Benefits of a simple and functional CRM

Briefly about the company and why you decided to look for CRM. UK RMZ LLC is a micro-enterprise in the field of metalworking services. We are located in the city of Tomsk.

Initially, all the work of all departments was built in Google spreadsheets. At that time there were 4 people in the state. After some time, the active growth of the company began, for 2 years the number of staff increased to 16 people.

In the process of structuring and optimizing business processes, we are faced with the fact that a large number of acute questions arise regarding the interaction of departments with each other. In this regard, they began to search for CRM to eliminate misunderstandings and difficulties in contacting departments.

Initially, we turned to one of the most popular systems - amoCRM. Faced with the fact that ERP functionality was not implemented there, this did not allow organizing interaction between departments. The search for the system was continued.

The next system we tried to implement is Bitrix24. Unfortunately, it was very difficult to adjust it to our business processes, since the loyalty of developers to changes for a specific client is quite low.

As a result, having gone through about 15 different CRMs, we got to S2 CRM.

Why S2 CRM

Most of all, we liked that it was possible to program it ourselves according to our requests without a separate staff of programmers. Most automation can be implemented in the system itself from ready-made functionality, using only the logic “if this is the first, then this should be the next”. Only a small part of the improvements required additional coding.

For example, automatically assign a task to a manager if money has arrived in the account. All this is done in a couple of clicks in the settings. Combine CRM and ERP functions within one deal? Fine-tune and you’re done. Vivo S2 Lite Price, Specs, and Release Date

Thus, with the help of this system, it became possible to optimize and systematize our business processes. For example, we completely decomposed our production into tasks that are automatically assigned to responsible managers. Implemented CRM in the work of the entire company, starting from the receipt and processing of an incoming lead from various channels and ending with the final shipment of the product to the client. 5 Top Digital Marketing Trends for 2022

Now, at each of the transaction life cycles, we understand what actions need to be performed at the moment, who is the responsible manager, and how long the implementation of a particular task will take. The control over what I have listed is, in my opinion, the most important thing in organizing a successful production process. 10 Reasons Why Digital Marketing Is So Important?

We have completely transferred all management accounting to S2 CRM. Now our accountant does not waste his time transferring information about transactions to Google tables and forming, and viewing reports there, but immediately uses the system. To do this, we set up the required fields, automated their filling in CRM, and displayed analytical reports on the desktop within the system. The different types of insurance: life insurance, group insurance, etc

Disadvantages of S2 CRM

The main drawback for us for all the time of using CRM is an unfinished desktop with analytical reports. We would like to be able to set up one type of report, and depending on what position an employee has set different filters for displaying it. How to Hire a Marketing Agency for Your Business?

Implementation costs

In order for everything to work the way we want, it was necessary to invest an amount of about 500,000 rubles. The figure is impressive, but I want to note that we ordered a large number of specific improvements for ourselves, and this required additional integrations (for example, payroll, timesheet, and so on). Initially, we planned the implementation cost of about 200,000 rubles, but each time our appetites grew, we decided to develop the system further when we saw the potential we needed in it.

Conclusion

I can fully recommend the S2 CRM system since today it meets most of our tasks.

The system allows:

• Build communication among employees and departments.
• Set up task systems so that deals and customers stay on track.
• Analyze the structure of the enterprise and make changes to increase profits.
• Maintain management accounting without additional programs.

The future belongs to systems that can integrate with third-party services and can develop in the widest possible range without restrictions. In this system, all this is implemented perfectly.