How to Choose a CRM System for Your Business
Posted: Thu Dec 26, 2024 4:17 am
8 criteria by which you can evaluate a system
08/07/2024 ⏱12 minutes
How to Choose a CRM System for Your Business
Every business sooner or later comes to the implementation of a CRM system. But choosing the right one can be difficult: there are many programs on the market with different functionality and capabilities, each suitable for different business sectors.
Criterion 1. Universal or industry-specific
A universal CRM system is suitable for any business, it has kazakhstan phone numbers an extended set of functions and tools. For example, in such systems you can manage sales, marketing, maintain a client base, analyze various indicators.
Learn more about what a CRM system is and why you need it
Universal CRM system
In a universal CRM system, you can add both a product and a service and work with them simultaneously without having to limit yourself to one thing.
An industry CRM system is tailored to a specific business sector: only for restaurants, hotels, banks, fitness clubs. Industry systems have a separate set of tools that are not available in regular CRMs for the general user.
There are also industry CRMs for e-commerce, such as RetailCRM. Such systems focus on working with goods, and services can be added as an add-on.
Industry CRM system
RetailCRM records all work with goods: warehouses and stores between which goods are moved, courier name, contact number
Which CRM system to choose. The choice between types of CRM systems depends on the specifics of your business. A universal platform will cover most simple tasks. But if the company has multi-stage business processes, we recommend choosing an industry-specific CRM system.
Full order processing cycleRetailCRM will distribute orders between managers, reserve the goods, issue payment and send a notification to the client
Start for free14 days ★test period
CRM systems are also divided by the type of tasks performed. For example:
Operational. This type of CRM system performs basic tasks - accepts and processes requests from the site, messages from social networks and incoming phone calls. In this type of CRM system, you can create customer cards with basic information and contacts, view and download reports on transactions. Operational programs are suitable for companies that do not plan to build complex communication with the client using the CRM system and want to use it only for working with orders.
Analytical. This is a CRM for analysts and marketers. They store data from different sources, with their help you can build a competent marketing strategy. Analytical CRM programs make it possible to predict what development prospects the business has in the near future.
Collaborative. This is a platform that automates communication with the client. Such CRM systems collect feedback from clients, allow the company to send messages to buyers, for example, reminders about an appointment or notifications about the delivery of an order. Typically, such systems are developed to order for specific companies, taking into account the specifics of their processes.
Combined. The most popular type of CRM system among entrepreneurs. Such platforms have tools from different types of CRM: the systems allow you to collect and process data on customers, analyze the effectiveness of employees and marketing. These CRM are considered the most multifunctional, but these systems also have drawbacks: due to the abundance of tools, some of them may not work correctly. Therefore, you need to carefully study the functionality of the program before implementing it.
Criterion 2. Cloud or boxed version
A cloud CRM system is stored on the server of the developer company. To work with this type of CRM system, you need to pay for a subscription - in addition to the functionality of the system, it includes updates and technical support. You can use such a program from any computer with Internet access - just remember your login and password.
A boxed CRM is installed on an internal server. Then the company itself buys software, equipment, updates and maintains the system. A boxed CRM system is safe, because only company employees and developers have access to it.
Which CRM system to choose. The cloud version is suitable for large companies where employees work remotely. To work in the cloud, you usually do not need a powerful PC, a laptop will suffice. Cloud CRM is cheaper than a "boxed" system, but less flexible in customization, it is more difficult to adapt it to tasks.
A boxed CRM system is more tailored for a small company in which all employees work in the same office. Boxed versions have more options for data control, such CRM systems are more resistant to external threats, such as hacking or DDoS attacks.
"We have a boxed solution, not a SaaS version. Already at the start, we received a huge number of tools that allow us to manage orders and business processes the way we need. This allowed us to switch our focus from routine to strategic tasks" - Emil Orudzhev, head of the online store Tvoy Dom
Register
in RetailCRM and develop your business with usManage business processes in a single window. Accept orders from chats, automate sales, loyalty programs and mailings to increase profits
Register14 days ★test period
Criterion 3. Availability of a mobile version
This factor can be key if your employees are not in the office during the entire working day. If the CRM has a mobile version, managers will be able to communicate with clients, send them photos of goods and place orders while in the warehouse or on the road.
How Mobile CRM Helps Business: 6 Useful Features of RetailCRM Mobile
Mobile CRM will be useful not only for the sales manager, but also for couriers. In the system, they will be able to accept payments from customers via QR code, filter orders by delivery date and create the best delivery route - for example, such a function is available in RetailCRM.
Managers will be able to control the company's work from a smartphone. In some mobile versions, developers add special sections like analytics so that you can view sales reports or track the effectiveness of managers.
Mobile version of CRM system
In RetailCRM Mobile, managers can monitor the quality of service. The application allows viewing chats and transcripts of calls with the client
In most cases, a mobile CRM system requires a stable Internet connection to operate. But there are also types of CRM systems in which the basic functionality is available offline. In such applications, you can add clients, deals, change statuses without an Internet connection. The changes made are synchronized when the user is online again.
Criterion 4. Simplicity and convenience of the interface
The more convenient the interface of the CRM system, the less time is needed to train employees. If managers quickly understand where to click and where the blocks needed for work are, the implementation will be quick and will not interfere with established business processes. Moreover, with an intuitive interface, employees will be able to place orders in the CRM system faster and will start selling more.
08/07/2024 ⏱12 minutes
How to Choose a CRM System for Your Business
Every business sooner or later comes to the implementation of a CRM system. But choosing the right one can be difficult: there are many programs on the market with different functionality and capabilities, each suitable for different business sectors.
Criterion 1. Universal or industry-specific
A universal CRM system is suitable for any business, it has kazakhstan phone numbers an extended set of functions and tools. For example, in such systems you can manage sales, marketing, maintain a client base, analyze various indicators.
Learn more about what a CRM system is and why you need it
Universal CRM system
In a universal CRM system, you can add both a product and a service and work with them simultaneously without having to limit yourself to one thing.
An industry CRM system is tailored to a specific business sector: only for restaurants, hotels, banks, fitness clubs. Industry systems have a separate set of tools that are not available in regular CRMs for the general user.
There are also industry CRMs for e-commerce, such as RetailCRM. Such systems focus on working with goods, and services can be added as an add-on.
Industry CRM system
RetailCRM records all work with goods: warehouses and stores between which goods are moved, courier name, contact number
Which CRM system to choose. The choice between types of CRM systems depends on the specifics of your business. A universal platform will cover most simple tasks. But if the company has multi-stage business processes, we recommend choosing an industry-specific CRM system.
Full order processing cycleRetailCRM will distribute orders between managers, reserve the goods, issue payment and send a notification to the client
Start for free14 days ★test period
CRM systems are also divided by the type of tasks performed. For example:
Operational. This type of CRM system performs basic tasks - accepts and processes requests from the site, messages from social networks and incoming phone calls. In this type of CRM system, you can create customer cards with basic information and contacts, view and download reports on transactions. Operational programs are suitable for companies that do not plan to build complex communication with the client using the CRM system and want to use it only for working with orders.
Analytical. This is a CRM for analysts and marketers. They store data from different sources, with their help you can build a competent marketing strategy. Analytical CRM programs make it possible to predict what development prospects the business has in the near future.
Collaborative. This is a platform that automates communication with the client. Such CRM systems collect feedback from clients, allow the company to send messages to buyers, for example, reminders about an appointment or notifications about the delivery of an order. Typically, such systems are developed to order for specific companies, taking into account the specifics of their processes.
Combined. The most popular type of CRM system among entrepreneurs. Such platforms have tools from different types of CRM: the systems allow you to collect and process data on customers, analyze the effectiveness of employees and marketing. These CRM are considered the most multifunctional, but these systems also have drawbacks: due to the abundance of tools, some of them may not work correctly. Therefore, you need to carefully study the functionality of the program before implementing it.
Criterion 2. Cloud or boxed version
A cloud CRM system is stored on the server of the developer company. To work with this type of CRM system, you need to pay for a subscription - in addition to the functionality of the system, it includes updates and technical support. You can use such a program from any computer with Internet access - just remember your login and password.
A boxed CRM is installed on an internal server. Then the company itself buys software, equipment, updates and maintains the system. A boxed CRM system is safe, because only company employees and developers have access to it.
Which CRM system to choose. The cloud version is suitable for large companies where employees work remotely. To work in the cloud, you usually do not need a powerful PC, a laptop will suffice. Cloud CRM is cheaper than a "boxed" system, but less flexible in customization, it is more difficult to adapt it to tasks.
A boxed CRM system is more tailored for a small company in which all employees work in the same office. Boxed versions have more options for data control, such CRM systems are more resistant to external threats, such as hacking or DDoS attacks.
"We have a boxed solution, not a SaaS version. Already at the start, we received a huge number of tools that allow us to manage orders and business processes the way we need. This allowed us to switch our focus from routine to strategic tasks" - Emil Orudzhev, head of the online store Tvoy Dom
Register
in RetailCRM and develop your business with usManage business processes in a single window. Accept orders from chats, automate sales, loyalty programs and mailings to increase profits
Register14 days ★test period
Criterion 3. Availability of a mobile version
This factor can be key if your employees are not in the office during the entire working day. If the CRM has a mobile version, managers will be able to communicate with clients, send them photos of goods and place orders while in the warehouse or on the road.
How Mobile CRM Helps Business: 6 Useful Features of RetailCRM Mobile
Mobile CRM will be useful not only for the sales manager, but also for couriers. In the system, they will be able to accept payments from customers via QR code, filter orders by delivery date and create the best delivery route - for example, such a function is available in RetailCRM.
Managers will be able to control the company's work from a smartphone. In some mobile versions, developers add special sections like analytics so that you can view sales reports or track the effectiveness of managers.
Mobile version of CRM system
In RetailCRM Mobile, managers can monitor the quality of service. The application allows viewing chats and transcripts of calls with the client
In most cases, a mobile CRM system requires a stable Internet connection to operate. But there are also types of CRM systems in which the basic functionality is available offline. In such applications, you can add clients, deals, change statuses without an Internet connection. The changes made are synchronized when the user is online again.
Criterion 4. Simplicity and convenience of the interface
The more convenient the interface of the CRM system, the less time is needed to train employees. If managers quickly understand where to click and where the blocks needed for work are, the implementation will be quick and will not interfere with established business processes. Moreover, with an intuitive interface, employees will be able to place orders in the CRM system faster and will start selling more.