1. You have not yet decided what exactly your CRM business is for
A CRM system is a business tool, not a magic pill for success. Like any other tool, it must be used correctly in order to get results. Just buying and not customizing for your business is a waste of money.
For example, you have implemented a CRM system, but have not integrated it with IP telephony and instant messengers. Therefore, requests from these channels are not automatically converted into deals; managers manually enter them into the sales funnel. As a result, part of the leads is lost or even goes to the side if you have unscrupulous employees sent by a competitor. It turns out that you nominally have CRM, but due to the lack of integrations, it does not perform its functions in full.
Before buying a CRM, you need to determine what tasks it should solve – the choice of the system depends on it. Some business needs adaptation for retail or an online store, someone for large-scale production, and someone needs a sales funnel with basic integrations. Some CRM are suitable for large business. And often these are boxed versions that require subsequent expensive modifications with the participation of in-house or hired programmers. Small businesses and startups are more suitable for cloud CRM – ready-made and not “bulky” systems, in which there are no unnecessary options that increase the cost. Decide what you need a CRM system for, so as not to overpay and choose the optimal functionality at an adequate price.
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