CRM stands for Customer Relationship Management. If you have customers, you need a CRM system. Why?
In it, you register the entire history of relationships with the consumer. All chronology, contacts, and transactions are stored here, regardless of their status. They can be closed, failed, or in progress. Each of them will be linked to a specific contact.
Social CRM is your own service, in which all employees work. In case of dismissal of an employee, you will not lose data on his work and will be able to evaluate the efficiency of the manager.
What areas of business is it used for?
IT
Hotel and restaurant business
Fashion and beauty industry
Online stores
Booking etc.
What is a CRM system?
The architecture of almost chinese overseas america phone number list any CRM system is a base with 2 main variables:
Contacts accounting
Regardless of whether it is an existing client or a potential one. The moment we start negotiating with a client, we already enter him into the system.
Accounting of transactions
Regardless of their stage. At the moment when the buyer makes the first request, we immediately create a deal. Each deal is a potential contract or sale. The deal will have a status - from the first contact to the final.
What functions does it perform?
It is a planning and task management system. It reminds when to call a customer back or send an order.
Allows you to keep records and track the status of a deal – from the first call to closing. This makes it possible to manage the sales process in the company.
Provides analytics on sales and performance of each manager.
Stores all information about your customer. Details such as important dates, good times to call, personal preferences and, of course, contact information.
Finds the maximum amount of information for you, using integration with social networks and phone calls.
Types of CRM systems
According to functionality, they can be:
- Basic CRM programs (AmoCRM, Bitrix-24)
Have ready-made functionality. Immediately after the first payment, you have ready-made logic, a panel and a working tool for sales.
- Branded CRM
Developed from scratch specifically for your tasks. Has a set of unique functions for your business, a convenient panel and logic. ServiceCRM development on Laravelor another PHP framework will cost more than paying for a standard system. But at the same time, you will be able to make it as convenient and functional as possible for your employees.
What are the benefits of custom development?
Let's show it using our case as an example:
What is a CRM system and what is it for? - image
Automates order processing and assigns them to employees
Records phone calls to monitor managers' work
Keeps track of each person's order history
The CRM concept allows you to download work reports and control timing
Analytics and statistics on the efficiency of each employee
If you want to know more about the project, seeHere
On posting information:
When connecting basic functionality or a unique development, you can choose a place to store information - the cloud or a place on the server.
- Cloud CRM
All information from your database is stored in the cloud. You can get data from the cloud system from any device. This is beneficial for startups and small companies. For large businesses, storing in the cloud can be dangerous.
- Desktop CRM
Data from your CRM goes to the server. Desktop CRM is absolutely safe for storing it. You can set up protection at different levels – from PC to server.
CONCLUSION
We hope that in this article you found the answer to the question of why you need a CRM system!
It will save all the information, tell you how to communicate and what time to call back. In addition, it provides analytics of your business.Creation of an online storeorcorporate websitewithout accounting and analytics - an ineffective measure.
You can use the basic functionality or develop a unique tool for your employees. Make decisions based on your needs and specifics!
