Customer relationship management systems (CRM) and enterprise resource planning (ERP) are critical tools for any business that wants to achieve efficiency, improve customer service and ensure that business processes flow smoothly. The use of these systems enables monitoring of communication with customers and provides accurate data on sales, service and marketing, as well as efficient management of all the company's internal resources.
When choosing a CRM/ERP system, it is important to consider several key points:
Adaptation to the needs of the business - It is important to choose a system that fits the size of the business and the field in which it operates. Make sure that the system can handle the required volume of data and that it is flexible enough to adapt to future changes and growth.
Friendly user interface - The system should be accessible and easy to use for all employees in the company. A good user interface will reduce training costs and help maintain high productivity.
Integration with existing systems - It is important that the system can cooperate with other tools and software that the business uses, to ensure a smooth flow of information and prevent duplication of information.
Data Security - In an era where data is one of the most important assets of a company, it is necessary to make sure that the system provides advanced security solutions and deals with both public and private threats.
Support and service - It is important to choose a provider that offers professional support and quality customer service, to ensure that when necessary you can receive a quick and efficient response.
השקעה במערכת CRM/ERP איכותית יכולה להפוך למנוע הצמיחה של העסק, ולכן חשוב לבחור בקפידה ולהתייחס לדגשים הנ"ל כדי להבטיח שההשקעה תשתלם לטווח הארוך.
After we were asked by many of our customers what our recommendations are regarding CRM/ERP management systems - we realized that it is very important to give more information about the various systems in order to prepare businesses for the complex choice of the management system - because it will form the backbone of the business activity - and therefore it is so important to adapt It is good and right for business.
The importance of choosing an appropriate management system is important for the reason we mentioned above and because each system has unique advantages and disadvantages - and of course different systems have been more adapted to certain fields - therefore their way of thinking helps a lot in managing the business in the specific field.
Characterization of the management system
"סוף מעשה במחשבת תחילה" – אופן ההתאמה של המערכת לדרישות השונות של החברה – ובמיוחד לאופן העבודה המותאם אישית לחברה משמעותית ביותר בתכנון המערכת – בכל כך הרבה מקרים ראינו שחברות נכשלו בהטמעת מערכת CRM – כשבהתחלה חשבו שהבעיה היא במערכת – אך בפועל הבעיה הייתה נעוצה באופן ההתאמה לעסק וכמובן באופן שבו הוטמעה בעסק – והאם באמת נעשתה חשיבה על אופן הפעילות בתוך המערכת ובהדרכה של הצוות באופן הכי נכון לפעילות בתוך המערכת. חברות רבות מבינות את התועלת בשימוש של חברה חיצונית להטמעת מערכת CRM בעסק מה שגם יכול לחסוך זמן רב בעקומת הלמידה של המערכת – אבל במיוחד יכול להבטיח תהליך אפקטיבי יותר – ומותאם יותר לפעילות של החברה.
Additional issues to think about when choosing the right management system for a business:
- Multi-channel communication - OMNI-CHANNEL - Is there a connection to all the relevant channels - such as WhatsApp
- Is there a possibility toBilling/Payments from the system
- from docks - How the system connects to the other systems - connection to ZAPIER/MAKE is especially important
- Automation - one of the most important elements nowadays - and many systems already contain the automations in a structured way
- Fluo/experience - Is the system convenient and easy to use for the business
- Telephony* - Sometimes it is important to consider the connection to the business telephony system
- costs - The different systems have different routes and of course it depends on the amount of licenses required
In conclusion - the meaning of choosing the right system - and especially the adaptation of the system to the business - and the assimilation of the system in the company's activities are the most important things to take into account when choosing, characterizing and working with the CRM/ERP management systems.
International CRM systems are common and recommended
- HubSpot
- pipedrive
- insightfully
- salesforce
- ZOHO
- BITRIX24
- DYNAMICS (MICROSOFT)
- SAP
Common Israeli systems:
- PowerLink
- PRIORITY
- FrontTask
- ICOUNT
- VCITA – SCALLA
- OfficeGuy
- KALA
- the target
- Bambi
- PLANDO
- LINT - including cash registers
Synchronization is ready for VOICENTER telephony
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