Aug 20

Do you know why using a CRM is important?

Using a CRM has different advantages that make it a key part of the sales strategy. But first,

What is a CRM?

In a literal sense, a CRM comes from the Customer Relationship Management concept, therefore, the future of each business. A CRM is essential in any business because the optimal management of the relationship with contacts and customers throughout their purchasing process, should be a priority strategy. Why? Because sales depend on that relationship. That is why  Zoho CRM is a necessary tool regardless of the size or category of the company.

Sales are not achieved with a first impression. Trust with a potential client is built and the relationship with him is nurtured. We can expect this job to be easier with a CRM.

CRM software is just the tool, which has to have everything we want to add to our strategy, to make it come true.

When should you implement a crm? When there are many contacts in your organization, they come from different sources, from social networks to the telephone. There is no other way to manage everything in a correct way.

Facilitates decision making

With a CRM you can access all your data in a clear and orderly way. It is essential to have all the information of your clients in a single database. This allows you to get a complete view of your business and current, past or potential customers.

What’s more, it makes it easy to add new records and edit existing ones in an orderly way and with a common method for each member of the business.

An efficient CRM must have an analytics module, where you can collect all the relevant business information, segmented and updated in real time. With a quick screenshot each day, it allows you to make decisions easily with speed and more likely to be successful.

Get information in real time

Everything can change in a short period of time. Therefore, having global business data in real time is important.

One of the advantages of the CRM is the possibility of obtaining information instantly, allowing you to be alert to the status of each action. For example, of the actions that have finished successfully to replicate the same formula in the next ones, or of those that have not worked well to finish them immediately.

Also, a CRM increases its importance if it includes marketing tools and campaigns. It will be more effective thanks to the automation of tasks, such as sending mass messages to segments of interest or capturing leads through forms on the web, among others.

Optimize the sales funnel

The effectiveness and productivity it adds to the sales cycle is one of the most useful advantages of having a CRM. This is achieved in large part by having your history, documents and files in one place. But at the same time, some actions are also streamlined, such as data entry or simultaneous monitoring of many contacts with automated tasks.

What will this allow? Increase and improve the identification of business opportunities. And then it will help to increase the conversion of those opportunities into sales.

Furthermore, by identifying at what stage of the sales process each contact is, and how the funnel is developing, it is possible to make improvements.

Without a CRM, you might not notice many opportunities and the ones with the highest value cannot be prioritized. Also, being several in a team, the opportunities can be identified, but then the members act uncoordinated.

Search information easily

More efficient customer service.

You will not lose more documents, conversation threads or the continuity of the follow-up. The moment the customer contacts you, you will know what to say.

With a CRM you can access the file of each client / company from anywhere to provide an answer to their requests. The potential customer will end up trusting your business until you get them to be a recurring buyer and become loyal to the brand, having a close and individualized relationship.

Simplify teamwork

A CRM means better coordination of teams and resources. Why? 

It allows you to know who is in charge of each lead, what interactions they have had (and by what sources) and their position within the sales funnel.

For managers, it’s easy to see which tasks remain to be accomplished, which ones were completed successfully, and avoid duplicating efforts or leaving important actions unattended.

 

 

One of the most used CRMs is Zoho CRM. We are Zoho advanced partners and we will tailor the system according to your business requirements. Contact us to start a trial. That is easy, too.