CRM - T2I SIA

What is a CRM system?

The CRM system (Customer Relationship Management) is a business strategy aimed at studying and understanding the needs of present and potential customers. Thanks to the consolidation of complete information about customers and the history of interaction with them, a plan is formed that ultimately guarantees an increase in profits by attracting and retaining customers. In essence, the CRM system considers customers as the company's main asset.

At the level of technologies, the CRM system is a set of applications, functions and tools connected by single business logic and integrated into a single corporate information environment of the company.

Do your sellers work well?

Even very good managers underperform by 30% without proper control and management influences. The managers measure the effectiveness of employees "by the feel" without proper quality tools. As a result, the situation is as follows: the managers know about the input (customers) and the output (sales), but they do not know and do not measure what is done inside the process and what else can be improved.

The CRM system allows you to manage effectively the sales processes:

Planning includes plans for sales, duration of transactions and sales funnel;
Conducting a transaction means everything related to offers, orders, invoices, acts and shipments;
Analysis includes execution of plans, sales and profits, failure statistics;

In the CRM system, you can not only get statistics on the sales funnel and on the current state of things, but also set the target levels both for the whole department and for specific managers. After that you can observe who shows the best results and who does not cope with his tasks.

Who uses CRM?

How does CRM help?

It helps to create a regulation of works which includes tips to the seller and hints to the manager on understanding the situation;
It helps to understand where the work is done badly;
It helps to make sure that the plan is really executed;
It helps to compare the managers according to their objective results and to manage performance indicators;

The CRM system allows you to monitor and control important indicators such as KPI, execution of regulations, business plans implementing, sales funnel and contacts. You can also accumulate and share your knowledge.

What happens to the customers?

The CRM system is a powerful tool for automating customer relationships. Due to the possibilities of the program you will always have unified and up-to-date information about your customer. The system implements a mechanism for building regular interactions with the customers and for monitoring their status. This mechanism includes follow-up, polls/surveys and regular reminder notes on tasks.

Marketing:

Separation of customers for distribution of efforts on random, financial and non-financial data;
Evaluation of the Return On Advertising Spend (ROAS)
Mass informing on target segments (cost-cutting of personalised informing);

We cease to use Excel

«Do people still report sending their Excel spreadsheets?»

The report in Excel does not allow you to fully control the reliability and completeness of information about the customers, invoices and meetings held; the data is provided only when possible, it takes a huge amount of time involving expensive employees of your company.

How does CRM help?

You receive information on indicators promptly without any manual work;
You obtain summary indicators with the ability to figure out the deviations (consolidation and decomposition);
You can design reports taking into account the specifics of the activity;
You can understand what affects the sales pondering the relationships between financial and non-financial data;

With this program you will be able to analyse data on the following indicators:

Sales including products, dynamics, customer groups, etc.;
Forecasts which mean future sales based on current statistics of the transactions;
Competencies and results: Interaction of personal qualities with financial and quality indicators;
Transaction statistics that includes funnel, failures, probabilities of success, involvement of managers;
Advertising effectiveness;
... and many other reports on CRM and finance.

What does CRM give to the company?

As reported by the EHI Retail Institute, the results of CRM systems implementation are as follows:

The number of repeat purchases increases to 66%;
Customer losses are reduced by an average of 77%;
The efficiency of attracting new customers increases by 51%;
The risk of losing customers associated with the departure of their account managers is reduced to 76%;
The profitability of sales in various industries increases from 28% to 64%.

As a result of CRM systems implementing, you receive:

A single base for trade, procurement + CRM (customer relationship);
Accounting and CRM in a single database (no exchanges and transfers, only general classifiers, unified customer and goods database);
Seller-friendly interface, no more commitment only to the accountant;
Remote operation that provides mobility of employees;
Integration with other systems such as: accounting, telephony, websites;
Openness to adaptation.

We are trusted

Before

Lando Training Centre

Prior to the implementation of CRM, this training centre spent a lot of time doing everyday tasks such as: invoicing, mailing to the marketing companies, registration of incoming, weekly and monthly reports