What is CRM and why does your company need to retire the spreadsheet?
Posted: Sun Dec 22, 2024 8:05 am
Have you ever heard of CRM? The term, which stands for Customer Relationship Management, can be the difference between a high ROI or not. After all, according to a study by Nucleus Research , companies that invested in technology had a return of up to US$9 for every dollar spent.
Exciting, isn't it? In this article, we'll show you the path to your CRM journey. You'll learn:
what is CRM
What are the main types of CRM?
Advantages of CRM
How to know if your company needs a CRM
how to succeed with CRM
What is CRM?
CRM, or Customer Relationship Management, is a system that maps all the points of contact that a consumer has with a company. The goal is to focus on the customer experience, improving the relationship with the consumer and automating information. More than a system, CRM is also a process, a strategy and a technology .
The system records and organizes information about current and potential customers. An effective CRM stores all points of contact between a customer and the company, such as emails, phone calls, and even website visits.
But it’s more than just an organizational spreadsheet! In addition to gathering data, it also automates customer and lead management, enabling you to build lasting relationships and encourage improved customer experience.
The Customer Relationship Management system manages valuable consumer data. This way, when the sales team contacts the customer or lead, they will have a more personalized and effective approach , as they have previous information about all the contacts already made.
Spreadsheet X CRM
Still prefer to use spreadsheets or contact lists? Understand why it's time to use russia whatsapp number technology to modernize your company:
SPREADSHEET CRM
It hinders business growth Scalable
Outdated data Data Automation
Little practice More mobility
Less strategy and insights Strategic management of the customer portfolio
Subject to human error Safer and without operational errors
What are the types of CRM?
When it comes to CRM, what types are there? There are two different paths you can take. The choice will depend on your needs, your budget and your company's strategy.
CRM in the cloud
Cloud CRM is based on Cloud Computing. Because it is managed remotely and does not require local equipment, it is a SaaS. Cloud CRM is not installed on a computer and does not require an IT team for maintenance.
The advantage of this type is accessibility, since it can be accessed from any machine and at any time of the day. In addition, updates are automatic and security is high, since the data is not concentrated in a single location.
The downside is that it depends on an internet signal to be connected. Carefully evaluate the conditions of your business before making your decision!
Local CRM
On- premises CRM is maintained on a physical server and needs to be installed on the server in order to be used. It also requires an IT team for maintenance, which increases the cost of operation, but offers greater control, since the monitoring by the responsible team will be done in the office.
Advantages of CRM
Now that you know what a Customer Relationship Management system is and what it does, you may be wondering if it is worth investing in the solution.
CRM is a very important tool for those who already understand the need to provide a good shopping experience to the consumer. Do you know what your customer expects from you?
According to research conducted by CIP and OnYou , the concept of a single and valuable experience is now in vogue . This means that customers demand to be served in the same (exceptional!) way across all contact channels – the experience they have with the purchase or service is essential!
To get there, it is important to have the support of an effective CRM. CRM allows you to organize and control the sales process in a scalable way, no matter how much your company grows . With it, it is easier to monitor the sales funnel in real time and detect bottlenecks in the operation, but also its strengths.
In addition to strategic reinforcement, CRM is also a great ally in everyday life. More practical, automatic and integrated , it allows all information to be visible, updated, in a single place. This improves communication, generates more credibility, speeds up processes and gives more security to customers.
With all these advantages, it’s easy to understand the result: increased sales, greater loyalty and improved communication! After all, sales become personalized, strategic and manageable. There’s no better match!
Another advantage of abandoning spreadsheets and migrating to CRM is building customer loyalty and extracting valuable insights into your strategy.
How do you know if your company needs a CRM?
The answer is simple: all companies, regardless of size, benefit from an effective CRM. But some signs may indicate that, more than ever, it is time for a change!
Is your company making few sales?
Could the processes be more defined?
Do you have little accurate data about your business?
Is communication between sales and marketing not adequate?
If you answered yes to any of these questions, it's time to choose a CRM for your company!
How to be successful with CRM?
You’ve already taken the first step towards success – choosing to use technology to benefit your business. Now all you need to do is choose the best tool. How? Check out our article on the subject here!
And to help you make this choice, count on MATH CRM: we work with the entire process, from diagnosis, through analysis of your business priorities and support in implementing the tool. Contact our team for more information:
Exciting, isn't it? In this article, we'll show you the path to your CRM journey. You'll learn:
what is CRM
What are the main types of CRM?
Advantages of CRM
How to know if your company needs a CRM
how to succeed with CRM
What is CRM?
CRM, or Customer Relationship Management, is a system that maps all the points of contact that a consumer has with a company. The goal is to focus on the customer experience, improving the relationship with the consumer and automating information. More than a system, CRM is also a process, a strategy and a technology .
The system records and organizes information about current and potential customers. An effective CRM stores all points of contact between a customer and the company, such as emails, phone calls, and even website visits.
But it’s more than just an organizational spreadsheet! In addition to gathering data, it also automates customer and lead management, enabling you to build lasting relationships and encourage improved customer experience.
The Customer Relationship Management system manages valuable consumer data. This way, when the sales team contacts the customer or lead, they will have a more personalized and effective approach , as they have previous information about all the contacts already made.
Spreadsheet X CRM
Still prefer to use spreadsheets or contact lists? Understand why it's time to use russia whatsapp number technology to modernize your company:
SPREADSHEET CRM
It hinders business growth Scalable
Outdated data Data Automation
Little practice More mobility
Less strategy and insights Strategic management of the customer portfolio
Subject to human error Safer and without operational errors
What are the types of CRM?
When it comes to CRM, what types are there? There are two different paths you can take. The choice will depend on your needs, your budget and your company's strategy.
CRM in the cloud
Cloud CRM is based on Cloud Computing. Because it is managed remotely and does not require local equipment, it is a SaaS. Cloud CRM is not installed on a computer and does not require an IT team for maintenance.
The advantage of this type is accessibility, since it can be accessed from any machine and at any time of the day. In addition, updates are automatic and security is high, since the data is not concentrated in a single location.
The downside is that it depends on an internet signal to be connected. Carefully evaluate the conditions of your business before making your decision!
Local CRM
On- premises CRM is maintained on a physical server and needs to be installed on the server in order to be used. It also requires an IT team for maintenance, which increases the cost of operation, but offers greater control, since the monitoring by the responsible team will be done in the office.
Advantages of CRM
Now that you know what a Customer Relationship Management system is and what it does, you may be wondering if it is worth investing in the solution.
CRM is a very important tool for those who already understand the need to provide a good shopping experience to the consumer. Do you know what your customer expects from you?
According to research conducted by CIP and OnYou , the concept of a single and valuable experience is now in vogue . This means that customers demand to be served in the same (exceptional!) way across all contact channels – the experience they have with the purchase or service is essential!
To get there, it is important to have the support of an effective CRM. CRM allows you to organize and control the sales process in a scalable way, no matter how much your company grows . With it, it is easier to monitor the sales funnel in real time and detect bottlenecks in the operation, but also its strengths.
In addition to strategic reinforcement, CRM is also a great ally in everyday life. More practical, automatic and integrated , it allows all information to be visible, updated, in a single place. This improves communication, generates more credibility, speeds up processes and gives more security to customers.
With all these advantages, it’s easy to understand the result: increased sales, greater loyalty and improved communication! After all, sales become personalized, strategic and manageable. There’s no better match!
Another advantage of abandoning spreadsheets and migrating to CRM is building customer loyalty and extracting valuable insights into your strategy.
How do you know if your company needs a CRM?
The answer is simple: all companies, regardless of size, benefit from an effective CRM. But some signs may indicate that, more than ever, it is time for a change!
Is your company making few sales?
Could the processes be more defined?
Do you have little accurate data about your business?
Is communication between sales and marketing not adequate?
If you answered yes to any of these questions, it's time to choose a CRM for your company!
How to be successful with CRM?
You’ve already taken the first step towards success – choosing to use technology to benefit your business. Now all you need to do is choose the best tool. How? Check out our article on the subject here!
And to help you make this choice, count on MATH CRM: we work with the entire process, from diagnosis, through analysis of your business priorities and support in implementing the tool. Contact our team for more information: