Loss of orders, delays in deadlines, errors in documents can lead to large losses. If you do not optimize problematic processes, competitors will easily take away your clients. A CRM system will help you effectively build work processes. Without it, your business loses money and opportunities.
CRM is not just a program for maintaining a client base, according to specialists from Sargona Private Capital company. It is a powerful tool for automating your business. All processes, from processing applications to delivery, can be automated so that you do not waste time on routine tasks.
Advantages: automatic distribution of applications between employees; notifications about important actions (reminders, deadlines); automatic processing of orders, tasks and documents.
Due to chaos in business processes, you risk losing up to 40% of potential customers and failing to fulfill orders on time. CRM minimizes errors because all data is always at hand.
Advantages: all customer and order data is in one place; all delivery information is available in real time; control over all stages – from the application to the completion of the shipment.
Transparency and service improvement
If you want customers to trust you, it is worth ensuring complete transparency. CRM helps track each stage of delivery, notify customers about the status of their order, and perform other functions. You will always be in touch with customers and will be able to resolve their issues in a timely manner.
Advantages: all delivery information is available to customers at any time; customers will receive notifications about each stage (via SMS, e-mail or messengers).