We live in an era in which customers are the center of everything, but there are so many interactions with them that how can you record them in an orderly manner in your business? You already know the answer.
To help you understand the importance and possibilities of implementing a CRM, I have prepared a complete guide to help you choose one.
What is a CRM?
A CRM is a strategic tool that allows a company to gather in one place all the communications, documentation and activity it has with its users, leads and clients, whether current or potential. And consequently, manage future actions easily and effectively.
This platform is therefore much more than just software. It is a vital strategy to put the customer at the centre and guarantee them the best possible experience.
CRM stands for Customer Relationship Management .
This program or application creates a file for each client , where information is collected about the activity or contact you have had with them, whether it be emails, calls or meetings. Notes can be added to them, or next actions can be suggested.
The card is accessible to all employees in your business and allows you to assign activities to another colleague, thus facilitating internal communication and workflow.
You see that a CRM goes far beyond having a management platform, because japan whatsapp number data the term includes the entire process of managing customer relationships at all points of contact , knowing their needs and anticipating them, personalizing campaigns, simplifying the sales process, generating synergies and optimizing tasks.
What is a CRM for?
With all that said, don't think that a CRM is a high-capacity contact book . It is true that it stores billing data, email, phone, and also visits and all kinds of communications made with the client.
It is also responsible for gathering a purchase history and product or service preferences for each contact, which allows marketing and sales campaigns to be focused . Therefore, it is essential for any company that has a sales department .
This is part of what these platforms achieve :
1. Centralize customer information
