AUTOMATION — CRM

The definition or abbreviation of CRM stands for the Customer Relationship Management System. Indeed, one of the most important functions of CRM Programs is the accounting of customers and transactions. But unlike Excel, data for accounting in the CRM System is stored not in huge tables, but in convenient cards, and the whole history of interaction with the client is presented in chronological order, from the first call to the purchase. Here you can listen to telephone conversations, save an important document, put a bill in one click, write an e-mail, put a reminder - for example, prepare a commercial offer. CRM does not end with this - CRM will monitor each assignment and give a signal when the deadline approaches, so that you do not forget anything. But this is only a small part of what the CRM program means. For example, the system can automatically perform part of your work: creates documents by template, assigns tasks to managers at each stage of the transaction, sends sms to clients, creates online visual reports on all business indicators, from the amount of transactions to the number of calls made. All this helps to build a dialogue with the buyer more effectively, maintain his loyalty and eventually sell him more and more often.