Best Reasons to CRM – What’s your favourite tool?

B2B Communication

In almost every market, the competition is highly demanding. This is why having a good relationship to customers is so important. If you do not take good care of your customers, the chances are that they will take their business elsewhere.


 

CRM

If you are still considering whether you should invest in a professional CRM (Customer Relationship Management) tool, take a look at the following general benefits outlined by Patricio Robles, from Econsultancy (To read the full article by Patricio Robles go to: https://econsultancy.com/blog/66287-the-five-biggest-benefits-of-crm-systems/) and some example tools:

 

Efficiency

A well-implemented CRM system can replace manual processes that create significant organizational inefficiencies. But CRM systems don’t just create efficiency by reducing the use of inefficient processes. […].

HubSpots dedicated CRM system is a great tool to get you started and manage contacts and leads your organisation haven’t quite convert yet. It help you have a clear overview of all the people in your contacts list, create tasks and set up meetings. The dashboard gives a great overview of what everyone in your business is doing as well – and it’s absolutely free to use.

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Collaboration

CRM systems give companies the ability to move away from tools, like spreadsheets, that appear to be entirely functional but fall short in a variety of areas. […].

The use of cloud-based CRM platforms allows for employees in multiple departments to manage their customer relationships more effectively and to see the big picture at any time. Through our Traede platform your whole organization can have custom setup user roles and access to relevant parts of the business. Your sales manager handles customers and retailers, your accountant handles invoices and economics while you can spend time on what’s really important – your business.

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Data, data, data

For many organizations, data is one of the most valuable strategic assets, and CRM systems house some of the most valuable data. Of course, data in and of itself is often of limited practical use; its real value comes from data analysis and visualization tools. […].

Although we do think our own dashboard for collecting data on clients and sales, visualizing it and presenting it for you in a meaningful way is pretty great; another great example of a CRM system, gathering and showcasing data, is the godfather of all CRM system; SalesForce. As the Goliath of the industry, SalesForce leads the industry by example, with highly in depth analysis of all the data sets you could ever dream off. The platform is, as the name implies, very sales oriented and requires a great deal of effort to become efficient at using.
Furthermore it is one of the more pricier solutions out there.

salesforce

Increased accountability

When companies lack the tools to manage their customer relationships, customers are bound to fall through the cracks. CRM systems can help ensure that this doesn’t happen by adding a layer of accountability to the customer relationship management process. […].

The PipeDrive CRM tool  brilliantly showcases how accountability for potential clients is done right. You setup tasks with a few clicks on each of your assigned leads and you can move them through a scrum board-like sales funnel – to keep track of every prospect.

piiiiiipedrive

Improved customer experience

Ultimately, for all of the benefits CRM systems provide to the companies that use them, the biggest benefit of CRM systems is that their use leads to a better overall customer experience.

Customers are more easily and accurately segmented, their needs identified, and because the status of a company’s relationship with them is accurately tracked, companies can interact with them meaningfully at the right times, leading to more sales, faster sales and higher customer retention and satisfaction.

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In Traede, the CRM system functions as an online notebook with all your company contact and payment information, information about sales and returns, statistics over top retailers etc. The CRM system is efficient because your entire business is gathered in the same place, which provides the opportunity for different features to connect and provide even more in-depth information.

Which is your favourite CRM tool? and how does it create value for your company? – Tell us in the comment section below.

By Sebastian Krogh, Digital Advisor

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