Business optimization. Why do you need your own CRM system?

Your company and especially the sales department needs to work with prospects and customers effectively. In the past, you could use only paper files and databases for storing information about contacts. With the advent of technology, however, a CRM system has become much more convenient to use as it allows you to track all data about leads and clients in one place. You can also integrate your CRM with other software solutions including cloud storage services like Dropbox or Google Drive so that employees can access important documents whenever they need them.

Why do you need your own CRM system?

Why do you need your own CRM system_

If you have a business, then you need CRM. Why? Because it’s one of the most essential tools for increasing sales and improving the overall effectiveness of your company.

CRM is a tool that helps to automate routine tasks, manage contacts and leads, as well as improve communication between employees in different departments.

A convenient tool for working with leads

A convenient tool for working with leads

A CRM system is a mostly tool for working with leads. Leads are people who have expressed interest in your product or service but have not yet converted into customers. They can be generated by different channels, for example through an ad campaign or a referral program.

Leads are stored in a centralized database and can be managed via the CRM system. The advantage of this is that you only need to manage one database instead of many spreadsheets, emails, or other documents where you store leads before they become customers!

In addition, it has such advantages:

  • Increasing sales due to centralized storage and processing of contacts from all channels.
  • Tracking sales statistics, allows you to plan your marketing activities more effectively.
  • The ability to anticipate changes in demand for services or products, thereby increasing efficiency and reducing costs.

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More money due to built-in telephony in the CRM

More money due to built-in telephony in the CRM

A modern CRM system is much more than just a database. With built-in telephony and other tools, it’s also a full-featured call center that saves you time and money. When customers reach out to your company, they will get an automated or live response from a real person who knows all about them—their preferences, history of transactions with you, etc.—and can answer their questions or help them make purchases faster than ever before. This means increased sales and revenue for your business as well as better customer loyalty—which leads to repeat customers buying from you again in the future!

The built-in call center functionality helps create an excellent customer experience overall by providing quick responses via voice calls (or chats) on any device, including smartphones with mobile apps installed on them. The more seamless this process is for the end user (that’s us!), the higher likelihood there exists that they will return again soon; once they give up waiting around forever only to get stuck in voicemail hell indefinitely after calling because no one answered yet again…

Keeping up with the times - introducing a mobile application for employees who don't spend all day in the office

A mobile application is a great way to improve communication with customers.

If you’re out on the road, or stuck in traffic, having your CRM on your phone will allow you to reach out without having to worry about being tied down by a desk phone or computer. This makes it much easier for salespeople and customer service representatives alike to keep up with their work schedules and get things done even when they’re not at the office.

A mobile application helps companies stay relevant in today’s world where everyone has access through their smartphones.

Integration with social networks and messengers

Integration with social networks and messengers

The integration of CRM with social networks and messengers is one of the most effective ways to increase customer loyalty. The customer can receive notifications about current promotions, important information on a product or service, etc. through messengers such as Facebook Messenger or Telegram.

In addition, it saves time for both you and your customers because they don’t need to open the site’s browser every time they want to get something from your store. They will just send messages in their messenger apps (Facebook Messenger, WhatsApp, etc.) where everything is available – order status updates, delivery confirmation numbers, etc.

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Saving time and money by automating routine tasks using business processes

Saving time and money by automating routine tasks using business processes

You have a business to run, and you need to keep your employees focused on the tasks that contribute to your company’s success. The last thing you want is for them to waste time doing busy work that can be automated through a CRM system.

In addition to saving you money by automating routine tasks using business processes, using a CRM system means that there are fewer opportunities for errors because everything is tracked and recorded automatically. In other words, when your team members use a CRM system instead of keeping track of customer information on scraps of paper or spreadsheets (which may or may not be accurate), you’re able to reach more customers faster because:

  • You know exactly who they’ve talked with (and what they’ve said).
  • There’s no confusion about who said what during previous conversations (no miscommunication).
  • You can see where each conversation falls in the sales process so anyone can jump in at any point without having any idea what was discussed before they got involved (reduces chances for errors).

Convenient task management

Convenient task management.

A CRM is great for managing tasks. You can create a workflow, assign a task to an employee and track its progress. This helps you make sure that every task is completed on time. It also helps you see if there are any bottlenecks in your work process so you can fix them before they become bigger problems.

You can use reminders to keep track of deadlines for each project or task that needs to be completed. You don’t want to forget about the next step in your project: there might be consequences like lost revenue if it’s left undone!

Optimize your sales department, order development of a CRM system

Optimize your sales department, order development of a CRM system

Sales and marketing teams are the pillars of any business. They’re responsible for generating new leads, managing existing customers, and nurturing relationships with prospects so that you can close more deals.

However, if your sales team is not organized it could cost you a lot of money and time. For example, if a salesperson doesn’t have access to the right information at the right time, they might end up losing out on potential business opportunities. This can lead to missed sales goals or even worse: lost revenue!

Fortunately, there’s an easy solution: CRM systems let you manage all your sales processes in one place – including lead generation (e.g., contact management), proposal building (e.g., quote requests), contracts/agreements (e.g., bids) as well as customer service functions such as keeping track of billing history or providing feedback on products/services provided by our partners – helping increase productivity while reducing administrative costs associated with manual processes across departments (e-mail chains).

How can you get a CRM system for your business?

To obtain a CRM system that will satisfy your need you have two options. The first one is to use a ready-created product like Salesforce, Hubspot, or Zoho. These are great products and you can easily integrate them into your business and use them right away. On the other hand, these solutions are less flexible and can’t correspond to your corporative challenges ultimately. That means you need to look at the second option – a custom CRM system. Sure thing, the business that wants to create such a CRM system has to be able to afford it without any damages. But a custom CRM will be built just for one company and will suit all the processes inside it just perfectly.

For 13 years RIVO AGENCY creates CRM systems for businesses in differents industries from healthcare to real estate. We take into account every single detail to deliver the product we can proud of. Check our portfolio to make sure! 


In the end, we can say that the CRM system will definitely help you improve business processes. But only if it is set up correctly and managed properly by your team. It is necessary to constantly monitor processes in order to make sure they are optimal and effective.

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