If you own a business, you've probably heard of the term CRM. This tool is essential for scaling a business, as it helps you in many ways--generate more sales, optimize your time, and generally increase customer satisfaction.
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 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 follow up with 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 thailand code number 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.