How does Customer relationship management (CRM) help?
Regulation of work - hints to the seller, understanding the situation to the manager;
Understanding where they work poorly;
Make sure the plan is fulfilled or not;
Compare managers based on objective results and manage performance metrics.
The CRM software in Pakistan allows you to monitor and control important indicators, such as KPI, compliance with regulations, implementation of plans, sales funnel, and contacts. It is also possible to accumulate and transfer knowledge.
Benefits of implementing CRM software
"Now people report by sending Excel spreadsheets?"
The report in Excel does not allow you to fully control the accuracy and completeness of information about customers, invoices, and meetings held, the data is provided as far as possible, it requires a huge investment of time for expensive employees of your company.
Customer relationship management (CRM) software is a powerful tool for automating customer relationships. Thanks to the capabilities of the program, you will always have single and up-to-date information about the client. The system implements a mechanism for building regular work with clients and monitoring their status: “Follow-up”, surveys, and regular reminders for tasks.
Separation of clients to distribute efforts on arbitrary, financial, and non-financial data;
Estimating the return on advertising;
What is the result in the number of customers, and sales?
Why customers are lost who come from a particular advertising channel?
Mass informing on target segments (reducing the cost of personalized informing);
What does CRM give a company?
Quickly receive indicators, without manual work;
Get summary indicators with the ability to "dig into" deviations (Consolidation and decomposition);
Design reports for the specifics of the activity;
Understand what influences sales: getting the relationship between financial and non-financial data.
With the help of the program you will be able to analyze data on the following indicators:
Sales: products, dynamics, customer groups, etc;
Forecasts: future sales based on current statistics and deals;
Competences and results: connection of personal qualities with financial and qualitative indicators;
Deal statistics: funnel, failures, success rates, manager load;
Advertising effectiveness; and many other reports on CRM, merchandising and finance.
According to the European Trade Institute, as a result of the introduction of CRM systems:
The number of repeat purchases increases up to 66%;
Losses of clients are reduced by an average of 77%;
Increases the efficiency of attracting new customers by 51%;
The risk of losing clients associated with the departure of account managers is reduced by up to 76%;
The profitability of sales in various industries increases from 28% to 64%.
As a result of the implementation of CRM systems, you get:
A single database for trade, warehouse, procurement + CRM (customer relations);
Accounting and CRM in a single database (no exchanges and transfers, common classifiers, database of customers and goods);
"Non-accounting" interface, seller-oriented;
Work through remote access, provides mobility of employees;
Integration with other systems: accounting, telephony, websites;
Openness to adaptation.
Advantages of CRM (Customer relationship management)
When choosing a CRM, the benefits for each user are different. Therefore, you need to carefully familiarize yourself with the functionality that the developers offer.
For example, the ability to record a telephone conversation between a manager and a customer can be both a plus and an unnecessary option - it all depends on the attitude of the manager to control over customer service.
Every CRM system has pros and cons. The combination of advantages and disadvantages determines how a particular business management program will suit a particular company. Developers offer users a range of CRM to perform various tasks.
For example, for analytics and forecasting, accepting applications from different channels, or optimizing the interaction between departments of an organization. Based on the tasks set, when choosing a program, you need to focus primarily on the advantages of the CRM software.
When all the advantages and disadvantages of CRM are taken into account at the selection stage, the program is able to quickly bring a positive result. This can be a reduction in the number of lost applications, a quick transfer of tasks between branches, and comfortable document management.
If we consider the universal advantages of CRM Megaplan, which are suitable for various companies, the following options can be distinguished:
CRM with the help of colorful and understandable charts and graphs will show the results of the company's work - this will help to take timely measures to improve performance. So, with the help of Megaplan, you can analyze the sales funnel and understand which acquisition channels work more efficiently.
Integration with third-party services.
This helps increase the versatility of CRM by expanding its capabilities.
Automation of tasks and processes.
By installing Megaplan, you can save time filling and sending invoices or compiling reports. CRM will do it itself - just set it up.
Nobody likes to fill out reports - it's a fact. But this is not required when CRM is installed. The program will create the necessary report in a couple of seconds, objectively showing the data.
Storing the history of interactions with the client.
Even a new manager who has just joined the company will be able to quickly adapt - all the data on applications left by customers will be at his disposal.
