The ready-to-use CRM for small businesses and startups.
Enhance customer loyalty.
"We needed to go fast, to disrupt our teams as little as possible. efficy was able to accompany us in this transition, with a powerful, intuitive and user-friendly software suite. Having a tool which was rapidly accepted by users greatly contributed to the success of the project."
The company’s existing software no longer met the expectations of Carrefour Pro: it was not functional enough, not user-friendly enough, and its design was too complex… In short, it was time to change for Carrefour Pro A design brief was drafted to ensure an adequate fit between the business needs and the software.
efficy responded to the call for tender and won thanks to its expertise. The other decisive factors: easily accessible information, customizable home page, and software scalability. And in terms of deadlines for its implementation: just six months between the decision to change CRM and the full operational rollout of efficy CRM.
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.
efficy CRM offers Carrefour Pro users a wealth of new features. Each user has his or her own customizable homepage.
At first glance, users can see qualitative and quantitative indicators as well as his list of pending tasks. The Marketing module of the suite offers precise targeting features.
All new contacts mainly met through B2B trade shows, are saved in the database, listing the origin of the interaction.
A real efficiency gain for users!
"efficy CRM gives us a better traceability and a better follow-up in the management of the activity"
"The new system will enable everyone who is in contact with a client to have a 360° view of them."
"We needed a tool that was simple, quick to set up and very collaborative."
Whether you are a bank, an association, a large company or an SME, there is an efficy solution for you!