A CRM system is no longer just a contact repository. At KISS Software, we see it as a central tool that eliminates routine tasks, consolidates customer data, and gives managers a clear picture of the sales funnel.
‘With a properly configured CRM, all the necessary metrics are right at your fingertips, no need to dig through chats and Excel reports — it’s super convenient!’, says our expert Yevhen Kasyanenko.
Let’s take a look at which CRM features really accelerate sales and strengthen marketing, and why you should start configuring them.
Previously, CRM was simply a kind of ‘digital notebook’ — contacts, applications, notes. Now it’s much broader: there are simple CRMs for tracking leads, and there are powerful platforms with sales automation, marketing, analytics, and a bunch of integrations. Which level to choose depends on the tasks and scale of the business.
Below are four benefits that companies receive immediately after implementation:
As a result, the business gets a predictable funnel, and customers get accurate and timely service.
Before we dive into the specific modules of a CRM system, let’s figure out how it can help you in your daily work:
‘When these functions work together, the company stops putting out fires and starts planning for growth,’ notes our expert.
CRM eliminates manual tasks and makes the transaction process controllable:
A personalised approach increases loyalty and average spend:
Marketers no longer need to jump between email services, advertising accounts, and Excel reports. Everything is gathered in one place in CRM, so campaigns launch faster and results are visible immediately:
So that managers don’t waste time on routine files and executives can see the sales picture without complex summary tables, CRM takes care of documents and figures:
As a result, documents are generated in seconds, metrics are always at hand, and the team spends its time not on routine tasks, but on real work with customers and revenue growth.
In modern internet business, the two systems have different but complementary roles. The Content Management System is responsible for how the website looks and is populated, while CRM is responsible for how customer relationships are built after a click on the website.
‘CMS brings traffic, e-commerce engine and marketing analytics help with conversion, and finally, CRM retains the customer and turns interest into a purchase,’ explains Yevhen Kasyanenko.
In order for CMS and CRM to really work together, data exchange is set up between them. This can be a ready-made plugin, a webhook (for example, when sending a form), or integration via API. The main thing is to ensure that customer data is transferred to the CRM automatically, without manual copying.
Below we have compiled a list of basic features without which managing a website manually would be too time-consuming and expensive:
To avoid confusion with abbreviations, let’s first divide the roles of each system:
CMS and CRM work in tandem, like good partners. The first brings people to the site, the second turns them into buyers and brings them back for new orders. This tandem increases conversion, provides transparent figures and frees the team from manually copying data between different services.
Implementing CRM is not just about installing a programme, but about building a new workflow for the sales and marketing departments. We walk the client through the entire process step by step, taking the burden off the team and eliminating potential errors right from the start.
Stages of work:
‘When all the stages are in place and the team understands how to work with the system, CRM begins to bring tangible results within 1-3 months. It is important not just to install the tool, but to integrate it into processes and train employees — then the effect will not be long in coming,’ emphasises Yevhen Kasyanenko.
As a result, you get a system that processes leads without fail, provides transparent analytics, and grows with your business, while your team focuses on customers rather than technical issues.
CRM is not just another table with contacts. It is a smart assistant that takes care of routine tasks, tells managers where to focus their efforts, and tells marketers where to invest their budget most profitably. With it, customers receive quick responses and personalised offers, and the company sees how every penny invested turns into revenue.
When CRM is introduced into a business, processes become noticeably more organised: deals move through the funnel, reports are generated automatically, and growth in product range or traffic does not cause chaos. But it is important to remember that CRM does not work on its own. It does not replace managers, but rather empowers them. Without strategy, discipline, and a dynamic team, even the most intelligent system will not deliver results.
If you want to implement a CRM that will truly simplify your work and help your business scale, submit a request to contact us right now! The KISS team will select a solution tailored to your goals and show you how to turn chaos into manageable growth.
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