In this simple, concrete and effective article, we explain why it is important to use a CRM in your business.
Let’s go !
1 / Store all the information about your customers in one place
A CRM is a real knowledge base.
By using a CRM you will no longer lose any information about your customers.
– Phone Number
– History of exchanges
– Last orders
As soon as someone from the team searches for information, they will know where to find it : In the CRM
2 / Do not forget any task to do
In addition to storing all the information in one place, the CRM is a real personal assistant on a daily basis. It will remind you of the least of your tasks.
Impossible to forget anything.
Call back this prospect in 2 months ? The CRM will remind you.
Send your catalog by email to your customer in 3 days ? The CRM will send it for you.
Give a greeting card for the new year ? The CRM gives you a listing.
Do not miss any more information.
3 / Monitor your sales performance
Thanks to a CRM you will be able to follow your efficiency and your commercial reporting. The software will store all the information that allows you to track your statistics.
Without having to fill in any Excel table. No more forecasts to satisfy your sales manager.
All information is directly available online and dynamically.
Your sales team can focus on the essentials : Doing business.
4 / Save time every day
New generation CRMs will allow you to save time on your daily tasks.
You will have the possibility of having a shared online calendar : Convenient for planning video or telephone appointments without having to make 3 round trips by email.
You can make your calls directly from your software and they will be logged.
No need to write the same email 10 times, you can send group emails to several different people, while personalizing them. Of course, you will be able to automate your recurring tasks. Send a catalog by email as soon as a new prospect leaves us their contact details on the site ? CRM does it for you.
5 / Retain your customers and make more money
By putting the first 4 points end to end, your team will gain time and efficiency.
This will inevitably make it possible to better retain your customers and generate more figures on a daily basis.
At BLC we advise our customers to use Pipedrive because we believe it is one of the best tools around.
For a free trial, it’s here.