CRM的重要性：为什么您的公司需要CRM才能更好地增长bob全站app

您是否知道客户关系管理（CRM）市场的规模将增长到$ $2024年全球435亿?

有强大的工具,可以帮助你加快business growth while eliminating friction, collaborate cross-team, manage your contact records, sync data, automate daily tasks, and more.

Keep reading to learn more aboutwhy CRMs are important and beneficialfor businesses like yours.

Let’s take a look at seven reasons why your company needs a CRM to变得更好.

Importance of a CRM

We've usedHubSpot作为在以下每个部分中的一个例子，以洞悉此类系统的不同用例。

Get HubSpot's all-in-one CRM platform for SMBs and enterprise businesses for free.

1. Center business growth around your customers.

When your business enters the phase of rapid growth, it can be easy for valuable leads to fall through the cracks — after all, friction is a natural result of business growth.

但是，像HubSpot这样的多合一CRM平台可以消除这种摩擦，因为它是由您的客户和客户体验构建的 - 实际上，它将您围绕客户所做的一切。

HubSpot允许您在客户和受众群体上构建业务。CRM将您的销售，营销和服务团队与各种本地建造的工具和集成一起保持一致 - 这使您所有人都可以轻松地集体地集中业务目标和日常工作。

2. Align your sales, marketing, and service teams.

Cross-team alignment is integral to the success of your business. This alignment — specifically, the销售与营销之间的一致性- 帮助您的团队简化买家旅程的所有阶段。

这样一来，内部团队将能够共享关键的数据和客户信息，以便他们可以作为凝聚力单元工作。结果，客户将拥有无缝且一致的端到端客户体验，这使他们希望保持忠于您的品牌。

HubSpot makes this alignment simple because the platform comes with natively built tools and features — including销售中心,营销Hub,Service Hub， 和CMS集线器- 加上集成库.

3. Sync and share data with ease.

像HubSpot之类的CRM简化了诸如数据同步和共享之类的时间耗时的任务 - 手动更新您的联系人记录已成为过去。无论谁与联系人说话（例如销售代表，服务代表或营销人员），您的联系记录和数据都会立即在系统中同步和更新。

通过同步您的团队与客户之间的所有数据以及您的团队之间的所有互动，您将可以访问可以轻松从平台内共享的准确记录。这使您的CRM成为数据的单一真实性，因此，您的团队可以轻松创建个性化的客户体验。

那么，像HubSpot这样的CRM平台可以自动执行哪些其他任务？

4.自动化日常任务。

CRMs automate other day-to-day tasks, speeding up your time-consuming but necessary work.CRM automationmay include data entry and联系记录更新after every interaction, as mentioned above, as well as:

• 后续沟通
• 电子邮件序列
• Sales工作流程(e.g. unenrollment trigger workflows, deal workflows, quote workflows)
• Chatbot对话
• 引线到rep分配
• 养育铅campaign
• Campaign analytics

5.创建工作流程。

We just mentioned workflows but let's talk more about them — the最佳CRM系统提供工作流程。Workflows complete and organize sales, marketing, and service processes to save you time.

Set criteria that automatically enroll records and takes actions of your choice (e.g. related to your contact records, deals, companies, quotes, or tickets).

With HubSpot (depending on whichCRM计划you have) you can create workflows for:

• Contacts
• Companies
• Deals
• 引号
• Tickets
• Custom objects

阅读有关HubSpot中工作流程的免费课程。

5. Simplify customer interactions.

如今，有很多机会可以吸引并吸引在线的潜在客户和客户，例如实时聊天，电子邮件，视频通话和社交媒体。

像HubSpot这样的CRM解决方案已经发展为面对面向客户的团队和代表的挑战 - 它们与您的潜在客户和客户与您的业务互动的各种其他服务和渠道集成。

例如，HubSpot具有：

• Call trackingto prioritize, place, and record calls from the CRM and then log those calls with the associated contact record.
• Live chat和聊天机器人建造者处理查询和常见问题解答。
• 电子邮件跟踪to tell you when leads open emails, automate email marketing campaigns, and send well-timed sales follow-up messages.
• Social media management toolsto monitor brand mentions, comments, and questions on social media and then respond directly from within HubSpot.
• 视频集成，例如vidayrd, to send memorable and personalized sales and marketing videos and track engagement.

7.构建自定义仪表板并报告对您的业务重要的指标。

CRMs make reporting on and analyzing your processes and pipeline simple. The reporting features within a CRM can be customized — such as your dashboards — to help you analyze the metrics that matter most to you. This allows you to identify areas of opportunity and growth to create better customer experiences.

With a CRM like HubSpot,create custom dashboards and reportsor select from one of the pre-made templates to save you time. Preview those reports in real-time, visualize your CRM data any way you'd like, and share reports with ease by sending individual reports to your team members' email addresses, or automate your reporting emails so they're sent daily, weekly, or monthly.

创建多达300自定义仪表板为你的团队based on any metric with HubSpot's Dashboard and Reporting Software.

Grow Better With a CRM

A CRM has the power tosupercharge your flywheel- 现在您了解了CRM的重要性，choose the right system for your team开始变得更好。

Editor's note: This post was originally published in January, 2020 and has been updated for comprehensiveness.