Managing customer communication Centralized information database
Posted: Sun Dec 15, 2024 5:27 am
Customer information is usually managed by each salesperson, right? In traditional B2B companies, a salesperson has a portfolio of clients that they manage at their discretion (in notes, in a personal diary, in their memory…). But nowadays, this way of operating is no longer useful. What if that salesperson leaves the company, is on sick leave or is on ERTE? A CRM software provides a centralized database with all the information about the clients, making it easily accessible to anyone who needs it. This makes it easier for a sales representative to see which products a particular client is interested in, for example.
7. Managing customer communication
Restrictions on mobility and personal phone number list relationships as a result of the health crisis have caused gaps in the sales cycle. Traditional commercial activity (visits, meals, fairs, etc.) has suffered so much that it needs to be revitalized. CRM software used with a good strategy can help by automating processes, sending alerts to salespeople when they need to communicate with the potential client, and tracking every interaction, from emails to phone calls.
8. Segmentation of the customer portfolio
A list of hundreds of contacts with information can be overwhelming if you can't filter it. CRM software will automatically segment contact lists based on the criteria you need, making it easy to find the ones you want to contact at any time. Contacts can be sorted by location, gender, age, buyer's journey , and any other criteria you want . A powerful and versatile CRM will allow you to add and remove fields to each contact based on the needs of each company.
9. Automated sales reports
The CRM software dashboard will allow you to easily collect and organize data about current and potential customers to create reports that then allow you to automate and manage pipelines and processes. CRM can also help sales managers or sales directors evaluate team performance , track their goals, and check progress on each of their projects at a glance.
7. Managing customer communication
Restrictions on mobility and personal phone number list relationships as a result of the health crisis have caused gaps in the sales cycle. Traditional commercial activity (visits, meals, fairs, etc.) has suffered so much that it needs to be revitalized. CRM software used with a good strategy can help by automating processes, sending alerts to salespeople when they need to communicate with the potential client, and tracking every interaction, from emails to phone calls.
8. Segmentation of the customer portfolio
A list of hundreds of contacts with information can be overwhelming if you can't filter it. CRM software will automatically segment contact lists based on the criteria you need, making it easy to find the ones you want to contact at any time. Contacts can be sorted by location, gender, age, buyer's journey , and any other criteria you want . A powerful and versatile CRM will allow you to add and remove fields to each contact based on the needs of each company.
9. Automated sales reports
The CRM software dashboard will allow you to easily collect and organize data about current and potential customers to create reports that then allow you to automate and manage pipelines and processes. CRM can also help sales managers or sales directors evaluate team performance , track their goals, and check progress on each of their projects at a glance.