From acquiring new customers to analyzing the reasons for business loss.
Without a CRM tool, these reasons often go unrecorded, or get lost between notebooks and spreadsheets.
The salesperson can go on vacation or from the company, taking notes in his memory or notebook that the team will not be helpless, because everything is logged in the system.
You won’t miss the follow-up moment and, in a more serious case, lose the sale, because you’ll know the best time to contact and make an offer.
You will have an ally to operationalize the strategy, knowing for example how many and what interactions the person had with your business: the times you visited your website, the emails you opened, the calls answered.
How does CRM operate?
CRM tools operate mainly in two ways: on-premise and in the cloud. Local tools are maintained in-house, requiring the purchase of servers. IT itself does upgrades and maintenance, and in some cases you have to build software from scratch.
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