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https://issues.apache.org/jira/browse/SDAP-328?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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Frank Greguska deleted SDAP-328:
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> What CRM is - a complete beginner's guide
> -----------------------------------------
>
> Key: SDAP-328
> URL: https://issues.apache.org/jira/browse/SDAP-328
> Project: Apache Science Data Analytics Platform
> Issue Type: Bug
> Reporter: Giancarlo Esposito
> Priority: Major
>
> *CRM system concept and how it works*
> CRM-system (short for Customer Relationship Management), simple transcript
> into Russian, customer relationship management. It is software designed to
> automate customer (customer) interaction strategies. In particular, to
> increase sales, optimize marketing and improve customer service by storing
> information about customers and the history of relationships with them.
> Establishing and improving business processes and then analyzing the results.
> It sounds vague, CRM systems - what is it in simple words?
>
> *CRM is a program for the sales department that allows you to:*
> * organize and regulate the work of your managers,
> * monitor their work,
> * automate the process of a deal with a client,
> * reduce the time spent on repetitive processes,
> * control communication between managers and clients,
> * analyze the level of involvement of your employees in the work,
> * analyze the level of customer loyalty to your company,
> * save the customer base and collect the history of interaction with them,
> * not to lose a single client who showed interest in your company.
> If at least some of the items on the list are relevant to you, then you
> cannot do without a CRM system. Now CRM is the minimum, without which it is
> impossible for a company to remain competitive.
> All market leaders, without exception, use CRM systems in their sales!
> However, CRM is not a magic pill. If you do not have a decent "product", then
> no program will help to increase the company's sales.
> Typically, CRM systems are cloud-based online services that are provided by
> subscription. You register in the CRM system, get a single account with all
> the possibilities and sales tools. After setting up CRM, your employees /
> managers are added to your account. You pay the tariff that suits you and
> enjoy your work. You can work in CRM at any time and from any place where
> there is Internet.
> CRM systems help sales departments by prompting managers what to do: respond
> to a new request, call a client, plan the next action on the deal. Robot
> programs themselves send letters and SMS to clients when the application is
> in the desired status, automatically launch ads and much more.
> CRM allows you not to lose orders from new customers, systematize the work of
> managers and control it, find points for optimization and further growth of
> the company.
> CRM-system standardizes and automates processes in the sales department.
> You can tell a lot of beautiful things about how it would be great to
> automate and increase sales, to manage a company while drinking cocktails on
> tropical islands. These pictures are often manipulated by CRM implementation
> consultants. These are empty unreasonable expectations.
> *How to understand if your company needs a CRM system?*
> A CRM system is needed by companies that sell their products or services
> directly to customers through the sales department. Even if this department
> consists of one manager, it is much more profitable to lead clients in a
> systematic way in CRM.
> If for the sale of your service / product it is necessary to conduct pre-sale
> work (negotiations, presentation, negotiation of conditions) and your sales
> department receives new requests every day, you need a CRM.
> Only in CRM will it be possible to effectively work simultaneously on a large
> number of applications that are in different stages of sale.
>
> h3. Sales department checklist:
> * The client base is kept in Excel
> * At the moment of an incoming call, managers do not see the client's name
> * Your managers do not record agreements with the client
> * You do not know the following tasks for transactions
> * Nobody knows exactly how many transactions are at what stage.
> * Incoming requests from new customers are regularly lost
> * Email correspondence is conducted from personal mailboxes
> * No conversation records or conversation histories
> * Are you tired of the chaos and mess
>
> Do you recognize your sales department in at least one point?
> Do you want to develop your company, invest in business, invest in
> advertising, equipment and other means of production, expand and retain your
> customer base? Then the CRM system
> [https://apiway.ai/categories/crm-software] will become your reliable
> assistant.
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