CRM: Generating More
Sales from Data

From acquiring new customers to analyzing the reasons for business loss.

In this eBook, you will learn how to extract valuable information from this very rich data mine and use it to your digital strategy

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Why use CRM to analyze business loss drivers?

Knowing what are the weaknesses of your product or service, when the sales team’s argument is failing, and what aspects the competition gets ahead of is the first step to knowing which priorities to prioritize in order to structure new strategies and increase the volume of sales. sales.

Without a CRM tool, these reasons often go unrecorded, or get lost between notebooks and spreadsheets.

How can CRM impact my business?

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 will not have numerous attempts to contact in vain because you have already recorded at what time the customer prefers to receive a call.

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’ll be the best seller your customer can have by knowing so much more than their name, email, phone number, and address.

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.

As a manager, you will view your team’s productivity, the number of activities performed by each salesperson, and understand if there is a discrepancy between team members.
With the broad and integrated vision it will be possible to make informed and intelligent decisions, taking into account the various areas.
But it’s not “just” that… Access the eBook and learn more.

Results in Revenue

Having an organization and track record, getting to know customers, building customer loyalty, gaining productivity and scalability … All of this is ultimately reflected in what every business is about: selling and making more money.

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.

More modern and flexible, CRM in the cloud, like RD Station CRM , is stored on external servers and can be accessed from any browser or even mobile devices.
There is no IT staff required on site, nor is it necessary to install the software machine by machine: just log in with your username and password to access it.
Advantages of using a cloud CRM? Some advantages of using a cloud stored CRM. In addition to:
  • the information is more secure because it is stored on external servers around the world;
  • the updates of the software are automatic;
  • there is cost reduction;
  • the professionals can work so collaboratively;
  • remote access.

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