How to choose CRM?

How to choose CRM?

Customer Relationship Management (CRM) is a system used by companies to manage customer relationships, including the collection, storage and analysis of information about consumers, suppliers, partners and information about their relationships.

Modern CRM-system is aimed at studying the market and customer needs. Based on the collected information, strategies are developed to achieve the set goals and improve the financial result.

Advantages of using a CRM system

Sharing customer data

A standardized system in which you can open or restrict access to any number of employees.

Accounting for orders, customer inquiries

The only customer base with detailed information about each person who interacts with the company.

Task management

The system allows you to create tasks (requests) for each client's order, appoint a contractor, observers and set deadlines for tasks (deadlines).

Financial control

Invoicing to the client in a couple of clicks, with recording of all incoming / outgoing payments.

Integration with communication channels

Setting up automatic mailing and publishing posts on social networks. Integration with telephony, recording all customer calls for quick resolution of problem situations.

Analytics

Collection of analytical data in real time, tracking the efficiency of the enterprise. Output of information in a convenient form for the company (tables, graphs).

How to choose CRM?

CRM-systems are of 4 types:

Operating

Such systems are able to systematize applications, issue invoices, send messages, record calls and remind the customer to call back. With the help of such CRM you can automate the company's document flow, set goals and objectives for employees.

Analytical

CRM analyzes the customer's path through the sales funnel at all stages, determines the pattern in the sales process, indicates errors for correction.

The main task of such systems is analysis and data collection. With their help, the company determines at what stage it loses a customer and sees what is needed to maintain it.

Collaborative

Such CPMs are developed individually for the client or by integrating two systems into one. The main task of the system is the exchange of information between business units of the organization. Collaborative CRM helps to coordinate the work of the company's departments to achieve the goal.

Combined

Combined systems are in high demand among companies because they combine several types of CRM. For example, a system can provide analytics and operational capabilities. Among such systems, Bitrix24 can be singled out.

Benefits of CRM Bitrix24

Data organization

Fix each user interaction. The system collects data and stores it in the cloud so that you or your employees can access customer information at any time.

Communication at the highest level

One of the reasons for the loss of customers is the lack of quality communication. With Bitrix24, employees will always have access to custom or customer information from any device connected to the network. No less a plus will be the ability to make video calls in HD quality.

Automation of daily tasks

For the continuous operation of the company you need to perform many processes: filling out forms, compiling reports, accounting, etc. CPM Bitrix24 automates these processes, which greatly simplifies the work of employees and saves time.

Analytics and reporting

The CRM system optimizes data analysis by storing information in one place. Customize automatic reports for your needs, quickly find the information you need about sales, customers and company goals.

Implementation of CRM Bitrix24

Axis-Y provides a service to implement CRM Bitrix24, a flexible system for monitoring customer communication channels and sales automation.