Do You Know What a CRM Is? What Can It Do for Your Company?

Rather often than not, clients ask "What is a CRM?" "What is a CRM for? "Do I really need one?" In our experience, which is no less than 15 years as a services provider, we've come to advise a lot of clients on this topic. This blog might be helpful . to those who have similar questions.

What is a CRM?

Let's start by defining ​​what CRM means. CRM stands for Customer Relationship Management. It's important to understand this concept, since it gives us an idea of ​​what we really need and if we really need one, because the CRM tool is very useful if it's complemented by a whole strategy and aimed at achieving a result.

In short, a CRM is a system that's responsible for registering data with which you can have the information of:

• Prospects and clients
• The interaction they have with the sales reps
• The measuring of the efforts made with the marketing campaigns you implement
• The media with which prospects and customers are communicating (email, phone, chat, chatbot, social networks, inbox and sms).

A CRM can usually be hosted in the cloud with which you can take your data anywhere you go. There are others that can be installed on company servers, they are products made more specifically for a certain kind of customer.

What is a CRM for?

A CRM is a system that's usually implemented for the measurement of data related to the monitoring of prospects, customers and sales. The functions, the tools that are available and the ability to store contacts can vary, since there are many options in the market. In addition, almost all options have a Free version! In addition to this, licenses can range from $ 50 USD to $ 400 USD per month. It all depends on the tools it offers.

Which CRM Options Are There?

There are many, such as:

• HUBSPOT (the one we recommend)
• SUMA CRM
• MONDAY
• ZADARMA

Just to mention a few.

Remember that the platform should be easy to use, friendly, have easy access and above all, suit your budget.

Which are the benefits of having a CRM?

1. Have date of your company's prospects and clients
2. Improve and optimize times
3. Count with more information about your prospects
4. Plan resources and times
5. Segment markets
6. Define one or several buyer personas (kinds of customers)
7. Have marketing and sales work together

In short, a CRM can help you with everything need so you can:

• From the Marketing area, give a follow-up to your campaigns and results
• From the Sales area, get data from your customers and improve your sales processes results thanks to the better administration of time
• In the case of Management, it's a very important tool, since it allows us you to get a more global and detailed view of the efforts made, in addition to verifying which of the strategies are working -or not. It's essential for companies to be able to measure their efforts in addition to reviewing the statistical data of each of their collaborators, making a timely follow-up of all these issues.

Ask for a consultancy service with us. We'd be happy to help you better organize the way your company works.