How Did You choose CRM For Business Development?
Modern CRM provides a set of dozens of tools. This can be both an advantage of the system and a disadvantage - it depends on your tasks. It will be difficult for a beginner to make a choice.
Here are three steps to make choosing software easier.
Step 1: Determining Your Business Needs
To choose the right perfex solutions, determine the needs of your business:
· review the daily task list: both your own and employees
· analyze the trading process: average sales life cycle, percentage of new orders to successfully converted deals
· highlight necessary steps and types of interaction with customers: at what stage is the transaction most often closed and how high is the percentage of loyal customers? For convenience, create a CMJ - Customer Journey Map
We advise you to start with an analysis of the problems hindering your business's development. This will help determine which CRM tools will be most beneficial.
Be sure to consult with the team, including sales and customer service. Learn more about their work with new applications and relationships with current clients. It is essential to understand how CRM can make staff efficient.
Step 2. Checking the required CRM tools
As we have already mentioned, client app for perfex crm can provide not only the ability to manage client applications but also tools such as:
Automation (reminders, SMS and email newsletters, task manager)
Analytics (charts, Gantt charts, statistics)
Electronic document management (templates of agreements and acts, generation of electronic reporting, sending documents by email, joint work on documents)
communication (PBX and IP telephony, chats with colleagues, video calls, and online conferences)
When choosing a CRM, consider the tools available and evaluate how user-friendly and customer-focused they are.
Find out in advance whether integrating with existing task management systems or, for example, with 1C will save you money.
Also, ensure you can upgrade to a higher (or lower) CRM plan if the business changes. Pay attention to whether the features and your data will be preserved when switching to a new tariff.
If necessary, find out if you can work from a mobile browser or install a CRM application on your phone.
We also conduct segmented marketing campaigns for our existing and new customers. CRM-system allows you to organize well-coordinated work without significant additional investments
To benefit from the use of CRM, you and your employees should:
use the system regularly: daily or three to four times a week
keep the information stored in the system up to date
Otherwise, the tool will quickly "fade out" without having time to take root, and you will waste your investment in vain.
Last Word :
Before finally deciding on the choice of CRM, use the demo version of the system if the developer provides one. This will help you and your employees understand if the software is easy to use and meets the company's needs.