Implementation of CRM: how to choose the optimal solution on the market of automated customer relationship management systems. We select a CRM system for your business The best CRM system

The global trend towards digital transformation of business is intensifying in Russia. Large businesses are implementing advanced CRM and BPM systems to improve operational efficiency and speed up their own activities. Working with business processes, optimizing and automating processes is the key trend for 2020.

We have collected the TOP 5 platforms that are capable of comprehensively transforming large businesses and included them in the rating. Each solution is unique and has successful implementation cases.

Creatio

1st place in the ranking. The best comprehensive solution for the Enterprise segment. A unified low-code platform Creatio for sales, marketing and service from the domestic company Terrasoft. Creatio allows you to automate and speed up business processes of large companies from different industries. For medium and large businesses, 24 ready-made industry solutions are offered (banks, oil and gas, logistics, pharmaceuticals, business support centers, etc.). Cases of successful implementation of the platform in such companies as Tatneft, Dobroflot, EVRAZ, Gazprom Neft, Sberbank confirm the high level of trust of large businesses in Creatio products. Terrasoft is developing its own Marketplace of ready-made solutions and templates to speed up platform integration.

Microsoft Dynamics

2nd place. A powerful solution for medium and large businesses with ERP elements. Integration with Microsoft applications. Tools for managing sales, marketing and service. Creation and automation of business processes. Ready-made industry solutions for the financial industry, personnel management and HR, integrated service management, sales and analytics. Successful integrations into such foreign companies: Unicef, Pandora, HP.

SAP

3rd place. SAP CRM offers a solution for sales, marketing and customer service. Reference work with the entire sales cycle - from planning and strategy development to successful implementation and performance analysis. Work with customers across all sales channels, transaction control and functional planner. A powerful platform for managing marketing activities and brand management has been created for marketing department specialists. Among the successful implementation cases are such companies as Bashneft, Severstal, NLMK, Sibmost.

Oracle Siebel

4th place. A system for large businesses that helps create a comprehensive corporate IT system to automate all departments of the company. Suitable for front office work (sales, service, marketing) and back office work (company performance analytics, personnel management). Oracle Siebel CRM allows you to create and automate a company's call center and integrate many third-party services and applications into your business. The company offers ready-made industry solutions for many areas of activity - industry, hotel business, public sector, IT, retail, medicine and others. Successful cases of foreign companies - Bosch Telecom, AOL, Xerox.

Salesforce

5th place. The Salesforce CRM solution is considered #1 in the world, as confirmed by analytical agencies such as Gartner and Forrester.

A unified platform for sales, customer service, marketing and deep business analytics. The company is not focused on the Russian market and is represented only by integrator partners. This does not allow us to place it higher than 5th place.

Rating of CRM systems - Score table

Ratings from Gartner and Forrester agencies

Interfaces of compared CRM systems

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  SAP
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  MS Dynamics
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  Salesforce

In the process of business development, Internet entrepreneurs sooner or later face a serious problem: which CRM system to choose? This difficult choice is somewhat similar to searching for a car - you are looking for a specific model, the right color and configuration, to achieve certain goals.

For example, to take children to school, you need a minivan, for traveling - a crossover, to create an image - a presentable premium class coupe. However, CRM is selected according to the same principle - depending on the goals being pursued.

And to make it easier for you to decide, we have collected the best CRM systems for small businesses, as well as large and actively growing projects.

Popular CRM systems: overview of functionality

Customer Relationship Management is an indispensable assistant and the digital brain of modern business. This is a customer relationship management system, which also allows you to streamline and optimize work processes within the company.

Essentially, this is a program that automates all stages of sales, pulls up analytical data, controls customer service and the work of managers. That is, it makes business processes completely manageable and transparent.

How to choose a reliable, functional, advanced system? To do this, we reviewed the best services presented on the Russian-speaking market.

AmoCRM is a functional system that is designed for sales. That is, to automate the interaction of the department with clients. In the 2016 rating of CRM systems, this service became one of the leaders in the Russian-speaking market.

ZohoCRM

ZohoCRM is a superman in the world of customer relationship management at 3 key levels: marketing, sales, support. The service allows you to control and automate basic business processes.

Functional:

ZohoCRM allows you to collect all important data in one place: customer contacts, their history, information about traffic sources, number of sales, etc. As a result, improve ROI and increase sales.

Bitrix24

Bitrix24 is a convenient, multifunctional, and free system that has not lost its position in the ranking of CRM systems for several years. The main focus of the service is on managing projects, tasks, documentation, reports, and plans. At the same time, Bitrix24 does a good job of optimizing relationships with clients.

Unlike the previous 2 systems, Bitrix is ​​designed for implementation throughout the entire company, and not just the sales department.

Main functions:

This service is similar to a company's internal work social network. It optimizes interaction between different departments, automates work processes, and performs all the basic functions of sales control and analysis. In the review of CRM systems for small businesses, as well as for low-budget startups, Bitrix24 is the undisputed leader in the Russian-speaking space for at least one important reason - the service can be used for free if no more than 12 people are involved.

Salesforce Sales Cloud

Cloud system for planning, management and control of business processes (customer relations, marketing, budget, sales, analytics).

• visitor targeting;
• internal online chat for managers;
• accounting/working with transactions, payments;
• cloud data storage;
• client base management;
• customer interaction reports;
• automatic distribution of applications between managers;
• integration with social networks, email services;
• access to the service from mobile devices;
• assigning priority to applications;
• capturing leads and tracking traffic sources;
• sales control and analytics;
• formation of work tasks, planning.

Despite the fact that BaseCRM is designed specifically for large businesses, it remains one of the simplest and most understandable systems on the market. Using this service, you can track sales, transactions, their dynamics (decline/growth) at different stages of the funnel, predict future income, and draw up comprehensive reports.

On the other hand, it is a powerful machine for increasing the productivity of company employees (planning, KPI, performance reports, setting goals/tasks). As well as multi-level control of data on the client base (contacts, transactions, letters, documents, touch history).

Service functionality:

• support for Android and iOS mobile platforms;
• end-to-end reports on the development of a specific transaction;
• employee performance analysis;
• sales funnel analytics;
• forecasting sales dynamics;
• customer information cards;
• storing the history of interaction with customers;
• tracking conversions, clicks, email openings;
• built-in telephony;
• work with documents, finances;
• setting tasks, calendar.

So which one should you choose? The mass of options is confusing, the variety of functions and software does not allow you to focus on the main thing - for what purposes do you need a CRM system? What priority tasks should it solve in your business? Where do you plan to implement it (across the company or in specific departments)? And finally, what budget do you have?

The answers to these questions will help you shed light on the characteristics of a customer relationship management system that are important to you specifically.

Comparative analysis of CRM systems 2016-2017

We have analyzed the most popular CRM systems on the domestic market, their ratings, functionality, and features.

Write in the comments which CRMs have you already tested or are you using right now? What suits you about them, and what aspects leave much to be desired?

It’s not as difficult to understand that you need a CRM system (almost the same as oxygen to a person), but it’s difficult to figure out which CRM system to choose.

After all, due to an unsuccessful choice of crm, you can lose not only time and money, but also discourage any desire to implement anything. Therefore, we will learn to choose and, of course, compile a rating of CRM systems.

TOP 4 CRM

So that you don’t have to scour the entire Internet and look for a comparative analysis of crm systems and the 2019/2020 ratings, I have selected 4 from the series “for every taste and budget” that we have come across.

But I dare to disappoint you, this is not a rating of CRM systems or even a comparison of them, because everything is individual. Firstly, the systems are constantly being improved. Secondly, many systems are unique in themselves, making it almost impossible to compare them, which means it would be wrong to award someone the title of best.

Therefore, below you will see an overview of the CRMs selected by us, each of which is worth studying and “poking.”

Bitrix 24

The most famous Russian CRM. Although no. It’s not correct to say that, therefore it is one of the most famous and widespread CRM in Russia.

Jokes aside, the name Bitrix 24 has long been strongly associated with CRM. And we, as fans of our country, are proud that Russian systems can easily compete with the Americans (I’m talking about Bitrix 24.)

It has a huge number of advantages: it is a free CRM system, forever and with a fairly wide range of functions.

Since the company is not a charity, there is also a paid version, in which you get more advanced functionality (tracking the working hours of each employee, business processes, planning meetings, etc.).

Bitrix 24

Another advantage is the ability to immediately manage sales, projects, and the company. In other words, you can do almost everything without leaving this system.

In addition, there is good technical support and a mobile application. Well, since the functionality is tailored only for sales, it is easy to set up and easy to use (nice interface).

Of the minuses - as I already said, the service is “tailored” for typical sales, mainly for sales departments, therefore it is not well suited for retail, specific businesses and non-standard business processes.

Also, the disadvantages include the low cost and the lack of a boxed version.

FreshOffice

A multi-harvester that combines not only a customer accounting system. There is marketing, finance, document management and even warehouse management.

I can’t say that this is the only service with such functionality, but it is quite complete.

Plus bold for a huge number of features that are much easier to configure than in Bitrix.

But again, there are still fewer of them at the output here. Another plus is a very nice interface, price and their training material, which will help you quickly understand the service.

The downside, which is also a plus at the same time, is that the system is not suitable for managing complex projects.

But if your project is long-term and divided into several stages (besides, you like to schedule everything according to), then everything is much more complicated...

May be enough? Stop

Few? Agree. There are many systems in the world. Above, we studied the unspoken TOP in the customer accounting industry.

But if you start digging deeper, you can find dozens more. Therefore, so that you do not waste time, I have also prepared this list for you. True, without completely new services.

I would also like to draw your attention to the fact that in the world, in addition to Russian-speaking ones, there are also a huge number of English-speaking CRMs. But for the life of me, I don’t believe that in an ordinary Russian business, it is possible to successfully implement CRM in English.

It’s difficult to implement in Russian, but here it’s a different language. Therefore, systems such as ZohoCRM, Salesforce, BaseCRM are simply not included in the list above (although they are very worthy candidates).

For some CRMs you can see prices of 300-400 rubles per month. “How cool and cheap!”, you say. But do not forget that this is the cost per 1 user.

That is, if your company has 3 sales managers and 1 ROP, then CRM will cost 1200-1600 rubles per month. Therefore, do not fall for the manipulations of marketers 😉

Choosing TASKS or CRM?

Before choosing a system, you need to determine the tasks that your new eco-system should solve. After all, depending on the tasks, you will need one or another development (perhaps even your own).

Below I will give the main tasks that can be highlighted in a separate list, and opposite which you need to check the box if this applies to you. Or a cross if you don’t need this functionality.

1. Sales process control. The most typical functionality that will allow you to keep track of clients from receipt of interest to completion of the transaction.
2. Project management/service provision. This functionality will help you not only sell in one system, but also immediately manage projects.
3. Internal workings of the company. If you want the entire company on one platform (in addition to the sales department) to be able to work and interact with each other, then you need this functionality.

After reading the tasks above, you can understand that now CRM is not only customer accounting, now it is a combine for optimizing business operations. But not all systems provide this opportunity; there are those that specialize only in sales control and that’s all. Therefore, when choosing a CRM, do not forget to take this into account.

That's not all

Please note that I described the main tasks above, but in fact, CRM has a lot of functions that can make your work easier. Namely, to collect everything in one place so that you don’t have to run around different services and spaces.

I have compiled for you a list of all (80%) functions that different systems provide. All you need to do is mark the ones you need.

This is not the entire list. It does not have any obvious features (setting tasks, maintaining a client card, editing history, etc.) and also does not have any specific functions.

I didn’t write them because they are extremely rarely needed. Plus, I might have missed something, since developers introduce new features every day and it’s simply impossible to keep track of them all.

But this list is enough to use it to select the necessary functionality and decide on a suitable CRM.

Two types - one solution

Not all. In addition to the fact that all CRMs are divided into universal and industry-specific (tailored for a specific area), they are also divided into two types.

And until you decide what you need, there is no point in moving on and moving on to comparing CRMs.

Boxed version

A version of CRM that is installed on your server, which is the only source for accessing it.

The main advantage of this option is that everything is in your hands and if you need to improve something (at least redo everything), then it can be done (not easy, but possible).

The downside is that you need money for your server, programmer and other technical issues.

An ideal option for those who plan to implement CRM globally across the entire company. Do this with scale and breaking a bottle of champagne on the “fuselage” of the server.

If you are a small company and now want to switch from paper to electronic media without showing off, then it is better to pay attention to the cloud version.

In addition, for the boxed version you will have to immediately pay a tidy sum of 50,000 rubles. (average).

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Cloud version

The version of CRM that is installed on the developer’s server and you can access it by clicking on a special link in your browser.

The best part is that there are no additional costs other than paying for the system.

But the “mobility” is worse, and the price is more steep (subscription fee) for a long period of time (but you don’t pay a lot of money at once).

Cloudy, gentlemen, cloudy. When implementing it, you will not need a lot of money, and most importantly, you will be focused on setting up and using it, and not on technical preparatory issues.

Briefly about the main thing

There is no rating of CRM systems 2019/2020 here. There is no comparative analysis of CRM here either. And even the title of “the best” passed this article. We have already discussed the reasons with you, everything is too individual. But we can definitely say that it is better to trust your business to proven services, for example:

By the way. We have a small gift for you. 5,000 rubles (using the promotional code “INSCALE”) for the Roistat test. Together with the 14-day trial period, you get almost a month of free use.

And if you connect all this with your CRM, you’ll get an analytics bomb. Therefore, simply register using this link and receive your bonus.

Hello! In this article we will talk about such a tool for working with clients as a CRM system.

Today you will learn:

• How the CRM system works;
• How to implement a CRM system;
• How to use a CRM system correctly;
• Examples of the best CRM systems for business and freelancing.

What is a CRM system and how does it work?

It can be difficult to keep track of what you have planned for the day. To avoid forgetting anything, we keep diaries. But what to do if you need to monitor the implementation of projects of a company that employs more than a dozen people?

CRM systems are capable of evenly distributing tasks according to deadlines and among employees, and monitoring their implementation in the present time.

CRM stands for Customer Relationship Management, which translated from English means “customer relationship management.” In fact, the concept of a CRM system is much broader; they are aimed not only at systematizing work with clients, but also at facilitating the process of managing the organization as a whole.

CRM systems – these are special computer programs that automate the work of a manager in distributing tasks among employees, planning project implementation, accounting for clients, monitoring deadlines and completing assigned tasks.

To understand that you need a CRM system, let’s consider the basic principles of its operation:

• Information about the client, tasks, deadlines and performers will now be stored in the CRM system database. A customer called you to make amendments to his order, you must immediately enter this information into the system. You can’t lose sight of anything, everything must be recorded, otherwise the CRM system will bring you nothing but problems.
• Each of your employees will have their own profile in the system. This profile will determine the amount of information that will be available to a particular employee. This allows employees to focus only on those tasks that they have to complete and avoid information leakage.
• Information about the completion of a particular task when working in a CRM system is constantly updated. That is, the employee performs his work step by step, which is immediately recorded by the system.
• The CRM system analyzes the entire process of completing tasks, highlighting problem areas in the work.

If we summarize the principles of operation of a CRM system, we can conclude that a CRM system is an accounting system, a kind of repository of information about the client and the history of interaction with him, tasks and performers, deadlines and the implementation process, which allows you to analyze all these processes for further increasing the efficiency of the company.

It would seem that a CRM system makes the tasks of a manager easier and complicates the life of an ordinary employee, but this is not so.

CRM systems are of particular importance for freelancers:

• Reminds you of what you need to do first;
• Allows you to always control the deadlines for completing work, avoiding emergency situations;
• It will allow you to save all the clients with whom you have worked, their contact information, preferences and comments on the work, which will be useful in future cooperation.

For the company and its employees, the CRM system performs the following tasks:

• Distributes tasks among employees;
• Reminds about due dates, prioritizes the employee’s tasks;
• Records customer data;
• Automates the creation of documents;
• Concentrates all the necessary information on a specific task in one place;
• Allows you to monitor the implementation of the tasks of each employee and highlight the most successful ones.

As you can see, the CRM system is multifunctional and useful both for freelancers and for companies and its employees. But there are still areas of business in which the use of CRM systems is simply necessary.

These include:

• Any service business;
• Activities in the field of trade. Especially if you sell goods via the Internet or telemarketing;
• Financial services here it is important to track the client’s status.

Functions of the CRM system

Summarizing those advantages benefits that a CRM system brings to freelancers and businesses, we can highlight the capabilities of CRM systems:

• Formation and maintenance of a client base. At the same time, you decide for yourself what information it will contain: only contacts and upcoming tasks, or also completed projects and difficulties in their implementation, and so on. This allows you not only not to “lose” a client, but also to track the effectiveness of every employee who has ever worked with him;
• Standardization of actions. The CRM system has clear rules for working with it, which standardizes the actions of employees and eliminates confusion;
• Recording all contacts with the client. Any employee in contact with a client must enter data about this contact into the system. This is the law!
• Improving employee efficiency. The CRM system allows you to track the completion of tasks by each employee, see missed deadlines and problem areas in working with the client. This encourages employees to work more efficiently;
• Client classification. The CRM system allows you to mark regular customers and first-time customers, complex and loyal customers;
• Recording and storing data about competitors;
• Quick search of any information entered into the database.

You are probably already sure that you need a CRM system, but we haven’t talked about it yet shortcomings:

• High cost of a licensed CRM program. The average cost is 10-15 thousand rubles;
• There is a possibility of information leakage. Sometimes programs crash;
• The need to attract specialists to install and configure the program;
• The need to train employees to work with the CRM system;
• Elimination of possible disturbances on the part of employees.

Now we can move directly to a review of CRM systems in Russia.

We are sure that one of the CRM systems is already installed on your personal computer and you already know how to use it. This is the simplest CRM system – Microsoft Excel.

Yes, this program does not have all the functions that it should have, but it meets the requirement of organizing customer relationship management. Using Microsoft Excel, you can record client contact information, tasks for each of them and distribute them by due date.

This option is quite suitable for freelancers who do not want to overpay for unnecessary functions and learn how to work with a real CRM system.

Rating and review of CRM systems for your business

For those who want to get serious about mastering data accounting systems, we have prepared a rating of CRM systems describing their functions and preferences for use in different areas of business.

But first, let's look at the types of CRM systems in Russia.

There are two types of CRM systems, which differ from each other in the technologies of creation and use:

• Saas– cloud CRM system, the CRM system and its data are located on the server of the developer of this very system. Setup and other processes fall on the shoulders of the developer;
• Stand Alone– involves creating your own server, all the information is with you, and you set up the CRM system yourself.

Paid CRM systems

Amo CRM

Cloud product. It has a simple interface.

Advantages:

• A large number of different filters;
• Wide integration base. Amo CRM can be integrated with social networks, telephone, landing page systems;
• Possibility of construction;
• Minimum training period for a manager to work with this system;
• There is a free trial period of 14 days.

This system is more focused on those companies where sales do not occur immediately, where a sales funnel is necessary. That is, first the client contacts the manager, consults, and only with subsequent calls does he make a purchase.

In addition, Amo CRM allows you to work on two fronts: attract potential customers and serve existing ones.

Basically, the Amo CRM system is aimed at enterprises that operate in the B2B market.

Flaws:

• There is no block of documents in the program itself, but there is the possibility of integration with DropBox and attaching documents to each client;
• Lack of ability to break tasks into subtasks;
• Not designed for implementation throughout the company.

The cost of Amo CRM is 500-3000 rubles per month.

"1C-Bitrix: Corporate portal"

“1C-Bitrix: Corporate Portal” is a full-fledged software with much broader functionality than a regular CRM system.

Advantages:

• Maximum automation of routine tasks;
• Integration with most computer programs, telephony, mailing, website;
• Ability to set access rights for each employee;
• Project management.

This system will be useful for large companies with a large number of clients. For others, its wide functionality will be a waste of money. Please note that it is not intended for the sales department.

Flaws:

• High price;
• Difficulty setting up;
• The need for long-term employee training in working with the system;
• Not intended for sale.

Cost 300,000 rubles for installation.

Megaplan

Megaplan is an easy-to-use system for organizing business processes. Represents a cloud.

You can choose the functionality you need and pay only for it:

• “Collaboration” allows you to manage projects, form teamwork: distribute tasks among performers, set deadlines and monitor the completion of tasks by each employee. The cost per month of use is 290 rubles;
• “CRM: clients and sales” includes recording information about working with clients: contact information, orders, automation of the sales process, and more. The cost of a month of use is 490 rubles;
• “Business Manager” combines the two previous functions. Cost per month: 690 rubles.
• The free version has limitations on the volume of transactions, documents, number of clients, and accounts.

Megaplan has no restrictions on the scope of application; everyone will choose the functionality they need.

Advantages:

• Simple interface;
• Low cost;
• Ability to select functionality;
• CRM system for sales.

Flaws:

• Inability to integrate with the site;
• Overloaded service design.

Bitrix 24

A cloud CRM system, unlike its older brother, has fewer functions. Suitable for large and medium-sized businesses.

Advantages:

• Integrates with all kinds of systems;
• Has the functions of working with clients, project management, and teamwork.

Flaws:

• There are too many features, you can’t pay for just the ones you need;
• Complex interface;
• There are no tags;
• Not focused on the sales department.

The cost of a month of using Bitrix24 is 9,000 rubles; it has a free option, but with limited functionality.

RetailCRM

The CRM system has a temporary free version. This is one of the best CRM systems for online trading in general.

Allows you to solve the following problems:

• Maintaining a client base;
• Telephony connection;
• Work with courier services;
• Integration with the site.

BaseCRM

Easy to use cloud-based CRM system. Suitable for medium and large businesses.

Advantages:

• Work with clients – IP-telephony, work with leads, integration with mailing systems, process automation;
• Working with projects - distributing tasks, setting deadlines, control;
• Working with a team - social network functions, distribution of tasks among performers.

Flaws:

• Not designed for implementation throughout the company;
• There is no ability to export and import data from and into the system.

The cost of the program is 2,000 rubles per month of use.

Terrasoft

Cloud CRM system with a simple interface.

Contains the following functions:

• Client management;
• Working time management;
• Automation of document flow;
• Optimization of communications within the company;

Advantages:

• Ability to choose the functionality you need.

Flaws:

• Not intended for sales department.

The average cost of using the product is 5,000 rubles per year. There is no free version.

SugarTalk

A full-fledged CRM software system, most adapted to business in the field of advertising and design.

Tasks of the CRM system:

• Integration with all kinds of programs, mailing systems, website;
• Organization of team work.

The cost of SugarTalk is 15,000 rubles.

Free CRM systems

Free CRM systems can also be software or cloud-based; the share of software systems in this case is larger.

Free CRM systems are more suitable for freelancers and small businesses (with no more than 5 employees), as they have restrictions on the number of users.

Salesman CRM

SalesMan CRM is a CRM software system available for download absolutely free. But it will be available only to one employee; connecting more employees requires payment.

SalesMan CRM includes the following functions:

• Maintaining a client database with all related functions;
• Organizing team work, distributing tasks, setting deadlines.

On-crm

Cloud CRM system is available free of charge, but only for one user.

Its functions are aimed at:

• Work with clients - maintaining a client database, searching for information, maintaining the history of work with clients;
• Organizing team work - distributing tasks among employees and according to deadlines.

Trello

Cloud CRM system has no restrictions on the number of users or number of clients.

Allows you to automate the following tasks:

• Automation of work with the project - distribution of tasks, deadlines, clients.
• Synchronization with other devices

How to choose a CRM system

The most important thing in choosing a CRM system is to determine the functions that you need. Please note that even a large company with several hundred employees may not require a complete package, including automation of work with clients, coordination of team work, and systematization of project work.

The following points should influence your choice:

• Number of customers and number of purchases;
• Regularity of purchases;
• Your company's product range;
• Number of stages in the purchasing process;
• The number of employees who need to be connected to the CRM system;
• Budget.

The most important parameter of any CRM system is the ability to synchronize with other programs, mailing systems, websites and devices. Pay special attention to the ability of the CRM system to work together with the telephone to automatically record incoming calls from clients and initiate new ones. This will be useful to you in any case.

The ability to set deadlines, priorities, set tasks and control are some of the most important functions that influence the choice of a system.

You and your employees will definitely want to plan the work process, distribute tasks according to deadlines and performers, and the manager must control the work process, otherwise there will be no positive results from automating processes. This is the purpose of CRM systems, so without these functions the system will not be complete.

The ability to import data from a CRM system and export data to the system is important in the work process.

The cost of the CRM system and the cost of its maintenance. Pay special attention to the second point.

Features of using CRM

In order for a CRM system to bring you benefits, you must follow the following rules when implementing it:

• Write down the business processes of your organization. Designate those responsible for each of them, this will help you distribute tasks according to performers and deadlines;
• Consider an incentive system based on CRM system data;
• Record all contacts with clients in the system;
• Monitor the execution of work;
• Train yourself and your employees not to postpone work deadlines.

And always be prepared for the following pitfalls of implementing CRM systems:

• Working with a CRM system will take time;
• Sometimes employees forget to enter data into the system or enter it incorrectly;
• You will see the shortcomings of each manager;
• Irregular control leads to a decrease in the efficiency of working with the CRM system;
• You will probably have to seek help to set up a CRM system and train employees;
• There will be those employees who will manage the database “in their own way,” do not allow this.