Sales organization. The system collects requests, requests and questions from customers from different channels, helps to process them and promptly generate answers. The application also allows you to manage prices and issue invoices.
Planning and setting tasks. In CRM, you can create a calendar of meetings, set reminders for important events, or distribute tasks among team members.
Sales analytics. The system allows you to generate a report on sales in a variety of sections, including by period, product, geography or employee.
Document creation. You can upload product information and document templates to the CRM. This will allow you to create, for example, a commercial offer for a client in one click.
Mailings to customers. Integration with mail and messengers allows you to send croatia phone number list customers information about new products and tell them about promotions, advertise discounts.
Standard CRM functions can be supplemented with other options that suit business needs. For example, add a module with a loyalty program or functionality for the support service.
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CRM is built around the topic of sales and interaction with customers. Sometimes it is confused with other products:
BPM (Business Project Management) is a system for managing all business processes in a company. It usually includes a designer for modeling processes, an interface for setting and prioritizing tasks, analysis and monitoring modules. The main goal of BMP is to make absolutely all processes transparent and convenient.
ERP (Enterprise Resource Planning) is a business resource management system that helps control the entire production cycle. ERP automates processes, including purchasing, logistics, sales, hiring, and marketing. The main task of ERP is to ensure the smooth operation of the enterprise. Most often, it is installed by large manufacturing companies.
Thus, these systems have a common feature - they automate processes in the company. But the focus of work is different.
What is the difference from other business systems
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