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If you are running a business, you need to use all the tools at your disposal to make your business grow. Today, a CRM solution is essential to develop your business and make it prosper over the years. This customer relationship tool brings together all commercial data on a single platform. It is therefore crucial for you to be able to see clearly and make the best decisions. Today, 90% of executives and 94% of employees consider that the single source of information that a CRM represents is extremely valuable. In addition, a good CRM can help you maximize the productivity of your employees. It is therefore time to seriously consider the subject.
Salesforce has thought of those who want to grow their business with customer relationship management technology but don’t know where to start. In “The Beginner’s Guide to CRM,” Salesforce explains how CRM can help your business grow and how to take advantage of it. The cherry on top ? In this article, discover a brief overview of this essential guide.
The importance of a CRM solution to help your business grow
The goal of CRM (Customer Relationship Management) is to optimize business relationships in order to grow your business. Quite simply. On a single platform, you can find all the data relating to your company’s relationships and interactions with customers and prospects. This is particularly interesting given that a CRM is able to exploit your customer data. Enough to change the game…
With an effective CRM solution, you have a complete view of your customers and prospects in order to constantly interact with them, streamline your processes and improve your profitability.
By having a steady stream of new qualified leads, spending more time on outreach and sales, and resolving customer service queries quickly, there’s no denying it: your business will grow faster. For legal assistance and business document needs, consider checking out a rocketlawyer review to find out how their services can support your growth.
200% Deposit Bonus up to €3,000 180% First Deposit Bonus up to $20,000Choosing a CRM solution allows you to connect with your ideal prospects, proactively manage your customer relationships, reduce the cost of sales, increase employee productivity, improve customer service, and strengthen customer loyalty. A good CRM can increase your revenue by 29%, accelerate decision-making by 31%, and increase customer satisfaction by 32%.
How to develop an effective CRM strategy and choose the right tool based on your needs and objectives ?
If a CRM solution is essential, you must be able to develop an effective CRM strategy. Implementing a CRM system requires preparing a plan and strategy that are tailored to your business. You must start by clearly defining your vision, which is clear, reproducible and action-oriented. It must be ambitious enough to generate interest but also clear enough for everyone in your company to understand it.
Next, it is imperative to define your strategy to realize your vision, then delineate your business goals, the meeting point between vision and strategy and daily work. The next steps are to involve your teams, identify metrics, define your priorities and then your roadmap.
Finally, you have to choose the CRM that will be adapted to your needs and objectives, taking into account dozens of features and many options specific to each platform. To avoid getting too lost, you must consider several elements: scalability, customer support, pricing, automation, customization, application integration, user experience and training, configuration and maintenance, mobile access, artificial intelligence (AI), and security.
Now you have all the cards in hand to maximize the return on investment of your CRM. More than a platform, a CRM solution is ultimately a digital transformation of your business aimed at connecting the different isolated services, improving the way your teams cooperate and articulating your business around your customers.
To go further and learn how to develop your business using customer relationship management technology, Salesforce is a white paper that can be downloaded for free right here:
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