The ready-to-use CRM for small businesses and startups.
Enhance customer loyalty.
"The CRM allows us to centralize all our customer knowledge for reliable and shared information. The solution accompanies our sales representatives every day in the development of their activity."
When I arrived as head of the customer satisfaction and sales administration department, the group was growing rapidly. One of the first tasks was to structure the organization and processes of the sales team to increase efficiency in the processing of tenders.
In a sector as competitive as transportation, sales cycles can last several months or even several years, margins are reduced and commercial pressure is very strong. An adequate analysis of the client/prospect’s needs and the commercial follow-up of the latter are determining factors in winning a contract.
The Bert & You Group then launched its CRM project with two strong challenges:
The administrative workload of the sales team has been greatly reduced thanks, for example, to the integration with the Corporama solution. With just a few clicks, sales representatives can import information about companies and their activities (legal information, solvency, press releases, etc.). They avoid unnecessary re-entries.
Thanks to the Marketing module, they also have the ability to communicate regularly and automatically with their customers. With portfolios of 200 to 300 customers, sending mass communication such as end-of-year rate increases suddenly becomes much easier!
CRM has also improved collaboration between departments, with use extended to other support functions, including legal and litigation.
In our business, the TMS is the business tool par excellence. Its integration with the CRM was therefore a prerequisite for the success of the project. Due to our external growth strategy, we now operate with 4 different TMS. The CRM brings up the information from each one and thus centralizes the follow-up of the customer activity.
The sales representatives are able to manage the entire prospecting process thanks to the CRM, but they also find the follow-up information and are alerted in case of unpaid invoices, incidents of merchandise disputes or transport damage, for example.
"Efficy was chosen as the CRM solution because it met the complexity of our membership and was very flexible in all developments as efficy is fully customizable."
"We were looking for a CRM that would be integrated into the work of the sales staff, that would be modular and that would allow us to monitor the activity in a very detailed way."
"efficy CRM has given us global coverage, can be adjusted to meet new needs quickly and easily, and was able to adapt to the strong technical constraints of our Information System."
Whether you are a bank, an association, a large company or an SME, there is an efficy solution for you!