What is a CRM and why do you need to put it in place in your company?

Without a doubt, this pandemic has revolutionized what digital transformation is. We have seen, more than ever, the need for change that every company or organization must face in the field of electronic commerce.


Thanks to technology and the tools it offers, people are willing to build different digital spaces. There are a variety of tools to benefit micro, medium, or macro companies which seek to establish a difference in the competition.



One of these tools is
CRM which does good use of the information provided by clients with the aim of increasing its value proposition. Yet, what is CRM? (Customer Relationship Management System), is a business strategy that focuses on building loyalty and putting your customer first and at the center of your business to provide a positive experience and build long-term relationships.

 

What benefits can I have if I put in place the CRM strategy? Companies that place customers at the center of their organization are experiencing solid, stable growth for their company in a globalized world. Here are some of the benefits:


Marketing tool - Analysis and segmentation

 

Data analysis and segmentation are essential in any marketing strategy because it allows you to control and track your customers, and segment into groups, such as location, date, type of company, loyalty stage, etc.

 

All these are needed to understand the behavior of the target audience. And, with the data, work on growth strategies. With the study analysis provided by the CRM tool, the marketing area team will know which sector and customers best identify with the business and get the most from the company.



Customer loyalty and personalization

 

A differentiating point between one company and another is its customer service. CRM's seek to link and collect all the relative information of the consumer with personalized proposals that allow them to influence their buying decision. Remember that beyond selling a service or product, you sell a unique experience that makes the consumer become a customer.



Internal information control

 

CRMs allow a quick and accurate view of the client. Teams will be able to consult the information in a single tool and act in relation to the need since it works as a point of union and communication between the marketing and commercial department.




The 5 most recommended CRMs for SMEs


For those who have an online business, the most popular CRMs on the market are the following:


Zoho

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Zoho: Helps streamline your organizational sales, marketing, customer support, and inventory management functions in one system. It includes all kinds of office applications such as text editor, spreadsheet, presentation editor, databases, task planner, wikis, etc.

Hubspot

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Hubspot: Improve the productivity of marketing and sales teams with free tools and third-party integrations, monitoring, and reporting.

Monday

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Monday: It is a multiplatform project management and collaboration tool. Here you can plan your projects and work on them in the same place, creating one real and fluid planning.

Zendesk Sell

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Zendesk Sell: Automate data capture and analysis, making your sales reps work easier while helping department managers gather the information they need to speed up growth in an optimized, scalable, and durable way. This tool can be used on any platform.


ClickUp

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ClickUp: Each person can work on different tasks. More than task management, it offers documents, reminders, goals, calendars, scheduling, and even an inbox.



 What to do before implementing your CRM?


1. Have a specialized agency or technical team to help you configure and program the tools.

2. Assign roles and key tasks to your team, both commercial and marketing.

3. Have a website where you can centralize all your digital actions. Becoming an organization with CRM tools can take time, but it is necessary to grow in the digital market.


Today, there are many alternatives and choices when it comes to choosing software that suits the needs of your company. Also, there are communications companies trained that can help you in your growth.



If you want to know which is the perfect tool for your company, do not hesitate to contact us, at Vertical Link we will help you take your dream to the next level.


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