Optimize your commercial efforts
The customer relationship management, also known as CRM, is the automation of a series of marketing tools to combine the commercial strategies of a company with its sales force, either internal or external. Just as in other competitive sectors, for industrial companies this is a fundamental phase, since analysing and understanding the behaviour of customers is the best way to know what and how to sell them, and thus optimize commercial efforts.
To do this it is important primarily to keep a record of all the company’s contacts, with a useful feature being to import them from other applications with which they work and to integrate them with other areas with which they are closely related, such as sales or purchases. It is also important to analyse the evolution of each business opportunity that may arise, in order not to neglect those that may be beneficial, or waste time with those that are not or have little chance of success. In addition, the monitoring of these opportunities can also be used to estimate future income, as well as to plan marketing campaigns or specific tasks (such as calls, visits, or e-mails) which are assigned among the different commercial agents.
Another aspect to keep in mind is that a large part of the work of the sales force is carried out during trips and visits to clients, so they need tools that allow them to work in a mobile fashion. Finally, it is beneficial to provide these employees with functionalities that minimize routine tasks and allow them to take better advantage of their time, such as managing templates, segmentation by client types, direct access to orders and budgets or configuration of notices, among many others.
Manage your accounts and contacts in mobility
Give your sales force, internal or external, a mobile agenda with which to manage your accounts and contacts of customers and suppliers, with all the necessary information and continually updated. Segment your business portfolio to save time and effort by performing similar actions on homogeneous groups and assign accounts among your agents to create custom portfolios.
Analyze the evolution of your opportunities
Track your opportunities (such as the status and degree of progress or dates of creation and approval) to identify those that deserve a greater commercial focus and estimate your future billing, considering commercial expenses and income weighed according to the probability of success of each opportunity.
Organize all types of commercial actions
Create and manage the type of commercial actions aimed at attracting new customers, increasing sales or loyalty, with functionality that allow optimization of effort (such as templates, mass mailings or filters) and tools to analyse their profitability through the fulfilment of objectives (forecast or real) and expense control.
Facilitate the task management of your sales force
Distribute tasks among your sales force and facilitate their management to help them convert potential customers into accounts. Program different types of tasks (calls, visits or e-mails), record their information and status, assign a frequency to recurrent tasks, visualize them in the mobile agenda or create reminders about their performance, among other functions.
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· ERP for companies: commercial management module