Who needs CRM-systems


The CRM system is not a panacea, and not every business has the sense to work with it, but most entrepreneurs can’t do without it. In brief, the program is useful to those who seek to build long-term relationships with clients and want to expand the customer base. But magento salesforce crm integration is another matter.

PowerSync emphasizes that companies that sell products and spend a lot of time on attracting customers through advertising, and whose activities are related to receiving applications and calls from potential customers who are important to retain, CRM-systems will greatly facilitate life and help to make a step forward.

These companies include those that:

  • are engaged in wholesale and retail trade;
  • provide services (beauty salons, travel agencies, companies involved in organizing events, online stores, law firms, etc.);
  • have a B2B direction.

Also note that CRM-systems can be used by any legal entity, regardless of the size of the enterprise: from the individual entrepreneur – to medium and large businesses.

To understand whether you need a CRM system in your work, you can answer these questions:

  1. Do you need to create and maintain a centralized list of information about your potential customers?
  2. Are customers constantly communicating with multiple people on your team?
  3. How do employees note where a conversation with a customer ended?
  4. Do you have a need to understand the productivity of your sales team?
  5. Does the company have a plan that employees adhere to?

An affirmative answer to even one of these questions suggests that your business can try to improve with a CRM system.

If the entrepreneur does not set a goal to attract more and more customers, the loyalty of regular customers is based on long-term contracts, and contracts are signed in person, then there is no need for a CRM-system.

What do you require a CRM-system for?

As we said, CRM-systems increase the efficiency and optimize many processes, freeing employees from the long and unnecessary organizational moments. CRMs have a ton of features that allow you to shift your team’s attention to more important things than organizing work. These features can be boiled down to a few points:

A CRM system helps keep a potential customer in sight. The program doesn’t miss any incoming calls or inquiries. Because of the great competition in small and medium-sized businesses, entrepreneurs have to allocate large sums for advertising and attracting customers. Thanks to CRM, sales are optimized, incoming calls and inquiries are recorded by the system.

Another function of CRM is to control the work of employees and standardize the work with customers. When there is no common standard of record keeping, each employee does it in his own way: in spreadsheets, in notebooks, does not keep records at all, as he uses reports from 1C or relies on his own memory. Because of this, client base data is stored chaotically, contact information can be lost, and ads can be sent from different mailboxes. In this case, it is very difficult to control the quality of work and analyze the results. CRM-systems clearly structure customer contact information, incoming and outgoing calls and inquiries. In addition, all information is stored in one place, so that any employee can access it. Even if someone from the team quits, all the information will be saved.

The system allows you to get statistics. Due to the fact that the CRM has a unified standard of storing information, there is an accumulation of statistical base. Analyzing information about clients and the results of the company and compiling reports, the manager can clearly see what decisions were made correctly and where mistakes were made, which helps him to create a further strategy for the company.

In CRM-systems laid down ready-made tools that help in the organization of work. Since the developers create CRM-systems as convenient as possible to do business, they try to implement a maximum of useful features, so you can improve the quality of the company. For example, thanks to the integration of CRM-system with telephony, you can register calls, save new contacts and analyze the work of the sales department. The system is designed intuitively, it prompts itself what should be done to solve a particular problem.

How does the CRM system work?

CRM-system closes all the small tasks that managers perform. Its list of tasks includes:

  • creating documents on a template;
  • receiving requests;
  • sending messages to customers;
  • generating tasks for managers;
  • creation of online reports;
  • calculating the cost of services;
  • date tracking.
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What must be in a CRM?

Different CRM-systems have their own functionality, which is suitable for running a particular business, but there are some tools that should be in any such program to optimize the work.

  1. Contact Management. This feature of a CRM system structures customer contact data, which leads to a better understanding of their needs. In this way, you can identify your company’s target audience and work with them further using marketing strategies.
  2. Sales Management. A tool for quantifying sales opportunities should be in any CRM system. Thanks to it, your employees can identify those customers who are more likely to use your services. At the same time, the feature provides an opportunity to review and improve marketing strategies which leads to increased sales.
  3. Target Audience Identification. The CRM system matches similar customer traits based on demographic, geographic and psychographic factors, which also helps in company development.
  4. Reports and dashboards. This feature is essential because it helps employees see and analyze performance statistics visually.
  5. Sales analytics. Essentially, the CRM system collects data from third-party websites, social networks, and platforms, and analyzes it. Your team can draw conclusions about which direction to take steps in.
  6. Data Warehouse. CRM systems typically have built-in data protection and backup tools.
  7. Chat integration. A tool makes it possible to communicate with employees within the team, as well as employees with customers.
  8. Integration of web analytics. With this feature, the CRM-system collects data on visitors to the site, analyzes this information and identifies problem areas. From this, the system produces opportunities for improvement.


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