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Customer Relationship Management System and it is a system that allows you to organize the right approach to work with customers and improve your interaction with them.
The simplest version of such a system can be a list of your customers, with addresses and phone numbers, which you will keep in the same Excel. As your client base grows, of course Excel will no longer be able to meet your needs and we recommend that from the very beginning of your business you start using specialized software, the so-called CRM systems.
The CRM records all information about a client's interaction with the company. The software allows you to record the history of enquiries, customer dialogues with managers on the phone or via messengers, and the history of purchases or product browsing.
The sales management functionality of the CRM offers fast integration with the online shop and 1C-type databases, allowing the entire sales department to be transferred to a single software product.
End-to-end analytics shows the full customer journey from the moment advertising channels are triggered to the completion of a deal. This makes it possible to assess the effectiveness of a company's marketing campaign, remove ineffective advertising channels or adjust the sales funnel to prevent lost leads or deals.
Once the CRM has been implemented, the manager is able to track the activities of each employee in the company, and the sales managers can plan their work. All current tasks are displayed on the employees' desktop, as well as a calendar that automatically indicates their deadlines.
One of the useful features of the CRM system is the development of templates for documentation with auto-completion capabilities. When you create a new transaction, the software creates a new document based on the selected template and fills it out as the customer moves through the sales funnel.
The main function of CRM is to optimise the work of the sales department in order to improve the quality of service and the final profit of the company. The programme is implemented in order to standardise the work of employees, establish enterprise sales and prevent the loss of leads and new deals.
