I want to implement lead nurturing based on customer information obtained from exhibitions, inquiries, etc. I want to share the know-how of sales representatives to increase sales across the entire company We want to improve the quality of customer service in our brick-and-mortar stores by using inquiry information from our EC site. If you do not define objectives like those above, you will not be able to properly determine what functions are needed to achieve them, which may result in you choosing a system that is not suitable for your company.
[Countermeasure] Be sure to set the purpose norway telegram database of introduction first. When deciding the purpose of introduction, first understand the current issues and then clarify "what do you want to improve and how?" This will clarify the criteria for selecting a product. No consideration is given to compatibility with core systems and other systems Some companies may already be using other core systems or other systems to manage customer information or implement marketing initiatives. If you choose a CRM system without taking these existing systems into consideration, you may run into situations such as "functions overlap" or "internal confusion as you don't know which system to use primarily.
" [Countermeasure] Consider the functions of your existing system and choose a CRM system that can be linked. If the functions of your existing system and the CRM system overlap, it would be very difficult to "replace all of the core systems that have been introduced for purposes other than implementing CRM with the CRM system" because the uses and purposes are different. Therefore, it is realistic to streamline some operations through linkage. When considering which functions to link, you may want to consider, for example, "Can I make up for the parts of the existing system that I feel are insufficient by linking it with the CRM system?" Not comparing or considering multiple companies Many of the basic functions of CRM systems (customer information management, inquiry management, external system integration, etc.