Implementation of CRM-system in business
What tasks CRM solves
CRM systems are designed for different tasks. This determines the functionality:
CRM systems are designed for different tasks. This determines the functionality:
- Customer service management system
- Sales management system
- Marketing management system
- Communication management system
- Multi-functional systems
- Systems for specific product niches
The field of information technology is developing rapidly, providing companies with various tools. One of these is the CRM (Customer Relationship Management) system. It is used by millions of employees in thousands of companies. CRM is a way of managing customer relationships and optimising business processes.
What determines the effectiveness of implementation
The success of the implementation of a CRM system depends largely on how the company sees its role in its business. It is necessary to understand that CRM is not a means of solving all problems and tasks - it is only a tool that helps to achieve the set goals. According to Magenta Favorita experts, CRM implementation will be ineffective if the company's business processes are not adjusted. Business processes first - then automation.
CRM implementation begins with the customer database. CRM platforms streamline and optimise the management of the existing database. Therefore, it is very important to maintain a database in Excel from day one. The CRM implementation process involves structuring, segmenting, verifying and analysing the database. Furthermore, on the basis of the processed customer base, you can manage communication channels with customers, monitor the level of conversion, test various hypotheses, etc. - Anything that, from a marketing point of view, can contribute to improving the company's performance. CRM enables managers to work more efficiently. They can get reports faster and make objective decisions based on data.
What determines the effectiveness of implementation
The success of the implementation of a CRM system depends largely on how the company sees its role in its business. It is necessary to understand that CRM is not a means of solving all problems and tasks - it is only a tool that helps to achieve the set goals. According to Magenta Favorita experts, CRM implementation will be ineffective if the company's business processes are not adjusted. Business processes first - then automation.
CRM implementation begins with the customer database. CRM platforms streamline and optimise the management of the existing database. Therefore, it is very important to maintain a database in Excel from day one. The CRM implementation process involves structuring, segmenting, verifying and analysing the database. Furthermore, on the basis of the processed customer base, you can manage communication channels with customers, monitor the level of conversion, test various hypotheses, etc. - Anything that, from a marketing point of view, can contribute to improving the company's performance. CRM enables managers to work more efficiently. They can get reports faster and make objective decisions based on data.
The standard functionality falls into three categories:
- Customer information aggregation. Modern CRMs allow you to collect all contacts and other customer information in one area. A single customer card stores all the necessary data.
- Tracking transaction history. At any moment you can see when the deal was created, when the customer paid for the order, how the deal went through the stages of implementation. You will also be able to see the comments left by the employees during the work with the customer.
- Setting tasks. The manager can set tasks for employees in CRM, divide them into stages, assign a person responsible for each stage, and monitor their completion.
CRM Development by Magenta Favorita IT Company
CRM systems are needed by almost everyone who sells something or provides a service. If a company only has a few large customers, you can get by with a simple Excel spreadsheet. But as the number of customers grows, it becomes difficult to work in this way.
CRM can also make life more difficult if it does not work properly, if employees are confused by the complex interface, if they spend too much time working in the system, etc. To prevent such problems from reducing the efficiency of business processes, it is necessary to choose the right system and implement it correctly.
When choosing a CRM system, you should consider the following:
You cannot select and develop a CRM from off-the-shelf solutions. Then it will only have the most necessary functions. Magenta Favorita Portugal's specialists will help you understand the nuances of CRM and develop a system that meets your company's needs.
CRM systems are needed by almost everyone who sells something or provides a service. If a company only has a few large customers, you can get by with a simple Excel spreadsheet. But as the number of customers grows, it becomes difficult to work in this way.
CRM can also make life more difficult if it does not work properly, if employees are confused by the complex interface, if they spend too much time working in the system, etc. To prevent such problems from reducing the efficiency of business processes, it is necessary to choose the right system and implement it correctly.
When choosing a CRM system, you should consider the following:
- Purpose. Multifunctional systems that allow you to store information about customers, conduct transactions, manage promotions, etc. are suitable for most areas.
- Functionality. The ideal option - a CRM system with only the necessary features. Unnecessary options can confuse employees and distract them from their work.
- Convenience. It is important that managers and employees can work comfortably with the system. A clumsy interface slows down work and can lead to errors.
- Integration. CRM should be able to interact with other systems, such as mailing services, warehouse programmes and others.
You cannot select and develop a CRM from off-the-shelf solutions. Then it will only have the most necessary functions. Magenta Favorita Portugal's specialists will help you understand the nuances of CRM and develop a system that meets your company's needs.
Other company cases