Shulou(Shulou.com)05/31 Report--

Choose a good CRM system how to start, in view of this problem, this article introduces the corresponding analysis and solutions in detail, hoping to help more partners who want to solve this problem to find a more simple and feasible method.

It has been more than 20 years since CRM was born. From the initial embryonic form to the present, CRM is constantly developing and broadening its boundaries. It's easy for people to get confused. There are so many CRM systems on the market, some of them have similar functions, some seem to be very different, some seem to have something to do with their own business, and some don't seem to be what they want. Where should I start to choose a good CRM system? Here are some key points.

First, we should understand the evolution and classification of CRM.

The first generation of CRM was born in ERP and was once part of ERP to manage customer information, sales, and internal resource allocation issues related to customer service. With the transformation of enterprises from "product-centered" to "customer-centered", CRM customer relationship management has been paid more attention, and has gradually developed into an independent application from ERP. The next generation of CRM focuses on the automation of the sales process, focusing on the business model of sales, the order-following behavior of sales staff, the collaboration of sales teams, the promotion of business opportunities, the digitization of sales funnels, and the prediction of sales results. The second generation of CRM helps enterprises to shorten the cycle from clues to transactions, by standardizing the behavior of salespeople, in order to obtain higher transactions. After the further intensification of business competition, enterprises find that it is not enough to practice their internal skills, no matter how good your products are, no matter how high your sales skills are, they have no choice but to be surrounded by competitors, and the total number of customers has not increased, so the war spreads to the upstream marketing. The third generation CRM arises at the historic moment, it integrates marketing and sales, and is not limited to 2B business with long sales cycle. 2C business with a large number of customers has a strong demand for CRM. CRM refines customer insight, including customer portraits, customer tags and so on. Enterprises can plan more marketing programs and carry out accurate marketing through customer classification. In recent years, the competition about customer traffic is becoming more and more intense, and companies have made use of social media to get customers and carry out potential customer management. The fourth generation CRM cuts in from Social and promotes sales, customer interaction and customer service through a series of actions such as forwarding, clicking, signing up and buying.

The above so-called CRM intergenerational relationship is actually the history of CRM evolution, and future generations cannot replace the previous generation, but several types of CRM coexist. The concept of CRM is constantly expanding its boundaries and becoming more inclusive and open.

Second, find out your business needs before you can choose the right CRM.

Through the intergenerational introduction of CRM above, we must have a concept of which problems to focus on for different types of CRM. At this time, you can look at yourself in turn. What is the current stage of your business? is it a start-up or a period of rapid development? Which of the most urgent problems you need to solve right now is whether you want your sales team to complete more deals anytime, anywhere, or a steady stream of potential customers into your sales funnel, or to create better customer service. "I want all of that," you might say. It's not a problem for large companies with adequate budgets, but companies with less budgets need to think deeply about what they want and which problem is the core that must be addressed first. When you think clearly about the core requirements, it is clear which type of CRM to choose. The rest of the thing is much clearer than brands and services.

3. Zoho makes the choice easier immediately

"CRM selection is a long process and requires careful consideration before making a decision." Does it really have to be so hard? Zoho understands that the core needs of different customers are different and at different stages of development, which provides enterprises with a flexible and convenient choice. From the perspective of Zoho product line, with CRM as the core, more than 40 kinds of related products are distributed around, each product has its own system to solve a certain kind of core problems of the enterprise. For example, if you want to use CRM to manage customers, transactions and services, but also focus on the acquisition and retention of potential customers on the official website, you can choose Zoho CRM+SalesIQ (online customer service). If you are interested in email marketing in addition to CRM, you can choose Zoho CRM+Campaign (email marketing tool).

Zoho provides more than 40 kinds of products, which can be combined with CRM to perfectly solve the needs of sales, marketing, service and coordination, as well as finance, HR, project management, PaaS development platform and so on. All the services that enterprises need can be found in Zoho, but they only need to pay for CRM, which is a particularly friendly choice for enterprises. Choose the CRM software that is easy to use and start with Zoho CRM.

This is the answer to the question about how to choose an easy-to-use CRM system. I hope the above content can be of some help to you. If you still have a lot of doubts to be solved, you can follow the industry information channel to learn more about it.

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