- How to improve sales efficiency?
- How to improve the work of employees and partners remotely?
- How to speed up the online sales process and shorten the customer journey?
CRM today is not just a tool for communication and sales control, but also a multifunctional platform that allows you to optimize business processes at all stages of interaction between clients and employees and avoid loss of profit.
When is a CRM system necessary and what are its advantages?
Table of contents
ADVANTAGES OF AUTOMATION
1
CRM CAPABILITIES
2
MORE POSSIBILITIES
3
WHAT TO EXPECT FROM IMPLEMENTATION
4
CRM IMPLEMENTATION RULES
5
When you have up to 10 clients, an Excel spreadsheet buy phone number list may be enough to control processes. But if the number of clients becomes double-digit or triple-digit, then even several managers will not be able to solve all the tasks. Calling back on time, completing orders promptly, remembering and taking into account all the wishes of each customer, standardizing and controlling each step is very difficult.
A decrease in the quality of communications and management at all stages of the funnel and service directly leads to a decrease in conversion to a deal.
Of course, the level of business automation in Russia is still insufficient and many continue to traditionally keep paper records, rely on memory or keep manual reports in tables, documents and a variety of programs.
But you need to be prepared for the fact that in order to be competitive and effective, it is difficult to achieve sales growth and quality of communications without the help of a CRM system and data analytics.
Without this tool, which is like a manager’s “magic wand” to help make the right decisions quickly, a full picture of your business will be unavailable to you, and it will be possible to evaluate the work of employees only based on approximate data, and it will be more difficult to manage chaos.
CRM CAPABILITIES
CRM is the systematization of business processes and communications, which allows you to avoid loss of profit. Thanks to it, all data, tasks and reports are in an orderly state and easily accessible. When a business grows, there is so much information that systematization is simply necessary.
Let's consider the main functionality of CRM using the example of the most popular in Russia Bitrix24, of which we are a partner. Demo access and conditions here .
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In Bitrix24 CRM, you can automate sales : all communications will be under your control, each lead will be processed and classified in CRM, you will be able to automate the processing of incoming calls and applications. The CRM block helps to track how requests are processed by managers, what is the efficiency of each employee, the interaction of departments, where and how information about clients is stored, reminders and reports are automated.
Tasks and Projects Block. Here you can create a task order for employees, set a schedule and record hours worked. Create templates for regular tasks, automatically send emails to clients, messages on social networks, SMS and publish advertisements.
You will be able to form a complete client base in one window. Applications from all channels will be collected, systematized and taken into account: forms on the website, online chats, phone calls and social networks. Contacts, correspondence and conversation records are saved in the CRM.
The efficiency of working with leads will increase, since CRM evaluates their potential and tells managers what to pay attention to in order to increase revenue.
If at least one of the processes falls out of the manager's field of vision, it may become ineffective. As a result, this will slow down the entire business.
To avoid this, we use Tasks and Projects Blocks, and for an extended campaign, Bitrix24 Business Processes.
The manager will be able to see the workload of each specialist, control the execution of tasks in a single window, automate repetitive processes and document flow, which will speed up the work of departments.
Bitrix24 has various modes for project management: lists, checklists, Gantt chart, calendar for monitoring deadlines and performers. You can also organize work according to the popular Scrum rules.
You will have the ability to distribute roles and access rights of employees in individual tasks. Assign a responsible person, reschedule, delegate - all this can be done in one place and remotely.
Sites24 Block and Online Stores.
It is very convenient that in Bitrix24 you can create full-fledged sites and online stores on ready-made templates or block constructors, adaptable for mobile devices and ready for SEO promotion. Forms and phones can be automatically connected to CRM, and all customer contacts immediately go to work with managers.
