This post was written by Mae

Your time is precious.

That’s why you need to be very strategic to know what to do.

Above all, it is based “in the present” and even if you have a business.

One tool that can help you not to delay and to be the best ally of your company is a CRM.

What is a CRM?

From the acronym Customer Relationship Manager, it is a software where you have all your conversations with customers, documents, e-mails and even more. All this by clicking on a button.

Overall, a CRM helps you to maintain long-term relationships with one main objective: to make your customers (and your company, of course) happy.

It can be as simple as following up on the last letter you sent to your customer, or seeing where you are in the sales cycle.

As companies and sales teams develop, 65% of companies adopt a CRM during their first five years.

In fact, investment in an online CRM has become one of the main investments of organisations in recent years, whether you are an SME or a large company.

Whatever the size of your company, a customer relationship management (CRM) system allows all services – finance, support, marketing and sales – to have the same information and make interactions with customers faster and more efficient.

For example: for a sales team, a CRM is like a guide in the negotiation process, ensuring that more deals are always followed up and, consequently, more deals are concluded.


It is clear that without a tool to manage these interactions, you will certainly miss opportunities.

There are different types of CRM

Every day there are different types of CRM on the market. However, before choosing one, we recommend you to analyse your commercial strategy and the type of product you are offering.

As it is already defined, you can opt for one of these 4 types of CRM:
Types of CRM

1. Operational CRM

This type of software has a much more complete structure, as its objective is to generate new prospects, while always focusing on customers and their direct interaction with you.

2. Collaborative CRM

Type of CRM that aims to facilitate the interaction between several commercial establishments at the same time, by offering a set of tools that allow to support the communication between the different departments of your company.

3. Strategic CRM

It focuses on cooperation with large customers, who can bring a significant advantage to your company, without having to increase your company’s performance too much.
Bonus: Learn more about how to create a CRM strategy.

4. Analytical CRM

Finally, this CRM aims to collect and analyse marketing data that will help your company to acquire new target audiences and to retain its old customers.
These tools are essential to implement a customer-centric philosophy in your company.
How does a CRM work

How does a CRM work?

In a nutshell, this software can help you to :

  • Automate your daily tasks, which you can easily assign and monitor.
  • Improve your communication, both internally and externally, because CRM is accompanied by an integrated communication system that eliminates the communication gap between the customer and the organisation.
  • Provide assistance because the software is able to generate tickets raised by the customer, which also helps you to resolve them according to their priority.
  • You can generate reports and adapt them according to your needs, which allows you to have a complete overview of your activity.
  • Feed your prospects and turn them into future clients.
  • Create and manage projects, keeping all the detailed information in a single file, which makes your work quick and easy.

By definition, a CRM tool contributes to the proper functioning of a company, based on these 3 pillars:

  • Sell more and better.
  • Improve customer satisfaction.
  • Improve internal communication.

Bonus : discover 7 advantages and benefits of using a CRM in your company.

How to use a CRM effectively

We can divide it into 4 clear steps:
Steps for using a crm
Let’s start with the objectives: gather your team and establish a list of all the needs and objectives you have. At the beginning, you may not have them 100% defined, but it is very likely that when you start using CRM, you will develop customer information systems, so that you can then move on to providing services/products to your current customers.

The second step is to create your planning: this is the basis for everything and it must be flexible to adapt to possible changes in your sector. It is certain that defining your objectives will help you to build your planning better. It is not even advisable to structure a plan on the basis of the functions of the software. It is preferable to find the CRM that meets your needs in order to be able to work smoothly.

The next step is to permanently train all the people who will use the CRM. This allows everyone to make the best use of the tool and to be more agile at every opportunity.

Finally, the CRM helps you to have optimal data quality for your business activities. The better the quality of the data, the less margin of error you will have at every opportunity.

A CRM that can help you is Efficy

One video is worth a thousand words:

We know that every company is different and that what works for some is not necessarily the best for others.

In the case of Efficy, for example, we have 19 CRM modules.

However, if you need it, we can also create a simple CRM adapted to your company, thanks to the fact that we are 100% flexible.

That’s why we make sure that you don’t waste time and money in finding the optimal solution. Instead, we do it for you.

The best proof that the system works is that we have more than 4 500 customers in more than 33 countries.

As of now, you can start selling more, offer better customer service and facilitate internal communication.

Shall we talk about it?

Try Efficy CRM
The most complete CRM


Oh, and before you go:

To know more:

What types of corporate communication are there?
Contacting large companies with cold emails