A correctly selected, installed and configured customer relationship management (CRM) system reduces the sales cycle by 8-14%. So, must take advantage of it. CRM implementation services are especially relevant for companies whose employees work with customers directly: online stores, travel agents, hotels, online schools, advertising and marketing agencies, medical centers, beauty salons, and design and construction companies.
In this article, we will tell you in detail about the tasks a CRM system solves and why it is extremely difficult to do without it.
Collecting customer data and working with a customer base
The customer accounting system works as follows: all data is loaded automatically; it is possible to add and change information manually, and filter and segment it by different criteria.
CRM is often used to interact with the cold audience and thus it increases the number of customers. If you want to maintain a database of customers and other process participants, CRM will help you solve this task.
Integration with communication services
Efficient communication increases customer and partner trust, improves relationships within the company, and solves other important business challenges and tasks. CRM System Pipedrive and other similar services provide chatbot, instant messaging, telephony, and sending email and SMS capabilities.
The main capabilities of CRM allow you to process calls in one click, connect a potential buyer with a specific manager, record calls, and record and study the history of cooperation, and launch automatic mailings.
Work process optimization and automation
A business task is a comprehensive activity consisting of a large number of elements. To optimize the personnel’s work with them, Frigat NET recommends installing a CRM system with an optimal set of tools – from reporting to managing sales funnels.
Automation means minimizing human influence on processes such as sending emails, distributing tasks between employees, and integrating with other systems to create a single work environment.
Simplifying and accelerating document flow
What does a CRM system provide when working with internal and external documentation? At least, it saves your time and reduces the number of errors. It creates optimal conditions for sending, receiving and signing documents, tracking their statuses, and teamwork with them.
A turnkey CRM is a reliable place to store data and integrate specific systems for exchanging accounting and financial documents.
Analytics and statistics
It is hard to imagine building a sales team in a small and medium business without analytical and statistical activities. A built-in end-to-end analytics system provides an opportunity to see key business indicators and make forecasts for a specific period.
Having accurate figures on hand, you will be able identify the company’s strengths and weaknesses, ensure conversion growth, and timely track changes in a specific market segment. This is a prerequisite for making a business reliable, flexible and dynamic.
Employee work control
CRM is a program that solves challenges related to the control over individual employees and entire departments. This ensures transparency in their work and allows you to determine their workload and control their financial results.
CRM establishes feedback between departments, branches, and management. If you need to quickly set new tasks or adjust existing ones, this is no longer a problem.
Efficient sales management
Centralization is important in sales – it helps bring all business processes to a common standard and allows the company’s employees to work according to an agreed algorithm, avoiding panic and fuss.
Employees involved in project management during a sharp change in the active sales are well aware of the challenges CRM solves. This is especially relevant during seasonal sales, the launch of holiday marketing campaigns, and thematic events.
Do you want to know what tasks CRM systems solve? Or do you want to examine it in greater detail? Check out our article “Business Process Automation: How It Works in CRM”.
