It is fully customizable to the company’s tasks. The necessary functionality is often added to boxed CRM systems from scratch. This is an excellent option for large companies or those with a specific business or a non-standard business task.
The disadvantages of the box how to implement a ppc system in industry are that it is more expensive, and installation takes time. And this is rarely possible with the company’s efforts.
The advantages of the boxed version are that it allows you to change
Yes, you can. All large systems have integration with IP Telephony. There are three options:
1. Integration with a provider – you use telephony from another company.
2. Integration with a virtual PBX Asterisk (and others) – with this option, you can call directly from CRM and receive calls. You can save a call record.
3. Telephony includes create ultra-specific targeted lists CRM – an increasingly popular method that has 2 options: a) The telephony company develops its own CRM system or uses a ready-made solution on its own behalf. b) the mobile operator does the same and provides its CRM system with its package of telephony services. So far, both options are working poorly: the CRM is not competitive, and the tariffs are “biting”.
Can you see the client card when you call?
he client card is a database that stores the entire history of relations with the client: what was bought, when, for what amount, from which company, which manager is responsible, and so on. This helps to personalize work with the client and select more suitable offers for him.
And yes, such a card is raised during a call, so you can enter new data during a conversation with the client.
Can the CRM calculate salaries?
The accountant calculates sault data salaries, and most often he works in 1C. The CRM system can be used as a basis for rewarding an employee based on KPI, a sales report, the volume of work performed, and other data. This is relevant not only for “salespeople”, but also for other departments: for a call center, reports on the number of calls made and data entered into customer cards are suitable, for marketing, a report on the number of leads.
Is there mail in the CRM system?
Yes, as a rule, there are two options: integration with third-party mail services, such as Yandex or Google, or creating an internal mailbox with your domain. In some systems, mass mailing to clients and employees is possible (Bitrix24).
Security and privacy
There are two sides to the answer to this question. On the one hand, the system records your actions within itself. CRM collects data on completed and overdue tasks, summarizes the data in reports and knows which clients you work with. On the other hand, the CRM system is not configured to analyze your Internet traffic, record visited sites and video from your webcam. In other words, CRM only monitors the fact of work performed, and not the entire work process. Doesmy boss know everything about me?
Only what concerns your work activity. Based on this data, you can draw a conclusion about the quality of work.