Customized CRM system
A CRM system is a program for streamlining customer service. CRM stores data on current and potential customers from various sources and optimizes processes in sales, marketing and customer service departments.
What tasks are solved by CRM?
Increased loyalty
CRM stores the history of interactions with each client and helps managers to make timely proposals and provide personalized service.
Marketing optimization
The system accumulates information about the target audience, helps you better understand customer needs and set up targeted advertising campaigns based on accurate data.
Cost reduction
The CRM system automates order processing and proposal preparation. Sales managers will sell instead of filling out forms or searching for documents.
Improved coordination
Improves interaction between departments and monitors how employees meet key metrics. The system helps to transfer the team to a remote location without loss of productivity.
Increased profits
Each module of the CRM-system is focused on increasing profits by attracting new customers, increasing conversion rates and depth of checks, increasing the retention rate and LTV - lifetime value of the client.
Stages of integration
Goal Setting
Setting SMART-strategic goals for the system implementation. Example: reduce customer churn by 15% in 6 months.
Synchronization with systems
Import of client base, integration with other enterprise programs.
Setting up access
Creating roles with different authority sets: administrator, department supervisor, user.
Connecting communication channels
Connection of email, IP-telephony, social networks, messengers. Turning CRM into the core of omni-channel communication with the client.
Final setup of CRM
Setting up reports, dashboards, input fields, and customer scoring parameters.
Assigning a person to be in charge
So that employees know who to go to with questions and suggestions for improvement
For whom is it relevant to develop a CRM system?
CRM is needed for any business that has a customer base. But if at first you can keep it in Excel, then as the number of leads grows, it becomes problematic.
7 signs that you need a CRM:
- You have more than one salesperson. The system protects against the fact that managers may not divide customers, quit and leave with the base, forget about reports or take kickbacks.
- Customer information is scattered all over spreadsheets, emails, and notebooks. In this kind of chaos, employees spend their time searching for paperwork and notes instead of selling.
- A constant flow of leads. If the number of potential and regular clients steadily grows, sooner or later, Excel will not be enough to keep the process under control.
- Complaints come in from customers. If you and your employees spend time sorting out complaints instead of preventing problems, it means that there are flaws in the service. The system will help identify them.
- You need to keep in contact with loyal customers. If your business depends on loyal customers, you need to make every effort to maintain their loyalty.
- It's hard to know which direction to take the business. CRM helps the CEO to make a decision based on the accumulated data.
- There is no understanding of which employees work efficiently. The system monitors employee performance against clear KPIs and visualizes the results in charts. And more advanced features allow you to automatically check whether managers follow scripts - for example, whether they remember to thank a customer or offer additional services.
Modern marketing is based on data. CRM allows you to collect, organize and use this data. And given that many platforms provide basic functionality for a small fee - up to $25 a month - there is no reason to give up on a CRM system.
Customized B2B platform
Customized SaaS solution
Special corporate system
- Moving away from spreadsheets
- Add calls, appointments and letters
- Real time reports
Web application
Stages of work
Acquaintance and getting started
Briefing and goals
Analytics alignment
Business process map
Development of technical specifications
Solution implementation
Acquaintance and getting started
Briefing and goals
Analytics alignment
Business process map
Development of technical specifications
Solution implementation
Stack of technologies
Bootstrap
React Native React
Angular
Vue.js
HTML
CSS
JavaScript
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