企业的数字化转型:crm系统的选择、实施和改进

I. Varis, O. Kravchuk, Sofiia Zavhorodnia
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CRM includes programs for collecting customer’s data, managing transactions, control and monitoring manager’s decisions, analytics and forecasting. The article considers the essence of modern transformation of business processes, their advantages and disadvantages, defines the concepts, types, existing opportunities and trends in CRM-systems. The article analyses the experts’ opinions of the most popular modern CRM-systems and generalizes its shortcomings, measures the main elimination of revealed problems. The article conducted a study based on a survey of experts, the main purpose of which was to identify the share of popular CRM-systems among consumers, as well as to identify the main problems and limitations of these systems. Conclusions and directions for further research. The main goal of the CRM strategy is to create a single ecosystem for attracting new customers and developing existing ones. The main tasks of CRM-systems include: attracting new customers through various channels, communication, choice of interaction strategy, Purchase funnel, document management, closing sales, re-communication and analytics of the company. There are three types of CRM systems: desktop, client-server and cloud systems. The main trends in CRM systems development include: increasing usage of artificial intelligence, service automation, data integration, usage of blockchains and social CRM-system, a large number of different applied subsystems and voice interface. The most popular systems are proved to be: Agile CRM, Salesforce Sales Cloud, Zoho CRM, Dynamics 365 and Bitrix24. 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引用次数: 1

摘要

这篇文章的目的。本文的目的是确定企业数字化转型的本质、优势和劣势,描述业务流程管理通过数字化转型的重要性,定义crm系统的性质、类型和能力,识别和描述其发展趋势,分析之前的研究结果,选择最流行的crm系统,以及研究使用已定义的crm系统存在的问题。建议消除现有crm系统的缺点。分析的结果。冠状病毒大流行迫使企业迅速改变业务流程,转向远程工作,这反过来又导致CRM系统在客户关系管理中的广泛使用。现代市场提供不同的商品和服务,但它们在很多方面都是相似的。问题是如何长期留住客户?CRM系统的引入将有助于回答这个问题。CRM的定义代表客户关系管理,它指的是企业用来开发、保留和吸引客户的所有策略、方法、工具和技术。客户关系管理是一种特殊的经营方式,公司的首要任务是关注客户。CRM战略的主要目的是创建一个单一的生态系统,这有助于吸引新客户和发展现有客户。管理关系意味着吸引新客户,把中立的客户变成忠诚的客户,从老客户变成商业伙伴。客户关系管理的概念意味着将不同的业务工具组合成一个完善的系统。客户关系管理包括收集客户数据、管理交易、控制和监控经理的决策、分析和预测等程序。本文考虑了现代业务流程转型的本质及其优缺点,定义了crm系统的概念、类型、存在的机会和趋势。文章分析了专家对现代最流行的客户关系管理系统的看法,总结了其不足之处,并提出了解决问题的主要措施。本文在对专家进行调查的基础上进行了一项研究,其主要目的是确定消费者中流行crm系统的份额,以及确定这些系统的主要问题和局限性。结论及进一步研究方向。CRM战略的主要目标是创建一个单一的生态系统来吸引新客户和发展现有客户。crm系统的主要任务包括:通过各种渠道吸引新客户,沟通,互动策略的选择,购买漏斗,文档管理,完成销售,再沟通,公司分析。有三种类型的CRM系统:桌面系统、客户端-服务器系统和云系统。CRM系统发展的主要趋势包括:人工智能、服务自动化、数据集成、区块链和社交CRM系统的使用、大量不同的应用子系统和语音接口。最受欢迎的系统被证明是:Agile CRM, Salesforce Sales Cloud, Zoho CRM, Dynamics 365和Bitrix24。现有crm系统的主要问题是:查询处理和数据输出速度慢;在系统管理上浪费时间;大量的内置工具增加了使用系统的时间;服务成本高等等。crm系统进一步发展的前景包括:与大数据和人工智能的融合;使用语音技术作为提高操作效率的方法;使用来自社交网络的数据;以及创建单一和通用的客户识别方法。在未来,供应商应该简化他们的产品版本,减少工具的数量到基本,这将减少每月的服务费用,并加快系统的数据处理速度,因为没有不必要的附加组件。另一方面,在日常工作中使用CRM系统的公司应该更加注意CRM系统与社交网络的集成,因为社交网络包含了目标受众和现有客户的基本信息共享。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
Business’s digital transformation: choice, implementation and improvement of CRM-systems
The aim of the article. The aim of the article is to determine the essence, advantages and disadvantages of business’s digital transformation, describe the importance of business-process management through its digital transformation, define the nature, types and capabilities of CRM-systems, identify and describe trends in their development, analyze the results of prior researches and select the most popular CRM-systems, as well as research for existing problems of using defined CRM-systems, suggest recommendations for eliminating shortcomings of existing CRM-systems. Analyses results. The coronavirus pandemic has forced companies to rapidly change business processes and shift to remote work, which in turn has led to widespread using of CRM systems in customer relationship management. The modern market offers different goods and services, but they are mostly similar in many ways. The question is how to keep the customer for a long time? The introduction of CRM systems will help answer this question. The definition of CRM stands for Customer Relationship Management, which refers to all the strategies, methods, tools and technologies that a business uses to develop, retain and attract customers. Customer Relationship Management is a special approach of doing business, where the first priority of the company is to focus on the client. The main purpose of the CRM strategy is to create a single ecosystem, which helps to attract new and develop existing customers. Managing relationships means attracting new customers, turning neutral customers into loyal ones, and forming business partners from regular customers. The concept of CRM means that separate business tools are combined into a well-established system. CRM includes programs for collecting customer’s data, managing transactions, control and monitoring manager’s decisions, analytics and forecasting. The article considers the essence of modern transformation of business processes, their advantages and disadvantages, defines the concepts, types, existing opportunities and trends in CRM-systems. The article analyses the experts’ opinions of the most popular modern CRM-systems and generalizes its shortcomings, measures the main elimination of revealed problems. The article conducted a study based on a survey of experts, the main purpose of which was to identify the share of popular CRM-systems among consumers, as well as to identify the main problems and limitations of these systems. Conclusions and directions for further research. The main goal of the CRM strategy is to create a single ecosystem for attracting new customers and developing existing ones. The main tasks of CRM-systems include: attracting new customers through various channels, communication, choice of interaction strategy, Purchase funnel, document management, closing sales, re-communication and analytics of the company. There are three types of CRM systems: desktop, client-server and cloud systems. The main trends in CRM systems development include: increasing usage of artificial intelligence, service automation, data integration, usage of blockchains and social CRM-system, a large number of different applied subsystems and voice interface. The most popular systems are proved to be: Agile CRM, Salesforce Sales Cloud, Zoho CRM, Dynamics 365 and Bitrix24. The main problems of existing CRM-systems can be identified as: slow work on query processing and data output; wasting time on system administration; a large number of built-in tools increases the time to get used with the system; high cost of service, etc. Prospects for further development of CRM-systems include: integration with Big Data and AI; usage of voice technologies as a method for increasing operational efficiency; usage of data from social networks; as well as the creation of a single and common approach of customer identification. In the future, vendors should simplify their product versions and reduce the number of tools to basic, which will reduce the monthly fee for service, as well as speed up data processing by the system, due to the lack of unnecessary add-ons. On the other hand, companies that use CRM systems in their daily work should pay more attention to the integration CRM systems with social networks, which contain essential share of information about their target audience and existing customers.
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