Many companies introduce CRM, but not everyone gets a real effect from it. Why? Because CRM often turns into “another software” that hangs in dead cargo: employees do not use, the processes are not automated, the data is not relevant. The reason is an attempt to use a template solution instead of system developed for a specific business .
Turnkey CRM is a comprehensive service for design, creation and implementation of CRM systems , which solves business tasks, and not just exists for the sake of reporting. Such a system becomes a growth tool, not a problem for the leader.
What is CRM turnkey
This is not a purchase of a finished box and not just installing the interface. This Project with immersion in business , building logic, automation, integration and training of the team. He includes:
- analysis of current processes;
- CRM architecture development;
- selection of a suitable platform;
- customization of interfaces, forms and logic;
- automation of tasks, notifications and scripts;
- integration with other systems (site, telephony, accounting, messengers);
- employee training;
- Support and development after launch.
CRM turnkey development stages
1. Analysis of business processes
It all starts with the study of your current sales and customer service scheme. It is important to understand:
- What communication channels do you use;
- who is responsible for what stages;
- where there are losses of applications or disruptions of transactions;
- What indicators do you need to track.
2. Construction of CRM logic
At this stage, the "skeleton" of the system is developed:
- sales funnels;
- transactions statuses;
- Roles and accesses of users;
- templates of tasks, letters, notifications;
- Reports and performance indicators.
3. Choosing a platform
Depending on the tasks, a suitable technological basis is selected: a finished solution (for example, Bitrix24, AMOCRM, ODOO) or custom development on frameworks.
4. Development and configuration
Fields, customer cards, business logic, automatic actions, documents templates are introduced. An interface is created that is convenient for work and not overloaded with excess functions.
5. Integration
CRM is associated with the site, telephone, mail, messengers, payment systems, warehouses and accounts. All this allows you to create A single stream of data and communications .
6. Training and launch
Team training is held: from managers to managers. Instructions, short videos and clarifying sessions are being prepared. The system is introduced with phased adaptation.
7. Support and development
After the launch of CRM, the feedback is completed, new scenarios appear, reports are optimized, and additional functions are introduced.
What does CRM business give, which really works
- Transparent sales funnel: It is clear at what stage each transaction, and who is responsible for it.
- Rutin automation: The system itself resembles, distributes, notifies and fixes actions.
- Quality control: The leader sees real metrics, not guesses.
- Fast reaction to applications: Clients receive answers quickly, without loss and expectation.
- History of interactions: All correspondence, calls, agreements are stored in the client’s card.
- Repeated sales growth: The system suggests when and to whom to make an offer again.
Conclusion
CRM turnkey is not about the purchase of a license. This is a pro transition to system management sales and client service . This is an investment in scalability, transparency and handling of business.
If you want CRM not just "be", but really worked for your growth - it is important to approach its creation as a full -fledged project, and not as the installation of the program. Only then the system will become your strong competitive advantage.