RISE (http://risecompany.ru/) is an experienced IT company with over ten years of experience in the implementation and maintenance of 1C software products. The company is actively engaged in its own development for large enterprises. RISE offers its partners an automated solution in the field of reporting standards IFRS and provides a comprehensive system of budgeting and planning. The company employs more than 60 qualified professionals in the IT field.
Despite the fact that the company employs professional pros, RISE approached us with a request to implement Bitrix24. Moreover, RISE is a certified partner of 1C-Bitrix. Paradox? No, just a prudent and thoughtful decision since INTERVOLGARU is a well-known Bitrix24 Implementor.
- Rise is the online training system your employees will love. Easily create, share, and manage interactive training, performance support content, guides, and online courses that work perfectly on any device. And it's simple to track learners' activities and analyze training results.
- Generally, in today’s marketplace, CRM tools actually focus more on the acquisition of customers and driving leads through pipelines, rather than on relationship management for the entire lifetime of someone as a customer. Highrise however was.
Highrise CRM is a solid product that our experts evaluated with a 6.5 score and with a N/A user satisfaction rate. It's price starts at $24. However, you may want to consider other CRM Software products that got even better scores and satisfaction ratings. Here's how Highrise CRM fares in comparison to these.
RISE -a company of pros and programmers but not conversant with Bitrix24. To fully delve in, study Bitrix24 settings, and a trial production would lead to a greatly delayed implementation. The company, therefore, made the right decision to contact us as a web solutions provider on the platform of Bitrix.
RiSE’s omni-channel CRM centralizes and handles the synchronization of customers’ orders, shipments, and events helping you make the right choices for your business. Benefit from a faster and more efficient CRM to handle and reduce customer support time while gaining meaningful customer insights through machine learning. RISE is designed to help you meet your borrowing needs. Appropriate emergencies might be a car repair, medical care for you or your family, or travel expenses in connection with your job. This service is not intended to provide a solution for all credit or other financial needs.
INTERVOLGA has considerable experience in implementing Bitrix24 in different companies and can solve complex problems, a skill which is appreciated by our colleagues from RISE.
OUR IMPLEMENTATION SOLUTION
The main goal for the implementation — optimization of the Sales Department.
The sales staff used various programs to manage interactions with customers. They used spreadsheets, meeting organizers and reminder apps, call and mail services, etc. There was a separate customer base for cold calling, which was later copied by potential customers to another database. A typical scenario for any company operating without a CRM.
When the time came to pick a CRM, Bitrix24 was their first choice. This came as no surprise, given that bitrix24 is Feature-packed, and RISE is a 1C partner.
the implementation of a CRM in commercial companies in which sales processes is already established is challenging. Bitrix24 is a universal CRM. IT companies have work specificity and sales Departments also have established processes. How can we combine these 2 specificities effectively? This is possible only through careful study of the internal processes of the client, in this case, RISE, and the ability to adapt the CRM to their activities so that employees are happy and to make the transition to Bitrix24.
It was not a breakdown of established sales processes that have already been worked out for a long time, and the output of these processes to a higher level of efficiency.
A few words about Bitrix24.
Bitrix24 is a universal system. Versatility is a big advantage of the system and at the same time, its disadvantage. Bitrix24 CRM can be used by companies in various fields - construction, manufacturing, retail, transportation, service, etc, and a company of any size - from a sole entrepreneur to an industrial enterprise.
Creating a Bitrix24 CRM that fits every single company (taking into consideration it’s size, nuances and industry) perfectly would be impossible.
Bitrix24 is a universal system. Versatility is a big advantage of the system and at the same time, its disadvantage. Bitrix24 CRM can be used by companies in various fields - construction, manufacturing, retail, transportation, service, etc, and a company of any size - from a sole entrepreneur to an industrial enterprise.
Creating a Bitrix24 CRM that fits every single company (taking into consideration it’s size, nuances and industry) perfectly would be impossible.
As a result, when a client installs Bitrix24, the question immediately arises: “how do I organize my work now?”
For a manufacturing company, you need to decide how to ensure that customer orders are received and processed.
In a commercial company, you need to automate sales.
In medicine, you think about how to work with patients.
An Institute decides how to establish interaction with students.
In a commercial company, you need to automate sales.
In medicine, you think about how to work with patients.
An Institute decides how to establish interaction with students.
Each company has its own nuances and without taking them into account, working with the system will not be effective.
Hence, each company needs to fine-tune its B24 solution to meet their specific needs and goals.
At INTERVOLGARU, with the help of inhouse experts (managers, business analysts, marketers), performs the task of adaptation and configuration of Bitrix24 for every single client. Thus, our Bitrix24 implementation project is defined by the regulations of the work of your employees.
This was the approach we used for RISE. The company's management, being 1C partners themselves, understood what our task required- it wasn’t just a mere “Implementation of Bitrix24 CRM”. We needed a strategy for the efficient use of CRM to increase sales. This was what the whole project was built on.
We identified the main purposes of them using Bitrix24 and came up with the following goals:
1) to configure CRM for real processes in the company (to define user roles, assign access rights to employees, add a new group for the design work, edit the reference system);
2) add new custom fields in the CRM, to make the necessary changes in the status of leads, transaction stages;
3) to develop employee work routine with the CRM;
4) prepare necessary reports ;
5) to outline the necessary automated business processes of leads and deals.
The Next step was technical work.
We discovered there were lead statuses that did not correspond to the business processes of the company. We knew we had to change the titles of all statuses that didn’t correspond with the work process of the employees.
We discovered there were lead statuses that did not correspond to the business processes of the company. We knew we had to change the titles of all statuses that didn’t correspond with the work process of the employees.
We also Changed transaction stages significantly:
Added new fields, e.g. the time zone:
Also, we developed a training manual on “how to work with the CRM” for employees. This document allows any new employee to understand the basic principles of the system in a short period of time. It Informs the employee the type of reporting that is required from them, and supervision conditions by the management.
The results of CRM implementation
- The sales department stopped using many separate programs to manage and report their communication with clients.
- Work with potential customers (cold calls) and real contractors was now managed from a single database.
- We decreased the time spent on processing leads and filing the necessary documentation.
After gaining some experience working with Bitrix24 CRM, RISE has already moved on to developing automated business processes, integrating the CRM with their website and telephony themselves - BRAVO! This was made possible through the first stage “properly Implementing Bitrix24”.
This project allowed us to set the right course for the efficient use of Bitrix24 in the company.
Time spent on the project :
- development and coordination of Technical assignment – 1 week;
- customization of Bitrix24, examining and testing end-to-end examples of working with different clients, coordination of results with the customer – 1 week;
- development of internal regulations of work with CRM – 1 week.
Summary
We select a number of signs that indicate that there is the need to implement Bitrix24 CRM:
- the sales staff use several programs to work with clients (Word, Excel, Outlook, Google docs, Google sheets, etc.);
- the results of the communication with the client are recorded in notebooks, and employee monitors are covered with stickers;
- the head of the Sales Department does not know how many inquiries are all processed in a day, week, month, year;
- no one really is responsible for working with each specific client;
- When an employee is absent (due to vacation, illness), the client is left hanging;
- managers sometimes forget to call or write to the client.
All these signs show that you need a simple and convenient CRM in the Sales Department. Contact INTERVOLGA and our experts will help you quickly and effectively implement Bitrix24 in the Sales Department.
We will conduct a thorough analysis of your company or enterprise, develop a plan to implement Bitrix24, write a technical document and agree on all the desired settings, provide useful recommendations.
We will also develop a work program for your employees, automate the internal business processes of your company and much more that’s needed for your company to grow into its potential.
How much does this cost? HERE
One of the most crucial aspects of business throughout the history of business has been customer relationship. It is not just in this digital age that customer relationships are relevant. The importance of CRM cannot be overstated. There are many reasons why we use CRM Software.
Rise Crmc
Since customer relationship is an indispensable aspect of a business, people want to figure out the best way to do it. Now, you can figure that out on your own over years of failure but by then people who took the easy way and used a CRM will have gone way ahead. So. Next time you ask “Why use a CRM system?” just focus on what is best for your company.
This article will teach you everything about CRM systems and will help you make up your mind if the question “Which CRM should I use?” is confusing you.
The basics
So, now you have probably got the hint that “why use a CRM” means “why use a CRM system”. CRM refers to the tools and the technical system that is used to perform optimal customer relationship management.
CRM stands for Customer Relationship Management. Though the term is self-explanatory, nobody would know how to do it right without some guidance. Of course you can learn from your experience, but that will come at the cost of some major mistakes in your business. So, why fail yourself when you can learn from the mistakes of others?
Some entrepreneurs have learned the importance of CRM the hard way, but you don’t have to. This is because thankfully for this digital era, there are CRM systems that will do the work for you. All you need to do is understand the trends and personalize the system according to the needs of your existing and potential customers.
The Importance of Customer Relationship Management
Don’t you want to make repetitive task auto generated or want to create leads automatically from the website. Every company spends a lot of time in replying to emails but with the help of CRM this work becomes easy.
CRM not helps in making your task but also does supportive tasks such as assigning of tasks, taking some actions when the leads become inactive.
Maintaining healthy and productive customer relationship is the best way to ensure a bright future for the business.
Customer relationship management is crucial because:
- Creating a bond with the existing customers ensures that you won’t have to work on getting them again like new traffic.
- Having a bond with customers increases the chance of making numerous purchases so a bulk of that first-time buyers is not limited to just that before perishing.
- When you make your customers feel welcome even after the purchase, they too start feeling some loyalty towards your brand.
- Since the brand image is already created before all this even begins, customers will have something to relate to or look up to when they make multiple purchases.
- When you maintain a strong bond letting the customers know they are valued, the customers become your friend.
- With prolonged good customer relationship management, customers feel obliged or happy to advocate your brand to others and that’s how your business rises to success and permanence.
Now that everybody knows the importance of customer relationship management, let us get to the importance of CRM systems.
Implementing a CRM
Before you get into the details of the importance of CRM and why use a CRM, it is nice to find out how the crm is implemented in organizations.
This is how a CRM system is implemented:
- Data is collected.
- Data is segmented and stored.
- The data is available to access by authorized people.
- The data helps analyze customer behavior.
- The system offers solutions for efficient Digital Marketing according to the trends as understood from the data.
- The system offers suggestions to enhance the customer experience to let your business go that extra mile to impress.
The basics are this simple. You don’t even need to know how exactly it is done in detail because the system will do it for you. Intrigued yet? Let’s find out more about the importance of CRM, why it is crucial.
Why use a CRM?
Every business organization that became successful at a national or global level know the importance of CRM and how to use a CRM system. They invest in world-class CRM system tools and put them to use on a regular basis.
Some well-known tools for CRM systems are Sugar CRM, BatchBook, SalesForce, and Buzzstream. You may use one of these or choose the one you came to know about from a friend.
CRM Integration With Tools:
Email Marketing Integrates with CRM:
CRM, when integrated with various email marketing tools, provides personalized and direct marketing contact to prospective clients. With the help of CRM, organizations can gather information in one place which includes demographic information, purchase history, personal interests, and all previous brand interactions which help in creating a personalized message for excellent recipient engagement. The main aim of Integrating CRM is to be foremost in the mind of customers. CRM also tracks email performance in real-time.
The sales team can get a push notification when the receiver opens or make any actions on that mail. Through real-time results, the sales team can easily make changes in their templates as they go forward. CRM when integrates with various email marketing tools also gives you the exact return on Investment status from email marketing activity.
Example: ZOHO CRM integrated with Mail chimp
Social Media Integrates with CRM:
Combining social data with CRM data helps in increasing customer-facet with centralized information. By doing this you can see the interaction of a customer with your brand on any channel and gives you insights into who they are. You can easily reach your potential customers through social media but it coupled up your efforts when combined with CRM in order to track activities on different keywords.
Social media with CRM not only focuses on the new customer but it also fosters relationships with existing customers. It uncovers potential customers through keywords and hashtags which is the best way to be in the limelight. It enables you to track down industry keywords with the best hashtags used. With this, you can easily respond to your customers on their choice of platform.
Through social CRM, your social media manager is able to deliver targeted content, offers dedicated offers and helps in a gain of comprehensive audience data. Social Media with CRM strengthens customer relationships with your brand.
Example: Sendible CRM making reports from social media platform
Messaging Integrates with CRM:
Messaging service with CRM helps is connecting with the audience and provides a relevant service to them. You can make automatic reminders for your customers for an upcoming offer, events etc. CRM with messaging service helps in attainment of various organizational goals such as:
- high level of customer service
- reduces operating costs
- a gain of relevant data for marketing
- Customer retention, etc
You can send a text to your customers on issues like product tracking alerts, customer loyalty texts and free incentives (coupons), that further helps in your organization for the development of products and services accordingly. By the use of CRM with SMS service both client agent can be up to date with the process of leads.
According to the Gartner report, it is noted that text messages open and response rates exceeds to 98% while email marketing touches the 20% mark.
Example: SMS Magic with Zoho CRM
Telephony Integrates with CRM:
Telephony software and CRM software both are efficient for your organization. But integrating both of them are effective and efficient for the business. Integrated CRM helps in making outbound calls faster which increases the reach to the prospect audience. Accurate and detailed notes can be used by your representative as a weapon that provides superior services to the clients.
Happy prospect clients are willing to give feedback which can easily be taken through CRM who will ask them to press numbers according to the satisfaction level. The sales team gets the whole information on the telephone screen when your sales team calls the client which helps in clearing their queries fast and precisely.
Example: Microsoft Dynamics CRM having inbound calls record
Live chat Integrates with CRM:
Integrating your CRM with a live chat tool helps in the storage of information which is done on the chat box. When a visitor requests a chat then CRM automatically captures the information from the name, email address and phone numbers, time of the chat, and IP location. With this when the same visitor comes your manager gets necessary information and greets them. You can easily view all the important information near to the chat window. You can have that chat history which is useful when the same visitor is attended by different employees.
Reasons to use a CRM system
If you haven’t already realized the importance of CRM by now, if you are still wondering “Why to use a CRM when I can manage my own customer relationships alone?” the answer is objectively laid out for you below:
Extensive Customer Data
A CRM system will have the whole history of customer trends and habits, even of those you had acquired before installing the systems. This information is crucial for the analysis of the wishes and tendencies of each customer. Once you know this, you will know what to offer them.
This will help you acquire more customers and be ready to serve the freshly acquired and previously acquired customers. Also, you have a record of your leads and contacts and you can access them whenever you need. Privatus 6 1 8 x 4. You will never lose these leads.
Customer Oriented Products
The CRM system will not only have the basic purchase history but all the details of the customers so you can even track the purchase details and resources of the customers.
When you analyze the data and know what price category, what brands, what products, and what time of the year or day the target customers like to shop, you will be able to present the right thing at the right time to the right people and you can never go wrong with that.
To Help you get Service-Ready
The CRM systems group customers according to their price group preferences, product preferences, and location. With this information you can smartly allocate customer managers or account managers to different areas and equip them with the required products and teams. This will help you promptly serve every location.
Optimize Conversion Probability
You will also be able to track down the time of the day each customer is more likely to visit a site to make a purchase. You will know the festive season or any time of the year that is most likely to raise demands of a particular product in a particular area.
Since you know the details of the customer preferences now, you will not waste time researching and collecting data about what they are looking for. This way, by the time your rivals figure out what the target audience is looking for, you will have already presented it to them.
- Retention Of Customers
With CRM, you can gather information from numerous sources including social media and keep it composed in one spot, so you can utilize it when the need be. By giving mindful client assistance, reacting to demands auspicious and taking into account the client needs consistently, a business can improve levels of consumer loyalty.
Easy Access Of Data Anywhere
The data on an integrated CRM system is centralized so that it is available at any time and to any authorized person on any authorized device whenever needed. You don’t waste valuable time or a great opportunity waiting for the system to upload or the data to be extracted.
This increases productivity which not only directly translates into increased sales, but also creates a reputation for your business.
Growing Business Reputation
Talking about reputation, a CRM system helps you with everything so that you can perform with perfection and promptly, without any delay at all. The brand image will be brilliant. Customers will look at your company as one of the most efficient ones in the market. Your team will be the best.
It doesn’t matter that most of it will be due to a software system. The point is, the human employees must know how to use it right and the business will flourish.
Boosting Brand Image On Social Media
Rise Crm Codecanyon
A loyal customer base is crucial for the success of any business and a steady CRM system brings to you more customers and shows you how to sustain a relationship with them and turn them loyal to your brand. They will do mouth publicity for you over social media platforms in which they are active. Not even this the organization can make testimonials of their user and upload on social media platforms to gain trust from others.
So, the CRM system not only helps the present business and profits but also helps you secure a steady future for your business.
Training Employees
A CRM system helps the employees figure out how to go about the customer relationship management part so they gain experience in the field learning from a software. The system also teaches these human employees how to analyze important data and which data to focus on.
Overall, the system makes your employees and the management teams more experienced and more efficient compared to what they were when you employed them. This way the performance of each employee will keep improving with every passing day without any external investment on your part to train them.
Helps In Reduce Cost
Another important point about why a CRM system is good for you is that it is very cost-effective. You will obviously wonder how is that even possible when these tools are actually premium and don’t come cheap either. Well, look at the price cuts you are getting to make as your efficiency will increase. Once you understand how to use CRM according to your needs your daily work will become easy and will not take much time as well..
Automation Of Every Day Assigned Task
The best designed CRM system helps in taking away various regular works. There are various works which are required to be done on a daily basis for smooth functioning. Works like sending emails, addressing legal issues, taking up calls, Created reports. After taking off these works off, the representative will work on closing the leads.
Increase Coordination Among Multiple Teams
Hi Rise Crm
With the help of the CRM system various teams can access the same information at one place without any hindrance. For instance, sales team and customer service team can share the same information for closing the deal more rapidly or even to satisfy with the after sale service. Each department now can tag the right individual for that particular information.
Upliftment of Revenues
It is very important for every employee to understand the concept and need of CRM. Once it is done the output from CRM will increase and hence results in achieving more sales target. You can now increase the additional products and services offerings to clients. This results in more client satisfaction which was the ultimate objective of yours.
Fast Sale Conversion
![Highrise crm Highrise crm](https://optimasit.com/wp-content/uploads/2013/03/iphone-vs-laptop1-3.jpg)
Usually the conversion of sales takes a lot of time and this is where the role of CRM increases. Sale conversion is a time that company takes for completing a single sale. It starts from the time when representatives first contact with a lead to convert that lead to customer.
CRM with a sales team could be very beneficial as representatives will get information through the system. Through the sales conversion time is less and more quick.
Types of CRM Solutions
There are three broad categories that CRM solutions can be classified into.
Operational CRM
Primary motivation behind this sort of CRM is to produce leads, convert them into contacts, catch every single required detail and give administration all through client lifecycle. Operational CRM streamlines the business process that includes Sales automation, Marketing automation and Service automation.
Example: SugarCRM, Salesforce CRM
Analytical CRM
![Crm Crm](https://s31606.pcdn.co/wp-content/uploads/2016/08/crm-integration.jpg)
Analytical CRM depends on catching, translating, isolating, putting away, changing, handling, and detailing client-related information. It additionally contains inside business-wide information, for instance, Sales Data (items, volume, obtaining history), Finance Data (purchasing history, financial assessment) and Marketing Data (reaction to battle figures, client dependability plans information). It gives point by point investigation and tweaked reports.
Examples: Pipedrive
Collaborative CRM
Collaborative CRM is an arrangement of assets and systems between discrete organizations for distinguishing, securing, creating, holding, and keeping up significant clients. It is utilized in B2B situation, where numerous organizations can direct item advancement, statistical surveying, and advertising mutually.
Examples: Vtiger, Hubspot CRM, Zoho CRM
These are the three broad categories. Hire a small team of experienced people to custom the system and you are good to go
Drawbacks of CRM
There are no qualms admitting that a CRM system has its own drawbacks. However, most of them are due to the wrong implementation.
Highrise Crm
A CRM system will not perform optimally if you:
- Have a team that is not committed to maintaining originality and uniqueness.
- Have a team that does not know how to use analytics.
- Have implemented a cheap solution and not customized it to fit you exact needs. So this answers the frequently asked question, “which CRM system should I use?”
- Have left everything to the system alone and did not take out time to personalize it to fit the brand image.
- Have not teamed with the marketing team to sync the brand image with the CRM system analytics.
- Have never taken out time to read the analyzed data and make the necessary changes, as indicated by the system, in your business system, the website, and the CRM system itself.
Conclusion:
Once you start If you can avoid the above mistakes your CRM system will pay off. Once you start properly using a CRM software you will see the importance of CRM in the profits of your business and the running of your office. Once you see the results of using a CRM system, you will recommend friends to use it for their startups too and will have all the answers when they ask “why use a CRM system?”