Not too long ago, almost any company sold its products or services without practically having to carry out market research and without having to study its customers too much. However, in the times in which we live, and mainly due to market saturation and increasing competition, it is increasingly difficult to carry out any type of sale. For this reason, many commercial directors are beginning to rethink their ideas, in a very successful way, and look for new options to increase sales productivity.
Those who don't continue to focus on trying to increase cold door calls or limit visits to clients starting a new project. The commercial or simple commercial director who knows how to adapt to the new times, try to go one step further and seek to make use of a CRM (Customer Relationship Management) or modify the one you already have to try to sell your products.
Today through this article we are going to show you 5 keys to successfully use a CRM, in the proper way, of course, and we are also going to try to let you know a little more in depth about it because it is so important to use it and apply it correctly. the form correct.
The integration of the CRM with the financial management system allows us to know the clients
It may seem obvious, but nevertheless it is not being carried out in the proper way and is that the CRM integration with the financial management systemIt is something fundamental, and if it is done properly it can lead us to get to know our clients in a very detailed and precise way.
For example, thanks to this integration, we will be able to know a change in purchasing patterns and, as a result, carry out specific marketing campaigns that allow us to improve those patterns.
Data management, a key point
The data handled by any company or commercial is always key and is that not having them updated or having them, for example, duplicates, can lead to certain processes or marketing campaigns not being carried out properly.
The final quality of the CRM information can largely depend on this data management, and it will undoubtedly improve if you do a correct data management. Our undoubted recommendation is that you keep your databases in top shape and updated and optimized as much as possible.
Enter the world of social networks
Social networks are today some huge sources of information, not only for users, but for any company that thanks to it can get to know its users in depth and who are also potential customers.
Facebook, Twitter or Instagram It can be the best way to meet and attract potential clients, so do not leave them aside because otherwise you will be making a serious mistake.
For example, SageCRM easily integrates with Facebook, Twitter, LinkedIn, and Yammer. In addition, Sage CRM is one of the most used in the business sector so they have an experience that supports them with good results.
The study of the profitability of each client can lead you to success
A client that some time ago could be profitable for us or our company, maybe today and for different and varied reasons, A study of that profitability through CRM can lead us to succeed by not focusing on him or recommending better proposals associated with their profitability.
Study each client carefully and always bear in mind the profitability they bring us.
Provides access to the CRM system
Not currently using a CRM system is going one step behind what logic dictates, so if someone in your company is not using this system, you should give them access to it immediately. In addition, it may be interesting that you allow more users in that system, which do not have to be only from the sales or marketing teams.
Today there are many more departments and users who deal with customers on a daily basis and who should be able to make continuous use of CRM systems.
Interesting article.
Thank you