Goals and objectives of CRM implementation

The main goal of CRM is high-quality, fast processing of customer requests and increasing sales. The functions may be different, but each of them performs the following tasks:
1. Systematization of data and control of relations with clients. All information is displayed in one window of the program, where you can see the history of interaction between the company and the client, the status of his orders, chats, letters and calls. It reminds you of pending applications, appointments and controls the deadlines for completing tasks. For customer loyalty, you need to constantly interact with them, analyze their needs, inform them about new products, sales, and congratulate them on holidays.

2. Ensuring the safety of the client base. Managers' access to information can be restricted in the settings. This is necessary for the security of confidential data and trade secrets.
3. Increasing sales efficiency. Marketers can use the program to better customize their sales funnel, track sales performance for specific audience or product segments, and quickly respond to customer needs. It collects requests from all channels, so it is easier for managers to process them.

4. Improving the quality of service. The automated system speeds up the work on the client's application - managers respond better and faster. This increases customer loyalty and the prestige of the company.

Determine the goals and objectives of the implementation

At this stage, it is important to determine the goals and objectives that you plan to solve. It can be:
attracting new customers and multiplying the client base;
improving control over the work of employees and the interaction of departments of the company;
increase in income and simplification of document flow and reporting;
Ensuring the smooth operation of the company when a manager or key employee is absent.
Each company determines its own goals and objectives by using a suitable CRM.

Testing and optimization

Before full implementation, test the system on one of your business processes. Evaluate the interface, ease of use, how well the integrations work, the speed of the program as a whole, and the promptness of the support service. At the initial stage, there may be flaws or bugs that are best fixed before all employees start working in the system.

What CRM to take into account

HubSpot

Hubspot turns out to be a platform that can prove to be the perfect solution for most of marketing requirements. User get access to various tools, including social media marketing strategies, blogging plugins, and more.

This allows you to manage your marketing strategy and customer relationships in one place. This reduces the downtime you have to spend on various solutions and platforms to control all the parameters of your marketing campaign. Along with marketing automation, it also helps you integrate different affiliates into one profile.

Zoho CRM

It is a powerful CRM system with a wide range of features. It offers tools for managing customer contacts, sales, marketing, and help desk. Zoho CRM also integrates with other Zoho applications, providing a single workspace for the entire company. Zoho CRM offers a complete set of features and tools to meet the diverse needs of any businesses. It provides a centralized database for storing and accessing customer information, enabling sales teams to track interactions, manage follow-up actions, and work effectively with potential customers.

Bitrix24

Probably the most versatile CRM on the market. You can expand the capabilities of Bitrix24 almost endlessly, including connecting external systems for comfortable work in CRM. A huge number of integrations do not even require the participation of developers - a sea of useful applications is offered by the Bitrix24 Market. They help employees reduce the time for routine work in different systems and automate it. This means that more time will be freed up for tasks related to the development of the company and sales.

The possibilities of the Bitrix24 system are almost limitless - the platform can be customized and improved as you like, its logic can be changed whenever the business changes, and the necessary services and systems can be integrated. It is convenient that the Bitrix24 Market offers many ready-made solutions. But if you didn’t find what you needed, this is not a reason to say goodbye to CRM, this is an occasion to develop a unique tool that will increase business efficiency, and therefore bring results.

Conclusion

CRM stores all information about customers and the history of interaction with them, prevents the loss of leads and optimizes the work of managers. In the program, you can analyze sales, evaluate all advertising channels, segment the audience, and point out commercial offers.

The introduction of CRM may not bring a positive effect immediately, but if you follow the rules of working with it, it will optimize business processes, automate sales and increase company profits.