A properly chosen CRM helps a business in all its aspects. But there are a huge number of offers on the market, and making the right choice can be quite difficult. In this article, learn what to pay attention to if you need a system for your online store.
Year after year, the number of users who prefer to buy goods online is increasing. Therefore, sooner or later, every business starts thinking about creating its own online store.
Therefore, a whole segment of companies operating in the B2B (business-to-business) sector has emerged, which help create online stores (or list partners’ products on their marketplace).
All of these people share the need to organize the sales process and customer relationship management. This is all done using a CRM system. Today, we will explain how to choose such a system for your online store and how Teamsale can be useful.
Why does an online store need a CRM system?
As mentioned above, a CRM is needed to manage deals and customer relationships. It brings order to a business and ensures steady growth. Based on this, the following reasons for using a CRM can be identified:
- the need to collect information about customers and their transactions;
- working with the audience (grouping, segmenting, analyzing);
- processing a large volume of orders and simplifying operations;
- the ability to create personalized offers for customers;
- monitoring the performance of agents and the sales department.
All of this together leads to an increase in the average order value, more sales, and higher profits.
And now, armed with this knowledge, we can clearly identify what to pay attention to when choosing a CRM system. We will base our analysis on Teamsale by Zadarma.
What should you pay attention to when choosing a CRM system for an online store?
- An ergonomic and intuitive interface.
If you choose the right CRM, agents will use it constantly. Through it, they communicate with customers, close deals, and record everything that happens during working hours.
Therefore, the system’s interface should be clear and convenient for any user. In addition, everyday tasks should be easy and quick to perform with it.
In Teamsale CRM, access to all sections is provided through the navigation menu on the left. Thanks to it, all important functions are always within easy reach.
Deals and tasks can be displayed either on a Kanban board or as a list (or in a calendar). This allows each agent to choose the view that is most convenient for them.
- The ability to work from different devices.
The growing adoption of remote work places new demands on the tools used. One of the key requirements is that they must be accessible from different devices and provide the same level of functionality and convenience. Sooner or later, there will be a need to connect from a mobile device, and this should not affect efficiency.
Teamsale CRM allows you to work just as conveniently on both desktop and mobile devices. The interface automatically adapts to your device.
- The ability to integrate with other services.
In addition, a good CRM should support integration with virtual telephony. This allows managers to make and receive calls directly from the CRM interface. It also makes it possible to record calls and automatically add a recording link to the customer profile (and the corresponding deal).
All of this is fully available in Teamsale, with complete integration with Zadarma telephony. In addition, you can configure the virtual PBX exactly the way you need: activate an interactive voice menu, set business hours, configure call tracking, and use speech analytics.
- Support access.
No matter how intuitive the service is, sooner or later questions will arise that may be difficult to resolve. In such cases, only customer support can help. It is best to choose a service where support operators agents are available 24/7.
Teamsale specialists are available to help 24 hours a day, 7 days a week. They also assist with issues related to the operation of the Zadarma cloud PBX.
In conclusion, the main features to consider when choosing a CRM system for an online store are as follows:
- a convenient and intuitive interface;
- accessibility from different devices;
- integration capabilities;
- reliable customer support.
Of course, here we are not talking about the basic CRM functions (deal and task management, customer lists) – they are essential and are present in all such systems.
The four points mentioned above are not the most obvious ones, but they greatly help when working with a CRM, making agents’ work more comfortable.
At the very least, the company will be able to collect all data in one place for further analysis. And at best, this will lead to increased profits and business growth.
We took all of this into account already at the development stage of Teamsale CRM. It is fully integrated with Zadarma telephony, convenient for agents, and useful for administrators.
