Today, every company strives to implement modern technologies into its business processes. One of the most popular ones is a CRM system (customer relationship management). Leading companies providing SaaS development services are involved in creating these platforms. But is CRM really necessary for a business, or can it do without it?
Which Solutions Does CRM Solve?
After reading descriptions of systems from different manufacturers on the internet, one might get the impression that it is a “magic pill for all of a company’s ailments.” That you can fire half of the staff, and office and warehouse processes will be fully automated. But is this really the case? Let’s figure out what tasks CRM can actually solve.
Loss of Leads
The pain of any business that uses spreadsheets. In other words, the manager has to manually transfer customer information from one place to another. And here is where the human factor comes into play. I didn’t have time, forgot, and got distracted by a call. The customer won’t wait; they will go to a competitor.
The system automatically collects requests from all sources: website, social media, calls, emails. It will select the manager to handle the request, notify them, and set a time for completing the task.
Full Customer Database
The more information we have about a customer, the higher the likelihood of persuading them to collaborate. However, if data is not collected and stored automatically, finding them quickly in large databases can be very challenging.
The CRM will gather all data, including call records and conversations, sort them, and meticulously store them. The manager will not miss any facts or agreements, which are part of the positive image of the company.
Create the Vortex of Sales
In this CRM, there are no equals, especially since complex algorithms indeed take some tasks off the manager, while the number of deals increases.
The system inputs data into the database, generates the necessary document, and sends it via email. When an employee does not spend time on performing these routine tasks every day, their productivity significantly increases.
Tracking the Effectiveness of the Marketers’ Work
The system allows us to understand sources from which customers come and which channels are not effective. This is visible to the management and the marketers themselves. Such data enables cutting costs on ineffective strategies and redirecting funds to successful advertising campaigns.
Tracking the Effectiveness of the Sales Department
The company’s management is always aware of how many calls each manager has made, how many commercial proposals have been sent out, and how many deals have been closed.
In other words, we see that CRM is a wonderful, effective assistant. It will improve the company’s operations and increase performance.
However, it will not replace employees. It will not generate ideas for advertising campaigns or talk to customers. So, does your company need this system?
How to Understand if a Company Needs CRM
If a company’s clients are scattered across different databases, information about them, deals closed, and requests are regularly lost, the company faces problems. If managers are overwhelmed with routine work, they have no time for quality processing of requests, and the management has a weak understanding of which managers work efficiently, a platform is definitely needed.
To reiterate, CRM is not a panacea. It is a very convenient and effective tool for managing business.
