Detailed steps of CRM use, what CRM is, and how to learn to use it

You can learn about the next Baihui CRM. Baihui is the world's leading cloud computing service provider, Baihui CRM is a first-class CRM based on cloud computing SaaS model, to help enterprises effectively save operating costs, cost-effective, and easy to operate, provide full customer service guidance, many small and medium-sized enterprises in China are using.

For many enterprises that are new to CRM, Baihui CRM will also regularly launch open classes and practical classroom activities to help enterprise users quickly master the use of CRM, popularize CRM application knowledge, and learn to use CRM to quickly improve the sales performance of enterprises. The latest Baihui CRM open class will be held on August 8, and you can pay attention to the latest developments on the Baihui official website about this open class.

For different business groups, the management issues that are valued are also different. Broadly speaking, CRM has simple requirements, complex requirements, and even some things that can be managed beyond the scope of CRM. For example, conducting data analysis and so on.

The CRM that is normal and easy to use should at least have the following characteristics:

1. There is a comprehensive customer view (customer-centric information) and a customer analysis module (not a simple count).

2. There is a complete sales process management, so that the sales staff can make full use of the company's resources and promote the sales process through collaboration.

3. KPIs of the sales team based on various numerical indicators.

4. Analyze sales results in various dimensions.

5. It can provide sales staff with necessary automatic information help.

6. There is an automated process, which can be compatible with all administrative processes within the enterprise, and can also be compatible with business-related processes.

7. Treat the data of the enterprise as property, and issue various reports to help the enterprise improve the value of its data.

8. Rich parameter settings and scalability can be compatible with the company's business changes, and can still meet the company's operational needs through deployment.

It sounds complicated, but after all, most CRMs are developed to make business operations more efficient and not very difficult to use. If it's hard to learn, it may be because the CRM adds some unnecessary features to it in order to adapt to more types of businesses.

For example, like some of the more big-name CRMs, such as Microsoft's Dynamics365, the UI is the Microsoft series that office workers are most familiar with, and it is easy to use everywhere. As an enterprise specializing in CRM R&D, sales and service, we have 10 years of experience as a Microsoft gold partner, and have many foreign and domestic large enterprises implementation experience, and can be quickly deployed and trained within the enterprise every time.

If you have any other consulting and technical help about how to use the CRM, or try the CRM software, you can contact us.

Pinyin input method tells us that CRM is"Killed"。

Here's a joke I made up:

Without the data analysis support of DMS, marketing work is difficult to carry out"Gotta die of busyness"Just as ERP's plan based on enterprise resources can be realized"According to character", so it is concluded that sales will be without CRM"Killed"Such a point of view.

Different scholars or business organizations have different views on the concept of CRM, and each opinion is expressed in a large number of professional texts. In fact, it is not so complicated to explain, the so-called CRM is to form a management idea into operational software, through this software and the data generated in daily operations, the enterprise can understand the customer, tie up the customer, make something in line with the needs of the customer, let the internal beat of the enterprise go with the beat of the customer, and finally let more customers buy more of your things.

Of course, CRM doesn't have to be software. If a company has advanced customer management and sales ideas, can use Excel alone to produce accurate data, and there is a standardized process for human coordination (the process here refers to the way of doing things for the purpose of making money), then we can also say that the company already has CRM (at this time CRM is interpreted as a business strategy). Even if the company buys a set of CRM (software), it is only set up to make up for the lack of data accuracy in human management.

Due to the application field of the CRM system, as well as the complexity of the CRM system itself, it does not have a fixed functional form and process, and the implementation steps cannot reach a common point.

1. Establish business goals, before planning to deploy CRM software solutions, enterprises should first determine what kind of purpose they want to achieve through CRM, whether it is to improve management efficiency, improve business, or improve corporate revenue.

2. Set up a project team, want to implement the CRM project according to the expected plan, but also consider the company's business as a whole, establish a complete project operation team, and make decisions involving project tasks by the management personnel of this team to organize and discuss.

3. Analyze the enterprise process, the first thing after deploying the CRM customer relationship management system is to study the company's existing marketing, sales and service processes, analyze the situation under which customers will buy products, and find out the improvement plan if the process is not perfect.

4. Choose the best business, in the choice of CRM management software, you should understand in detail from the three aspects of software function, technical level and development experience, if there is a problem in the selection of CRM management software, then the CRM project has failed.

5. Development and deployment, the development and design of customer management software need to be completed jointly by the best business and the enterprise to ensure that the entire CRM project can achieve a high degree of perfection, and all functional design and processes are guided by the actual needs and requirements of the enterprise, and work together to complete the development and deployment of customer management software.

There are several key steps that must be taken to achieve a successful customer-oriented CRM solution.

1. Obtain all-round support from within the enterprise.

First of all, CRM will involve many layers within the enterprise, so the most important thing is to get the full collaboration of sales, marketing, technical support, finance, and production distribution. All-round collaboration includes four aspects: first, top-down decision-making support; the second is the bottom-up demand of system users; Third, the project team is united and cooperative; Fourth, the rational allocation of the CRM program budget.

In addition, all project stakeholders within the enterprise should be fully aware that customer relationship management will be the key to the success of the enterprise's comprehensive CRM system. Through the full stimulation of relevant personnel at all levels of the enterprise, the resistance to project implementation is minimized, and the probability of project success is increased through automated process processing.

2. Establish a CRM project team.

When all departments of the enterprise have reached a consensus on the CRM project, the establishment of the CRM project team is naturally on the agenda. The optimal configuration of the project team includes representatives from all sides, including senior management, marketing, system integration, technical support, finance, and end users. The project members will perform their respective roles and propose specific results that are expected to be achieved with the CRM system adopted.

3. Business demand analysis.

The key to the success of a CRM project is the analysis of business requirements. In many failed cases, the CRM project team often gets into the technical aspects of the CRM project too much or too quickly, neglecting to evaluate the existing processes and analyze the specific automation needs in advance. Therefore, conducting a CRM survey will help companies gain the necessary data basis when implementing a comprehensive CRM solution.

The implementation of tens of millions must be carried out according to the plan and steps.