CRM is a Customer Relationship Management system. It also can be called a client database. This is not just a database, but a more coherent software solution which, with correct setup, allows to optimize most of the actions, and most importantly, guide a client from his first encounter of any sales channel to the point of his lasting “connection” with the company. This is the principle which one should strive for. Everything is possible!
At which stage of company development does a question arise “Shall we put our chaos in order?” This question comes up when one salesman has more than 10-15 new clients a month. Advanced companies acquire CRM systems not just after finding new clients, but much earlier- in the stage of modeling the logic of how a company works with clients.
Let’s divide companies in 3 categories:
- Those who did not decide, and use Excel, Word and process files manually.
- Those who decided, who want to move on and start breathing freely, who want to see workflow different and transparent for both director and sales personnel. Special joy will come when they will be able to see all stages of purchase funnel and analyze data. It’s a dream!
- Those who work, but want to switch to another system because the current one does not satisfy them for certain reasons.
Let us explore each category in the next article.