How do companies judge whether to choose a CRM system?

 

Today, the customer-centric viewpoint has been widely recognized. To establish a customer-centric strategy is inseparable from the application of CRM customer relationship management system. When does an enterprise need CRM? A selection guide for CRM software is attached . When the enterprise has these 4 problems, it proves that it is time to deploy CRM.

1. Customer information is scattered

Usually each salesperson has their own resources. The storage methods of these customer resources are inconsistent with the text format. Customer information cannot be collected together, and it is not convenient to query, statistics, and update information. Secondly, customer information on notebooks and forms is easy to lose, and the data lacks confidentiality and security. Encountering information leakage will cause certain losses to the enterprise.

2. Unable to continue to follow up with customers

Every enterprise will accumulate a large number of customer resources, some are in the stage of potential customers, some are in the stage of initial communication, and some are in the process of selection. It is difficult for business personnel to remember such a huge amount of information without the help of CRM, which leads to the inability of sales personnel to continue to follow up with customers, and many valuable potential customers are ignored. Customers who have no intentions refuse to receive marketing emails from the company and phone calls from sales staff, which makes the progress of customer development work inefficient.

3. Unable to conveniently inquire

For salespeople who go out to visit customers, they need to frequently check customer information, contact information, contact names, company names, and even record communication progress and update business opportunity stages. These tasks need to be realized with the help of CRM mobile applications.

4. Teams lack collaboration

Information islands often occur between enterprise applications, and each independent application data cannot be shared and information cannot be exchanged. In addition, information islands often occur between cross-departmental or team members, so how to effectively communicate between teams and cross-departmental, efficient team collaboration? The use of CRM can make full use of resources and make the team more cohesive.

In general, when the above four phenomena appear in the enterprise, it proves that it is time to start CRM.

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Origin blog.csdn.net/weixin_43103873/article/details/131498368