What is a CRM (Customer Relationship Management ) system?
CRM-system is an application software for organizations. It is designed to automate strategies of communication with customers (clients) to increase sales, optimize marketing and improve customer service. This is done by storing information about customers and the history of relationships with them. Any control and accounting option that can help improve customer interaction can be considered a CRM system. Even if you keep a history of calls and contacts on paper or in Excel. This can be considered a CRM system. If the developed accounting and control scheme works and allows you to control all options for interacting with customers. Of course, such accounting methods are a thing of the past. Because in the modern world, it is difficult to imagine the work of any business without effective automation. Therefore, when they talk about a CRM system, they usually mean special software. We are the best CRM solution provider in Vancouver.
A CRM system is any software that helps you successfully monitor, streamline and plan your work with clients. In medium and small businesses, the most important requirement is not to lose a client. You figured it out in practice. It doesn’t really matter whether the contact person sends birthday or New Year greetings, or how the interaction takes place. The main thing is not to lose a client. And you can do this If you will not lose the interaction. Therefore, it is very important to control the flow of incoming calls and the receipt of requests from the site, by email, etc.
Who needs CRM Solution?
Before choosing a CRM system, you need to understand whether your business needs it in principle. It often happens that someone told the business owner about the existence of such systems. Or software vendors are trying to impose their product. But in fact – do you need this system?
CRM systems are essential for any business that works directly with customers and seeks to expand the number of buyers.
So, if incoming calls or requests (leads) from new customers are important in the work of a business if the business is making any efforts to get and retain new customers, then a CRM system is necessary.
For example, an online store, wholesale company, or beauty salon will not be able to work effectively without careful attention to leads (incoming requests and calls). Indeed, in such businesses, it is very important to fulfil the orders, to satisfy the buyers of goods and services, and that customer loyalty increases.
How to choose a CRM solution Provider?
When choosing a CRM solution provider, the most important thing is to make sure that you have all the functions that you would like to see in the process. So, if incoming calls are very important to you, you need to make sure that the selected CRM system supports integration with telephony. And if you get most of the leads through the site, then one of the main criteria will be the ability to integrate the CRM system with your CMS.
Otherwise, a lot depends on your tastes, as well as on the recommendations that your specialist gives you. In principle, if a specialist who will be engaged in the implementation of a CRM system offers you a certain software product, then, provided that the functions you need are implemented in this system, and you are satisfied with the cost of the product, it makes sense to agree with his opinion. Usually, experts advise the product that they know well, which will undoubtedly be a plus at the stage of implementation.
It is quite difficult to study a CRM system based on videos and test access, in any system there are many nuances that you will learn while working with the system. But some fundamental points will help you make the right choice.
