How to implement a CRM system

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This is what sales plan analytics looks like in OkoCRM. The dashboard helps monitor the productivity of the sales department and each manager
What to look for when choosing a CRM
To choose the optimal CRM system for your business, you need to study not only its functionality, but also the quality characteristics of the service. These include:

Simple and intuitive interface.
Availability of a mobile version of CRM.
Prompt technical support.
Training for new employees from the development company.
Flexibility of the system, the ability to change it to suit the needs of the company.
High level of security, including data backup, regular software updates croatia phone number list and different levels of access for company personnel.
Possibility of integration with other services, for example, with IP telephony, mail or messengers.
In addition, the cost of the CRM system and the payment format are important: you can buy a license once or pay for it monthly. Pay attention to the availability of a free trial period and the number of employees who get access to the CRM. The final list of requirements for the service should be formed depending on the tasks of a specific business.

To implement this approach in your company, follow these five basic steps:

Define the goals of CRM implementation. This could be, for example, saving time on routine tasks or increasing sales volume. The content of the system will depend on the goals .
Conduct a business audit. Find out where customers come from, how and through what channels managers communicate with them. Determine what problems there are in the work and what you would like to improve. Draw a map of the main processes .
Make a list of requirements for CRM. Choose the required type of system, define the functionality and characteristics that are important to you. Indicate the budget you would like to stay within and the number of CRM users .