Che cos’è un CRM

CRM è l’acronimo di Custom Relationship management.

In italiano significa gestione personalizzata delle relazioni.

Ogni azienda ha delle relazioni: abbiamo relazioni coi clienti, coi fornitori, coi partner, col commercialista, coi tecnici e con gli agenti.

Un CRM è appunto un software che ci consente di gestire queste relazioni in maniera autonoma, personalizzata ed efficiente.

Il nostro sistema MicroCRM, che andremo ad illustrare in questo sito passo passo durante la sua evoluzione, è una web application in cloud che lavora in maniera disconnessa.

Questo significa che è vero che parliamo di una applicazione che funziona solo sul web ma può lavorare anche offline quando non c’è connessione e si sincronizza in automatico appena la connessione ritorna.

Un CRM gestisce il ciclo di vita del cliente, da quando è un semplice contatto arrivato ad esempio dal sito e gli presentiamo l’offerta alle varie telefonate che gli facciamo fino a quando quell’offerta si trasforma in ordine e quindi in una commessa.

Il ciclo di vita della commessa a sua volta viene gestito contabilmente tenendo conto di tutte le scadenze di pagamento previste dal contratto e logisticamente da tutti gli interventi tecnici previsti presso il cliente, dalle assistenze telefoniche che gli forniamo e dalle implementazioni che ci richiede sul progetto.

Il nostro Micro CRM è tarato sulle aziende di servizi specialmente chi si occupa di servizi informatici, ma è personalizzabile anche per altre realtà.

Per le aziende informatiche è previsto infatti il modulo di noleggio e subnoleggio hardware e la gestione dell’assistenza tecnica con un sistema di ticket che viene inserito sul sito e permette ai singoli clienti invece di telefonare o inviare mail di inserire ticket in modo che qualsiasi richiesta viene incanalata nel nostro programma e possiamo gestire tutto da li.

Il programma gestisce sia il ciclo attivo che quello passivo. Grazie ad un piano dei conti costi e ricavi possiamo infatti caricare anche le fatture fornitori e sapere quindi al netto quanto è il nostro utile in tempo reale grazie ad una serie di funzioni statistiche.

Per i pagamenti ci stiamo adeguando anche al nuovo sistema di fatturazione elettronica che sarà obbligatorio dal primo gennaio 2019 per tutti gli scambi anche tra i privati.

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