Integration of CRM system with other automation tools
Posted: Sun Dec 22, 2024 9:33 am
The entire history of interaction with the buyer should be stored in the CRM system database. This level of automation is quite achievable provided that the manager and his supervisor have access to key performance indicators. Communication is most often carried out via telephone, messenger, social network group, email.
Connecting to the IP telephony system when establishing contact with a client ensures that all previous stages of the relationship with the client are displayed on the manager’s monitor:
the subject of discussion in the previous dialogue;
customer profitability;
number of touches before making taiwan mobile phone number example a purchase decision;
sent messages;
content of the letter in the mailing list;
buyer's responses;
comments on a specific call;
closed deals, etc.
It is important to remember that promptly providing the manager with all the necessary information will optimize the sales process.
Integration of the CRM system with email gives the user the opportunity not only to view the correspondence history. Automatic mailing is also another method of reducing the anthropogenic factor in product sales to a minimum.
Integration of CRM system with other automation tools
Source: shutterstock.com
Alerts and mailings are gradually losing their relevance. The importance of content marketing is growing now. And companies that strive to keep up with the times communicate with their target audience through blogs, articles, webinars, social media groups, etc. There are many services that allow you to make your mailing targeted, catchy, safe and unobtrusive.
Read also!
"Marketing Tips: How to Show That Your Product is the Best"
Read more
Methods of automation of retail sales
Many marketplace owners do not realize all the benefits that sales automation provides. Let's list the main advantages:
prevention of theft and fraudulent actions by employees;
real control over business processes;
improving the quality of service;
simplification of inventory taking;
reduction in staff numbers without loss of service quality;
ensuring constant feedback from customers.
Achieving all of the above is impossible without defining clear goals. It is necessary to carefully develop a sales automation plan and monitor the implementation of each stage, making timely adjustments.
In some situations, simple digitalization will not help solve the tasks set. For example, when the market situation changes, resulting in a drop in demand or a decrease in purchasing power.
Let's take an example: a military unit is located in a populated area. Consequently, army stores are open in the district. If the military personnel change their location for some reason, then the demand for goods in these locations will tend to zero.
In the case of small shops, next to which supermarkets are opening, automation of sales helps to feel more confident in a competitive market.
The corresponding software will help identify the most promising product groups. Fast and high-quality customer service at reasonable prices will ensure decent profits.
Automation of sales requires quite serious investments, so some businessmen wonder whether they really need computerization of the sales process. After all, the costs of reconstructing one cash register can amount to over 40 thousand rubles.
Methods of automation of retail sales
Source: shutterstock.com
Approximate list of necessary equipment:
powerful modern computer;
specialized cash registers with extended functionality that allows recording of all transactions (fiscal registrar and storage device);
scanner for reading and decoding barcodes.
In addition, you will need to buy licensed software. The most popular solutions:
keeping records of goods (services);
customer base maintenance;
various cash register programs (for managing the system of discounts and bonuses, organizing promotions, etc.)
The cost of such applications depends on their functionality and integration capabilities with other services and tools. The average price of one package is 4,000–5,000 rubles. Cloud services have recently become popular. Subscriptions to such programs start at 350 rubles per month.
You should not neglect auxiliary equipment (scanners, data collection terminals, label printers, etc.). Over time, all investments will pay off.
Connecting to the IP telephony system when establishing contact with a client ensures that all previous stages of the relationship with the client are displayed on the manager’s monitor:
the subject of discussion in the previous dialogue;
customer profitability;
number of touches before making taiwan mobile phone number example a purchase decision;
sent messages;
content of the letter in the mailing list;
buyer's responses;
comments on a specific call;
closed deals, etc.
It is important to remember that promptly providing the manager with all the necessary information will optimize the sales process.
Integration of the CRM system with email gives the user the opportunity not only to view the correspondence history. Automatic mailing is also another method of reducing the anthropogenic factor in product sales to a minimum.
Integration of CRM system with other automation tools
Source: shutterstock.com
Alerts and mailings are gradually losing their relevance. The importance of content marketing is growing now. And companies that strive to keep up with the times communicate with their target audience through blogs, articles, webinars, social media groups, etc. There are many services that allow you to make your mailing targeted, catchy, safe and unobtrusive.
Read also!
"Marketing Tips: How to Show That Your Product is the Best"
Read more
Methods of automation of retail sales
Many marketplace owners do not realize all the benefits that sales automation provides. Let's list the main advantages:
prevention of theft and fraudulent actions by employees;
real control over business processes;
improving the quality of service;
simplification of inventory taking;
reduction in staff numbers without loss of service quality;
ensuring constant feedback from customers.
Achieving all of the above is impossible without defining clear goals. It is necessary to carefully develop a sales automation plan and monitor the implementation of each stage, making timely adjustments.
In some situations, simple digitalization will not help solve the tasks set. For example, when the market situation changes, resulting in a drop in demand or a decrease in purchasing power.
Let's take an example: a military unit is located in a populated area. Consequently, army stores are open in the district. If the military personnel change their location for some reason, then the demand for goods in these locations will tend to zero.
In the case of small shops, next to which supermarkets are opening, automation of sales helps to feel more confident in a competitive market.
The corresponding software will help identify the most promising product groups. Fast and high-quality customer service at reasonable prices will ensure decent profits.
Automation of sales requires quite serious investments, so some businessmen wonder whether they really need computerization of the sales process. After all, the costs of reconstructing one cash register can amount to over 40 thousand rubles.
Methods of automation of retail sales
Source: shutterstock.com
Approximate list of necessary equipment:
powerful modern computer;
specialized cash registers with extended functionality that allows recording of all transactions (fiscal registrar and storage device);
scanner for reading and decoding barcodes.
In addition, you will need to buy licensed software. The most popular solutions:
keeping records of goods (services);
customer base maintenance;
various cash register programs (for managing the system of discounts and bonuses, organizing promotions, etc.)
The cost of such applications depends on their functionality and integration capabilities with other services and tools. The average price of one package is 4,000–5,000 rubles. Cloud services have recently become popular. Subscriptions to such programs start at 350 rubles per month.
You should not neglect auxiliary equipment (scanners, data collection terminals, label printers, etc.). Over time, all investments will pay off.