Customer Management in a CRM

Ecoeffy ofrece herramientas integrales para crear experiencias únicas a los clientes!

Ecoeffy play a fundamental role in the digital transformation of the customer relationship through the installation of a CRM. As a specialist and developer, you enable improving customer relationships, empowering employees, and optimizing products and operations. Today 95 customers consider loyalty to go hand in hand with Customer Service or customer service.

More efficiently monitor the entire sales process and customer lifecycles—from initial contact to final sales, after-sales service, and support.
With a CRM, manage the entire sales process and customer lifecycle efficiently. Get an integrated view of your leads and customers so you can better understand and meet your needs.

> all thanks to the use of artificial intelligence AI

Sales & Opportunity Management

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

Marketing Campaign Management

Create, manage, and analyze marketing activities to turn prospects into customers and grow sales and profitability.

Customer Services Management

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

Reports & Analyses

Design detailed reports on all aspects of the sales process—from projections 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.

>> knows the features of online content.

Process automation

1. La oportunidad de contar con un CRM.

Hoy el 59% de los clientes dicen que deben trabajar al menos con 3 canales diferentes para atender temas relacionados a las ventas y al servicio al cliente. Casi siempre estos canales conviven de forma aislada, y en silos, el 90% de los clientes tiene la expectativa de que su experiencia sea la misma en todos los canales digitales. Por tanto, la enorme oportunidad surge en brindar soluciones a los clientes que permitan unificar y simplificar la experiencia de sus propios clientes a través de un CRM.

Crear una experiencia omnicanal, haciendo uso de información que nos da la inteligencia artificial se vuelve muy importante, además de guiar y apoyar a que los empleados integren todo esto en sus sistemas.

>> Conozca como un CRM mejora el rendimiento de E-commerce

2. ¿Por dónde empezar la instalación de un 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.
>> Learn more how we do it >>

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.