What is a CRM system?
If you do business - providing services, manufacturing, selling something - in any
case, you communicate with customers. To do your job well, you have to at least
write down what you have to do for each client and when. Because if you forget, you
end up with an unsatisfied customer and lose money.
Currently, CRM systems
are a trend, respectively
there are a huge number
of different solutions,
cloud and installed,
domestic and foreign,
free and expensive still
can make many
classifications, but that's
not the main thing.
What do all CRM systems have in common?
First: they store contact information of potential and existing customers
Second: they contain information about a product that interests a current or
Third: they store the history of relations with the client
Fourth: they implement a system of "steps" - steps to a successful sale.
WHAT ARE CRM systems?
CRM level 0 - a notebook or head. If a few customers, you do not advertise, you have
a retail store and you think that customers just pass by and buy you probably will do.
The question is whether for a long time?
Entry level CRM - usually excel or google docs or any other CRM system used at the
electronic notebook level. As a result, you get a list of clients, for which you can
already schedule some tasks, and track employees' work, it's already a little better
than a notebook, but still not a CRM. The choice in favor of this option is most often
made for the reason of economy - most often this solution is free or quite
inexpensive. But it doesn't solve the main task of CRM implementation - who your
customer is not up to you, but your employees. They are deciding who to put in the
CRM, who to delete, what contact number to indicate, who to call and who not to.
Unfortunately, most businesses in Russia have stopped at this level of
CRM normal level - all communication channels are under control, all transactions
have tasks, all communications wit