[jira] [Created] (SDAP-328) What CRM is - a complete beginner's guide

["Giancarlo Esposito (Jira)" <ji...@apache.org>]

Giancarlo Esposito created SDAP-328:
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             Summary: What CRM is - a complete beginner's guide
                 Key: SDAP-328
                 URL: https://issues.apache.org/jira/browse/SDAP-328
             Project: Apache Science Data Analytics Platform
          Issue Type: Bug
            Reporter: Giancarlo Esposito


*CRM system concept and how it works*
CRM-system (short for Customer Relationship Management), simple transcript into Russian, customer relationship management. It is software designed to automate customer (customer) interaction strategies. In particular, to increase sales, optimize marketing and improve customer service by storing information about customers and the history of relationships with them. Establishing and improving business processes and then analyzing the results. It sounds vague, CRM systems - what is it in simple words?

 

*CRM is a program for the sales department that allows you to:*
 * organize and regulate the work of your managers,
 * monitor their work,
 * automate the process of a deal with a client,
 * reduce the time spent on repetitive processes,
 * control communication between managers and clients,
 * analyze the level of involvement of your employees in the work,
 * analyze the level of customer loyalty to your company,
 * save the customer base and collect the history of interaction with them,
 * not to lose a single client who showed interest in your company.

If at least some of the items on the list are relevant to you, then you cannot do without a CRM system. Now CRM is the minimum, without which it is impossible for a company to remain competitive.

All market leaders, without exception, use CRM systems in their sales! However, CRM is not a magic pill. If you do not have a decent "product", then no program will help to increase the company's sales.

Typically, CRM systems are cloud-based online services that are provided by subscription. You register in the CRM system, get a single account with all the possibilities and sales tools. After setting up CRM, your employees / managers are added to your account. You pay the tariff that suits you and enjoy your work. You can work in CRM at any time and from any place where there is Internet.

CRM systems help sales departments by prompting managers what to do: respond to a new request, call a client, plan the next action on the deal. Robot programs themselves send letters and SMS to clients when the application is in the desired status, automatically launch ads and much more.

CRM allows you not to lose orders from new customers, systematize the work of managers and control it, find points for optimization and further growth of the company.
CRM-system standardizes and automates processes in the sales department.

You can tell a lot of beautiful things about how it would be great to automate and increase sales, to manage a company while drinking cocktails on tropical islands. These pictures are often manipulated by CRM implementation consultants. These are empty unreasonable expectations.

*How to understand if your company needs a CRM system?*

A CRM system is needed by companies that sell their products or services directly to customers through the sales department. Even if this department consists of one manager, it is much more profitable to lead clients in a systematic way in CRM.

If for the sale of your service / product it is necessary to conduct pre-sale work (negotiations, presentation, negotiation of conditions) and your sales department receives new requests every day, you need a CRM.

Only in CRM will it be possible to effectively work simultaneously on a large number of applications that are in different stages of sale.

 
h3. Sales department checklist:
 * The client base is kept in Excel
 * At the moment of an incoming call, managers do not see the client's name
 * Your managers do not record agreements with the client
 * You do not know the following tasks for transactions
 * Nobody knows exactly how many transactions are at what stage.
 * Incoming requests from new customers are regularly lost
 * Email correspondence is conducted from personal mailboxes
 * No conversation records or conversation histories
 * Are you tired of the chaos and mess

 

Do you recognize your sales department in at least one point?
Do you want to develop your company, invest in business, invest in advertising, equipment and other means of production, expand and retain your customer base? Then the CRM system [https://apiway.ai/categories/crm-software] will become your reliable assistant.



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