CRM | Spalvalo

CRM systems allow you to accurately manage your business, controlling absolutely every step of the working process. All modern companies feel the benefits of using them in the first month of operation

CRM implementation specialists develop a setup map – a technical plan for integrating business processes into the system.

Each step of interaction with the customers is automated: capturing the request from the site, a reminder to call the customer back or congratulate him on his birthday, changing the status of the transaction, SMS-notification of the order status, prolongation of contracts, invoicing, generating reports, and so on. Checklists with recommendations are written for each stage of the sales funnel, and new stages or entire funnels are added.

What we do

Planning and calculating profitability. Initially, you need to identify the main difficulties at all stages of customer management and determine the tasks that you intend to solve with the help of CRM implementation. You also need to calculate the budget and develop the terms of reference;

Selection of the CRM platform, selection of the performer. At this stage, it is important to consider and choose a CRM system that meets your needs, as well as a qualified contractor who will install the software;

Preparing and launching a CRM system. After installing CRM, you need to upload client databases from other programs to the system, integrate with applications, and train the company's specialists;

Collecting and analyzing user recommendations. This point is no less important than the previous ones, because to solve the tasks set, it is necessary to ensure the effective work of the staff and the optimal functioning of the system. The recommendations received are analyzed and taken into account in future updates of the CRM system.

Services include:

Description of the current scheme of work
At this stage, it is necessary to describe how the business is currently functioning in order to understand how its activities can be improved. The implementation specialist analyzes the activities and conducts surveys of business process participants. If you make a mistake at this stage, in the future it will be difficult to eliminate bottlenecks in the company's work and correctly configure event chains in CRM.

The structure of the company, its products and services, sources of customer revenue, and algorithms for working with them are described in detail. The analysis tools used to analyze the performance of each employee and the entire company are also described. The result of the stage is a detailed understanding of how the company works and what can be improved/automated in its activities. Ready-made process library for quick analysis.

Preparation of technical specifications
Having a complete description of the company's business processes, you can identify bottlenecks in its work. It becomes clear where the documents hang on the approval, what communications between departments need to be improved, how the business is evaluated, what strategies of interaction with the client do not work, etc. In the project documentation, it is necessary to describe all the requirements for the system, list the set of necessary functions, and the names of additional solutions that need to be integrated.

It is important not to overload the system with unnecessary functionality, so as not to complicate the work in it. At the end of this stage, you need to clearly understand what the business wants from the CRM and the company that will integrate the solution.

Implementation of the technical specifications
At this stage, a technical map for integrating business processes into the system is developed. Transfer of all developed and improved interaction chains within the company. Every step of interaction with the client is automated, starting with the registration of the application on the website, ending with the extension of contracts, invoicing, generating reports, etc. For each stage of the sales funnel, checklists with recommendations are written, new stages or entire funnels can be added. If all the actions are carried out correctly, then the client's request, left, for example, on the website of an online store, is registered, assigned to the responsible manager, and then goes into the transaction and is divided into 5 stages of the classic sales funnel.

Integration of additional services
Integration with telephony, mail services, company web resources, and other software is being configured. Technical specialists configure each manager's workplace (account in the CRM system) in accordance with the specified parameters and access level. Interaction chains are added, sales funnels are built, automation scenarios and reports are created, access rights are distributed, changes are made to the interface, and customer and transaction databases are imported into the system.

The result of this stage is the complete readiness of the system to work, the arrangement of a full-fledged workplace of the manager and the presence of all the chains of interaction.

Employee training and system launch
At the training stage, it is extremely important to convey to the staff the importance and usefulness of implementing CRM not only for the company, but also for the employees themselves. The staff takes a short training course in CRM, after which they start working with the system, entering data, processing requests, etc. It is important for the company's management to monitor the process at first to make sure that the managers follow the algorithm of working in the system and carefully store all the necessary data. The result of this stage is a full-fledged launch of the system.