Customer Relation Management (CRM) is a software that allows the company to keep up to date with the interactions with customers and potential leads in the company.
The purpose of these tools is to improve the interaction with customers, encompassing all the commercial, marketing and after-sales service. In these tools we have integrated the customer’s personal information that helps us to record their actions.
Another of the functions that the CRM has is the register of the purchases of the clients, the cadence, the visits that the user makes in our web page, the forms or webs that he/she consults more.
All this will help us to gather information and work with a marketing strategy focused on obtaining benefits. Thanks to this system we will also know the type of product or service that the user is looking for and, in this way, meet their needs.
Do not think that a CRM is like a database where we store personal information. It is much more, thanks to its functions we can automate notifications, customer management and even emails. With this we can appeal to the personalization of content, for example by sending a birthday email.
Providing help to the marketing and sales team, understanding customer needs, studying behavior patterns, knowing which are the products with more interest, improving service and SEO positioning of a landing page to get more customers are some of the best features that a CRM can offer you.
In addition, if you are an SME you will not have to pay for this help because they only charge according to the number of leads. If you are a large company, do not hesitate to invest in this method because your sales team will be able to analyze these parameters to obtain good economic benefits.
The 5 best CRM tools for your company
There are several types of CRM depending on the function you want to use it for. We provide you with a list so that you can select the one that best suits your company’s needs.
- Content Management
This tool is focused on small and medium-sized companies. It allows you to manage your customer data in the most efficient way. Contact management at all stages of the sales process, customer-company relationship tracking and sales pipeline monitoring are some of its most important functions.
Other functions that can help you are: defining the contact relationship with the customer through bundling, active project management or creating and updating the prospect.
- Track conversations
This application is one of the most widely used on the market. Thanks to the cloud it provides all departments with customer information in a unified and integrated way in one interface. In this way, both sales and marketing teams can work together.
Thanks to the personalized experience «Salesforce Customer 360» provides powerful and connected products between various departments so that joint analysis can be performed.
- Lead tracking
I’m sure you’ve heard of Hubspot at some point, it’s one of the most used tools by companies. Its interface shows you really important data for your company such as detailed reports on sales, team performance and your updated sales funnel.
It does not have a maximum number of leads so it can be used by large companies. You can also create records of contacts and business; it is editable and customizable and has organizational elements so that your team can maintain a predetermined order in the work.
This tool has the advantage of following up with clients in an easy and light way. Real communication and task management make this program help you integrate file storage and teamwork.
Not only will you have a common interface, but your employees will be able to create their own workspaces to determine their calendars, tasks…
This software is quite complete as it has CRM, website, eCommerce, invoicing, project management, inventory and accounting in one. This way, you can automate tasks and track consumer actions centrally on any device.
As you can see these types of tools can help you in many functions, it is not just a database with customer information. Evaluate your company’s objectives and select the program that best suits you. The important thing is that you can optimize your work time and offer the best opportunities to your customers.
If you have not yet entered the world of content management, do not hesitate. You will have great benefits and you will automate many tasks so that your team can focus on your business. You will have great benefits and automate many tasks so that your team can focus on what is really important, the customer.