CRM tool

This post was written by Efficyers

How does CRM work in 4 stages

Knowing what a CRM is, the essence of how any CRM works can be summarised in 4 phases:

  • Start the sale.
  • Close the sale.
  • After-sales service.
  • Centralise all the information.

Start the sale

Whether it’s email marketing campaigns carried out using the tool itself, cold calling from sales staff or contacting someone personally with whom we have an introduction, the first step with a CRM is to initiate the sale.

The only requirement for this is to have the contact details of the leads included in the tool.

With these data, whether the first approach is with a personalised email campaign, with cold calling or by making a commercial visit will depend on the type of business, the type of sale and the type of CRM.

Close the sale

According to the National Association of Sales Professionals (NASP) 90% of salespeople leave 80% of their business on the table because they do not contact a potential customer more than 5 times.

To avoid that, the second common step in any CRM is to allow for proper follow-up on the sale to ensure closure.

With a CRM you can follow up to infinity without being tiresome, and that translates into more sales.

After-sales service

Another big reason why companies lose money is that, although it costs up to 7 times more to get a new customer than to keep a current one, most companies are hell-bent on getting more business instead of taking care of the one they already have.

With a simple CRM, anyone who comes into contact with a customer can see at a glance all the conversations, work done and pending and, in short, all the contact information the company has.

This allows us to provide a much more personalised service with much better results. And this increases customer satisfaction.

Centralise all the information

The last common factor in the operation of all CRMs is that it is a tool in which all the information on your customers and potential customers is centralised, but also all the information on the performance of your salespeople, your marketing campaigns and your customer service.

With just a few clicks, this allows you to generate detailed reports that allow you to get to know your ideal customer better, how the after-sales service is going or how the sales department is performing in general and each salesperson in particular; to give just a few examples.

With Efficy, you can do these 4 things and many more

With Efficy these 4 phases are completely covered.

However, we also understand that every business is a world, so first we listen to you and if we think we can help you we prepare a tailor-made solution, thanks to the fact that we are the most flexible and scalable CRM on the market.

This way, we make sure you don’t spend time and money finding the optimal solution. Instead, we make it for you.

Plus, you don’t have to spend time figuring out how does CRM work, because we train your team.

Are you interested?

Try Efficy CRM
The most complete CRM


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