Case study CRM It is your tool for an account, analytics, sales, and planning. The companies which work with CRM systems, know more about the clients and sell more.
When selecting CRM for the case study ask yourself several questions:
● What problems shall CRM solve?
● What processes do you want to automate?
● Who will work with it?
● What functionality do you want to see in it?
Such a software should be:
You shall receive the ready working tool from the website, but not be engaged in search of the button and a study of the instruction.
● Security issues should be closed
The information shall be stored on the reliable server or cloud storage. Employees shall have access only to that information which is necessary for operation. The protection levels are for this purpose exposed.
● Integration with systems and applications
It is one of the most important criteria. In order that you could send letters and ring, without quitting the Customer Relationship Management System window. And also the export of all information from social networks, mail, and calls to service should be available.
● An opportunity to edit a functionality
The majority of ready services allow adding some functions or on the contrary to disconnect a functionality unnecessary for you.
● The existence of a history of editing
For recovery of remote files or tracing real stages of the transaction.
● Monitoring of calls.
If you are run by the regular customer, he automatically gets to the line of the manager. Considers the missed calls. Independently creates a call-down basis.
● Has log of access for tracing and monitoring.