What is a CRM: a plain explanation for website owners
You have a website and enquiries come in through the form from time to time. The question is: how many of them turn into sales, and which ones go unanswered? The system that answers this is a CRM.
What is a CRM
A CRM (Customer Relationship Management) keeps every interaction with a customer in one place: who wrote, what they wanted, who replied, what was offered, whether they paid. Unlike spreadsheets and WhatsApp chats, every enquiry in a CRM has a status and a responsible person.
How a website and a CRM work together
- A form enquiry becomes a lead in the CRM; the responsible employee gets a task and a notification.
- The lead's source is recorded: website, Instagram, call or referral.
- A catalogue order becomes an order in the CRM and works with stock levels.
- At month end, reports show how many enquiries and sales the website brought.
When you need a CRM
- Enquiries come from several channels and some get lost.
- Several people sell and nobody can see who is doing what.
- The customer base is scattered across spreadsheets and phones.
- Debts, stock and sales figures are collected by hand at month end.
SBT CRM
SBT CRM brings the whole sale, from enquiry to payment, into one system: leads, customers, orders, stock, POS, invoices, payroll and bonuses. On computer and phone, in AZ / EN / RU. Free for 7 days, no card required: crm.sbt.az.
SBT Web sites are connected to SBT CRM, and with both services both get 20% off.
