Depending on the company, the operation of the CRM and its functions will be different. A good CRM software has to be able to adapt to the needs and processes of the company. And not the other way around. However, they all have one function in common: contact management .
How does a CRM work?
A CRM is used to manage customer relationships. A CRM allows you to store all the information obtained from your customers and to keep track of it. The information stored about our contacts consists of phone sms gateway japan numbers, emails, needs, tastes, customer relationships (meetings, visits, conversations, etc.). Once the company obtains the information, it can use the CRM to analyze and manage the data commercially to execute and launch marketing campaigns and segment customers based on their interests. It is essential to update the company's CRM on a daily basis to prevent it from becoming outdated. Bonus: Learn how the application of a CRM can help you better optimize your time
What are the functions of a CRM?
The main function of a CRM , as mentioned above, is to manage customer relationships , but we also find other functions such as:
Sales management
Revenue Management
Marketing campaign analysis
Internal communication
Management and resolution of complaints, queries…
Budget and billing
All of this leads to CRM ultimately fulfilling the function of building loyalty and attracting more new customers . Note: You can also read what a CRM is and what it is used for.
The main function of a CRM is to sell more
No more, no less.
You can try to find substitutes like an Excel spreadsheet or an add-on for your email, but in the end they are just patches.
The most professional way to manage your sales and your clients is with a CRM . For Fernando from MuyPymes, starting to use a CRM was a radical change.
how crm works
If you really want to sell more, you need to use a tool like efficy to help you achieve it.
Discover how efficy is the solution for your business!
Request your demo
How does a CRM like efficy work?
With efficy you can manage all your contacts in a simple way. Its main modules are:
Agenda
Contacts
Tasks
Opportunities
Projects
How do each of its parts work?
Agenda:
In this section you can have a detailed view of your activities and those of your work team.
Contacts:
In this CRM module you have a comprehensive overview of all your customers.
Each contact has its own page where you can see contact notes and emails, tasks, opportunities, imported documents or projects. You can also filter contacts by tags, which makes it easier to find them.
