Is it necessary to import CRM? Many large companies may have their own CRM (Customer Relationship Management) systems. For smaller startups or SMEs, is it necessary to introduce CRM? Let me start with the conclusion: it is necessary.
The purpose of CRM is to sort out the relationship between an enterprise and related contacts, not just existing customers, but also potential customers, newsletter subscribers, and even employees. Some people may think that the company is still small. The above-mentioned customer relationship management tasks should be sorted out manually, but as long as the company has business growth goals, this local steelmaking method may not be long maintained. If CRM tools are not introduced early, the business team will eventually be submerged in huge and complicated trivial data, and will not be able to efficiently share customer information or organize sales reports. Conversely, if you can make good use of the CRM system to manage the relationship between the company and its customers, not only will the administrative work get twice the result with half the effort, but it will also have effective scientific insights to help business growth.
What can CRM do for enterprises?
Why do companies have to import CRM? Because of an outstanding CRM system, at least the following four things can be done for the enterprise:
1. Customer Management
For customers, no matter which business they are facing, they are talking to the window on behalf of the company. If customer information cannot be shared between businesses, not only customers are troubled, but the company’s sales tasks are bound to be greatly affected. Therefore, one of the biggest functions of CRM is to clearly organize customer files so that the business can quickly review customer information and communication history, including personal information, preferences, work content, personal connections, contact frequency, etc. Some CRM systems also have a smart label function, which can help businesses filter through labels, accurately market, and grasp sales opportunities.
2. Work management
The calendar is a very good work management tool, but the CRM system can’t just concatenate the general calendar, but also integrate with the customer database, so that the business can clearly know the “time, location, work focus, customer target”, and real-time Use CRM to grasp customer contact information and record work schedules. Some CRMs also have a thoughtful automatic reminder function to remind customers of the meeting time and birthday, so that the customer service of the business is more thoughtful and complete.
3. Business Opportunity Management
In addition to personal work management, CRM also needs to provide an overall overview of the business team, such as establishing a sales funnel, customizing a standardized sales process, helping business managers understand the development process, and then optimizing sales performance. In addition, before the CRM system has been introduced, many people will use Excel to organize sales progress and information, but the advantage of using CRM is that you can easily manage forms without being an “Excel God”, as long as you can synchronize and connect customer data. The library and calendar can not only clearly outline the performance profile, fully record the development process, but also make performance forecasts.
4. Activity management
Another benefit of CRM is that it can pass on successful sales experience through scientific methods. Through the standardized functions of customized workflows, CRM can assist the business to perform activity management, and efficiently convert activity quantities into actual performance. Through scientific and systematic management, supervisors can also use the system to automatically calculate the amount of activity and generate reports to review and improve work efficiency.
In addition to the effective integration of information, an intuitive and easy-to-operate interface is also a necessary consideration when choosing a CRM system. Take the local CRM software “iShelly” developed in Taiwan as an example. One of the biggest features is its simple interface and easy-to-understand functions. It has become an introductory system that many small and medium-sized enterprises and startups love to use. Of course, iShelly also has all the four main CRM functions mentioned above.
Not limited to specific industries, the use of CRM strategy
Whether it is grassroots business personnel, business executives, or corporate managers, all roles in the enterprise can make good use of CRM, simplify work, and focus on the task of business growth.
For example, an import agent of medical equipment and consumables that has been in business for more than 30 years used iShelly CRM to consolidate the customer list for the past 30 years in order to organize customer information over the years and manage the development progress of each hospital area. Through the business opportunity function in iShelly, you can manage the development progress of different hospitals and different products, which can not only grasp the development status of the business, but also facilitate the company to collect statistics on market development, product introduction, etc. from a comprehensive perspective, as well as the benefit analysis of the company’s invested resources .
Another example of using iShelly CRM is an agent of precision measurement equipment. Since there have been lessons of data hacking, I pay special attention to data backup, and hope to manage customer data in an organized manner, and at the same time review the company’s customer management capabilities. After the introduction of iShelly, in addition to quickly checking the list of customers, it also makes good use of the “task assignment” function in iShelly to make communication between employees smoother and complete the transfer of customer information. Especially for brand agents with sales offices in North and South, they need CRM for business opportunity management to facilitate statistics on the sales of different brands and locations, and then grasp the blueprint for sales growth.
Another example is the building materials industry. In the past, they used to manage the business team’s itinerary with paper work, but when the business team was unified and handed over to the supervisor, the itinerary plan had become a memoir; but the supervisor imported CRM and made basic settings. Later, the internal office uses the web version for management, and the field office uses the App. The business team ages 25 to 65 years old can easily get started. The internal weekly meeting can also be viewed directly with the activity volume report in the system, without additional sorting.
It can be seen from the above examples that iShelly is particularly suitable for B2B enterprises. As a business-specific cloud productivity tool, the use of this CRM is not limited to users in specific industries. After all, the ultimate essence of this tool is just like the goal of all enterprises-shortening the internal communication process of the enterprise and helping the business grow, so whether it is to pass on production , Media, IT, service industry, etc., are all worth a try.
The CRM system originated from the god of sales, convinced that every salesperson should have a super secretary
“Every salesperson should have a Shelly and have the opportunity to become a super salesperson.”
iShelly is derived from Shelly Brady, the secretary of “God of Sales” Bill Porter. A large part of the success of this god-level salesman is due to Shelly Brady, who took care of various affairs for him. Therefore, Anhuitou Co., Ltd., which developed this CRM system, developed a help business under the name of iShelly Productivity tools to increase sales. After interviewing more than a hundred business personnel, iShelly was officially launched in 2013 and has been continuously optimized to this day.
iShelly uses cloud technology to achieve centralized data management, real-time data synchronization, and team multi-person collaborative development tasks, helping companies to completely retain the sales development process, even if employees leave their jobs, newcomers can quickly get started. iShelly is now open for a two-week free trial. Whether it is a small and medium-sized enterprise, a startup company, or a B2B service industry, if you want to feel the power of performance growth, you can quickly experience the power of CRM.
iShelly CRM free trial
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