Customer Management in a CRM

Gestiona contactos para servicio o ventas con un CRM

Having a good CRM allows you to streamline and automate content distribution and self-service support processes. Improving customer relations, empowering employees and optimizing products and operations ensures high productivity of work teams.

Today 95 customers consider loyalty to go hand in hand with Customer Service or customer service.

This is achieved by more efficiently monitoring the sales process and customer lifecycles – from initial contact to final sale, after-sales service and support. Get an integrated view of your leads and customers so you can better understand and meet your needs.

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Sales and opportunity management

Track all sales opportunities and drive activities throughout the entire sales cycle, from the first contact, lead through closing the deal and addressing all customer requirements.

Marketing campaign management

Create, manage and analyze each marketing strategy activity to convert prospects into customers and grow sales and profitability.

Management of all customer services

Efficiently craft and manage warranty contracts and service agreements and enter and respond to service calls quickly.

Reports and analysis

Design detailed reports and presentations on all aspects of the sales process – from forecasting to pipeline tracking – using templates.

Mobile sales

Empower your entire sales organization to manage information anytime, anywhere, on any mobile device.

Customer management

Store all critical customer data in one place by synchronizing and managing customer contacts stored in Microsoft Outlook. At the same time, the organization’s public relations can be managed.

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Process automation

1. The opportunity to expand coverage and generate more sales with a CRM.

Today 59% customers say they must work with at least 3 different channels to address sales and customer service issues. Almost always these channels coexist in isolation, and in silos, the 90% of customers have the expectation that their experience will be the same across all digital channels. Therefore, the huge opportunity arises in providing solutions to customers that allow us to unify and simplify the experience of their own customers through a CRM.

Creating an omnichannel experience, using information that artificial intelligence gives us becomes very important, as well as guiding and supporting employees to integrate all of this into their systems.

>> Learn how a CRM improves E-commerce performance

2. Where to start installing a CRM?

MODERNIZE customer service:

Gaining loyalty

Empower customers as users as virtual agents, where they find solutions.
Use Customer Services tools to provide specialized services.
Anticipate customer needs to build trust.

Empowering agents

It gives intuition how they find information quickly.
A dynamic guide to optimize customer service processes.
Correct resources and data to make it deeper.
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Stay agile.

Adapt quickly to changes in company, market, etc.
Give important and relevant information to customers, go further.
Create a customer service culture.

Use marketing resources to help you generate demand.

Build customer loyalty with a CRM