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.
Documents on clients (contracts, invoices) constantly have to be searched for and asked to be sent again.
Such a situation in document flow, firstly, can cause problems (for example, a controversial issue has arisen, but the document has been lost and you cannot prove your case). And secondly, it indicates that managers are working extremely poorly.
With the implementation of CRM, everything immediately falls into place. Any documents are stored in the client card, can be searched in one click and are never lost (as well as email correspondence, telephone conversation records).
Closing deals and preparing the iceland email list relevant documents takes a lot of time (and the nerves of employees).
Believe me, filling out just one invoice form, and doing it correctly, and accurately entering a lot of data into the required lines is not an easy task. If you have to enter the numbers manually, even if you store them electronically, it doesn’t really help, and it still takes a lot of time.
How to solve the problem? Select and connect a suitable CRM for small businesses. Their functionality may vary. For example, there are those in which the client's data (details) are immediately pulled into the primary documentation for the transaction, generated by the system automatically. The manager only enters the items of goods being sold and indicates their quantity. The created document can be immediately printed or saved for sending electronically. There are options for setting up templates for contracts, commercial proposals and technical proposals.
You don’t remember exactly how much manager Petrov earned last month and why he was awarded a 15% bonus.
How can you set goals for employees without having an idea of their KPI and without an effective motivation system? It will end with some running away from you (due to underpayment), and others sitting and wiping their pants (the money is still dripping).
CRM allows you to track the manager’s actions throughout the entire funnel and calculate KPIs of any complexity.
There is a high turnover among the employees using the client base.
Salespeople are fickle people in general, be prepared for this. When leaving, any employee who has access to the database can simply steal it (to offer it to competitors for a reasonable price). In this regard, there is always a certain risk of losing information.
So, CRM can also provide security for your small business. To steal data from it, you need to be a real hacker, no manager will do that. The system allows you to delimit access rights to the database, store it only on your servers, keep a log of all completed operations, generated and downloaded reports. This is excellent protection for a client database. If someone does risk stealing, you will figure them out very quickly, and the law will decide how to punish them.
You have no idea what a normal customer base might look like.
How CRM can really help small businesses
Yes, this happens, and quite often!
A client base is understood as a collection of information about clients. CRM systematizes all data and stores it in tables. Instant transition from one to another is provided by means of special keys. That is, you can easily add new nomenclature positions, replenish the reference book, etc.