Julia Crown Magazine

Julia Crown Magazine

Use a CRM increases the market share of the company and It significantly increases customer loyalty. The cost of a various CRM according to the solution. Among them we find Goldmine (358 dollars per license), MicrWeb (76-83 dollars per user/month), Sales Force (SAAS-type, 10 dollars per user/month), Force.com (74 dollars month/user or 111 dollars unlimited per month), SAGE (1,367 dollars per license or 48 dollars month/user) and Microsoft Infoavian solutions with CRM Dynamics (1,657 dollars per license or 110 dollars/month/user). III. CRM. How to generate it first of all must be concentrated customers information on a sheet of calculation. For the purposes of this article use an excel file. In the will reserve a sheet the information of customers, taking into account sort data based on the column with the names, since we want to use that information as part of our catalog customers.

You can display in the following way: after having sorted this list of clients, is convenient Select the column on the left side where usually gives us the name of the cell we are currently using, put the name of the range as customerList e.g. then, we have to go to the sheet where it will concentrate purchases of our customers information. In one of the columns set as header client for example, and placed in the next cell where the name of our client would now enter. Search the data validation option from the Data menu options. This will display a window how that continues in this has to indicate that this cell should be allowed only values in the list, indicating that they must be from our list of clients who we have named above and would be done in the following way: on that screen, in the part where it says source Gets the range of our client list wallboard by an equal sign (= customerList in this example) once donein that cell to show the list of customers that have record.

Note. Each client will enter very probably have to sort the list source to show it in an orderly manner and not be looking without success the customer. Once done, is required to continue the formatting to other cells in this worksheet in the customer column. Only pass the mouse over the cell that already has that format and when to appear the still of +, begin to spread about the other missing cells. Now in these cells can be selected from a list of clients without fear of being wrong and having a follow-up of our customers according to the type of information which we annually, adding AutoFilters options. At the top or build a query with the option of adding filters for example, we can show the total sales of certain customer, show the latest sales made to it or simply sort them according to the level of satisfaction or in months recorded their biggest orders. The possibilities are enormous and only requires that you have the most updated information in that file as possible. IV. Conclusion implementing a CRM involves propose a strategy to know that seeks to achieve with the, using as a basis the information already owned by the company and involve all those who relate to sales and customer, so they enter the information and know how to effectively consult.

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