Skip to main content

CRM for beginners: everything you need to know

Are you new to CRM or have you heard of it but not sure what the term means? If you’re just learning about CRM, you’ve come to the right place. CRM stands for Customer Relationship Management and is a tool that helps businesses better understand and manage their customers.

Get a quote tailored to your business today!

Request for quotation

What exactly is a CRM system?

Well, think of it as a virtual notepad where you can easily store all the information about your customers. As well as collecting and managing data, it allows you to communicate more effectively with your customers,
organize your cases and tasks into processes, and keep track of and automate steps. So, if you need up-to-date information about your customers, a CRM system is the solution for you.

Benefits of a CRM system

● Customer relationship management: the CRM system helps you keep track of your company’s
The CRM system helps the company track its relationship with its customers. The customer relationship management system allows you to keep track of all interactions with your customers.
You can keep track of all your interactions with your customers, including emails, phone calls, meetings, and more. This allows you to,
you can always look back on previous conversations with customers,
preferences, and needs when you contact them again. This helps you to
personalized customer service and a better customer experience
customer experience.
● Centralised data storage.
All customer data is collected in the CRM system. You no longer need to waste time collecting information.
No time was spent searching for information in different files or notes. No need to waste time looking for data in files or files or other files.
No need to waste time searching through all the data in one place, easily accessible and easy to find. This increases efficiency
and reduces the chances of errors.
● Valuable customer analytics: CRM software offers a range of analytical tools that
customer behavior and business trends.
business performance. Based on the data, you will be able to isolate customer groups,
identify buying patterns, and assess the value you deliver to your customers.
This will enable you to better understand customer needs and
manage marketing and sales strategies more successfully.
● Better customer experience: CRM helps you maximize personalisation
CRM can help you deliver a more personalized customer experience. You can provide a better customer experience with accurate and timely information.
customer preferences and needs, so you can effectively
customer preferences and preferences, enabling you to effectively provide them with personalized offers. In addition, the system
tracks problems and complaints, and quickly
responds to them faster, thereby increasing customer satisfaction.
● More efficient workflows.
Automate and optimize your business workflows. For example, you can automate and streamline your CRM processes.
You can set up automatic schedules, reminders, and tasks so that you don’t have to
You can automatically set up reminders, reminders, and reminders to ensure that you don’t forget important tasks with customers. This helps you to
time management and better organize your workflow.

Who should use it?

Sales and marketing companies: in sales and marketing activities, it is important to keep in touch with potential customers, manage inquiries, and record customer information. For these companies, CRM helps them understand customer needs, manage leads, and increase conversions.

Service providers: For service companies such as financial institutions, insurance companies, or real estate agencies, it is important to maintain long-term relationships with customers and to manage customer information effectively. The software helps to centralize customer data and better understand customer needs.

E-commerce businesses. CRM can help improve the customer experience and thus increase the number of returning customers.

Technology and software development companies: such companies have to deal with a large number of customers and projects. CRM provides effective support in project management, customer tracking, and billing.

Manufacturers: manufacturing companies often have a global network and work with a wide range of partners and resellers. The system can help to manage relationships and track sales processes.

Customer service and support companies. CRM allows you to track customer relationships and manage support requests.

Professional services: for example, law firms, medical practices, or consulting firms can use CRM software to manage customer relationships

For example, companies that use customer relationship management services can use CRM to contact clients and track services. Hopefully, you now have a clearer idea of what a CRM system is and how it works.

and its benefits. It’s important to remember that CRM systems can come in different sizes and functionalities, so it’s worth researching your options carefully before making a decision. Start to gradually introduce a CRM system into your business and see how it will help you become more efficient and successful in customer service and business operations.

Hopefully, you now have a clearer picture of the CRM system its
and its benefits. It is important to note that CRM systems come in different sizes and
functionality, so it is worthwhile to carefully study the options available to you.
options before making a decision. Start implementing a CRM system gradually
into your business and see how it will help you become more efficient and successful.
customer service and business operations.

Good advice for implementing a CRM system

One of your most important tasks is to find a CRM software company that

offers a full service. That is one that, based on your needs and the number of customers you have

to design the right system for your company and then implement it

and maintain it. For example, if you are looking for software for more specific workflows,

it’s a plus if the company can provide custom development for such cases.

It’s also not a disadvantage if the company also provides user training, as all systems

different, and for effective management it is important that employees can quickly and easily

learn how to use the software. Finally, it is important that the service provider

The service provider should also provide software updates and monitoring.


The Office42 team not only provides out-of-the-box solutions and tailor-made
systems, but also undertakes custom software development if required. A
management system is available in both English and Hungarian
training on how to use the system. And even after that, we don’t let our customers go
it is our responsibility to ensure that the entire system is up-to-date and always in line with the latest
version to support efficient workflow.

Implement a customized corporate governance system for your company
for more efficient and successful operations!

Ask us for a quote!




Hörmann Hungary

“The system has met our expectations, it is very helpful in areas where we use it, such as: leave records, fault logging, delegating service work, and CRM.
The colleagues at Office42 have an excellent knowledge of the system and are always very helpful and knowledgeable.”

Impulse Projekt SRO

“We have been using Bitrix24 since 2016 as part of a partnership that has fundamentally changed the way information flows within our business.

It has been perfectly tailored to our daily operations, providing maximum support for the display and storage of incoming and outgoing information with an easy-to-use interface that is fit for the 21st century.”

Saubermacher Hungary

“Our organisation uses CRM, PM and Drive as well as messaging functions primarily. These make it much easier to organise daily work, organise tasks and communicate directly.

To the best of my recollection, we have never had an enquiry that we have not received a response / solution suggestion.”

Arc relocation Hungary

“Our company has been using Bitrix24 for 7 years now, covering almost the entire spectrum of our processes.

All our services are tracked in it, from order to invoicing, which is a great help for us, and it can also be used well with other external applications, so our overall assessment is very positive.”