How a CRM works
Posted: Sun Dec 15, 2024 10:31 am
It should be noted that a CRM is not an ERP, but rather part of one. ERPs are all-in-one software for businesses, which integrate everything from contact management to projects and accounting.
You could say that CRM is the part specialized in sales and generating clients. And while a CRM can incorporate several additional elements to facilitate day-to-day operations, an ERP is considered much more comprehensive and complete.
Nowadays, there are many CRM solutions russian mobile number list that you can implement in your company. But generally, you can find that most of them have the following characteristics:
CRM in the cloud
Every day, more and more CRM tools and software are hosted in the cloud. This is because storing a work tool on the Internet gives you many advantages over an application installed on your computer:
It is always accessible from any terminal
You don't have to worry about updates
It takes care of your data backups automatically
You don't need expensive equipment to use it.
Despite this, there are still some tools that have to be installed individually on computers. My advice is to avoid these types of tools, as for a company they are more of a limitation than an advantage.
It allows you to speed up the work
Some CRM software programs are prepared to automate some tasks.
If you analyze your daily routine, you will soon realize that there are many tasks that are repeated. Why not automate them?
CRM tools are specialized to facilitate this entire process, and one of the functions they incorporate is task automation .
For example, I can help you with automatic reminders for events you have saved on your calendar. If the tool automatically alerts you a couple of hours before a meeting, that will give you time to prepare.
Allows you to create sales funnels
We've talked about sales funnels before--it's a way to categorize the progression of your leads to see how effective you are at selling.
And the tool par excellence for having sales funnels is the CRM.
Using a sales funnel is the first step in structuring your sales process, and it is practically essential if you want to grow your business volume. Since you cannot treat each client in a specialized way, the solution is to let the tool do it for you.
Has reports and sales reports
What can't be measured can't be improved. A key element of all successful companies is that they measure their progress, and then make small changes to become more effective.
You might think this is something reserved only for those with large teams, but that's not true.
Even if you are self-employed, you can also start creating a history of your projects and then see your results. By making this part of your routine, you can start creating better habits that in turn help you earn more.
All of this is essential to reach the profitability threshold in your company.
You could say that CRM is the part specialized in sales and generating clients. And while a CRM can incorporate several additional elements to facilitate day-to-day operations, an ERP is considered much more comprehensive and complete.
Nowadays, there are many CRM solutions russian mobile number list that you can implement in your company. But generally, you can find that most of them have the following characteristics:
CRM in the cloud
Every day, more and more CRM tools and software are hosted in the cloud. This is because storing a work tool on the Internet gives you many advantages over an application installed on your computer:
It is always accessible from any terminal
You don't have to worry about updates
It takes care of your data backups automatically
You don't need expensive equipment to use it.
Despite this, there are still some tools that have to be installed individually on computers. My advice is to avoid these types of tools, as for a company they are more of a limitation than an advantage.
It allows you to speed up the work
Some CRM software programs are prepared to automate some tasks.
If you analyze your daily routine, you will soon realize that there are many tasks that are repeated. Why not automate them?
CRM tools are specialized to facilitate this entire process, and one of the functions they incorporate is task automation .
For example, I can help you with automatic reminders for events you have saved on your calendar. If the tool automatically alerts you a couple of hours before a meeting, that will give you time to prepare.
Allows you to create sales funnels
We've talked about sales funnels before--it's a way to categorize the progression of your leads to see how effective you are at selling.
And the tool par excellence for having sales funnels is the CRM.
Using a sales funnel is the first step in structuring your sales process, and it is practically essential if you want to grow your business volume. Since you cannot treat each client in a specialized way, the solution is to let the tool do it for you.
Has reports and sales reports
What can't be measured can't be improved. A key element of all successful companies is that they measure their progress, and then make small changes to become more effective.
You might think this is something reserved only for those with large teams, but that's not true.
Even if you are self-employed, you can also start creating a history of your projects and then see your results. By making this part of your routine, you can start creating better habits that in turn help you earn more.
All of this is essential to reach the profitability threshold in your company.