CRM should be something you can grow into
Posted: Mon Jan 20, 2025 10:36 am
Since we are talking about security, let's not forget that the first rule of security is the differentiation of access rights to stored information. In other words, before you start worrying about losing data during transmission, worry about its safe storage.
The second advantage of CRM for you is that you can segment your client base as you like.
At the moment, almost all existing "CRM + mailing system" integrations are not really such. Imagine for a second that there are two "Skypes" in the world: one that only allows sound, the other - only video. In the sound one, you have created different groups, named them as you need, added to "favorites" exactly those contacts and groups with whom you communicate most often, and so on. At some point, you need video conferences. You launch "Skype 2", you see all the contacts from the "first" Skype, but ... no groups and no one is "favorite". A flat list of contacts. Everyone has to be grouped and sorted again. Moreover, having bosnia and herzegovina whatsapp number database done this once, you will have to repeat this work again and again - every time you want to communicate with someone in "video" mode. Inconvenient? Impossible. Although formally there is integration: not a single contact is lost with such "integration".
Therefore, we had to write many "CRM + SMS" links ourselves (for example, "Bitrix24 + Infobip"). This is done in such a way that the CRM user essentially does not care how to communicate with clients: via mail, Push or SMS. For him, all this will be CRM.
CRM and SMS Requirements Checklist
So, the requirements for CRM:
1)
The second advantage of CRM for you is that you can segment your client base as you like.
At the moment, almost all existing "CRM + mailing system" integrations are not really such. Imagine for a second that there are two "Skypes" in the world: one that only allows sound, the other - only video. In the sound one, you have created different groups, named them as you need, added to "favorites" exactly those contacts and groups with whom you communicate most often, and so on. At some point, you need video conferences. You launch "Skype 2", you see all the contacts from the "first" Skype, but ... no groups and no one is "favorite". A flat list of contacts. Everyone has to be grouped and sorted again. Moreover, having bosnia and herzegovina whatsapp number database done this once, you will have to repeat this work again and again - every time you want to communicate with someone in "video" mode. Inconvenient? Impossible. Although formally there is integration: not a single contact is lost with such "integration".
Therefore, we had to write many "CRM + SMS" links ourselves (for example, "Bitrix24 + Infobip"). This is done in such a way that the CRM user essentially does not care how to communicate with clients: via mail, Push or SMS. For him, all this will be CRM.
CRM and SMS Requirements Checklist
So, the requirements for CRM:
1)