CRM: what is Customer relationship management and what is it for?

CRM is an automation software that manages the relationship of a business with its customers, reducing costs, increasing consumer satisfaction and generating sales. Have you already heard about it? Do you want to know more about the subject? Read our post to the end!

If you have a business, you know that selling is essential for it to continue to exist. Therefore, understanding the needs of the client and knowing how to anticipate his wishes increases sales and the efficiency of your actions.

But, all of this requires a lot of time and effort, which can become a big problem if your company has to manage a huge list of and leads.

In these cases, CRM is the ideal tool to optimize these processes and develop a closer and healthier relationship with customers.

What is CRM?

CRM is the acronym in English for Customer Relationship Management, which can be translated as Customer Relationship Management. As its name indicates, the function of this system is manage and improve the relationship between the company and its customers.

This is important because the sales process does not happen in a linear fashion, with the customer closing a deal on their first contact with the brand. It is necessary to establish a relationship of trust between the two parties.

Right at this moment the CRM system comes into action, it brings together a series of strategies, practices, policies and resources for management, analysis and contact with customers. In this way, the company manages to closely follow the sales process and it is easier to understand, satisfy and retain the consumer.

How does a CRM system work?

With an increasingly competitive market, following the public closely and in a personalized way is a great differential.

However, putting this into practice is very difficult, especially in very large companies with thousands of clients. Therefore, it is very interesting to have a system capable of gathering the most relevant information about prospects.

Each tool available on the market has its own peculiarities. But, in general, a CRM system has some features, such as:

  • Record, track and manage customer information;
  • automate tasks repetitive, speeding up lead tracking;
  • To create complete and automated for the different customer segments of the brand;
  • integrate teamsallowing the entire organization to access the data.

What are the advantages of using a CRM system?

So far, you have learned what CRM is and what it can do for your business, putting the customer first.

See also  Quality of life at work: 10 tips to improve your well-being

But what are the real benefits of implementing a CRM system in your business? This is what we are going to see now. We list five benefits of this tool:

1. Get to know the consumer profile better

One of the secrets to the success of any business is having and satisfied. And to achieve this result it is very important to know in depth the profile and .

With the CRM it is possible to cross-reference and analyze various information about the leads, accurately identifying the interests, needs and habits of each one.

In this way, sales and marketing teams can create personalized approaches and offer you a to the consumer.

2. Strategic vision of the business

A CRM system makes it possible to centralize customer information and make it available to all company teams.

In addition to allowing any collaborator to have access to this data, speeding up decision-making, it offers managers the opportunity to closely monitor everything that happens in the company.

With a broader and more strategic vision of all the processes and actions in progress, it is easier to identify solutions for possible problems.

3. Increased productivity

All this improvement in communication and in the management of internal processes also translates into an increase in of the business.

With CRM software, less time is wasted collecting and cataloging customer information. Everything is done in an automated way.

In this way, the processes become more efficient and the communication between the different teams improves, optimizing the tasks carried out by each collaborator.

4. Improvement in the relationship with customers

As the CRM allows access to more assertive and up-to-date data on each client, communication with the prospect also gains in efficiency.

Your brand will be able to better understand each customer, their wishes and needs in real time. With this information in hand, conversations with consumers will always be more personal and relevant.

5. Increase in sales and average ticket

A direct consequence of a closer relationship with the l is the growth of sales and the average ticket.

When the consumer feels that a brand understands their problems and has the ideal solution, they are more inclined to close the deal.

See also  What is labor reinsertion and 7 tips to conquer it

And not only that. A more assertive and close communication increases the chances that the client will become a loyal consumer of the brand and do business again.

How to choose a CRM system?

Deciding which CRM tool to use in your business is not an easy task. As there are many options on the market, it is important to know which one offers the essential resources for your needs.

In general, some features cannot be left out of a good CRM. Therefore, when choosing the best tool, check if it presents the following resources:

1. Cloud computing

Cloud computing is revolutionizing digital services. It is possible to access platforms and services from any device connected to the Internet.

And that is even more important in a CRM system, because it allows all customer information to always be secure, integrated and available.

2. Task automation

A CRM system allows you to automate some repetitive tasks that were previously done manually. This allows professionals to have more time to focus on what really matters.

3. Integration with other services

Today, even small businesses use digital services and platforms, whether it’s for social media management, lead capture, or email triggering.

In this sense, it is very important that the chosen CRM works in an integrated way with the systems that the company uses most, to guarantee more agile processes and always up-to-date information.

3 of the best CRMs on the market

Now that you know the main functionalities of a CRM and the features that cannot be missing, you need to know the most famous solutions on the market.

We prepared a list with 3 of the best:

1.Salesforce

The It is one of the most used in the world. Therefore, it is the best option for those looking for a secure and robust system.

One of the most important differentials of Salesforce is the possibility of using the tool as your business grows.

To use the service, you need to purchase a license, which costs between $25 and $75/month.

2.Fresh sales

it is designed to meet the needs of different types of businesses, but especially small and developing ones. It has an excellent updated interface.

It’s simple to use and allows you to capture, distribute, annotate, and verify leads for free, across various communication channels. In addition, those who use the free plan of this tool will be able to obtain an unlimited number of users, an unlimited contact base and records, unlimited storage, among other features

See also  How to choose the best e-learning platform for your online course?

Their paid plans offer a deal funnel view, real-time email tracking, Google Calendar integration, and other great features for your business.

3. Hubspot CRM

Hubspot is one of the biggest names in the industry of and offers various automation products and tools. One of them is the .

Ideal for small and medium-sized businesses, the tool has several powerful features, such as sales funnel management, tracking of interactions with leads, centralization of information and a real-time chat function.

And best of all, the Hubspot CRM is 100% free.

4.CRM High Sales

The CRM system of the It presents all the necessary resources for the proper functioning of a sales CRM, eliminating paper forms and documents and offering you all the results and information you need.

The Hight Sales CRM system has several functions, such as:

  • Custom sales funnels to better organize sales flows and the level of purchase interest of leads.
  • Integration with Google Agenda, facilitating the scheduling of meetings, phone calls, visits and surveys.
  • Automatic email triggering for registered leads and nurturing flow features.
  • Comprehensive sales data and reports.

You can contract a license to use the High Sales CRM software starting at $9 per user/month.

conclusion

CRM is a service that allows you to centralize all the information of a business, integrating sectors, streamlining processes and bringing the brand closer to its customers.

As a result, the company gains more in productivity, assertiveness in its actions and also builds customer loyalty much more easily.

When choosing the best CRM tool, do not forget the suggestions that we present to you in this article! But, technology offers much more to your business. Take a look at our article with the .

This post was originally written in September 2019 and updated to contain more complete and accurate information.

Loading Facebook Comments ...
Loading Disqus Comments ...