Order an online presentation and acquaintance with the CRM system! In 15 minutes, in a screen-sharing format, we will tell you how Bitrix CRM solves your tasks and increases the efficiency of your sales managers.
A CRM system is one of the most important for the business related to the sale of services and products among the necessary business applications. The CRM system stands for Customer Relationship Management system; a system for managing customer relationships. Integration of a website with a CRM system is a must-have procedure for managing customer relationships and making management decisions based on real data. The CRM is a smart business application that in most cases helps to increase profits by 40-50%, reduce costs, reduce sales losses, and speed up the processing of applications by company managers by 2 times. The CRM system definition, it follows that the system is intended for customer relationship management.
CRM systems differ depending on the purpose:
Some CRM system developers make specialized and simplified CRM systems for e-commerce, marketing, sales in restaurants and cafes, for real estate and others.
A CRM is a customer relationship management system that allows you to customize the marketing business processes of a company, automate the work of sales managers and provide better customer support. Integration of a CRM with the company's website is a mandatory stage developing and scaling of a business in e-commerce, sales of services and products.
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The CRM system helps to build relationships with customers more efficiently by automating processes. The CRM allows you to increase the level of sales, reduces the loss of customer transactions due to errors and miscalculations in the work of salespeople and, as a result, allows you to sell more with minimal marketing costs. Many CRM systems are built on the basis of a ticketing system, which automatically generates a ticket request for an application form from a client.
The CRM system integration allows you to establish the work of the sales department and increase the quality of customer service in the company. Integration of the CRM with a website will enable you to prevent the loss of leads and process all incoming requests in a timely manner without delays, view detailed reports on the company's processes in real time, correct the work of managers and optimize the internal processes of the enterprise.
It allows you to assess the effectiveness of each manager separately, coordinate and distribute the workload among employees, and analyze the stages of the sales funnel.
The CRM records the entire history of customer interactions with the sales department. Purchase history, contact information, preferences are saved, all messages and conversations with the operator are recorded. This allows you to increase customer loyalty by sending personalized recommendations and suggestions.
The CRM system reduces the burden on company managers and allows you to optimize business processes. The system simplifies the workflow, will enable you to translate transactions by funnel stages, and automatically launch mailings according to ready-made scripts.
End-to-end analytics allows you to track the full path of a customer from viewing an ad to paying for a purchase on the site. This module in CRM will enable you to determine the effectiveness of marketing investments and the operation of advertising channels, plan and adjust the company's budget.
After the website is integrated with the CRM system, the information that the buyer leaves on your website in contact forms immediately goes to the CRM system, where an event ticket is automatically generated. The CRM system will itself create a new request or deal and ask the manager to process the request. Sales or customer support staff do not lose incoming requests, calls and process inquiries from customers faster without delay. We can connect any website to a CRM system by performing a few operations and changes to your usual form of contacting customers or ordering. Separate integration modules have been developed for websites created on the popular CMS WordPress, Joomla, OpenCart and others.
Imagine a table similar to an Excel spreadsheet with your customer base, but only when you click on the customer's name, a convenient card opens, which contains the entire history of working with him - from the first call to the purchase. Here you can listen to calls, view the purchase history, create documents according to a template, write an e-mail or sms, set a task. When a customer calls you, CRM prompts you to open his card, and you immediately greet him by name. Even if another manager led earlier this buyer, you can easily answer his questions without any "clarify and call back". CRM itself will send the client an SMS about the order status and remind them of the meeting. As a result, you save time - both yours and the client's. This means you make him more loyal and inclined to buy.
The CRM system will automatically create a new contact and application when the visitor leaves in the feedback form. The CRM will immediately appoint a responsible manager and task him with contacting the client.
Set up automation of business processes just once, and the system will process the request itself: create a task for the employee, send an SMS to the client about the status of the order, and issue an invoice in two clicks.
Control not only the appearance of new applications but also the speed and quality of their processing. All deals are collected in one window and grouped by stages of the sales funnel you can immediately see how the work is progressing.
Has the client changed the data in his personal account? The information will immediately change in his card. You always have up-to-date information, and you can effectively build a dialogue with the buyer.
Automation of business processes helps to put communication and sales management of your company on an automatic machine - so that everything works quickly and accurately, and mistakes of the "human factor" are minimized.
The CRM system takes care of the entire routine:
Thanks to the CRM system implementation, managers make fewer mistakes, which means they sell more often. And it becomes easier for the manager to manage the company: he spends less time on control and gets more resources to develop the business.
The CRM system helps you sell more and make money easier. With it, you will be able to develop your business more successfully. In 2019, our company surveyed 300 companies and found that after the implementation of CRM, their profits increased from 25 to 35%. For some companies, profits increased by 1.5 times after the implementation of CRM. Thanks to CRM, other indicators are also growing. Bitrix CRM has helped our clients to increase profits, increase employee productivity and speed up the processing of customer requests.
A cloud-based CRM system, is hosted on a cloud server and works via an Internet connection CRM system online. This version CRM system provides the ability to work online via the Internet, and you get the opportunity to work on any device.Cloud based CRM system
The boxed version of the CRM system is installed on a corporate server and allows you to use the CRM system in a corporate network. In this version, you can use your сorporate desktop access from your desktop PC.Boxed version of CRM system
You can connect the CRM service to the site manually using built-in product tools, or third-party applications or programmers' services. Let's analyze the features, as well as the advantages and disadvantages of all existing methods of implementation.
Integration with the site can be carried out without third-party intervention - for this, the built-in product toolkit is used. Of the free methods of synchronization, it is worth highlighting the installation via a ready-made script, or a connection via email.
The most popular solution is to add a ready-made widget or contact form. To do this, in the CRM synchronization settings section, you need to create a new form: set a name, enter a site address, select the characteristics and functionality of the form from the proposed options. After saving the new form in CRM, the program code will appear, which must be copied to the clipboard and pasted into the source code on the site pages. It is important that the code is added between the lines and - otherwise, the data will not be transferred to the CRM.
This method is usually used when it is impossible to carry out correct integration through the widget. Connecting via email is only possible on sites that use a contact form with the ability to send emails. For example, when, after a purchase, a check or a confirmation letter is sent to the customer by mail. For synchronization, you need to connect the mailbox to CRM, and then set up duplicate mail for the client at the address specified in the email address. Additionally, it is required to indicate that the mailing address of the client should be registered in the addressees. Otherwise, each new letter will not be registered in CRM as a new lead, which will lead to false requests and cause the analytics module to work incorrectly. The Main Advantage Of Such A Solution is the ease of setup and the absence of financial investments. The disadvantages are the lack of UTM tags and custom fields breakdown.
We can integrate a CRM system with a website using third-party software. For synchronization, it is enough to purchase a ready-made solution from the CRM system integrator or on the website of the integrator company. The cost of a ready-made solution directly depends on the functionality of the product and the popularity of the system used. The Advantages Of The Method, more extensive settings for synchronizing and loading data into CRM stand out. Of the minuses - the need to install a third-party application, often problems arise when finding a suitable product for unpopular CMS or self-written sites. Separately, it is worth noting the complete absence or problematic work of the application's technical support.
The CRM captures requests from the site, appoints responsible managers, assigns them tasks at each stage of the sale. If the task is overdue, the manager will instantly know about it. You will not lose a single client again.
The number of new leads, the amount of transactions, the number of calls and meetings - the CRM will provide visual reports on all business processes. The CRM will give a report on each employee and help you figure out lazy people in the sales department.
The history of working with clients is collected in the CRM: a new manager can immediately get up to speed. He just needs to complete the tasks set by the program, transfer the deal to new stages and communicate with clients competently.
Set up access rights in the CRM so that managers can see only their clients - now no one except you will have access to the full client base and will not steal it.
Order an online presentation and acquaintance with the CRM system! In 15 minutes, in a screen sharing format, we will tell you how Bitrix CRM solves your tasks and increases the efficiency of your activities.
There is a set of functions that must be present in the CRM system: