore, when talking about the CRM system, usually mean special software. There are no common standards and a clear understanding of what this software represents. The number of existing market systems exceeds two hundred. The number of functions included and methods of usage are almost countless.

So let us review what are the main functions that CRM-system includes:

  • Customer’s account – an automatic addition of the personal cards on all calls and subsequent addition of information about contact people, filtering, segmentation and interaction with them for analysis and consideration of promotion.
  • Sales management – is a function of sales management, sales vortex, information about deals with clients and each stage of the process, which is stored in the card.
  • Analytics - is a set of reports such as sales statistics, completed/ non-completed tasks and other. Reports allow you to assess the overall effectiveness of each manager, to predict sales and to improve the quality of service.
  • Integration - is a function of synchronization with additional services (the telephony, emailing and the other software database connection.
  • Delineation of rights - is a function to control employees` access to contacts, transactions and other options of the system.

Each CRM-system is based on these key principles. In addition, the user will receive many other useful things which depend on the selected system.

While making a choice the one of the important factors - the price issue. Solutions can be made without investment - for a standard set of functions or a purchase of multifunctional personal servers, the price of which can be up to thousands of dollars. Your personal decision will be based on the affordable funds and required functions.

This solution was made by many enterprises all around the world, what helped them to become successful. They don`t lose any potential client. It`s an effective tool for obtaining information and decision-making. Put all your paperwork into electronic business-processes. Automate simple or cyclic operations to spend less time and do more.

Our company is specialized on development of CRM systems and we offer the following:

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  • Development
    Developing an individual system for each client`s request.
  • Installation and Implementation
    Installing and adapting the system to requirements of the company, for example, emailing, SMS notifications, integration with social networks etc.
  • Configuration
    Configuring and optimizing the required modules and elements of the system.
  • Customization and Upgrading
    Modernizing and adding new features to your system.
  • Support
    Efficient technical support in solving appearing problems or bugs. Detailed consultation for any issues.

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