19 min.
Author: CRMiUM

Business problems that CRM solves

Any changes in the company, even if they are aimed at improving and simplifying work processes, are not always perceived positively by employees at the first stages. CRM integration is no exception – regardless of whether you are implementing a system for the first time or replacing an already existing IT solution, managers often see additional difficulties in this.

However, this tool is now becoming increasingly popular among companies around the world. And having understood what problems the CRM system solves and how it increases the efficiency of employees, they will willingly support its implementation.

In this article we will tell:

  • What is a CRM system
  • How to minimize the loss of incoming applications and convert leads into potential customers
  • How to optimize available information and use data as effectively as possible
  • What does the implementation of CRM provide and how the use of ready-made solutions will help your business
  • How to build a sales funnel and automate all processes in it

What is CRM?

Every day we hear that today it is not enough to just make a good product. Companies struggle to attract the attention of customers and keep them, try to win their loyalty and take the relationship to a new level. This is where a CRM system helps—this software collects and analyzes information about customers to help a company better understand their needs and provide better service.

But it would be a mistake to think that the system is just a database for storing customer information. The possibilities of implementing CRM are much wider:

  • automation and standardization of business processes, which in turn saves time for employees to perform routine tasks;
  • recording and automatic saving in the system of all incoming applications (phone calls, letters, messages in messengers and social networks);
  • optimization of marketing activities; creation of personalized offers due to customer segmentation by interests; further analysis of the effectiveness of advertising campaigns;
  • building a sales funnel that clearly demonstrates at what stage each customer is and what actions need to be taken to close deals in the shortest possible time;
  • evaluation of the performance of the sales department in general and each manager separately;
  • control over receivables, tracking financial flows and forecasting the company’s profit.

And these are just some of the most important benefits of implementing CRM, which allow you to bring the company management process to a new, higher and higher quality level.

What problems does CRM solve?

It is important to understand that the CRM system is not a universal tool for all companies. Each business, in addition to industry differences, has its own specifics and features. Therefore, when choosing an appropriate IT solution, it is important to be guided by your requests and what processes you want to improve. Still, there are a number of common problems that almost every company faces at one or another stage of its development.

Next, we will consider in more detail what tasks CRM solves, as well as how its correct implementation can lead to improved business processes and increased company profitability.

Minimizing the loss of calls, applications, and mails

Perhaps one of the most frequent situations in any company where communication processes with incoming leads are not established is that some customer appeals are simply lost. A missed phone call, an email that ended up in spam, an unread message on social media – these are potential customers you’ve missed. This can happen for two reasons:

  1. The company has one manager who simply does not have time to process all applications or misses them due to his inattention.
  2. There are many managers, but there is no clear distribution of clients, as a result, no one is responsible for anything.

But all these problems are easily solved with the help of the implementation of CRM, which records all applications, appoints a responsible manager and sets him tasks with a deadline. Even if the customer called during non-working hours or the employee simply did not have time to answer the call, this information will remain in the system. And additional integrations with IP telephony and chatbots help automate communication with incoming leads and make it more comfortable for both potential customers and your employees.

Justifying the costs of finding new customers

Every company strives to expand its customer base, but it often happens that the number of leads grows, and only a very small percentage actually make a purchase. And since we are talking about building loyal relationships, we cannot fail to mention another advantage of CRM — the system stores all the data about the client and the details of his request. Thanks to this, you not only quickly lead the lead through each stage of the sales process, but also make the process of communication and cooperation with you as comfortable as possible for both parties.

What information is stored in CRM:

  • name and contact details of the client;
  • the best communication channel;
  • information about the request made by the client;
  • history of correspondence and decoding of phone calls;
  • responsible manager.

In addition, all this information is analyzed by the system itself, which means that you can monitor the effectiveness of employees, the effectiveness of advertising campaigns, and create personal offers for customers based on their interests. It is practically impossible to implement in situations where the customer base is kept from separate spreadsheets or, even worse, in personal notebooks and notebooks of managers. And thanks to the CRM system, you create a path of cooperation that leads leads to the implementation of the target action.

A single repository of information for simplified control and accounting

If we talk about the benefits not only for customers, but also for the employees themselves, having a single system makes it easier to control and record data. This is not only convenient for managers, but also more efficient in terms of working with available information:

  • all data is collected in one place, which means that the manager does not need to request information from each employee separately and wait for it to be provided to him;
  • part of the data enters the system automatically, which frees up time for more global and important tasks;
  • information does not depend on a specific person (situations are excluded when the manager forgot something or mixed up something);
  • based on the numbers in the system, it is easy to generate reports and analyze the performance of employees.

Another problem that companies face is that the manager who communicates with the client almost alone owns all the information. CRM also solves this problem, because in the case of automated storage, all the details of cooperation and developments are recorded in the system, and do not remain in the head of the manager. And even if it happens that an employee leaves, all the necessary information remains in the company.

Standardized information storage format

We have already mentioned above that storing information in a single format not only makes work easier, but also allows you to more effectively build relationships with customers and employees. Imagine a manager to whom all managers provide data separately, how and when it suits them, and it takes a lot of time and effort to generate a report. In this mode, it is impossible to see the full picture, quickly analyze the available data and build development plans for the future.

At the same time, it is critically important for the company that the information be as complete and understandable as possible, because it is at the same time the basis for working with clients and at the same time demonstrates the results of this work. CRM-system allows you to collect data in a standardized form, creating a common base, where no detail will be missed. Each data type has its own set of attributes that contain information about the corresponding object. For example, a contact object might contain attributes such as first name, last name, email, and phone.

This standardized format makes it easy to store, organize and analyze large amounts of information in CRM. In addition, both the manager and managers can set up a personalized dashboard that will allow them to track key indicators in real time.

Use of ready-made solutions for successful business management and development

Modern CRM systems are based not only on technology, but also on vast experience and expertise of experts. They allow you to automate and improve many customer interaction processes, such as order management, inquiry processing, contact management, sales management, and more. At the same time, you get a ready-made solution, but with the possibility of customization for the needs of your particular business. And although the implementation of CRM and its configuration requires a small financial investment, this does not compare with the investment that would be needed to create a system from scratch.

Why companies should use ready-made solutions for business:

  • They save a lot of time as most of the features and applications are ready to use immediately after implementation.
  • You avoid many technical issues such as system security, integration and complex project development.
  • You get sufficient flexibility and the possibility of customization for a specific type of business.
  • The developers regularly provide updates and improvements to the platform, so you have access to modern technologies.

And another reason why you need to implement a CRM system – you get not just a set of tools for work, but also a ready-made strategy for using them, based on the practical experience of experts in your industry.

Defining sales funnel stages

Today, the sales funnel is the basis for building successful relationships with customers. From the moment of getting acquainted with your product to making a transaction, the consumer goes through a certain path, and understanding at what stage of the path he is, we can build our communication with him and provide relevant information. That is, a sales funnel exists in one form or another in every company, but not everyone uses it as a powerful tool to increase sales.

Of course, it is much easier to track each stage of the funnel if there is a ready-made system built. It provides the ability to link different objects, which allows you to create chains of related data. For example, linking a contact to a deal helps you track all stages of interaction with a customer from the first contact to the close of the deal.

What simplifies the implementation of CRM:

  • visually demonstrates the progress of the client through all stages of the funnel;
  • monitors compliance by managers of all regulations in sales;
  • helps to identify unnecessary stages due to which the client can leave;
  • allows you to work with multiple funnels if you have different products or different types of customers;
  • analyzes the workload of managers and the effectiveness of their work;
  • automatically transfers the client from one stage of the funnel to the next after the completion of the target action;
  • calculates the conversion of the funnel in general and each stage separately.


As you can see, integrating a CRM system brings many benefits to a company. With structured customer data, improved operations management, and reduced manual processes, integrating a CRM system can solve many of the challenges businesses face on a daily basis.

But despite all the possibilities of CRM, do not forget that this is not a magic wand that will automatically save you from any difficulties. This is just a tool, the effectiveness of which will depend on the following factors:

  • correct selection of the optimal IT solution;
  • business audit and understanding of processes that should be automated;
  • high-quality system setup and integration of all necessary services;
  • completeness of filling in CRM and responsibility of managers for the timely entry of all information.

One thing we know for sure is that there are no problem-free companies. Most importantly, to minimize these problems, and having the right CRM will ensure that you have all the necessary information in one place, and the client will be satisfied with your attentive and individual approach.

Implementation of CRM-systems to solve the problems of your business from the company crmium.com

It is not an easy task to choose the optimal IT solution for your company that will fully meet the request and be able to solve existing problems. That is why we recommend contacting a professional integrator, CRMiUM. Our specialization is the implementation and integration of CRM for business, which provide increased efficiency, increased sales and increased profits.

Through many years of experience, our specialists have thoroughly studied the market and know exactly which systems are best suited for each individual business. Therefore, by contacting us, you get access to advanced technologies and the experience of the best experts in the industry. In the Cases section, you can learn more about what results have been achieved due to the implementation of modern IT solutions in companies from different industries and what problems have been solved in the process.

CRMiUM is your reliable partner in business process automation and sales growth. Turning to us, you can be sure of the result!


Leave a request to get a consultation

and a checklist "TOP-10 mistakes at the stage of CRM implementation"

    Ask for a call

      We will contact you

        Preferred way of contact: