CRM (Customer Relationship Management)
Related services
AI AutomationBasic functions of CRM
Modern CRM can do a lot: • Sales Funnel (Kanban): A visual representation of what stage each customer is at (New Lead → In Progress → Awaiting Payment → Successfully Completed). • Client card: All calls, letters, messengers and files are tied to a specific person. • Automation: If the client does not respond for 3 days, CRM itself will send him a reminder (follow-up). • Analytics: You see which manager works best and from which channel (Facebook or Google) the "richest" clients come.
How does it work with AI?
Today, AI is integrated directly into CRM. Artificial intelligence can analyze the recordings of managers' conversations (through voice recognition), automatically fill in the fields in the client's card, and suggest the probability of successfully closing the deal.
Popular CRM systems
Pipedrive, HubSpot (free version), Zoho CRM. They are easy to set up and have an intuitive interface.
Salesforce, Microsoft Dynamics. Complex, expensive, but allow you to customize absolutely any process in a large corporation.
/ FAQ
Yes, it is a must! As soon as a person leaves a request on the site, his data is instantly entered into the CRM, and the manager receives a notification.
/ Related terms
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