Here are the most important ones
Posted: Thu Dec 26, 2024 4:33 am
The main ones are:
Contact Management : This includes storing contact information, following up on interactions for each of them, and being able to set up actions (setting an appointment, sending an email, making a phone call, etc.).
Sales Funnel : The CRM offers the opportunity to set up deal pipelines. This feature allows you to follow the evolution of sales. You can thus define the company's commercial phases and implement them directly in the CRM.
Contact Activity Tracking : There is an activity tracking system kenya telegram data available on every record made on your contacts. Therefore, a timeline with notes, emails, phone calls provides a complete history of the relationship with a customer. This history is accessible to the entire team, which allows you to optimize the sharing of information between collaborators and streamline the relationship with contacts by avoiding asking and answering redundant questions.
CRM Integration: CRM typically natively integrates Google and Microsoft email environments. The features associated with this integration allow you to consult the contact file associated with the interlocutor without leaving your inbox. You can also enable email tracking that will allow you to track the open rate, clicks, and downloads associated with that email.
A CRM offers additional tools designed to facilitate exchanges with your contacts, from the first interaction to loyalty. Without being exhaustive, we can mention, for example:
providing a conversational chatbot to optimize lead generation on your website;
activating a live chat ;
online appointment scheduling tools (for example, linked to your Gmail calendar);
an activity management system that allows you to have a direct view of the websites and who is responsible for them;
a ticketing system that customer service can use to build loyalty.
The main advantages of CRM for your business
A CRM solution can be used in various ways and has numerous benefits for businesses.
1 - Improved customer service
While modern CRM software has, as we have seen, many features, they are designed to improve business interactions and this remains their main advantage. A customer relationship management system organizes all contacts and collects essential customer data , such as demographics, purchase history and past messages across all channels, making it available to everyone who needs it within the company. This ensures that staff have access to everything they need to know about the customer, increasing customer satisfaction.
Contact Management : This includes storing contact information, following up on interactions for each of them, and being able to set up actions (setting an appointment, sending an email, making a phone call, etc.).
Sales Funnel : The CRM offers the opportunity to set up deal pipelines. This feature allows you to follow the evolution of sales. You can thus define the company's commercial phases and implement them directly in the CRM.
Contact Activity Tracking : There is an activity tracking system kenya telegram data available on every record made on your contacts. Therefore, a timeline with notes, emails, phone calls provides a complete history of the relationship with a customer. This history is accessible to the entire team, which allows you to optimize the sharing of information between collaborators and streamline the relationship with contacts by avoiding asking and answering redundant questions.
CRM Integration: CRM typically natively integrates Google and Microsoft email environments. The features associated with this integration allow you to consult the contact file associated with the interlocutor without leaving your inbox. You can also enable email tracking that will allow you to track the open rate, clicks, and downloads associated with that email.
A CRM offers additional tools designed to facilitate exchanges with your contacts, from the first interaction to loyalty. Without being exhaustive, we can mention, for example:
providing a conversational chatbot to optimize lead generation on your website;
activating a live chat ;
online appointment scheduling tools (for example, linked to your Gmail calendar);
an activity management system that allows you to have a direct view of the websites and who is responsible for them;
a ticketing system that customer service can use to build loyalty.
The main advantages of CRM for your business
A CRM solution can be used in various ways and has numerous benefits for businesses.
1 - Improved customer service
While modern CRM software has, as we have seen, many features, they are designed to improve business interactions and this remains their main advantage. A customer relationship management system organizes all contacts and collects essential customer data , such as demographics, purchase history and past messages across all channels, making it available to everyone who needs it within the company. This ensures that staff have access to everything they need to know about the customer, increasing customer satisfaction.