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Without a doubt, a free CRM software system constitutes one of the basic digital tools that helps to establish sales, marketing and customer service processes. Despite the variety of services, managers of small companies maintain databases in Excel spreadsheets, calculate salaries manually and even assign tasks to employees by mail without recording agreements. All this leads to process failures and slows down growth. CRM projects that change the rules of the game come to the rescue.
Let's start with the fact that one of the key factors in the growth of the number of small and medium-sized enterprises has been the digitalization of business in such important areas as customer service, free CRM software, document flow and others. The use of technological software gives entrepreneurs who decide to start their own business new opportunities to optimize processes, scale their business, as well as a great chance to remain flexible and profitable even in difficult economic conditions.
At the same time, CRM vendors are actively working to make systems more convenient and easier to install and use for small and medium-sized companies. There are already ready-made programs on the market, such as Bitrix24 CRM, which employees can figure out on their own in just a couple of weeks and improve the quality of their service, speed up internal processes as well as establish communication with clients.
CRMs are becoming more and more popular and affordable. This tool is used twice as often by small and medium-sized businesses, ahead of large market players.
In fact, this is due to the fact that as companies expand their business, new challenges arise. In a nutshell, the growth of the team and the organization of its work, communications with a large number of clients, increased costs for logistics, rent, purchasing, and all that jazz.
Thus, with the help of free CRM software, you can collect a database of potential and existing clients, save information about each request and track activity. A company can lose customers and not even know it. After implementing Bitrix24 CRM, the owner will have a complete understanding of:
how to set up upsells;
how many clients and leads the company has;
how scripts are processed;
how often transactions are made as well as what is the failure rate;
when is it best time to perform resuscitation;
how managers really work;
where are the bottlenecks in the sales funnel etc.
In addition, after implementing this effective program, you will understand where you can strengthen and make the work of your company’s employees much more efficient.
Every entrepreneur is aware that any business needs to keep records. However, depending on its size and audience size, different techniques will be used. For instance, when a company has more than 10 customers, it is enough to create an Excel spreadsheet with shared access for specialized employees and management. Perhaps, this will be enough to track the stages of the sales funnel for each customer as well as the volume of incoming calls and messages.
Moreover, when there are more than 100 business clients, it’s definitely high time to install a trustworthy CRM system. The fact is that working with company customers and partners is becoming completely ineffective according to the old scheme. When the customer base begins to reach thousands of people, you need a full automation of all processes. So, a more professional CRM platform with wide functionality is needed.Let's look at the signals below that indicate that a company can no longer cope without CRM:
A correctly chosen CRM system simplifies the work of employees, collecting and analyzing data, interacting with business customers and generating reports. This is a program that assists you in getting rid of your daily routine and directing your work energy in a more productive direction. That is why, the essential thing is to choose a free CRM software tool that suits your goals.
Having decided on the direction needed specifically for your company, you must understand the main characteristics that any CRM should have at its best:
change of functionality;
security settings;
integration with third-party services;
simple interface;
editing history and so on.
Therefore, setting up access for employees, changing the interface, choosing a report format and other parameters that you can change for yourself without resorting to outside help. CRM implies a secure database of your clients, advertising activities, and analytics. It will be unpleasant if such information gets to competitors or is erased due to a system error.
Besides, a CRM program can export data from your website or application. Just add customer cards, their contact information, and change the status of a deal. Remember that this requires integration. You can connect CRM with third-party services for sending email, SMS or auto-dialing, as well as end-to-end analytics systems.
The main CRM function implies making everyone's work easier. Using the platform should be simple, intuitive and fast. What matters here is that the editing history helps you return to the previous version in the event that someone made a major mistake when entering data or deleted something.
When choosing the right CRM system, you need to go through four stages: determine the purpose, main characteristics, levels of information processing and degree of specialization. This helps to clearly define the request.
It comes as no surprise that the Bitrix24 CRM program has developed a comprehensive solution for business, including functionality for:
creating various browser sites and stores, there’s a convenient website builder, integration with 1C, convenient ready-made templates for online stores, different forms and widgets;
great collaboration: modern chats and video calls, calendars, work with documents and files;
complete automation: business processes, smart processes, RPA robotization, and smart scenarios;
CRM-warehouse accounting, transactions, payment terminals and end-to-end analytics.
In 2024, the best CRM Platforms for small and medium-sized businesses are more than just structures that organize work chaos and drive sales. The most successful programs automate the business, namely its marketing, financial and other parts. The programs differ from each other in functionality, tools, design and price.
A business that has not prepared its digital infrastructure in advance and has not automated processes may find it more difficult to work under increased load and, as a result, to develop. That is why businessmen tend to install free CRM software that implies a real game changer for SMEs.
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