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Managers of your company will not forget anything important and will not miss a single application from customers. CRM-system will remind them of the necessary actions, and will also monitor the state (probability of successful completion) of the transaction. Customers will not be lost, and all services will be provided on time.
You, as the head of the company, will get a full access to the statistics of the sales department in general and of each manager individually. All the necessary information will be collected in the detailed reports that will help to identify the “lazy” employees, monitor the plan implementation, and assess the quality of customer service and the percentage of the transactions’ success.
You will be able to find a necessary client, watch his applies history and the plan of further actions in a couple of clicks. No more search of papers and Excel-boxes, only a quick solution to the task.
CRM-system can help you to automate your managers’ work and create the productive interactions with the clients, perform the warehouse management, keep the document flow without filling out unnecessary data, do not to miss any important cases, and much more.
Working with our CRM-system is easy everywhere – no matter where you are: in the office, at home, if you use remote employees, or are in the office next to them. If you have an Internet connection, your business will evolve.
Five typical mistakes in the CRM-system implementation
RIt is important that the CRM-system could help to fulfill all your tasks, and not to slow down the work. We will help you to choose a solution, which will increase your company’s profits, optimize the sales process, and not complicate the work of employees.
It is more comfortable to work when you have everything you need on hand! The accumulation of unnecessary functions and the lack of necessary ones will lead to inefficient use of working time, and a decrease in the productivity of managers.
Employees will be able to see the information they don’t need for their work, but which is important for the director. For example, managers will see the information about the company’s general profits and losses, although you don’t want them to.
Wrong CRM-system settings can lead to the fact that the company’s analytics will also be incorrect, or will display the wrong indicators.
Many companies simply install a CRM-system on the server and do not adapt it to the client’s tasks. We are NOT like them. We study the your terms of reference, configure the CRM-system, integrate it with various software and hardware systems, train your employees to work with CRM and collect feedback on working with it.
As a rule, the process of training employees and administrative control over the CRM usage is not performed, and this is a reason companies lose a number of advantages and gradually refuse to use the system. We will train your specialists to work with the CRM-system, and you just need to monitor its use. This will allow us to establish productive interaction and make your business more effective.
You do not have to deal with setting up CRM and look for ways to solve various technical problems. The professional can do it for you.
It is very important for us to know the clients’ opinion. We will be inquiring the feedback over the year of your work.
If you have some troubles in using the CRM-system, our specialists will provide you with all the necessary support, so you do not lose your clients, miss the events but increase the profit of your company.
We will integrate our CRM with: 1C, VoIP, e-mail, SMS-delivering service, website, cloud services, etc. This will let you get an access to all the data in one system and work with a comfort.
We will teach all of your employees to work with CRM ourselves, which can let you save your time on explaining the details and principles of work.
Before the work is done, we sign a contract with your company where the list of all necessary actions is presented. You can be sure that all of your tasks will be fulfilled!
Why would you waste a lot of time installing and connecting employees to the CRM system, if this can be entrusted to the specialists and after the work is done, it is easy to check its quality.
We will conduct an audit for your company and select a solution that is right just for you.
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The sales funnel is a marketing tool for planning and evaluating the business efficiency. Its essence is to constitute an inverted pyramid, in the upper base of which unqualified leads are located, and at the output are paid transactions. Each company forms its own sales funnel, which can consist of a completely different number of stages - from two to several dozen. As a rule, they all come down to the following main blocks: ignorance (an extensive target audience with a certain need), awareness (the client learned about the company), interest (phone call, e-mail, and other means of communication), decision (negotiations and order), and action (payment for a product or service). The analysis of these blocks allows us to understand at what stage the transaction broke down and correct all the shortcomings.
You can work with your e-mail via CRM. Send and get your e-mails without logging on to email services. The clients’ profiles will be loaded to your screen with the incoming call, so that you do not have to waste time on searching, the record of your conversation will be saved in the CRM-system, and one-click phone calls will save your time on dialing. With the 1C connection, you won’t have to fill the same data twice, and it will give you the access to the clients’ information in a couple of clicks.
During the communication with the client and filling in all necessary information, you can set a reminder for specific dates and times when you need to contact the customer or clarify any details. This won’t let you miss anything important and will leave the client satisfied with your work and services.
You will be able to discuss important information with colleagues directly in CRM without using social networks and instant messengers. Need to clarify something? Create a discussion, get an answer, close the dialogue - the pattern is simple.
You won’t have to keep a profit record on paper and calculate the percentage individually. All the data will be counted and presented to you in the form of tables, graphs, and diagrams automatically.
You won’t have to open the Microsoft Office Word to edit standard documents, the system will automatically insert all the necessary data from the client's profile into the template, you will only have to print or save the information, and also send it to the client, if necessary.
The CRM-system will track how the work proceeds with the transaction; will remind you of the necessary actions. If all of its reminders and recommendations are taken into account - the deal is good and the probability of its successful completion is high. And if you miss events and do not perform the necessary actions, the system will "show" that there are problems with the transaction, and also "tell" why they arose.
Pipeline allows you to manage transactions in the form of a special "board", which reflects all the stages and basic data about them. You can simply change the stage of the transaction by “drag and drop” method, which is quite convenient and informative.
The system contains more than 50 reports in different directions, which will allow you to evaluate in detail the quality and efficiency of your company's work, as well as to check how the plan and assigned tasks are being carried out.
You can assign objectives to employees, create sales plans, and monitor their implementation. This will allow you to plan the work of the company in more detailed way and not to forget about what order was sent and who is responsible for it.
You have created an individual plan for managers and their wages calculation will be based on it. CRM-system will help you to calculate the amount of employees' wages without additional devices and paper records.
CRM-system not only simplifies your work by registering all incomes and expenses but can help you to put things in order in settlement accounts and cash departments. With the help of visual graphs and reports, you will be able to understand your real business indicators.
The processor of incoming applications from all sources (website, e-mail, by phone) will allow you to distribute customer appeals between managers, and monitor the way of their completion.
Call us at +7 (495) 374-97-20,
email us at info@takemycall.ru
or just leave your phone number and we will call you back.
We will contact you within 15 minutes!
At this stage, we will carry out diagnostics of your business, learn about the sales specifics, study the structure of the sales department and your requirements for the CRM system.
We will present you the CRM-system online, show you its real work, answer the questions you are interested in, and take into account the additional requests.
At this stage, we demonstrate the integration of CRM with various systems and unique functions that are useful to you in business.
When you get acquainted with all possibilities of the system, you can create a list of necessary functions, so we could take them into account and realize all of your suggestions.
At this stage, the terms of reference are formed, they contain all your requirements, which must be fulfilled during the CRM-system implementation.
We specify and coordinate together with you all the functions, and also implement them by establishing the CRM-system. After the implementation, we jointly test its work and discuss all the nuances that need correction.
It is important for your sales team to comfortably use the new CRM system and work productively with all its functions. We will explain to your employees all the special aspects of working with CRM and answer all questions.
After implementation and integration of CRM with various systems and training of employees, we launch it in your office, and you start working with it and monitor its use by your specialists.
Ideal for a developed or growing business:
Cloud - the best option for a small businesses:
