Key Features When Choosing a CRM for Your Business

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How to choose the right CRM system

Choosing a CRM is not a difficult task, but in order for this CRM not to burden employees, but on the contrary to help them, it is necessary to approach the choice wisely.

The first thing to do is to hide all unnecessary functionality from employees, so as not to overload them with unnecessary information.

Be sure to hide from employees the ability to find out information that they do not need. If a manager should not have access to changing the cost of tariffs, leave this ability anhui mobile number database only to his immediate supervisor.
Assign specific responsibilities to specific groups of employees - if a manager shouldn't be "cleaning" the comment history, remove that ability.
Connect to incoming calls only those employees who are responsible for processing incoming requests. Such settings depend only on your needs and internal processes.
Most often, two weeks are allocated for CRM testing. This time will be enough for you to determine whether you need this or that functionality, whether it helps your employees or overloads them.

It is worth considering that CRM is not a solution to all problems, but a working tool. If your employees are negligent in their duties, CRM will not be able to make you sell more. A salesperson can set a reminder for himself and then easily ignore it. However, CRM will help the manager identify such an employee.
It is very important to appoint a responsible employee for CRM implementation from the very beginning. It is important to remember that the company spends money on attracting each client, so you cannot be careless about processing incoming leads.




Determine which business processes the system will close.
During the test, determine what functionality you need.
Assign a responsible employee for CRM implementation.
Define internal rules for using the system.
Limit functionality for certain groups of employees.
In the future, use data from the CRM at all stages of working with the client.

In conclusion, I would like to note that LiveTex has the ability to integrate with any CRM system . You can send data from chats to CRM or vice versa, upload this or that information about the client and his request to the operator's application. You can ask your personal manager how to do this. Choose CRM wisely, since in the future it will simplify your work with your clients, both regular and new.