To improve the efficiency of doing business, both in small organizations and in large enterprises, specialists establish uniform systems for recording transactions and clients for all employees. The same can be said about the crm system, which is a universal program and can perform the functions described below.
Deal and Client Lists
As noted above, the most important task of the system is to keep track of the number of clients and transactions. It's not just constantly changing lists, but the ability to categorize the required segments. At the same time, sections and titles are invented by the company's employees, for example, it can be the name of companies, as well as sorting transactions by their status - planned, completed, and so on. Thus, each employee of the company can see what has already been achieved and what still needs to be thoroughly worked on. The display of transactions reveals not only their number, but also estimates for the execution of the order, as well as the total amount of the goods or services provided.
Calendar of plans and events
Using this function, you can view the current plans of other employees and, based on them, build your working day, week, month. The calendar is constantly changing, adjustments are made, but the marks do not go unnoticed. For convenience, events can be painted in different colors. For example, mark meetings with blue tones, overdue plans with red, and completed tasks with green. The color of the plans can be easily changed according to the change in the status of the plans.
Constant control of the assigned tasks
Every manager wants to be aware of how far the employees have progressed in achieving certain goals. But it is physically impossible to do this through phone calls or reports, especially when the staff is large enough. In this case, CRM performs a very important function, thanks to which the boss can see at any moment at what stage of execution his orders are. Also, for convenience, the name of the responsible employee is attached to each task.
Ability to use model programs
It's no secret that every organization differs in its methods of working with clients, as well as in the direction of the business as a whole. This circumstance affects which functions should be added to WireCRM , and which ones to get rid of because they are unnecessary. More than 70 applications are available for use all the time, you just have to choose the one that best suits your needs for organizing your workflow.
