Implementation of CRM without additional integrations
Posted: Thu Jan 30, 2025 10:36 am
Advice for entrepreneurs: 5 mistakes when implementing CRM
23.01.2023 #Flottgroup #Bitrix24
Advice for entrepreneurs: 5 mistakes when implementing CRM
A CRM system can help a business, get rid of unnecessary labor costs for performing routine processes, optimize sales, increase customer loyalty and find growth points. But due to the large number of different systems and advertising, you can incorrectly assess the need for implementation and complicate the work of the entire company or buy a CRM that solves only a small percentage of the tasks of a specific business. Today we will analyze the main mistakes when implementing CRM and which ones to avoid in order not to lose money and time.
№1. Implementation without clear technical specifications and preliminary audit
A business owner must understand why he needs a CRM, what tasks it will solve and how it will help the company. Implementing a system without a detailed analysis and honest technical specifications is a waste of money, time and human resources.
Each business has its own specifics and methods of working with bahrain consumer email list clients, so before implementation it is necessary to conduct a comprehensive business audit. To systematize and analyze sales in CRM, it is necessary to determine all stages and channels of interaction with clients so that they can be transferred to the system and automated.
Based on the audit, a clear technical task for implementation is drawn up with a description of the required functionality. Taking into account the requirements of the technical task, an optimal system is selected and, if necessary, personal tools are developed. Without this, the CRM system will be template or raw, data will have to be entered manually, and deep analytics will have to be forgotten.
23.01.2023 #Flottgroup #Bitrix24
Advice for entrepreneurs: 5 mistakes when implementing CRM
A CRM system can help a business, get rid of unnecessary labor costs for performing routine processes, optimize sales, increase customer loyalty and find growth points. But due to the large number of different systems and advertising, you can incorrectly assess the need for implementation and complicate the work of the entire company or buy a CRM that solves only a small percentage of the tasks of a specific business. Today we will analyze the main mistakes when implementing CRM and which ones to avoid in order not to lose money and time.
№1. Implementation without clear technical specifications and preliminary audit
A business owner must understand why he needs a CRM, what tasks it will solve and how it will help the company. Implementing a system without a detailed analysis and honest technical specifications is a waste of money, time and human resources.
Each business has its own specifics and methods of working with bahrain consumer email list clients, so before implementation it is necessary to conduct a comprehensive business audit. To systematize and analyze sales in CRM, it is necessary to determine all stages and channels of interaction with clients so that they can be transferred to the system and automated.
Based on the audit, a clear technical task for implementation is drawn up with a description of the required functionality. Taking into account the requirements of the technical task, an optimal system is selected and, if necessary, personal tools are developed. Without this, the CRM system will be template or raw, data will have to be entered manually, and deep analytics will have to be forgotten.