Making management decisions

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Let's reiterate: making informed decisions about the future of your business will be easier if your CRM can help you with:

determining the most effective channels and loading managers;
sales forecasting;
understanding the effectiveness of directions, if there are several of them in a business;
ABC customer segmentation.
And this list is not limited: everything depends on the goals and needs of a particular business.

How to Choose the Perfect CRM
Choosing the ideal CRM for a B2B company is a task that requires careful analysis and understanding of business needs.

Remember that the ideal CRM is not just a set of functions, but also a strategic tool that should be integrated into the overall business strategy of the company. The choice depends on the following factors:

price . As a rule, the more expensive, the more functions. It happens that the basic license costs 1 thousand rubles per user, but if you want to connect a market application, this will significantly increase the basic price;
simplicity :
funnel interface;
transaction interface, contacts;
connecting additional modules;
report generation;
as well as the ability to export transactions and the malaysia consumer email list availability of instructions and integrations with other systems (website, call tracking, messengers, ERP system, etc.);
number of users and indicators . In the context of:
sales and marketing departments;
production departments;
administrative and managerial personnel;
top management.

As you can see, not only transactions are important (HR doesn't have them), but also completed tasks, efficiency. This refers to the corporate portal, where internal tasks are also carried out;

reports :
standard reports that can be influenced little;
the ability to create customized reports for the required fields, so you don’t have to spend a whole day adjusting the report to the format you need;
scalability, possibility of improvements :
availability of specialists or integrators on the market;
app market: how flexible is the functionality, is it possible to install extensions and get new “features” as a result.