efficy CRM: adapting to evolving needs .
In the implementation of CRM software, a project which involves both a technical and a human component, special attention must be paid to adequate user training. So, efficy and Carrefour Pro organized training sessions to help users gain expertise on the tool.
In addition to this, a “CRM Guide for Dummies” was created internally with screenshots of the software. This twenty-page guide is available to all users and is a veritable “how-to” guide, with tips and tricks for optimum use. Carrefour Pro chose to use efficy CRM on-premise. The solution is scalable, which means it will grow along with evolving needs of the sector and of the company.
The teams are already working on several projects: adding administrative tasks to the to-do list of sales representatives, linking multiple opportunities to the same action, and even linking the software suite and the product catalog to automatically generate quotes.
Carrefour Pro being an entity of the Carrefour Group, which already uses efficy CRM, this project enabled the company to harmonize its tools.