CRM System
Customer Relationship Management (CRM) is the software application for organizations, designed for automation customer interaction strategies, improve sales, optimize marketing and improve customer service by storing information about customers. Don’t know which CRM to choose? Take a quick look at these types of CRMs and let your team become even more productive!

CRM System classification

  1. 1. Operating CRM – the first developed class of data systems. Functions:
  • planning,
  • coordination of contacts with the company’s customers;
  • controlling for complicated and lasting transactions;
  • the collection, typing of all possible data about the clients;
It’s an effective option for the leasing and insurance organizations, traders and project companies.


  1. 2. Analytical CRM – is recently introduced the class, which has such functions:
  • integrate with accounts;
  • analyze the product range, product prices;
  • analyze sales;
  • analyze competitors;
  • classify the target audience;
It’s relevant for companies with a large number of short-term transactions.


  1. 3. Combined CRM – the third type, which is the most popular today. It solves such problems:
  • Improvement of manager’s quality of work;
  • Increasing the effectiveness of managers work: thanks to the capabilities of CRM, routine operations are simplified, including the preparation of documents, e-mailing;
  • Analysis of the effectiveness of marketing campaigns;
  • Target marketing: compiling target consumer’s groups;
  • Increasing customer loyalty: due to the system, you can find out information about the birthdays of business partners and their preferences, etc.
  • Planning of sales capacity(volumes);
  • Project management: tasks and stages are displayed on the network graph;
  • Day planning and time management: managers can note the progress of the task, with the evaluation of the effectiveness of the working day.

Rules for implementing a CRM system in the enterprise (company)

  • Planning and calculation of profitability. You need to identify the main difficulties at all stages of customer management and identify the tasks that you are going to solve with the CRM introduction.
  • Selection of CRM-platform, the choice of the executor. At this stage, it is important to choose a CRM system that meets your needs, as well as a qualified executor who installs the software.
  • Preparation and launching of the CRM-system. After installing CRM, you need to download the client databases from other programs into the system, integrate with the applications and run training for the company’s specialists.
  • Gathering and analysis of users’ recommendations. The received recommendations are analyzed and taken into account with further updates of the CRM-system
To determine with the CRM-system for your business, first of all, it is necessary to identify the goals and tasks that you put it. It is necessary to investigate the market of CRM-systems, choose the one that best suits your needs and assess the level of costs for implementing the system. Also, you need to contact the companies that provide these services. You also need to decide on the budget that you are willing to spend on implementing the CRM-system. It is very important to choose the right CRM system because each of them has its own functions and services, which they provide. One of the most popular and useful is HubSpot CRM, which provides such applications as Business Card Reader and Call Tracker. Business Card Reader for HubSpot CRM is one of the most useful business apps! It’s a mobile app that allows you to enter data from business cards into your HubSpot CRM just in two taps. Take a photo of the business card and all the information will be directly imported into HubSpot. Moreover, this innovative solution let you create a huge set of additional data about your potential client, partner or colleague. So, just two taps and you instantly get:
  • personal info: interests, skills, social media contacts, photos, etc.
  • company info: size, industry, branch network, recent activity, etc.
It has lots of benefits and we assure you’ll be satisfied with how it works. Improve your business with Business Card Reader for HubSpot CRM and get a great success!
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