Friday, 20 April 2018 11:40

Do you need CRM?



Every business relies on some software from the very beginning. Most entrepreneurs don’t start by finding the “one and only” CRM system that will help to maintain order in documents and information about a given customer. This is understandable because CRM at first glance doesn’t appear to be an essential tool for everyday work, even for the largest businesses. However, this is an approach that results in clutter in the information about customers and may have a negative effect on their service. Aren’t you convinced yet whether your company needs a CRM system? Below you will find the most important information about these systems, so learn more and make your own decision. What is CRM?

CRM is a tool for managing the relationship with customers and individual processes within a company. Thanks to the implementation of this type of software, we can have full insight into the current state of a given process.

The system allows you to gather information about customers and then analyze it because the data is nicely structured. Systematized data illustrates the processes taking place within the organization. Everything is presented in simple forms, so you don’t need to be a specialist in data analysis to be able to draw conclusions from the gathered information.

A CRM system will help to organize contacts history, arrange activity statuses in a logical sequence and also plan subsequent actions. In addition, as a manager, you will have control over your employees’ activities.

What are the types of CRM systems?

We can distinguish three main types of CRM systems:
  • Operational 
  • Analytical
  • Collaborative

How much does CRM cost?

There is no fixed price. The price usually depends on the number of users or the license, in other words, the number of individual devices that run the software. There are also systems which are completely free, and you pay only for the implementation of the CRM system in your company or the support from the producer.

Which one to choose?

You should choose one that suits your business profile best. If you are a start-up, every penny counts, so if possible, you should choose relatively cheap or completely free CRM services.
The situation is similar in large companies, where a lot of information is processed. In case of the first implementation of a CRM system, a company should take into account both the number of users and the huge implementation costs. However, large companies should be careful not to bear double costs due to choosing inappropriate CRM. Then, all information gathered in the previous program must be migrated to a new one if we haven’t chosen a cloud service.

I used a CRM system before but it didn’t work out and I prefer to keep everything in the Excel sheet.

CRM is like a pair of leather shoes - it will serve you for years if it’s well-chosen and cleaned on a regular basis. If the system didn’t work out, it means it simply wasn’t the right choice. What could go wrong? In a nutshell - everything. There are so many different CRMs on the market, there is a choice and a wide variety and that is certainly an advantage. You can choose in terms of the valuation method, interface appearance, or specific features you want the system to have, e.g. generating documents in PDF format, or an integration with a given email client, etc.

Who is CRM intended for?

For any business that has customers or will have them in the future. Why does a start-up need a CRM? In order to monitor every interaction with a lead or prospect from the very beginning and have full control over it. Thanks to this practice, you know from the beginning whether a given start-up can survive using a specific approach to a customer. As you know, your business is concentrated around your customers. Without a customer - there is no business, so the sooner you draw conclusions about a given cooperation, the better for your company.
In a company, many departments use a CRM system, depending on the company’s needs and the possibilities offered by the program. It can be a sales department, marketing department, customers service, management or even accounting. Every employee who is involved in contact with customers to some degree is a final user of a CRM system.
It is never too late to implement a CRM system. Those, who think this way, don’t understand that it’s like refusing your company a decent kick of energy because CRM helps to organize gathered data.
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