CRM is one of the most important business tools that every company should invest in, as its goal is to drive consistent organizational growth and strengthen the relationship and experience with current and potential customers. However, many companies prefer to internally track all their customer interactions through independent tools that help improve productivity. What they fail to realize is that nowadays customers require immediate responses and continuous communication. Therefore, performing this type of work without an optimal tool can be exhausting and time-consuming.

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One of the areas that can greatly benefit from this platform is sales. Often, due to a lack of productive tools, the sales team is unable to provide instant responses to clients, execute proper follow-ups, focus 100% on sales due to other operational tasks that require time, or have a 360-degree analysis of the real status of each customer, among other challenges.

If you're interested in empowering your sales team, we invite you to read our E-book on the 5 tools that will help increase your sales team's productivity.

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What is a CRM?

The acronym CRM stands for Customer Relationship Management. It is software that allows businesses to strengthen the relationship with their customers by storing information in a single database. It enables continuous tracking of each customer, provides detailed insights into their status, facilitates successful conversion paths, and aligns marketing, sales, and customer service departments, among other benefits.

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Why should we use a CRM in our company?

  • Establish a closer relationship with current and potential customers.
  • Integrate various platforms in one place.
  • Automatically and in real-time measure results.
  • Automate processes.
  • Plan conversion paths.
  • Boost your employees' productivity.
  • Segment customers.
  • Gain detailed knowledge of each customer.
  • All-in-one tool.
  • Optimize processes.
  • Profile your buyer persona.

In addition to providing productive tools to your employees, it's also important to strengthen other aspects. For example, do you think your sales team has a clear understanding of the sales prospecting process? It may be the case, or it may not. That's why your salespeople should focus on a specific segment of clients, offer a value proposition when contacted, have relevant offers that match your potential client's needs, communicate clearly and concisely, and use multiple communication channels to increase sales closures.

Now that you know the meaning and importance of CRM for an organization, the next step is to choose the right platform. There are various options available on the market, but the million-dollar question is, which one should you choose? HubSpot is the best option that can adapt to your business model. It is also one of the most widely used CRM tools in the market. Some of the benefits that make it highly desirable for entrepreneurs are:

  • Partial visualization of your real-time sales pipeline.
  • Consolidation of all your information in a single platform.
  • Optimization of operational processes.
  • Control and tracking of emails.
  • Monitoring of prospects, current customers, and potential customers.
  • Linking your social media accounts to partially track all your activities.
  • Contact and company management.
  • Creation of sales processes and conversion paths.
  • Creation of forms, landing pages, tickets, blogs, and CTAs.
  • Control and execution of your social media ads.
  • Scheduling emails and social media posts.
  • Technical support.
  • Task assignment to your entire team.
  • Obtaining qualified leads.

For more information on how to implement a CRM in your business, click the button below. We will be in touch with you soon.

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