Automatic dialing of a telephone number

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The fourth problem is the lack of automation of routine processes due to incorrect settings. You must be sure that the purchased CRM system really saves managers' time. How to check this?

Follow the path that customer information takes to enter the system, find out how leads get to the next stage of the funnel, what is the role of managers in transactions. Most often, sales are killed by routine tasks of managers.

The essence of CRM is automation. If your managers still do everything manually and spend a lot of working time on auxiliary processes, then you installed a CRM system on your computers in vain. After all, it is designed to shift the manager's focus mainly to sales, delegating all routine mechanical work to artificial intelligence:

automatic creation of leads and recording of contact information;

movement of users through the sales funnel;

generation of template newsletters via email and SMS messages;

automatic creation of tasks for managers during the transition to a new stage of the deal;

creation of electronic document management: preparation and sending of contracts, invoices, commercial proposals, etc. according to templates;



The fifth problem is keeping the client base in a disjointed state.

The CRM system is implemented, but managers still record contacts of new clients the old-fashioned way, as they are used to: on the phone, on stickers, in notebooks or in Excel. Of course, it is possible to copy data from Excel to CRM, but contacts from other sources have to be transferred manually. As a rule, both managers and ordinary employees ignore this process with all the ensuing consequences.

The sixth problem is the lack of understanding pastors in the us email list of the goals of CRM implementation.

Can you answer the question, why did you spend a ton of money to buy a CRM system? What drove you — a real urgent need or a desire to keep up with fashion? Was it what investors wanted? Or were you convinced by the laudatory feedback of your business friends? Before implementing a CRM, you should know exactly what you want to achieve with it. Otherwise, a useful business tool will hang aimlessly on your desktop.

A CRM system is the part of the automation process that you have needed for a long time. But you need to properly prepare for its implementation, determine the extent of your need for a modern and rather expensive tool. Think about whether you have sufficient resources for growth and development, and whether your managers are ready to work in CRM.

The first thing you need to understand about a CRM system is that it is implemented to work with people (staff, partners, customers, contractors), therefore, the process must be built in a humane way.

It happens that after the implementation of an automation system in the company's work, sales fall instead of growing. Of course, this makes businessmen wary.