Have you already integrated the ERP system and are you interested in the CRM system? In a large company, it is worthwhile to integrate both systems so that you can benefit optimally. CRM system stands for customer relationship management and helps every company to maintain customer relationships. Depending on your needs, you can choose according to focus areas – such as contact management, lead tracking or offer pipeline.
CRM systems are both software and a philosophy that help a company acquire new customers and improve and maintain relationships with existing customers. The customer relationship is actively shaped and therefore not left to chance. The aim is to ensure individual and personal communication, even with high customer numbers.
When building customer relationships, several departments and people are involved, marketing, sales, accounting and support. The CRM system collects all customer information centrally and makes it available quickly. This gives a company efficient marketing and structured work.
A distinction is made here between the type of contact. For example, is it a prospect (lead), a cold contact (prospectus), a customer or a supplier? Here the contact forms and data entry should be designed to be user-friendly.
There are several CRM tools that are part of the quotation pipeline. Here the pipelines are also used for applicant management or support tickets.
Leads are potential customers and prospects and there are numerous functions with which CRM tools facilitate the qualification and acquisition of leads.
Sales activities can be evaluated here using different criteria.
Processes can be defined in advance with workflow and which steps follow when. The automation of tasks or triggers is also possible. For example, a contact registers for a newsletter, then a welcome message follows automatically and at the same time a sales representative has the task of contacting him.
There are different philosophies in CRM systems that depend on the business model or the size of the company.
This CRM forms the basis for everyday communication with customers and relates specifically to the areas of sales, marketing and support. Address data is updated here, customer history is maintained and the customer is provided with suitable topics at the right time. This system offers an important asset for SMEs, small companies and service providers in the B2B business.
This system describes the collaborative work of the CRM users among each other – because good CRM means teamwork. For all members in the CRM system, the communication increases transparency and prevents unnecessary e-mails and meetings.
This is where the attempt is made to use the CRM system to increasingly control marketing sales using key figures. Large companies or corporations cannot look after customers personally, so customers are more likely to become numbers. Thus, these are statistically evaluated and here only the scaling by means of key performance indicators counts in order to optimize the conversion of unqualified addresses to prospective customers to paying customers.
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