Workflow Automation

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Another quality of some CRM software is the ability to create reports on each specific area: sales, marketing, customer service, etc.

This feature streamlines the workflow , saving significant time when creating summaries and improving the overall process. It also adds valuable information that can be used to efficiently resolve problems and provides in-depth insight into the entire sales process.

Through detailed reports, you can get a global view of your customers' behavior and find patterns or trends that help you understand how your actions impact the market.

In addition to statistics about user movement, it is possible to gather south korea whatsapp number database information about the performance of the sales team as a whole and of each salesperson in particular.

Lead scoring
The ability to rate users based on their stage in the funnel or their intention to purchase is key to a good CRM. If you have your customers identified, you will be able to better focus your marketing strategies to make them more assertive and achieve a smoother sales process.

Nurturing leads can increase your sales opportunities by 20%. Leads that have been nurtured can go on to make 47% more purchases than those who have not been nurtured. Source: DemandGen

Classification can be based on the actions they perform, their profile, conversion potential, or some specific criteria that you define for this purpose.

Omnichannel
There are some platforms that allow you to manage all communication channels with the user: from email and the physical store to online chat. This allows customer service to provide responses in a short time and through the appropriate medium.

There are CRM softwares that also take into account your social media audience. With this function, it is possible to track your customers' preferences, mentions, interactions and publications in relation to your brand.

Integration
It is important that the CRM offers the functionality of integration with the systems that your company uses. There are platforms that can be complemented with calendars, personnel management systems, document management, cloud storage, among other possible connections.

The idea is to have the largest amount of data in the same place and at the same time in order to optimize its use in a joint manner. Integration into a CRM software is essential to achieve the proposed objectives.

According to Harvard Business Review , integrated CRMs can provide a huge competitive advantage and, in some cases, double sales each year.