CollaborationCRM toolProductivity

This post was written by David Jiménez

A CRM (Customer Relationship Management) is a concept that has become common. But, do you really know what it is? Here are 5 good reasons that I hope will give you food for thought to consider a CRM project, whether you are a large company or an SME.

1. Have a 360° view of your customers

Your customers use many communication channels: phone, letters, emails, social networks, visits to agencies… And you do the same to contact them. This is called multichannel communication. However, behind all these points of contact, there is only one same client. You have to identify this person perfectly to know his or her history and needs. The CRM software is there to help you compile all this information on a single customer record.

2. Satisfy your clients

Once you have identified your client, it will be easier for you to understand and satisfy them. The goal? Offer your customer products that meet his or her needs. And how could we go even further? The CRM also allows you to offer complementary products (up or cross-selling). Thus, the CRM software accompanies you in the implementation and monitoring of marketing and commercial actions: send mass e-mails, invite customers to an event, etc. Another advantage of a CRM: this is possible to target only a dedicated part of your database identified through filters that you have predefined. This is ideal to customize your Customer Relationship.

3. Improve the productivity of your employees

A CRM saves you time by centralizing exchanges with customers and prospects. For example, your sales representatives can manage their business portfolio, their calendar, their commercial pipeline… The CRM also allows automating certain tasks (e.g. workflows, optimization of time between 2 appointments) so that the users can focus on those with higher added values. In parallel, the Management Team has access to dashboards in order to have a global and strategic vision of the business. And as a bonus: if an employee leaves the company, all the data is kept in the CRM and there is no information lost.

4. Adapt your way of doing business

As you know it, the trends in your industry are changing rapidly. To continue to perform, it is vital to embrace the challenge of digital transformation. In order to succeed your transition, equip yourself with the right tools. A CRM adapted to your future needs is one of these tools. Nevertheless, let’s keep in mind that a CRM project involves a change in your corporate culture and that support for change is essential.

5. Have a modulable and personalized solution

Forget your indigestible Excel tables. By the way, do you always remember where is the latest version? Ouch, that’s a tricky question! This interrogation is over now thanks to a Customer Relationship Management software. And even better: among the many software companies, choose the one that perfectly fits your needs. You do not have to pay for a huge solution that you’ll only use at 3%! Agility, flexibility, modularity are the keywords in order to choose your CRM solution.


Now you know the main advantages of a CRM. The implementation of such a tool will bring you more efficiency, help you to improve your customer knowledge, increase your productivity… And don’t worry in terms of project management related to the implementation of the software, experts will be at your disposal.

So, are you convinced? Ready to start your CRM project? Request a free demo here 🙂

Learn more:

The best CRM tools you can have in your business?
Free CRM: Real good idea or scam?
Why should you use a CRM insurance for your company?
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