The acronym CRM stands for Customer Relationship Management. This solution aims to capture, understand and anticipate the needs of current and future customers. This allows the company to adapt its offers and marketing channels according to the needs and expectations of customers. This adaptability can be described as hyper-personalization of the customer experience.

A CRM may seem like a complex tool to install, but rest assured, the majority of CRMs are hosted in the cloud. In other words, except in rare occasions the user does not have to install anything, he has direct access to the CRM via a web interface.

A CRM can support a company in a lot of scenarios. We have taken a sample of 3 aspects in which CRM plays a role. If you think that your company is close to one of these scenarios, we cannot recommend enough the installation of a CRM solution.

Is the market you are operating in established? Do you want to launch a new product? Are you planning to sell your products to a new audience? All of these scenarios can slow down your sales or cause you to encounter difficulties in selling your products or services.

If you are in a situation like this, know that with a CRM you can sort through your leads. Prioritize them based on a multitude of criteria. You can therefore quickly provide information to your marketing teams. And this according to the needs of your potential customers and allow additional sales.

Every customer is different, but you need to gather common information that is necessary to close a sale. To do this, your sales team must be organized and must effectively share the information gathered. If you rely on meetings for each information sharing, then you will waste valuable time by keeping your salespeople away from the field.

A CRM allows you to create customer profiles quickly. These profiles are accessible by other CRM users, allowing for almost instantaneous exchange of information. This solution is ideal for helping you keep your salespeople close to your customers.

Have you ever taken a step back from your after-sales service? What do you think of your customer retention rate? Are your customers waiting too long before getting a response from you? If you can’t find a favorable answer to these questions, we advise you to look into CRM, as it could solve some of your problems.

Investing in a CRM for your sales team means saving time. You offer a global view of all your customers. Salespeople can provide quality after-sales service by quickly knowing the situation of customers. Tools integrated into the CRM help to reduce the workload. In fact, you can filter the most redundant and non-urgent questions using a chatbot.

CRM (Customer Relationship Management) is a tool that intervenes in 3 phases. Firstly, on the pre-sales side, that is to say everything that includes marketing. Secondly, CRM will impact the sales side. Finally, this solution makes it possible to improve the after-sales service side.

All the data present on these 3 phases are stored on the CRM. Its use allows to have a better knowledge of the customer by having a global vision on his file. Each customer is defined by a set of information which is attached to him during the exchanges with the sales representatives.

Assigning precise information to each customer not only makes it possible to provide salespeople with the data necessary for customer relations, but also to create customer segmentation.

So your customers will be divided according to their professions, needs, regions, turnover or any other information that seems relevant to you. Segmenting your customers allows your salespeople to create a marketing strategy. A strategy adapted to each type of customer, whether at the level of phoning or emailing.

A CRM allows you to optimize results over the phone. Indeed, there is no need to make your prospect repeat information that he already gave to your colleague a few days earlier.

The CRM tool is not magic, you need to know your sales process and integrate your customer database. This work must be done beforehand before fully using the solution. Once this is done, the CRM will help you with a lot of daily tasks. From the examples listed above to helping with customer appointments by sharing a common knowledge base related to your products and services.

A complete CRM with a well-segmented customer database allows you to improve prospecting efforts. You can create an effective schedule as well as purchase orders and reminders. You can choose the most appropriate communication channel for each customer (email, SMS or phone call).

In summary, CRM is a great tool. It helps both salespeople and project managers in customer relationship management. And more generally, a CRM helps in developing an effective marketing strategy.