Search found 40 matches

by Jahangir655
Sun Apr 20, 2025 10:07 am
Forum: B2C Data
Topic: What is a Finance CRM?
Replies: 0
Views: 5

What is a Finance CRM?

First of all, CRM is the acronym for " Customer relationship management " in English. It is translated into French as Customer Relationship Management (CRM) or Customer Management . Generally speaking, a CRM is therefore a tool that allows you to manage all the strategies, processes and tools that ...
by Jahangir655
Sun Apr 20, 2025 10:06 am
Forum: B2C Data
Topic: Why create a customer profile?
Replies: 0
Views: 8

Why create a customer profile?

In addition to responding concretely to customer expectations, personalizing offers and products, and increasing customer satisfaction, creating good customer profiles has several advantages.

1. Target and personalize your marketing
Customer profiles provide insights into the demographics ...
by Jahangir655
Sun Apr 20, 2025 9:31 am
Forum: B2C Data
Topic: Zendesk Sell
Replies: 0
Views: 3

Zendesk Sell

Ideal for : Retail teams that need a retail CRM that integrates sales and support functions.

Zendesk Sell combines sales and customer support tools into a single platform, providing a holistic solution for retail teams managing customer relationships across multiple channels.

Zendesk Sell Key ...
by Jahangir655
Sun Apr 20, 2025 9:29 am
Forum: B2C Data
Topic: Oracle NetSuite
Replies: 0
Views: 3

Oracle NetSuite

Ideal for : Banks that want a cloud-based solution with CRM and ERP capabilities.

Oracle NetSuite is a cloud-based solution that provides a 360-degree, real-time view of its customers. NetSuite provides a seamless flow of information throughout the customer lifecycle while streamlining compliance ...
by Jahangir655
Sun Apr 20, 2025 9:28 am
Forum: B2C Data
Topic: Optimize your sales methods today
Replies: 0
Views: 3

Optimize your sales methods today

Classic sales techniques like active listening, SPANCO, SONCAS, BAC, and SIMAC are proven sales methods. However, they can often be slow and require long hours of manual work. However, by using flexible and powerful CRM software like Monday CRM, you can optimize all these tasks by centralizing all ...
by Jahangir655
Sun Apr 20, 2025 8:26 am
Forum: B2C Data
Topic: Analyze your customers’ behavior
Replies: 0
Views: 3

Analyze your customers’ behavior

Before you even begin targeting new potential customers, you need to understand your current customers' behavior and build a strong customer profile. To do this, ask yourself the following questions:

What do we know about our customers in terms of demographics, interests, and purchasing preferences ...
by Jahangir655
Sun Apr 20, 2025 8:25 am
Forum: B2C Data
Topic: What does ERP or PGI mean?
Replies: 0
Views: 3

What does ERP or PGI mean?

ERP stands for Enterprise Resource Planning . In France, the term Integrated Management Software ( IMS) is also used, but it's actually the same business management tool. In other words, ERP and PGI are two interchangeable acronyms.

ERP software, or ERP software, is a type of software used to rcs ...
by Jahangir655
Sun Apr 20, 2025 8:19 am
Forum: B2C Data
Topic: What does ERP or PGI mean?
Replies: 0
Views: 2

What does ERP or PGI mean?

ERP stands for Enterprise Resource Planning . In France, the term Integrated Management Software ( IMS) is also used, but it's actually the same business management tool. In other words, ERP and PGI are two interchangeable acronyms.

ERP software, or ERP software, is a type of software used to rcs ...
by Jahangir655
Sun Apr 20, 2025 5:21 am
Forum: B2C Data
Topic: What is the difference between an account manager and a customer service representative?
Replies: 0
Views: 3

What is the difference between an account manager and a customer service representative?

An account or client manager achieves the above-mentioned goals primarily by developing relationships with existing clients. This requires a deep understanding of their clients and their unique needs in order to find ways to offer them more relevant products or services.

In contrast, an account ...
by Jahangir655
Sun Apr 20, 2025 4:58 am
Forum: B2C Data
Topic: CRM BTP: streamlined project management
Replies: 0
Views: 3

CRM BTP: streamlined project management

The best CRMs for construction offer centralized project tracking from A to Z, including quotes and resource allocation. This allows you to efficiently track the status of each project and monitor progress in real time.

8. CRM BTP: personalized estimates and quotes
Many construction customer ...