During the period determined by Ivanov
Posted: Sun Jan 05, 2025 8:49 am
After assessing the problem, offering spare parts from different manufacturers and the client’s final choice, the technician enters all the information into the client’s card to calculate the cost. I.I., the responsible employee of his company calculates the cost of the service based on the information written in the card. The CRM system creates an invoice and sends it to the client. The customer selects the most convenient payment method and makes an advance payment according to the invoice. The mechanic agrees on a date for the car repair and then begins work. On the agreed date, the client receives the repaired car, and the mechanic adds the service provided to the company's portfolio and attaches a photo.
From the moment a call is received until the service is rendered, Ivanov I.I. monitors the details of the work. With the help of the CRM system, he has the opportunity to monitor the stage of the interactions with the client that interest him, monitor the violation of deadlines and deviations from the company's regulations. In addition, he can help managers with conflicting visitors when necessary. Thanks to CRM, Ivanov I.I.'s company has automated most simple actions, such as capturing applications, sending out mailings, automatically filling in client data, and has prevented errors that are usually caused by the human factor. Who needs CRM and in what cases? In order to choose the right CRM and not throw money down the drain, you need to decide on the main, in your opinion, purpose of implementing the system.
First of all, you need to pay attention to dubai email list the size of the company and the number of clients. If you are the owner of a micro-business and your services are used by no more than 5-6 people per month, then you can easily do without a CRM system. In this case, it can only confuse, and if it is also expensive, then this is the reason for unnecessary expenses. However, if you contact a large number of people daily, correspond, organize personal meetings, then you will hardly be able to do without CRM without suffering negative reviews, loss of customer loyalty. CRM automates actions that do not require mental work and reduces the likelihood of managerial errors.
From the moment a call is received until the service is rendered, Ivanov I.I. monitors the details of the work. With the help of the CRM system, he has the opportunity to monitor the stage of the interactions with the client that interest him, monitor the violation of deadlines and deviations from the company's regulations. In addition, he can help managers with conflicting visitors when necessary. Thanks to CRM, Ivanov I.I.'s company has automated most simple actions, such as capturing applications, sending out mailings, automatically filling in client data, and has prevented errors that are usually caused by the human factor. Who needs CRM and in what cases? In order to choose the right CRM and not throw money down the drain, you need to decide on the main, in your opinion, purpose of implementing the system.
First of all, you need to pay attention to dubai email list the size of the company and the number of clients. If you are the owner of a micro-business and your services are used by no more than 5-6 people per month, then you can easily do without a CRM system. In this case, it can only confuse, and if it is also expensive, then this is the reason for unnecessary expenses. However, if you contact a large number of people daily, correspond, organize personal meetings, then you will hardly be able to do without CRM without suffering negative reviews, loss of customer loyalty. CRM automates actions that do not require mental work and reduces the likelihood of managerial errors.