CRM is a tool for business
CRM systems are the main thing, without which no business should exist with more than 2 sales per month and 3 clients at work. If your situation is worse, you can do without it. But if all the same you have sales, even there are sellers and sales technology, or at least scripts - the CRM system is just the thing for you!
WHY IS IT WORTH IMPLEMENTING CRM?
How to systematize the flow of all clients, remember which clients are at work, and which ones are "freezing", record every conversation between your manager and the client, do not forget to send him letters and see if he reads them - all this can be done in CRM.
But let's start not with what she can do, but with what you can do and I will tell you how to build an ideal CRM system. Let's go!
SALES FUNNEL FOR CRM SYSTEM
Let's define a sales funnel and its stages, in a standard business there always exists at least 2 sales funnels: "Cold" and "Warm" (Leads from the site, Facebook, anywhere - a potential client who is already familiar with your products and independently left an application).
In the first case, we build a funnel as follows:
- “New customer”
- “First touch” - (I would mix into this funnel the customer you have already called).
- "Reminder about myself" - (this is for those who give an email so that you write to them, read but do not call them back. I would periodically remind them of myself).
- "Presale" - a client who already knows what service he wants, but has not yet given an advance.
- “Sale” - for clients who paid an advance or full price and “Refusal or blacklist” - for clients whom you “bored” in the edge and they asked them never call.
In the case of a "Warm" funnel, everything is about next:
- “New customer”
- “First touch”
- “Discuss terms”
- Next step or “Sale ”Or“ Opt out ”
These funnels are fine if you have one or more services. If there are more of them, they do not suit you. If you have an online store, even more so. But for beginners - what you need.
WHY DO YOU NEED A CRM SYSTEM?
- To remember at what stage friendship you are with the client.
- In order not to forget to call them and congratulate them on their birthday.
- Sell a new product in a month or even have a whole history of interaction with them.
WHAT ELSE CAN YOU DO IN THE CRM SYSTEM?
- Send emails directly from CRM and see whether it is read or not.
- Make mailings based on e-mails, SMS mailings, record a conversation with a client.
- Manage company finances, calculate the value of advertising and cost per conversion.
- Analyze sales channels and identify the most profitable.
- View employee statistics and more.