All contacts stored in a CRM have a profile. These profiles are automatically updated with information from customer interactions. You can see if they open your emails, their purchase history, and how much revenue they’ve earned your business so far.
Your teams can also manage communications with a customer or potential customer. With CRM software like Brevo, you can schedule meetings, send an email, or assign tasks to colleagues based on a contact’s specific needs.
An image of a contact profile showing What is CRM used for.
Contact profile overview in the Brevo CRM platform
In-depth interaction tracking helps your teams better understand where a prospect is in the customer journey. Did they sign up for your webinar, or do they need a follow-up call after an inquiry?
In short, contact management is the key to understanding customer needs, monitoring customer engagement, and creating a personalized customer experience.
2. Connect marketing teams and sales teams
Before CRMs, data entry was manually put into lebanon mobile phone numbers database programs. Team members then had to share this information with colleagues in a constant administrative cycle.
With CRMs, teams share a dashboard that is automatically updated with business interactions and customer information from sources connected to the CRM. This dashboard helps teams easily find all contact, sales, and marketing campaign details in real time.
3. Find qualified leads
As you start connecting with more leads, you’ll need a way to know which ones are worth your time, money, and resources.
Lead scoring models are a key feature of a CRM. They assign points to contacts when they do things that show interest in your business and detract points if they stop engaging. You just need to tell your CRM what actions earn points and it will automatically keep score of your contacts for you.
For example, if a lead signs up for a webinar, they’ll gain points. Visiting your ecommerce shop from a link in your email campaign also earns them points.
Once a lead has enough points, they’ll qualify for certain outreach actions from your business.
If you run an ecommerce business, you might send a warm lead a personal discount code to encourage them to buy your product.
If you’re a real estate agent, this could mean scheduling a call with a hot lead to see if they want to plan a visit to a property.
