Let’s start at the beginning. I’m sure you’ve heard the acronym CRM before, but you’re not really sure what it can do and how it can benefit your business.

Customer Relationship Management (CRM) is software that helps you manage your customer relationship. This software is a database that allows you to centralize all essential information for each customer or prospect in your company.

You can customize your CRM to suit your company’s needs and processes. The purchasing process is very important and must be directly linked to the decisions you make to customize your CRM.

Every department talks to each other through CRM, and here’s a daily example. The assistant has telephone contact with a client, adds relevant information to the client’s digital file, and a notification is sent to the sales team. The sales team resumes contact with the customer within a strategic timeframe. In conclusion, a new sale is completed.

The CRM enables us to do more direct selling by:

  • Create automations and optimize the quality of exchanges and customer relations;
  • Focus on customers and opportunities for your sales teams;
  • Cross-sell with relevant information on your clients’ and prospects’ digital files;
  • Better equip your sales teams to offer personalized customer service and after-sales support that your customers appreciate;
  • Be proactive by contacting customers and prospects quickly, because the customer is at the heart of all our actions leading up to a sale;
  • Segment your customers and prospects into business opportunities.
  • Retain your client, provide them with outstanding service that will help them gain a better reputation for your business. This client will talk about you and bring in new sales;
  • Facilitate the sales process with the customer.

The entire sales process is critical to closing your sales, and CRM is the perfect tool to improve it.

Many CRMs exist in the marketplace. It is important to select your CRM based on your business needs and processes and that it will be synchronized with the tools already in place, if necessary.

The WizeBA team will be happy to help you increase your sales by setting up a CRM!