CRM systém

CRM system is used to keep important information about partners, activities related to them, products they track, tasks of employees and other useful information. One of the main goals of using a CRM system is to be able to quickly access information that is important for understanding customer needs, and thus ensure effective customer negotiations. Good knowledge of customer needs and flexible solutions to them is a prerequisite for building a broad base of satisfied customers and retaining them in the long term. Building a wide network of satisfied customers is the best way to achieve high returns, which is the fundamental goal of any company. A CRM system provides a variety of other useful information and options. The most important ones are:

• an overview of all events in the company (all activities or activities for a specified period of time)
• an overview of all activities of employees (including the time intensity of activities)
• an overview of all activities related to specific products
• the ability to divide companies according to various criteria into groups (customer differentiation)
• the ability to display activities of a specified type (e.g. overview of all sales, service interventions, complaints, etc.)
• the possibility to display activities related to a specific event (e.g. offer
• upgrade CRM system)
• the possibility to set tasks for employees, remind them and monitor how they are fulfilled
• keeping contacts outside the company records (e.g. for private contacts).