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What is CRM and why does a company need it ?

What is CRM and why does a company need it ?

What is CRM and why does a company need it ?

What is a CRM system and why do you need it for your company ?

A CRM system can help a company organize its work and organize its processes, and is often a database and supervision center for company processes. In addition, the CRM system will help improve the quality of cooperation with customers and build a positive user experience.

It is worth noting the types, types and ways to use a CRM system in a company to improve its work and optimize its processes.

It is important that it meets our expectations and allows us to build communication and a database for later use. Learn how to use CRM in your company and the benefits of implementing it.

IDC CAP Gemini study on profitability of implementing a CRM system into a company

What is a CRM system

What is a CRM system and what is it used for ?

Customer Relationship Management System supports the organization of the work of companies, well implemented it helps to manage processes and relationships with contractors. It facilitates and increases productivity in the team by automating the daily duties of the company's employees. Depending on the type of CRM system, it can be a big help in generating and post-processing data.

Depending on the design and modules, a CRM system usually includes:

  1. a master database that collects information entered by users at various levels,
  2. User modules with specific levels of access to the database,
  3. modules of specific functionality implemented as needed, e.g:
  1. Customer communication module,
  2. analyses of data entered by the user Customer,
  3. Preparation of commercial offers, certificates, printed matter,
  4. Management of sales support by salespeople,
  5. Registration of new users and assignment of rights,
  6. work schedule and notification systems
  7. task,
  8. Generate invoices with automatic sending to customers,
  9. website updates,
  10. Collecting leads from forms on the website
  11. sorting leads and categorizing them into appropriate sets
  12. calendar and marking of appointments and other events

Are you looking for a proven CRM system provider?

Explore our 'POWERCRM' dedicated CRM system offering.

Check out proprietary CRM systems for companies

See also dedicated web portals created by our interactive agency.

How to use CRM in your company

There are many ways to use CRM in your business. Depending on the type of system, you can :

  1. Improve the relationship with customers,
  2. Build and optimize the work of the team,
  3. improve the quality of work and automation of tasks in the company

Through the use of CRM, you will learn more about the needs of your customers, what they expect and how they have been served by the after-sales department.

What are the benefits of a CRM system

Based on the knowledge provided by the data exported in the form of reports by the system, the team and the owner can make better decisions about cooperation with the customer, about the offers sent, the way of communication. It is also worth using the system to study user satisfaction.

The CRM system allows you to collect data and analyze it automatically in any way you want.

Studies show that efficient use of a CRM system can improve a company's sales performance by more than 30%.

See our CRM products for dedicated industries:

With a CRM system, your company:

Saves time on data analysis and operational activities

Improve work organization and team communication

Systematic calendar maintenance in the CRM for individual departments will save time, and automatic notifications and an internal communicator will improve internal communication within the company.

Has customer data in one place

Does it often happen that data from customers is scattered over many e-mails in formats that do not open ? With the implementation of CRM, the various departments of the company will have materials and information in one place.

Provides the necessary data on the work of the team and the leads entered by the telemarketing department

Do you want to see which telemarketer has low productivity ? What was the percentage of rejected offers ? Just check the relevant database records in the system, which will automatically show up in the form of graphs with the possibility of exporting to PDF.

Generates reports based on custom parameters freely set

Do you conduct trainings and issue certificates ? Thanks to having a database of customers enrolled in training, you will quickly filter out those of a given day and send certificates to participants to the email address directly from the CRM system

Allows you to manage contacts and generate statuses automatically

You save paper and disk space because all data is stored in the cloud

You take care of the environment. You save budget for additional drives or server.

Increases customer satisfaction

By tracking customer interactions, CRM supports control of customer management

Increases sales

By analyzing the performance of each department in the company, you have knowledge of the quality of work and signals of potential problems.

Which CRM system - examples of systems

Don't know how to check what CRM will be suitable for your company ? See what to look for when choosing a CRM system.

The CRM system should be easy and simple to implement, the company performing the implementation proven and flexible in modifying boxed versions / if they have any /.

Development of the system along with our needs should be possible through appropriate updates and the possibility of adding additional functionality. The company implementing the system should be available and to assist in the integration of new functionalities (it is worth checking the contracts before cooperation and the conditions for providing updates).

What to pay attention to when choosing a CRM system ?

  1. The CRM system should be secure and compliant with the law / RODO and privacy policy,
  2. Do we have technical support to the company implementing the functionality in case of problems,
  3. Is it straightforward to integrate CRM with the applications and programs your company already uses ?
  4. Does the CRM collect all the data in one place ?
  5. Does the CRM have access to the history ?
  6. Does the CRM system work in the cloud ?

See also Power CRM vs Less Annoying CRM - systems review

Which companies are using CRM

There are no contraindications to specific industries that can use CRM systems. We are inclined to say that their versatility makes them applicable to virtually any type of business and industry.

CRM can be used in :

  1. Logistics industry
  2. Courier industry
  3. The ecommerce industry
  4. Legal industry
  5. The ecommerce industry
  6. Industrial sector
  7. Medical and sanitary industry
  8. Catering and hospitality industry
  9. Industries : tourism, telecommunications and finance

Examples of how a CRM system works

An example of how a CRM system works can be :

  1. export of data in the form of graphical charts
  2. automatic notifications to the team about task statuses and work progress
  3. assigning new tasks
  4. invoicing,
  5. data analysis based on preset filters
  6. assigning user access to resources
  7. organization of work in the calendar for each department in the company

CRM in Polish

There are many models of ready-made CRM systems on the market. However, the language of the program can be a problem. It is worth choosing such a CRM system that :

  1. offers a Polish-language version of the admin panel,
  2. any exported data in the form of PDF, certificates generates with Polish subtitles, whether there is no problem with the encoding of Polish characters,
  3. whether support communicates in Polish

How to use a CRM system in marketing

From our observations of the market, we can say that there is no dedicated CRM system for marketing departments. The best way to implement and use CRM for marketing is to choose such a CRM system that meets our expectations and customize modular functions for the marketing department.

It is worthwhile to equip a CRM with a dedicated purpose for the marketing department in

  1. All kinds of graphical presentations of data,
  2. available export of documents in xls, pdf format
  3. A simple and intuitive user panel,
  4. integration with popular programs that the marketing department uses