Reasons to use a CRM for your business

What is a CRM?

CRM, Customer Relationship Management or Customer Relationship Management, is a tool designed to help companies work more effectively with their customers. It provides a 360-degree view of a potential customer, with all preferences automatically saved. Every relationship and every interaction can be tracked.

What's more, it lets you manage and share actions such as phone calls, letters, e-mails, appointments, quotations, applications and questions. 

It is reflected in the following three main areas:

In short, a CRM will create a relationship with a third party, and maintain it in the best possible way.

CRM: its actions

In addition to the theoretical approach described above, a CRM is capable of carrying out concrete actions for each company. A CRM can therefore : 

• Gauge sales trends and performance ; 
• Managing the sale from prospect to customer;
• Managing a marketing campaign ;
• Managing services ;
• Analyze data.

A CRM has the capacity to undertake a number of actions for a company: firstly, it will increase revenues, maximizing sales opportunities. Secondly, it enables simpler segmentation of customers. Finally, the various departments within a company can be synchronized, resulting in better organization and productivity.

CRM Odoo

More concretely, here's the Odoo CRM case study to help you understand the need for a CRM in a company.

To make decisions, you need information. Thanks to Odoo CRM, which will provide you with this information, you'll receive concrete data so you can decide on the appropriate actions to take. You'll also be able to carry out more in-depth analysis, as reports and flowcharts will be generated and available for consultation at any time.  

With a dashboard at your fingertips, you'll be able to get quick overviews of your business. So reviewing your performance and future activities, and comparing them with your objectives, will be easier than ever. 

You'll also be able to organize your activities (calls, meetings, mailings, quotations) according to your sales scenarios, and you can even receive crucial information about your opportunities, such as the web pages consulted, for example. 

You'll be able to use instant messaging to keep up to date with what's happening in the various workgroups. This is particularly useful when you're out of the office or need to share ideas or files. As soon as one of your colleagues performs an action, such as recording a call or sending a quotation, you'll also be notified. This adds a form of harmony to your team.

Finally, it should be noted that this Odoo CRM application is fully integrated with four others: sales, signature, invoicing and email marketing.

A plus for your business.

Conclusion

In conclusion, a CRM optimizes customer management. In other words, it puts the customer at the heart of the company.

Every employee has access to CRM. It helps to streamline and automate initially manual tasks. Its presence is therefore crucial to achieving defined objectives.