Small and medium-sized enterprises (SMEs) are constantly on the lookout for new clients and increasingly seeking ways to efficiently manage commercial follow-ups with their prospects.

Of course, you might say that an Excel spreadsheet can serve as a tool, given that it can indeed be quite useful. While it is true that Excel has its merits, it also has its limitations. Managing your prospect database and customer relationships with Excel can become more time-consuming than you might think.

Today, the most successful SMEs build their marketing strategies using a CRM. But before we introduce this tool, let’s define it.

What is a CRM?

The acronym CRM stands for Customer Relationship Management. In French, it is referred to as Gestion de Relation Client (GRC).

This tool allows your business to systematically follow up on exchanges with your clients and prospects. With this software, you can store all relevant information exchanged with your contacts during the process.

Where there is information, there is knowledge and understanding! Indeed, it becomes easier with this software to keep track of your previous exchanges with each client. The information obtained can come from your field salespeople, the marketing department, the after-sales service, or the billing department, to name a few. Centralizing all client data in the CRM tool gives you an advantage in terms of efficiency.

With the customer relationship management tool, your internal sales force benefits from accurate and up-to-date information, allowing you to better target needs and further personalize the customer relationship. Since sales are the alpha and omega, you now have a CRM that enables you to go further with your prospects and clients.

To grow your business, two things remain essential: clients and sales. It then becomes logical to equip yourself with such a tool.

A Tool that Fits into Your Environment

Not only will you be impressed by this tool’s efficiency, but the CRM also allows you to connect all other technological elements used by your business developers. For example, your smartphone, email inbox, calendar, and internal marketing software are now all connected thanks to the CRM, which synchronizes all useful information simultaneously.

The CRM Facilitates Teamwork

As the database is shared across all departments of your company and the various pieces of information regarding the client are processed, the CRM becomes a user-friendly tool that is easy for all members to use. Information sharing thus allows data pooling and facilitates processing and updates.

A CRM for Your Marketing Follow-Ups

You are accustomed to doing your own follow-ups to try to target new clients. With the CRM tool, you can now schedule automatic follow-ups over time. This will make your job easier and allow you to create more effective marketing campaigns better suited to the profile of the targeted clients.

A More Efficient SME!

Now that you have a tool that allows the marketing and sales functions to work more efficiently together, your activities will be carried out more smoothly and become more productive.

Additionally, it is not an exaggeration to say that you can track the entire process, from the identified prospect to the sale of the product or service. Processes are well-aligned and allow for consultation of useful information to continue exchanges with the client, identify their needs more clearly, and qualify them more quickly.

Even more spectacularly, CRM systems can help companies make more efficient decisions. With the client’s history, you can follow up with their previous orders at the right time, add to them, and eventually guide them towards other products if necessary. As you also have the history of products ordered by client type, you can direct a much more personalized marketing campaign to target clients.

Finally, CRM software is a powerful tool for businesses that wish to preserve and store data while complying with current legislative provisions on data confidentiality. One can think here of the new provisions contained in Law 25.

Optimize Your Sales Force with CRM

If you are looking for an effective data management tool to track activities and trends, CRM systems streamline processes, give you access to all relevant information, and keep you up-to-date with your clients’ needs.

You will improve your customer service and be able to quickly resolve issues related to orders or ongoing service.

CRM systems aim to maximize your sales force’s work, grow your profits, and optimize client satisfaction with your products and services.

In conclusion, Voltix is your best ally for implementing your next CRM. Staying ahead of modern business growth trends, the Voltix team improves your financial results. Request a free demonstration from one of our experts today. Voltix, the premier SME consultant across Quebec.