What is CRM? Customer Relationship Management (CRM) is a service that automates business processes and saves time on routine tasks.
Any house starts with a foundation. Without it, it will collapse, require big repairs and create many problems. The same thing happens with business. Many businesses do not think about why CRM systems are needed. Having started their business, they immediately focus on advertising, hiring a team and making deals. Everything seems successful until there are too many tasks, clients and employees. And then chaos sets in. The relevance of implementing CRM systems is explained by the fact that this is the foundation that keeps the business from falling apart and helps it grow steadily.
Why do 7 out of 10 businesses face chaos?
You can make money without CRM, but it will be difficult for you to scale and retain customers. If the processes are not automated, serious challenges arise:
- Managers lose customers and forget about tasks due to the lack of a single accounting system.
- Contact details are stored in notebooks and personal messengers — this information will be lost, and working with customers will become difficult.
- It is impossible to control transaction stages — the business does not understand where it is losing money.
- Reports are collected manually, and half of the data is lost — analytics becomes incomplete or unreliable.
Such a business is built on sand, not on a solid foundation. The more clients you have, the more chaos and stress you face.
What challenges does CRM solve?
To build a solid foundation, it is vital to use tools that optimize processes. The CRM concept solves several challenges at once:
- Data centralization — customer management is done in one place: call history, correspondence, meetings, deals and documents. Even if the manager changes, nothing will be lost.
- Process automation — CRM itself reminds about task management, sends emails, sets meetings and controls the sales funnel.
- Analytics and forecasting — the system shows where customers come from, whether conversion is increasing and how much you can earn next month. Graphs are built based on average spend data and company profitability; and through correct decomposition, it is easy to track the most important indicators for business development, including accounts receivable. This allows you to make decisions based on data, not intuition.
All these capabilities of CRM systems improve business processes, making them transparent and structured.
What is the main goal of CRM implementation and what will a business get?
When all processes are well-structured, the company operates smoothly and predictably. The CRM system integration helps businesses develop without chaos, ensuring data order and simplifying customer management. The main advantages of the CRM system after its implementation:
- Clear structure — each employee knows what to do and when.
- Transparency of transactions — you can see at what stage each customer is.
- Stable development and interaction — transparent management of sales, customer base and team work.
- Ready for growth — you can increase the number of employees and customers while maintaining process control.
With CRM, a new manager quickly gets into the team’s work, accustom to working according to algorithms, and optimizes their working time.
When can you do without CRM?
Despite the obvious benefits, many business owners postpone the implementation of CRM. They claim that they know when CRM is not needed:
- “It’s too early now, we have a small business.”
- “There is no time to figure it out, we need to work.”
- “It’s better to earn money first and then automate.”
But this is the wrong approach. The earlier the system is built, the easier it is to scale in the future. Redoing chaotic processes in the midst of growth is very resource-intensive.
If a business wants to work without errors and delays, a CRM system becomes an indispensable flexible tool. We tried to explain in detail why CRM is needed and what to pay attention to when choosing the best program in our article “How to choose a CRM system”.
Frigat NET — the architect of your foundation
Integration of Uspacy, NetHunt or Pipedrive will help your business:
- Structure data — all information will be stored in a convenient system.
- Automate business processes and contact management — less routine and more efficiency.
- Obtain analytics — reports, displaying indicators and building plans.
- Integrate with instant messengers, email and telephony — customer data will always be at hand, making communication with them more convenient.
- Compliance with GDPR requirements — customer data will be reliably protected.
We can implement, adapt and configure CRM for your business, train you and your employees to work in it and provide CRM support and maintenance.
Create a solid foundation for your business today!
