A CRM is a software that makes your day-to-day business much easier. So let's take a look at everything it can do for you and explore how to implement a CRM in your company.
What is CRM software?
Literally, a CRM is a Customer kuwait phone number material Relationship Manager . It is a tool made specifically to manage the relationship with your customers and potential prospects. A CRM software is used to sell more, close new deals, and also keep track of existing customers.
A CRM is designed to create a customer portfolio (a database of your contacts) and consists of a series of tools that facilitate the process of acquisition, sales and service.
Database of your contacts
Typically, a CRM for sales agents will include a contact list. You can store all the data of potential customers and prospects in it, just like you do on your mobile phone. But unlike a simple contact list, a CRM provides you with communication tools.
Some CRMs allow you to send messages directly to your contacts, or open a WhatsApp conversation with a couple of clicks. For example, at Vendomia we have a ton of options to manage your contacts:
You can send messages directly
You can tag and classify contacts thoroughly
You can find out if a contact is a customer, supplier, or more
You can see everything associated with it (invoices, projects, etc.)
Calendar of activities with clients
In addition to having a database of your clients, in a CRM you can also find a calendar where you can write down activities during the day.
Activities vary for each company, but typically represent events, meetings, calls, or individual tasks pending completion.
The idea of a CRM is that you have a series of actions to perform during the day, and you can track each contact by seeing all the activities associated with it.
ERP vs CRM
It should be noted that a CRM is not an ERP, but rather part of one. ERPs are all-in-one software for businesses, which integrate everything from contact management to projects and accounting.
You could say that CRM is the part specialized in sales and generating clients. And while a CRM can incorporate several additional elements to make day-to-day life easier, an ERP is considered much more comprehensive and complete.
