CRM implementation: what is it

You have recently started your own business. The business is slowly developing, the number of orders is growing, and the client base is expanding. It becomes more and more difficult to monitor all processes in the Excel spreadsheet, and managers do not have time to quickly process all requests. It’s time to think about implementing a CRM system.

CRM (Customer Relationship Management) is a customer relationship management concept. A CRM system is an electronic program that automates these relationships: it records and processes all interactions (contacts, deals, etc.), allowing you to more effectively organize communication with potential and existing customers and increase sales.

Does your business need a CRM system

If you are not a freelancer with a couple of clients, then you will not be able to get by with basic applications and spreadsheets. It is worth thinking about implementing a CRM system. Its functions are very diverse, and the business benefits depend on the specifics of the company and its needs. Still, it is worth highlighting the key advantages of CRM systems especially low cost crm solutions.

Tracking and processing applications

The CRM system links to your website, social media, and other sales channels. After the application is received, a manager is automatically attached to the client, deadlines, tasks are assigned, and sometimes his phone number is dialed. After talking with the manager, the application proceeds to the next stage, predicting the next steps to complete the sale.

Business automation

Having correctly configured the work of CRM, you can automate most of the tasks of varying complexity. Thereby:

  • employees are freed from routine tasks, they become more productive and can better realize themselves in other areas of the company: in sales, finance, marketing;
  • an automated customer base will help you not to lose potential customers and profits;
  • crm for startups can replace several different programs and services and programs, combining messengers, email clients, telephony, task scheduler, analytical services, document editor, site management, calendar, file sharing, corporate social network and much more into one platform.


Analyzing structured and organized information is much easier. In addition, CRM can display the desired indicators in the form of graphs and charts. The system shows financial indicators, conversions, marketing effectiveness and employee productivity, planned income and expenses for this month, and much more.

Employee control

The CRM system allows you to track the work of any department – the actions of sales managers, records of phone calls, the history of correspondence, the stage of the funnel for each client and the status of transactions. So the business leader can analyze the productivity of the company and individual employees, identify weaknesses and jambs.

Increase in sales

Automation and analytics of business processes helps to increase sales.

CRM generates a card for each client. In this “dossier” you will find the history of the relationship with the buyer, the status and number of transactions, discounts provided, manager’s notes, and more.

In the system, you can configure all stages of the sales funnel and associate them with specific actions of managers, building an optimal algorithm for working with instructions at each stage. If the script is fine-tuned, it increases sales, average bill, and the number of deals.

To help the manager, you can connect notifications and additional tools to remind you of important points. For example, send a customer a contract or remind him of the end of his subscription.

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