CRM: What it is and how to optimize customer relationships

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CRM stands for Customer Relationship Management. It is used to organize your potential customers so that you have a clear sales process.

It is a concept that manages the relationship with your potential customers, aiming to automate processes, helping to reduce costs and increase the company's profits.

If you don't know how many people are talking to your company and what stage of the sales process they are in: you're missing out on making money.

How does CRM work?
Basically, you need to register your client's email and details whatsapp numbers uk on the platform. After that, you will record all the information that comes up, such as the day you should contact them, service channels, notes for preparing the proposal, etc.

Check out some benefits:
Daily activities
Well-defined daily activities are one of the most relevant pillars of CRM, because when you know what you have to do in your day and how to do it, your processes become more precise, assertive and reduce execution time.

Business Relationship
It is super important to know how many prospects you have started a business relationship with. This makes it easier to organize your daily schedule and prioritize prospects more assertively.

Funnel Monitoring
Monitoring the stages of the sales funnel is part of the sales process, as is collecting historical data and analyzing the different prospect profiles so you know which one is more mature to close the job.

Distribution of the Sales Process
Distribute the entire sales process equally from start to finish, that is, do not focus only on those who are in the proposal closing stage, but also dedicate the same (or almost the same) time to working with prospects who are in the early stages of your funnel. Every prospect has a time to mature and make a decision, so it is important to dedicate time to each stage they are in within your sales process.

Performance Reports
Performance Reports are very valuable tools within the sales process. They allow you to visualize the performance curve in concrete data and divide your efforts. Another important piece of information is to collect how many new opportunities arose in that week/period you want to analyze.


Critical Analysis of the Customer Base
Another significant piece of data is the collection of your best month of the previous year and which customer trade, as this makes the seasonality of your business visible and which customer should be given greater effort.