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What is a CRM system and why is the right choice a crucial success factor?
A CRM system, Customer Relationship Management, is a software solution for managing each customer relationship and the associated interactions of a company with existing and potential customers. A real competitive asset for companies, CRM software, collects and centralizes all customer data. They help companies to get to know their existing customers better, win new leads and ultimately increase sales. The CRM tool not only simplify customer relationship management but also automate time-consuming tasks. A CRM makes easier to manage each customer relationship and the associated interactions of a company with existing and potential customers.
A real competitive asset for companies, CRM software, collects and centralizes all customer data. They help companies to get to know their existing customers better, win new leads and ultimately increase sales. The CRM tool not only simplify customer relationship management but also automate time-consuming tasks. From a growth perspective, CRM helps to find leads, track prospects, and nurture them through the sales pipeline. CRM is also used to maintain customer loyalty by storing vital information to increase sales – for example, by personalizing the experience and providing great customer support.
The goal is to focus on the essentials: turnover. With many solutions on the market, managers and decision-makers face the challenge of choosing a suitable CRM system for their company.As a smart customer management system goes far beyond purely administrative activities, and the collection of address or contact data it’s important to choose the most suitable CRM for your business. Here below are few essential points to be considered before choosing an optimal CRM system.`
Identify your business goals
Identify your business goals and practices with a clearly stated, comprehensive look at what problem you are trying to solve with a CRM. Put the following goals in order of importance to your business to determine which CRM tool will be the most effective:
- Achieve better customer services + improve customer retention
- Increase customers conversion by managing communication with prospective leads
- Offer higher productivity and efficiency by connecting sales & marketing departments
- Centralizes database- Increase sales & profitability`
CRM compatibility check
When choosing a suitable customer management system, it is crucial to inquire about the respective compatibilities of the required software. It is crucial to ensure that your selected CRM system is compatible with other applications and your existing operating system.Ask the provider which processes, functions, properties and versions of the software they offer, how they run together with other system components and under what conditions. Also ensure that your existing contact data should also be easy to integrate into your new CRM software. Pay attention to problem-free import and export options.
CRM implementation
Cloud based CRM software has gained so much popularity over last years that when thinking about CRM implementation, only cloud version comes into mind at first. But question of the implementation of your future CRM system is decisive for further steps.
If we compare both options, a cloud-based (aka on demand) online version offers you the advantage that you do not need a server or technical expertise. You simply log into the system via your web browser and all information is available for you on the provider’s server.
With an on-premise variant, you have a local solution at your disposal, where you have the software yourself, which you can access on-site via your server. With this version, you need to purchase a license to use the software. And the fact that your data is located in-house, you manage your data independently with your IT specialists and have the option of further developing the system according to your individual requirements.
If your business requires a unique individual CRM system, you may opt for a specially tailored software to match our business needs. Therefore it makes sense to opt for a varsity of functions, from the start, in a dynamic an scalable software that will allow you to remain flexible and independent. Plus the CRM system will be easily expandable with the growth of your business.