The term "CRM" generally refers to a tool to manage business relationships, sales, sales team productivity, among others. The objective? It's simple: improve business relationships.
CRM systems help companies stay connected with their customers, simplify their processes and increase profitability.
What are the main characteristics of a CRM system?
- Lead Management: Provides you with all the necessary information about your leads to turn them into happy and loyal customers.
- Contact management: you will know when and why you last contacted a client, you will know the best time to do it and check the interactions that he has had.
- Transaction Management: Gives you a view of your current or future transactions and also lets you know what went wrong with the ones that didn't.
- Email management: the email management system within a CRM allows you to prioritize your contacts, analyze the response to each one and ensure exhaustive follow-up with your recipients.
- Sales Automation: will help you replace your current daily tasks with flows. Leads will finish the sales process without friction, thanks to automatic assignment to the right sales reps.
- Reports and analysis: an analysis engine integrated in the CRM can help your company to obtain a competitive advantage. This is because through an advanced analysis you will find anomalies and points of improvement within your organization.
- Personalization: you can add functions, buttons, modules, fields and custom designs to your CRM according to the needs of your company. On the other hand, you can create a CRM from scratch, with offers specific to your industry.
In summary, the correct implementation of a CRM and its constant optimization will allow you to effectively integrate the actions of the departments involved in the sales process. All this with the aim of improving the measurement of efforts and the control of the commercial process.
