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.
CRM stores the history of interactions with each client and helps managers to make timely proposals and provide personalized service.
The system accumulates information about the target audience, helps you better understand customer needs and set up targeted advertising campaigns based on accurate data.
The CRM system automates order processing and proposal preparation. Sales managers will sell instead of filling out forms or searching for documents.
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.
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.
Setting SMART-strategic goals for the system implementation. Example: reduce customer churn by 15% in 6 months.
Import of client base, integration with other enterprise programs.
Creating roles with different authority sets: administrator, department supervisor, user.
Connection of email, IP-telephony, social networks, messengers. Turning CRM into the core of omni-channel communication with the client.
Setting up reports, dashboards, input fields, and customer scoring parameters.
So that employees know who to go to with questions and suggestions for improvement
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.
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.
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
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