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See CRM system

We suggest that you learn together what CRM systems are, based on the generally accepted classification, and also identify the leaders of the modern market. Each user has different requirements for software. For banks, analytics and tracking of reports on all transactions with clients are important, while a nail salon only needs to maintain a client base, record money deposits and remind about visits. Therefore, the market presents different types of platforms designed to perform different tasks. Let's dwell on each of them in more detail.

CRM by organization type

There are two types of systems by data storage location:

- Cloud-based. They store information on external servers and are available online. The advantage is the ability to work in the program even from another continent. The disadvantage is the relatively low level of data access protection.

- Boxed. The data storage location is the company's server. The security level is maximum. Purely boxed versions are quite rare. Most often, you can come across combined options.

Cloud-based CRM types are suitable for performing standard business processes. Usually, they have a certain set of functions that cannot be changed, and are completely inexpensive. Boxed ones are suitable for companies that have more non-standard processes. They are distinguished by their flexibility of settings and are somewhat more expensive. Cloud-based programs include such programs as AmoCRM, "Megaplan", "Bitrix24", etc. Boxed ones include Microsoft Dynamics, "Bitrix24", "Megaplan", Bpm'online.

CRM by degree of individuality

There is no such classification of CRM systems by this criterion. However, we distinguish between industry and universal types.

- Industry-specific ones take into account the specifics of the company and business processes within it. You can choose a program that is designed specifically for banks, has built-in document management and fine management modules. Or software for an online store, with which you can manage orders, prices and profits. Vivid examples - Yclients, Mango Office, Carrot quest, "My business", etc.

- Universal ones are equally well suited to most companies. However, they do not take into account the peculiarities of market business processes, industry solutions and the needs of a particular user. Universal ones include programs such as 1C, Microsoft Dynamics and others.

Universality is not always good. After all, ready-made solutions can satisfy the most common needs of the segment, but are not adapted to each specific client.

CRM by information processing level

Operational CRM

Every third system belongs to the operational category. However, there are quite a few of them in their pure form. Many developers supplement the software with analytics and statistical functionality.

Operational CRMs are designed to simplify contacting customers, systematize applications and deals, can independently issue invoices, send SMS messages, record a phone call and remind the manager to contact the client. The main task of operational CRMs is to make the client permanent.

The operational artificial intelligence module has the following set of functions:

- registration of incoming traffic;

- automation of internal document flow;

- storage of data about customers, leads, deals and tasks;

- drawing up a report;

- reminders about important events and tasks;

- setting tasks for employees and monitoring their implementation.

Examples of operational CRMs

This type of system is suitable for companies with a linear sales process, a strong marketing strategy and a lot of administrative tasks.

If you are one of them, pay attention to the following programs:

- Salesforce;
- Insightly; -
Apptivo ;
- Agile;
- Freshsales;
- Keap;
- Really Simple Systems.

They are designed to automate the workflow, manage employees, create reports, manage contacts, etc. Each has a built-in set of marketing tools.

Analytical CRM

Analytical CRMs, like operational CRMs, can record interactions with customers. However, they have additional capabilities in the form of tracking sales patterns. With their help, you can find out where the most leads come from, at what stage the deal most often breaks off, how customers are distributed within the funnel. Moreover, all data appears in real time.

The main goal of this type of CRM is to analyze the information received about customers and profits in order to change and strengthen the strategy.

Their main functions include:

- determining customer values;
- segmenting the customer base;
- analyzing customer profitability;
- recording the movement of deals from the funnel;
- monitoring customer behavior at all stages of the deal;
- analyzing the effectiveness of the marketing strategy;
- analyzing the number of sales;
- predicting sales volumes for a certain time.

Examples of analytical CRMs

Popular types of analytical CRMs are:

- HubSpot. The free version has built-in analytics and sales funnel reporting, email integration, and online chat. For an additional fee, you can get advanced settings.
- Zoho. It features the ability to customize reports, advanced analytics, and dashboard personalization. There is a virtual assistant.
- SAP. Funnel management, document workflow automation, and a set of marketing tools.

Each of the services has a nice interface and helps expand the capabilities of the company.

Collaborative CRMs

The second and most common name for collaborative CRMs is strategic. They help to establish joint work of all departments of the company and organize operational exchange of information between employees.
Each of the three types of CRM systems is suitable for joint work of departments. However, only collaborative ones are aimed at satisfying all the needs of the audience. With their help, you can establish communication with customers in order to collect feedback. Thanks to the information received, you can change the assortment of products, review the pricing policy and improve customer service. There are no ready-made collaborative CRMs. The following options are offered:
- individual solutions;
- use of existing communication tools (messengers, social networks, e-mail).
Using popular communication channels, information is collected and entered into the main CRM system for further analysis.

Examples of collaborative CRMs

The best collaboration systems:

- Microsoft Dynamics 365. Designed for workflow automation and sales management. There is a mobile version and a 30-day trial period.
- Sage. Belongs to cloud services. Helps manage sales and track the effectiveness of a marketing campaign.
- SugarCRM. Provides sales assistance at each stage of the funnel. Finds potential customers and helps retain customers. Has a mobile application and a 7-day trial period.

Combined CRMs

Top option for medium and large businesses. Combined CRMs combine the functions of all the systems listed above. They are suitable for companies for which sales, analytics, customer interaction and operational data exchange between departments are important.

Simply put, combined systems are operational systems themselves, only supplemented with analytics and the ability to contact customers. They can generate reports on leads, salesperson efficiency, establish joint work of all departments and have a wide range of marketing tools.

They have the following functions:

- storing customer data in the database;
- registering incoming traffic;
- tracking the movement of deals from the sales funnel;
- setting and monitoring task execution;
- reminders about important matters and letters;
- analyzing sales dynamics;
- analyzing marketing strategy;
- communicating with customers.

Examples of combined CRMs

Everyone has heard of these CRM systems:
1. Bitrix-24. It has cloud and desktop data storage options. Main functions: customer base management, report generation, task assignment for employees, etc. There is a mobile version and integration with social networks.
2. Megaplan. Suitable for sales management and report generation. Allows you to control managers, set tasks and monitor their implementation.
3. AmoCRM. The best option for companies that conduct B2C activities. Digital sales funnel, reporting generation, integration with Google.Analytics.
Now you know what CRM systems are, and you can choose the right option for yourself. And for automating a water delivery business, Venta-CRM is best suited.

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© 2019 - 2024 • Venta-CRM

Telegram

Home

Tariffs

Video review

Blog

About the company

Contacts

Offer contract

Opportunities

CRM system

App for couriers

Order management

Route optimization

Website + CRM (for water)



© 2019 - 2024 • Venta-CRM