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"In 3 years, the Lyon branch of the DCF association has gone from 70 to 150 members. This growth in membership has forced the organization's managers to rethink their communication and management of member relations."
How to structure and harmonize the marketing campaigns of a growing organization? This was the initial problem of the association of French Sales Leaders (DCF).
Our association is composed of eight commissions (organization, SME, major accounts, juniors, welcome, international, inter-associations and teaching, communication, etc.). Each one tended to conduct its own e-mail campaigns with its own databases.
In order to structure the entire marketing strategy, the DCF Lyon managers decided to equip themselves with a CRM tool.
But for the association, there was no question of turning to a software giant that would be unable to provide an adapted customer service within a reasonable budget.
Above all, we were looking for a local partner for our CRM project, someone who would offer a reliable solution while remaining accessible and contactable.
This was the case with efficy CRM on all these points
Once this choice was made, the DCF Lyon and efficy teams got to work. They faced a major task: harmonizing, cleaning up and migrating the association’s numerous Excel files.
This work on the files represented the most important part of the deployment. In all, it took us about ten days to set up our new CRM.
Thanks to this work, the DCF Lyon teams are entering a new phase: from now on, all marketing campaigns are structured, standardized and harmonized.
Our e-mail campaigns are sent in a few clicks and – of primary importance for us – are recorded. In the past, we lost a lot of data due to the rotation of committee chairmen who each managed their own campaigns.
All these elements contribute to considerably strengthen the relationship with our members:
Our strong growth and the accession of many sales managers from major accounts have led us to adopt a more structured and harmonized marketing approach. This has now been achieved and we have even optimized and industrialized all of our work, including the management of contributions, invoicing, memberships, etc…
"efficy CRM gives us a better traceability and a better follow-up in the management of the activity"
"We needed a tool that was simple, quick to set up and very collaborative."
« We therefore needed a simple, easy-to-use, flexible tool that would allow us to have different approaches. Our objective: to develop our reputation and to structure the sales department in order to quickly consolidate our sales. »
Whether you are a bank, an association, a large company or an SME, there is an efficy solution for you!