How to successfully implement CRM for a beauty salon

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maksudasm
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Joined: Thu Jan 02, 2025 7:09 am

How to successfully implement CRM for a beauty salon

Post by maksudasm »

Before you decide to purchase an automation system, be sure to read these rules:

Automation makes no sense if the establishment does not have a stable flow of customers, and therefore, the ability to create a full-fledged customer base.

CRM should not be implemented if the manager is not motivated to develop the business.

Expensive automation and significant software costs may not pay off if the business has small funds in circulation.

The beauty salon program fusion database allows you to increase the efficiency of management, so it is used by owners of spa centers, cosmetology, salons, but it is in no way suitable for accounting work. Yes, the program has accounting functions, but you do not need to buy a system just for them. All such applications are only an addition to the main functions intended for managers.

Avoid such software if the salon is not a source of income for you, but a beautiful status element or a non-core asset. The company consistently brings in income every month only if all its members work hard to improve the work of the enterprise. Do not believe in the old fairy tale about passive income from beauty salons.

You don't need this kind of software if you rent out space to craftsmen.

To make the process of implementing the automation system faster and more productive, make all the necessary changes to the job descriptions of employees. As a manager, you should periodically review reports that touch on the indicators of interactions with visitors.

There are only three main stages of CRM implementation for a beauty salon:

The program database contains information about products, personnel and registered clients.

The program is customized to suit the specific needs of a particular enterprise.

Employees begin working with the system.

Now let's talk in more detail about what the owner must do:

Determine the goals of implementation, that is, understand why he needs CRM.

Many owners of businesses operating in the beauty industry strive to implement a CRM system without thinking about the feasibility of this. As a result, they quickly have to abandon such innovations or, on the contrary, spend a lot of time on them, periodically changing the purpose of the work. Do not confuse the second approach with the constant development of the system, because it is one thing to find shortcomings and modify the software to suit your requirements, and another to implement and not use.

Next, we answer the question: how to implement CRM yourself ? In fact, there can only be one acceptable answer: trust experienced integrators. If you implement it yourself, you make mistakes, and hired specialists can save you time and money, because they already have considerable experience.

Perceive future implementation costs as investments , because that is what they are. Only with this attitude is truly effective implementation possible.

Develop a system implementation roadmap . Define integrations, improvements, business processes – that is, everything that needs to be configured and implemented. Of course, during the work, changes will definitely occur when you understand the capabilities of CRM, and integrators will be able to delve into your business processes and offer new automation solutions.

Assign a person responsible for implementing the system in your organization. This employee should be able to always stay in touch, be interested in the implementation and have extended decision-making powers. In other words, this is a decision maker or decision influencing person.

Next, you will face the design work stage , which consists of:

from the implementation of basic tools initially included in the selected CRM system. At this stage, sales funnels are set up, tasks are set, all necessary fields are added, information about employees is entered into the program, they are given specific roles and access rights;

integration with various types of services that may be required, i.e. linking telephony, websites, chats, messengers;

customization (improvement) of software for specific tasks, which involves creating your own widgets, applications, generating reports, etc.;

marketing automation, namely setting up automatic actions when calling, visiting a website, enabling/disabling automatic advertising, end-to-end business analytics, etc.

Training. As you understand, this stage is very important, because employees often meet innovations with dissatisfaction - few want to get out of their usual rhythm and learn something new. This is why you should pay maximum attention to this stage.

Technical support . It may seem that using CRM is very simple. But in fact, we have a complex system integrated with many resources. A large number of connections leads to the fact that after changing the code, the telephony or messenger may experience interruptions in the operation of certain functions. In this case, technical support will quickly help.
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