In this time of marketing and technology, customers demand a CRM, and this tool is indispensable. Nowadays, having the software is not enough, we have to implement the CRM culture in the region and maintain adequate training so that everyone gets involved until we make this business strategy our own at the national level.
Organization. Why has the CRM been successful? Because you can have all the information of a client in a single page, all the business procedures (information about the business, contacts, calls, emails, purchases, among others). On the computer (PC) as well as on your iPad, tablet or cell phone, physical as well as in the cloud, this greatly facilitates the process of case approval and increases production.
Facilitates communication between associates. We no longer use sticky notes in offices. With this software our associates can include all the information that clients provide while we speak with them and if it is necessary to assign the case through a task to another risk line, we just have to make a single click and delegate it.
Improves the customer experience. It has not happened to you that you call your telephone provider and you are passed from one department to another without being able to solve our problem. This with a CRM would not happen, since everything is centralized, all the employees of the company must have access to all the information. In this way, the client only has to tell them the case number and your Office Managers will find all the information quickly. You will be able to assign a task with expiration time for the task, not for that matter. This greatly facilitates the post-sale and claim process.
Market Segmentation. With this tool we can segment potential customers and create different lists according to their needs. In this way we can personalize marketing campaigns and offer relevant content to all our clients.
Loyalty. CRM allows us to create a solid and stable relationship with our clients. By having all the information at our fingertips, we will better understand your needs and we will be able to adapt our services to them. In addition, it is very useful when sending information about new personalized products that can reawaken interest in other products to our customers.
Cross-selling. Since we have our client's track record at our fingertips, why not use this information to offer other services that you have previously shown interest in? In most cases, customers look for products that you or your associates offer, and in this way you leave the doors to intruders to damage your work.
Metrics. With metrics you know if you are meeting your objectives, and in case we see that we will not be able to rectify in a short time, before the disaster. As long as a regular follow-up is carried out, we will be safe. Poor maintenance is the same as not having the CRM, since it is the main advantage of marketing and online advertising over offline is the ability to accurately quantify each action in real time. We can divide this by regions, by individual producers, by clients, by state of affairs, by management, by tasks, by projects and mind maps, by groups, and much more. With these metrics you can create projections and in turn, short, medium and long term goals.
If you want to achieve the loyalty of your clients and representative associates, we must be efficient and provide personalized attention to each one of them, with a CRM these two objectives are at your fingertips.
You do not have a CRM? We give it to you for free in exchange for your loyalty and good customer service in business.
With complete transparency and peace of mind about when and how your business data is being used. We cannot use your data for any other purpose than your own development. Your success will be ours, helping others to go very far in a short time.
We are waiting for you in the Caribbean region!
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