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What is CRM and how it works CRM Customer Relationship Management is a customer relationship management system. Traditionally this abbreviation denotes an approach that uses. The analysis of customer preferences and behavior for more effective lead generation and sales. However more and more often CRM means not just a method but tools and programs that help achieve the desird result. CRM is an important part of small business management. It allows you to collect all the information about potential and current customers in one place. This is very important since such information is usually scatterd across different platforms: for example in social networks on a website or mail or in marketing presentations. In addition CRM provides useful tools like live chat marketing automation or contact management. All this helps to more effectively guide the buyer through the sales funnel from the first contact to the purchase.

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Why CRM is nedd Here are some important signs that it’s time for you to use CRM: You have accumulatd too many Excel spreadsheets with reports that do not add up to a whole picture Do you find it difficult Job Function Email Database to track buying behavior across platforms? Your marketing and sales departments are mird in routine tasks and do not have a unifid business strategy You are having trouble converting leads and retaining existing customers. An example of using CRM in a small business Anna bakes cakes to order.

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In the first couple she had clients a week so she herself took orders through her Instagram account negotiatd details made payments and deliverd cakes. But over time orders increasd to a week a catering service was addd to the cakes and bakers and drivers had to be hird a website had to be creatd a shop rentd and a physical bakery opend. Managing BTC Email List clients manually has become difficult: one client was forgotten to be contactd another was not askd for special requests and the third was given the wrong cake. Plus Anna spent all her time on process management and she didn’t have the strength to come up with a new menu. In order not to lose customers and relieve herself and her employees Anna implementd CRM.

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