Why do companies need CRM?
Problem #1: The sales department constantly loses customers
There is no control over incoming applications. Managers do not have time to process the flow of applications and forget to call back.
Problem #2: Time is wasted on routine and side activities
It takes several days to prepare and send a commercial offer — no one will wait that long!
Problem #3: No sales plans or employee monitoring tools
The manager doesn't know the next step in the deal, and the manager doesn't know what the manager is doing... does this sound familiar?
Problem #3: Digitizing the customer database and interaction history
The company does not have a structured customer base, which makes it difficult to work with regular customers and increase their loyalty.
CRM features
AUTOMATION
Sales automation, robots will set tasks and remind you about deals
- TASKS FOR MANAGERS
- EVENT REMINDERS
- SENDING EMAILS
- SENDING SMS MESSAGES
- VOICE MESSAGES
- ADVERTISING AT DEAL STAGES
BUSINESS PROCESSES
Setting up business processes that will simplify and speed up your work
- SALES PLAN AND REPORTS
- INDIVIDUAL SETTINGS
- RECONCILIATION OF ACCOUNTS
- APPROVAL OF APPLICATIONS
- SETTING UP REGULATIONS
- FLEXIBILITY OF settings
COMMUNICATIONS
Setting up communication channels allows you to stay in touch with your customers at all times
- Calls to clients
- personal offers
- chatbots
- a single application
- history of communications
sales
A properly configured funnel and sales tunnels are the key to control and growth
- sales funnels
- sales control
- transaction reports
- correct reports
- employee reports
- configuring tunnels
Who does CRM help?
business owner
Scale your automated business and conquer new markets
Sales Director
Receive daily data on sales plan implementation and rescue the situation if necessary
sales managers
Work effectively with your customer base, remember everything, and bring your deals to a successful conclusion