What should modern CRM be able to do?

Question

CRM

There is a company that needs CRM really, they can’t explain what should be in it, they only show on their fingers, maybe there are people who have been developing this?

Answer 1

It's not about CRM (it's a tool) but about the goal. You must understand what your idiots are doing in order to save them from nonsense that they are unaware of by virtue of their competence. They would have suspected ... they would not have called you.
Therefore, your task is to understand the entire enterprise, almost every position and offer something that would make life easier for them.
The right question is like in the cartoon "Riddle Boy" - "what if the clothes themselves were washed?"
These are the questions and you will find out where to dig from employees.

Answer 2

Modern CRM should show the effectiveness of the sales department. To see the effectiveness, you need to collect it. In our CRM, we calculate the effectiveness based on actions (call, letter, meeting), and calculating the percentage of success after the completion of an action. If, after making a call to a company contact, the lead status changes from cold to refused, then this goes into a minus rating. If from cold to hot, then a plus rating. Etc.
Accordingly, for a month you can see how many calls, letters, appointments the salesperson made and what percentage of success in switching from cold to hot.
But to be honest, the successes are illusory.

Answer 3

stick to the company's purpose. At the heart of any enterprise there is only one goal - to increase efficiency. It works in two ways: reducing costs and increasing profits.
describe the client's business processes. Highlight those that affect the work with your future product. Find the main points that will reduce time costs (and therefore reduce the cost of paying time), points of control (perhaps there are employees who are more profitable to fire, but do not be zealous, this path requires high qualifications), make dedicated processes transparent, scalable and changeable .
Well, make an interface that is convenient, pleasant and really saves time.
One of the wonderfully magical criteria: if the report is still more pleasant to receive in Excel, and not generated in CRM, the project has failed;)