The Customer Relations Management CRM software helps you manage relationships with potential and present clients. CRM allows you to classify clients, automate contacts and events depending on behavior, number of visits, interactions and many other factors.
The sales, marketing and customer support processes are interconnected through CRM functionalities and streamlined to develop and maintain customer loyalty, revenue growth, consistent service delivery and quality to the company’s customers, and ultimately evaluate customers to focus on the following business components:
Front-Office – registering customer interactions (presentations, sales meetings, phones, e-mails)
Back-Office – marketing, prospecting, service
Management of business relations with the partners of the company
Analysis of the data
The results of CRM implementation will be found in streamlining the sales process, capitalizing on new business opportunities, specific targeting to attract new customers.
The immediate benefits of implementing the CRM solution are:
Contract Execution: The report includes information on the percentage of completion of existing contracts at the company level over a certain period of time. This report is based on the comparison between the planned (budgeted) data and the actual value data on the contracts analyzed
Event analysis – employee interactions / partners
Latest interactions with partners
The facilities offered are multiple: from dividing the contacts (clients) into categories in order to be valued on the basis of several selection criteria up to the evidence of detailed elements, due to the facility to add own and dedicated fields that can be used in searches, listings, analyzes, etc. They can manage and track the activities of each employee, their history and performance achieved in the smallest details.
The CRM solution features a centralized database where employees have quick access to the information they want, and data updates take place in real time. This is very useful for both employees and partners. A salesperson, for example, will be able to successfully replace a colleague, having the entire company history with his clients.
CRM Partner Access Information: Provides all centralized, structured, chronological, and CRM client information available in the CRM system, thus reducing access time to your desired data.
With the updated calendar, each employee can track the scheduled tasks for the next period, and the manager can see the load of each member of the sales team and decide on the basis of this information who allocates the new tasks.
Another use of the CRM solution is project management by Project Manager by assigning tasks to subordinate employees. In most cases, the best execution of a task by an employee depends on drawing a detailed and well-structured task.
The project manager is the one who answers the project’s results and the work of the whole team, ensuring that all the resources involved are managed correctly.
The decision to assign a task can also be influenced by the degree of timing of the team members’ calendar in the coming period.
Registering a new task will automatically create an alert in the scheduler’s timeline, but it will also add a new event with information such as: project, beneficiary, priority, requestor, executor, resolution percentage, deployment interval, additional details, possible attachments.
Within a project, you can track the status of each task at any time in order to have a clear picture of the project’s evolution.
The activity undertaken within a project that will materialize when it is completed, for example, can be highlighted by introducing a CRM event.
Such a record stores information about the task performed, the location where it took place, the duration of the action, the person who performed it, the client, the category of events it belongs to, etc. You can also attach electronic files (photos, documents) to get complete information.
A complete life cycle management solution for customer relationships to manage sales, marketing, customer service and customer service in a single CRM system. Forecasting, sales increase and commission management – helping to improve sales performance. A complete view of each client -increases customer service levels and reduces case resolution times. In addition it includes powerful management of sales performance, order management and partner management.
CRM manages and evaluates employee productivity. Managers can therefore evaluate staff more objectively.
CRM also supports Internal Accounting: Receipts, vouchers, invoices and contracts. Accountants can easily make reports with just a few clicks.
CRM supports automated marketing campaigns: Email, SMS Brand name … Managers just need to set up content, select customer list. Everything else is automatic.
CRM module integrated with an ERP system helps to reduce the overall cost of enterprise even though the price of ERP software is higher.
CRM also integrates Google Analytics to help customers’ interactive statistics on the website. Thanks to that, the advertising campaigns of enterprises are easy to target more potential customers.
Managers also easily integrate virtual telephone switchboards. Business owners will be easier to record, schedule, Click2call right on the software platform.
There are many other automated features, which are still being developed by CRM vendors