Many of us work in multitasking situations. It is believed that this ability is equivalent to high productivity. In reality, it only interferes. For example, concentrate on blocking tasks that had to be solved yesterday. The client management software system helps to put things in order and personal plans, as well as visualize the results. Therefore, it is well suited for working with clients.
CRM system – not just for production
The CRM system concept comes from Japanese management, where it was first used in production. The site masters prepared lists of works and hung them out in a conspicuous place, in order to understand what had already been done and what remained to be done. CRM system helped to visualize the work and thereby reduce the number of optional operations. This practice has proved its effectiveness by simplifying and speeding up the workflow, and therefore has become used over time in other areas of activity. You will also need to know what is crm and how it work.
CRM system Transformation: Paper to Cloud
Many are accustomed to keep records and control of data in paper notebooks or in spreadsheets. Today, CRM system looks different than at the very beginning. Usually this is a cork or marker board on which to attach leaflets with tasks or write them manually. In commerce, CRM system boards are also used to visualize sales. Typically, they manually draw a plan, the stages of a sales funnel transaction, but this work itself takes a lot of time and does not take into account all the nuances.
Someone uses spreadsheets, but they also have drawbacks: firstly, the entered data may not be saved, and secondly, it has to be updated regularly, and employees forget. Is it worth it to complicate your life if some cloud-based CRMs already have CRM systemconfigured. In the software, for example, you need to set the stages of the sales funnel once or select a ready-made scheme, and then you only need to move the transaction cards in the table directly on the screen. It is convenient, fast and clear: at a glance at the CRM system, you can see which deal has “hung” and what can be done.
CRM system = Perfect Match
The mission of CRM is to help companies build effective customer relationships and increase profits. You cannot do without it if the business:
- works directly with clients
- depends on leads
- strives to increase sales
CRM is, first of all, a convenient business management system, and for each, convenience can mean completely different things. For one company, this is only task planning and customer management, for another, even financial management is not enough.
It has a comprehensive approach to management, it is implemented in 2 weeks and offers time-tested tools that accelerate the workflow and increase productivity. When competitors step on their heels, these criteria become especially important when choosing a CRM system.
CRM system for transactions: sales under control
In September, the companies presented the version of the CRM system board with the student admission management. The developer sought to simplify the conduct of transactions, so in the new design, for starters, he simply removed unnecessary elements from a simple list of transactions. The user can change the usual view of the list to hierarchical, which shows the relationship of tasks, subtasks and projects, and CRM system itself, in which the statuses of transactions are distributed in columns, and the transactions themselves turn into mini-cards.