Before implementing the crm systems, it is worth knowing about its types, since they all differ both in tasks and in the direction of the business. There are several types of crm systems. And I will talk about them below.
1. Operating
The main task of the free perfex crm consultancy is to increase customer loyalty through contact with the company. Most systems fall into this category. They automatically issue invoices, remind the manager to call the person back, systematize information about applications and transactions, record phone calls, etc.
2. Analytical
Such systems not only record interactions with customers and goods. In them, you can also find out from which sources they buy most often, at which stage deals fail, and see how customers are distributed along the sales funnel. And, of course, all data will be displayed in real-time.
3. Combined
We can say, programs that combine everything in themselves. That is, operating systems with analytics and the ability to communicate with customers. Therefore, it is vital to implement CRM systems for the sales department in your company. These are the ones we recommend using for business. I’ll talk about specific ones a little later.
How to choose a system
It is worth remembering – in each business and company everything is individual. Of course, we have put together a convenient rating of CRM systems , where we have broken down all the programs by type of business, but even this is not a panacea.
And for the tool to work (even if it automates some processes), you need to work a little yourself, otherwise there will be no sense. Therefore, I will point out the main criteria for choosing a crm systems, with which it will be easier for you to decide.
– Format
Box or cloud – you decide. Start from your needs and do not rush to the first counter system. Poke, read, use the free version – this is in all presented. See if the SaaS format suits you, or if the area is specific and you will definitely have to adapt the CRM for yourself.
– Convenient and simple interface
The program should be intuitive, its pages load quickly, tables are easy to read. Otherwise, the implementation will take a lot of time, and during work everything will stand up as a stake, as employees simply will not be able to quickly complete their tasks. Plus, the adaptation of newcomers and training will also be delayed.
And yes, do not rely only on your logic. If it’s convenient for you, it doesn’t mean that everyone will understand. Therefore, as an option – to collect feedback from employees.
– Integrations
They are indispensable for saving time for managers, automating and optimizing their work.
- With IP telephony. Allows you to call customers directly in crm customer experience, record incoming / outgoing calls and call recordings;
- With mail. It makes it possible to send documents to people directly from the system, and in some cases it even creates it;
- With base 1C. It will simplify the work with invoices, acts, any accounting documentation and will allow you to track debts.
The more integrations CRM offers, the more convenient it is to work. Information will not be lost, and managers will be able to perform the necessary actions in a couple of clicks.
– Access for employees
If it is possible to assign different categories of employees different access rights to crm systems or actions in the program (that is, there are not only an administrator and an ordinary user, but also a manager, office manager, accountant), then each of the employees will use the program within their own powers, without being distracted by the excess.
– Reviews about the program
In order not to make mistakes, learn from the mistakes (and successes) of competitors who are approximately in the same weight category as your business. Find out what programs they use. By the way, many services place logos and reviews of companies that use their services on the main page of the site.
– Availability of the application
Situations are different: often employees can be out of the office. Therefore, before implementation, note the possibility of using the system from different devices: firstly, work can be carried out not only from the office, and secondly, some software also requires its own mobile application so that customer contacts, task lists and notifications are always at hand.
Briefly about the main
CRM software allows a business to be more efficient and therefore earn more and be less distracted by routine. At the same time, for large companies, implementation costs mere pennies.
No wonder 74% of foreign companies have already implemented or are planning to implement CRM. And, according to statistics, sales increase by 25-35% after implementation. So, “it is necessary, Petya, it is necessary!”.
