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CRM: The white paper you need to understand everything about customer relations management

CRM: The white paper you need to understand everything about customer relations management

Marketing professions have been turned upside down by the arrival of digital. Among the major advances in recent years, the arrival of CRM. This tool is still mysterious for some companies, and that's normal. CRM, you know what it is, but you don’t know exactly how it could help your business take off?

A guide to discovering CRM

This guide written by Salesforce should interest you. The company offers you to discover in particular:

  • Why you really need a CRM;
  • How a CRM can help your business grow;
  • How to develop an effective CRM strategy;
  • Choosing the right CRM for your needs and objectives;
  • Maximizing the return on investment of your CRM.

Let's start at the beginning: "CRM" is the acronym for "Customer Relationship Management". CRM tools allow you to store and manage on a single platform, all the data relating to your company's relationships and interactions with its customers and prospects. Contrary to what some marketers may think, it is not a simple address book.

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In 2024, CRM is one of the most valuable sales tools. It helps optimize business relationships and continuously interact with customers and prospects. Its implementation saves salespeople a lot of time. It is also an excellent way to obtain accurate data on sales cycles and customer habits. Which, once again, optimizes the sales process.

How to choose the right tool?

With this white paper, you will understand how a detailed understanding of your customers' activity will help you will allow you to go even further and build a lasting relationship of trust. This is an essential point for retaining your customers. Concretely, a CRM system allows a company to:

  • Understand the needs of its customers;
  • Engage with relevance;
  • Develop your personalized relationships;
  • Follow customer expectations.

To do this, it is important to choose a CRM that is adapted to your needs. For example, it is not necessary to choose an overly sophisticated tool if your business does not require it. This guide, which can be downloaded for free, will show you the 6 steps for choosing your CRM. An exercise to do with your teams, to be sure not to make a mistake.

In particular, you will need to ask yourself what your weak points are: what difficulties is your company facing? What objectives are you struggling to achieve today and what are your objectives for the future? So many questions that will help you identify the best platform for your business. All the answers to your questions can be found in the Salesforce guide. It's up to you!

I DOWNLOAD THE WHITE PAPER

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