In this article, you will learn:
benefits of CRM
What a good CRM should have
How to ensure that the CRM you choose is the ideal one
Benefits of CRM
CRM (or Customer Relationship Management) is more than just a system. It is also a technology, a strategy and a process that aims to focus on the customer experience, increasing sales, improving communication and building customer loyalty . You can understand more in depth about what CRM is here.
The system provides companies with several benefits that make it the most sought-after compared to all others in the software market. According to research conducted by Gartner, worldwide revenue from CRM systems reached US$39.5 billion in 2017, and the number has continued to rise since then.
Among the benefits are:
strategic planning;
increase in sales;
improved communication;
customer loyalty;
increase in productivity;
brand strengthening;
focus on customer experience;
facilitated decision making.
That’s no small feat, right? Anyone who wants to achieve all of these goals needs a system that fits their business needs and, of course, fits their budget.
What should a good CRM contain?
A good CRM should have features that allow for scalable growth of the company, focusing on customer needs and continuous process improvement. Some useful features to keep an eye on are:
Organization of contacts
To catalog, organize and manage all contacts collected at each stage of the sales funnel in one place.
Database
Based on the organization of contacts, it is interesting to create a database with detailed analyses of the customer profile and a record of interactions, allowing a global view of the relationship to be nurtured.
The database will also allow you to identify gaps and areas for improvement in customer relations and consumer needs that are not being met. This is the ideal time to plan new strategies.
Automated Sales Dashboard
With the automated sales dashboard, it's time to measure results, monitor strategies and optimize performance. The insights provided here, always up to date, are the key to winning new sales, increasing revenue and building customer loyalty.
One of MATH CRM 's areas of activity , for example, is to offer a solution focused on your business model, which helps enhance your sales team's strategies and boost your business.
Cloud computing
Cloud-based CRM is the most modern and cost-effective option today, as the costs of IT malaysia phone number example teams and equipment movement are eliminated here. In addition, a cloud-based system is more secure and provides greater mobility and integration.
Other important features include task automation and integration with other services (such as email automation platforms and social media management). In addition to ensuring more time for what matters, this also ensures constant updates and agile processes.
It is also interesting to look for systems that allow software customization and personalized reports, with as much information as possible. This is what will guide the next actions of the sales and marketing team!
Finally, it’s worth checking whether the CRM you choose has easy ways to contact support. This small precaution can prevent problems in the future and even waste of money. Know where you’re stepping!
CRM Styles
Don't understand CRM terminology ? That ends now. Check out the mini dictionary:
All-in-one CRM
Systems with integrated resources focused on direct customer relationships
Target audience-focused CRM
The system here also includes features focused on sales and managing contacts, accounts and pipelines. In addition, it also has reporting and user dashboards.
Independent CRM
In this case, the tool is made up of an independent platform or has modules that can be added later.
How can you ensure that the CRM you choose is ideal for your company?
First, it is important to define expectations regarding the system and understand the company's needs. The diagnosis will define what to look for in a CRM, in addition to aligning the possible budget for the selection.
Small businesses, for example, demand more marketing automation, while medium-sized companies are already concerned about the scalability that the system offers.
For large businesses, the ideal tool is highly customizable, so that the CRM can be adapted to all sectors . Tip: many Customer Relationship Management systems now allow free trials. It's worth trying them out before you invest!
Other tips to validate whether it is the ideal CRM for your company are:
cost-benefit
ease of customization
monitoring via mobile devices
ability to integrate with other systems used by the company
ability to import data from spreadsheets and other tools
Does your CRM meet all your company's needs? Understand which reports you should extract from the system by clicking here .