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What is customer relationship management (CRM) really all about? Every company, like a human individual over the course of its life, gains experience. However, when we consider where this experience exists in the company's structure, we are not always able to point clearly. Is it located in the people? Of course, but what happens when employees leave?
Does the company then lose part of its experience? Only partially, because what customers know about the company is also important. If the entire sales department is changed, new employees may initially find it difficult to understand the organization's experience compared to regular customers. The company's experience thus becomes a somewhat blurry picture.
The CRM (Customer Relationship Management) system acts as an archive that organizes the company's experience, making "company memory" independent of both employees and customers. The collected histories of the company's activities become the basis for complex, multi-directional analysis. This, in turn, makes it possible to create more relevant strategies.
CRM not only observes the company, but actively co-creates its character. The individualized approach to the customer becomes more precise, the process of creating offers becomes both simpler and more specialized, and the customer can be positively surprised by the attention to the smallest details that set it apart from others.
Internal cooperation within the company also gets a positive boost - employees' activities become better synchronized and time is used optimally. Situations involving conflicting orders or "lost" documents are avoided, which translates into fewer internal conflicts and more energy directed toward effective work.
The effect of using a CRM system is to intensify efforts to target the most promising customers and build lasting business relationships. The company's experience becomes more profitable, and its structure and substance become more durable and transparent.
We encourage you to watch the following video, which will introduce you to the basic issues related to CRM - available in Polish and English versions. Then we recommend you to read the presentation of the basic functions offered by CRM systems.
See also How to implement CRM in a company
table of contents:
Nowadays, choosing the right CRM system is becoming extremely important for any company. The introduction of IT solutions tailored to the individual needs of the company allows you to optimize the work of the sales department. Below are 6 key features that a good CRM system should have.
When choosing a CRM system, it is important to familiarize yourself in detail with the capabilities offered by the provider. Each company has unique needs depending on size, industry or organizational structure, among other factors. A CRM system should be flexible, providing both basic and advanced functions, such as quoting, automated emails, order coordination or payment control.
In an era of frequent employee travel, a CRM system should allow remote working. Access to key information about customers, project status or sales opportunities should be easily accessible from anywhere, anytime. That's why it's a good idea to choose solutions that operate in the cloud or offer CRM applications for tablets and smartphones.
Cooperation of systems in a company is the key to success. A CRM system should integrate sales, marketing and customer service processes. Good integration allows for seamless data exchange, eliminating the need to manually transfer information. The CRM system should connect with other business tools, such as mail and team collaboration tools.
An important element in the successful use of a CRM system is employee satisfaction with its use. When choosing a solution, it is worth betting on ease of use, intuitive interface and access to professional training and technical support.
Every company is different, so a good CRM system should be flexible and allow configuration for specific needs. The lack of a universal solution makes flexibility a key element to customize the system to meet individual requirements.
Scalability is a key feature, especially for rapidly growing companies. The CRM system should allow for easy expansion according to the company's growth. In this way, the company can adapt the system's functions to changing preferences and needs.
By choosing a CRM system with these 6 features in mind, a company ensures that it has a robust tool to effectively manage customer relationships and business processes.
In today's dynamic business environment, effective customer relationship management plays a key role, and a well-chosen CRM system will be perfect for this task. In this context, PowerCRM stands out as a comprehensive tool that integrates more than 12 modules designed to increase the efficiency of your team.
PowerCRM enables you to track customer interactions, personalize customer service and effectively manage projects.
Control project activities, create reports, and optimize your team's workload with an even distribution of work.
Configure flows and events so that tasks perform automatically, eliminating the need for manual intervention.
Set up a system that enables immediate response and resolution of customer issues, eliminating the need for manual management.
Create sales processes divided into easily observable phases, identifying and measuring progress in the system.
With PowerCRM, seamlessly exchange relevant information between systems, making it easier to work with your company's ERP system.
Collect leads, import contacts and maintain your entire customer history in one place. Change statuses in the sales process automatically with triggers.
Manage the warehouse efficiently and track customer interactions by customizing the shopping experience.
Optimal for companies that want to take advantage of the full capabilities of the CRM system.
An excellent tool for developers and real estate agencies, providing comprehensive project and client management.
PowerCRM will adapt to the specifics of any industry, offering modules that are perfectly tailored to your needs.
It doesn't matter if you are a leader, manager or sales team member - PowerCRM will configure your interface in 3 steps.
The interface contains only the modules and functionality you need, eliminating unnecessary elements.
Simple to use, allowing easy creation of sales processes and configuration according to individual needs.
Designed with users in mind, it offers a useful panel and clear navigation.
Easily integrate PowerCRM with external programs, customizing it to meet your company's needs.
PowerCRM offers tools and modules that will allow you to scale your business and adapt to evolving market needs.
Together with PowerCRM, you will gain a comprehensive tool to effectively manage customer relationships, sales and projects. Optimize your business processes, adapt the system to the specifics of your industry, while providing your team with a simple and intuitive work interface. Use PowerCRM to gain a competitive advantage in the market!
See also How CRM can improve the customer experience
Our offer:
Project management has become a key element in the effective functioning of companies in modern business. Monday.com is an innovative software that perfectly meets the needs of businesses, enabling effective project tracking and team coordination. Below are the main features and benefits of using monday.com.
Monday.com is a comprehensive platform for project management and team coordination. It has advanced features and an intuitive interface, making it easy to distribute tasks among team members. A free variant is available to familiarize yourself with the functionality, as well as paid packages that offer expanded capabilities.
Monday.com is a tool that makes it much easier to control a company's workflow. Key applications include:
Monday.com makes day-to-day project management easier. Assigning tasks, tracking progress, changing task statuses and priorities becomes easier with a clear interface.
Creating projects in Monday.com is a flexible experience. Calendar access, cost tracking and task personalization support effective project planning.
Monday.com Dev is a great tool for development teams. Sprint management, work reporting and Git repository integrations make it easy to work on IT projects.
The platform enables effective management of the recruitment process. Creating recruitment forms, importing data and a clear view of candidate applications make the recruitment funnel efficient.
A dedicated CRM module allows you to efficiently track sales opportunities, analyze customer history and customize the sales process.
See also:
Monday.com enables integrations with many popular tools, such as Outlook, Microsoft Teams, Dropbox, Slack, Google Tools, allowing it to work seamlessly in the corporate ecosystem.
Monday.com offers a variety of pricing packages, starting with a free version for individual users. Paid packages include different levels of access, with additional features and technical support.
Monday.com is distinguished by its extensive functionality, intuitive interface and adaptation to various industries. Flexibility, ease of integration, and dedicated modules for different fields make it a comprehensive tool for effective business management.
Yes, there is a free version of Monday.com, offering basic features. But more advanced options are available in paid packages, starting at 8 euros per month per user.
Yes, Monday.com improves productivity by effectively managing projects, tasks and customer relationships. It has automation features that streamline daily processes.
Yes, Monday.com provides an API, which allows integration with third-party applications.
Yes, Monday.com has a mobile app, allowing access to projects from anywhere, even offline.
Bringing monday.com in-house is a step toward effective project, task and customer relationship management. The platform's versatility and flexibility make monday.com a valuable tool for a variety of industries and business types.
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