What is a CRM? Understand to decide correctly

It is a tool/platform that focuses on how a company or brand interacts with its customers. Thus, it allows managing and managing all the information that is received from leads and clients.

A CRM focuses on business management, marketing, customer service and after sales. That is, it is transversal to different areas within a company.

In short, a Customer Relationship Management serves to:

1. Make processes more productive
2. Have the information in one place
3. Automate marketing campaigns
4. Have information when you need it

6 tips to know what CRM to choose for a company

#1 – The objectives are the beginning:

As we said before, a CRM is characterized by working with different areas and people within a company, so it is good that each has its objectives defined. Only then will you be able to know which CRM is more convenient.

CRMs have different characteristics and focus on several solutions. You will not want to use one that in practice does not work for what your marketing or sales department needs.

#2 – The integrations of the CRM

It is a fundamental point prior to the final decision. In general, companies already work or use other management tools. Thus, you will achieve perfect integration, facilitating the day to day when analyzing and using data.

#3 – What is the cost?

Many companies work with planned budgets where it is estimated what will be the money to spend in the next period. Therefore, it is good to be clear about how much will be paid per month or if there are discounts for annual payments.

Even the different CRMs have several plans that the client can choose depending on their needs.

#4 – What does your team think about implementing a CRM?

Your opinion should be taken into account from day 0. If you have an IT team, they will play a leading role. Take into account your suggestions and opinions. Have them evaluate different CRMs from the ones in the market, see their pros and cons and how they would adapt to the company.

Beware, it is useless to have the most expensive plan if it will not solve your daily problems or use all the features it offers.

#5 – Can CRM adapt to the growth of the company?

Sometimes a company is small and contracts a certain CRM, everyone adapts and also interacts perfectly with customers and information. After a while, the company grows which makes other needs arise.

Can that CRM satisfy them?
Many have higher plans with more robust functionalities – as we said before – that adapt to the new scenario.

#6 – The best CRM delivers reports

It must exist to solve problems and streamline processes. If you can customize and extract reports with data, those responsible for each area will be able to see what the current failures are and how to resolve them to continue improving and not stagnate.

Source: https://www.akeentech.com/women-in-charge-best-tips-to-help-prepare-for-your-retirement/

Lalasticlala good evening sir

A CRM focuses on business management, marketing, customer service and after sales. That is, it is transversal to different areas within a company.

akeentech:
Lalasticlala good evening sir

Lalasticlala please is there any reason why my thread couldn't make the front page, maybe I violated any rule thanks.