In general, understand one simple thing: where there is business, there should be CRM. Although at first glance it may seem that everything is fine. But take a closer look at how things are going in your company, and if you find any of the signs listed below, then CRM is simply vital for you.
Often you have to repeat the same tasks
How CRM can really help small businesses
As a rule, these are phone calls, organizing meetings, preparing documents - everything that managers in any company do every day. And because such actions are habitually performed one after another, no one notices how many of them there are. Meanwhile, they could be somehow organized, something done simultaneously.
Even the simplest CRM for small iceland email list businesses will help to organize automated execution of routine tasks, systematize them, distribute execution (including parallel), create reminders for them. Moreover, each task is tied to a specific client, and all information that was collected is stored in the system.
There are many repetitive tasks for which an execution algorithm could be defined.
We are talking about larger-scale tasks here, but they are also repeated frequently and consist of a large number of small subtasks. For example, a telecom operator or provider performs mandatory billing once a month. The process takes from one to three days. All this time, managers call non-stop, write letters, negotiate in chats, draw up mountains of documents, perform hundreds of other tasks (and there is a deadline for each). If one person makes a mistake or delays, problems cannot be avoided (and subscribers will suffer from this too). It is almost impossible to do all this manually without punctures.
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But with CRM - yes, you just need to choose a system that has the option of modeling business processes. All you have to do is create a process diagram, insert it into the CRM and run it as needed. The machine will monitor the progress of actions and record their execution.
You won’t be able to name all your clients by heart, much less their phone numbers and email addresses.
How CRM can really help small businesses
Of course, if you have more than five clients, then it is not easy to remember them. However, even if you have notes, but here and there (in different notebooks, somewhere in files, on a leaflet, on a business card, etc.), then keep in mind that you are working without a database. A database implies orderliness of information, quick access to it and the ability to make additions.
And here CRM systems will be a great help for small businesses. They were originally invented for the purpose of systematically maintaining a customer base: entering initial data into cards (from which, in fact, the entire system is built), and then reflecting all stages of transactions from start to finish. Any additional records anywhere are no longer needed.