CUSTOMER MANAGEMENT - CRM
CRM is a strategy for managing an organization's relationships and interactions with customers. a CRM system enables people from different parts of a business to work
Management of prospect cards
Management of customer address books
Telephone call management
Management of tenders and opportunities
Calendar Management and Appointments
Creating report card s
You can integrate the contact form of your website with Odoo and automatically fill in your database of prospects will then be able to decide on actions to be taken such as assigning the prospects according to their request to the competent persons, recalling these prospects with the requested information.
CLIENTS address book
The address book allows you to manage your customer lists by entering all the useful information you need: address, contact, assigned account, sales price list, You can also track the operations related to each customer such as related sales including reported amounts and amount due, claims.
You can easily trace all your incoming and outgoing calls. Incoming calls will be in the customer records in the communication history section. From these calls, you can schedule appointments, another call, or convert leads to customers. From this, you will be able to search for information by call date, subject, customer or prospect.
Calls for Tenders OPPORTUNITIES
The opportunities represent the calls for tenders to which you respond or the sales opportunities that you consider almost certain. This menu allows you to follow these markets by taking into account the communication history (sent or received emails and scheduled appointments), the expected income, the stage of, the planned closing date of the It also allows you to manage the documents relating to these offers. You will be able to know in real time the activities related to each of these customers.
The schedule of meetings is shared between sales teams and is fully integrated with other modules such as leave management. This calendar can be synchronized on mobile phones that can use CalDAV
Forecast your monthly or daily sales, cumulative or not, and your future costs. Creating your custom reports via OpenOffice.
4 simple ways to increase sales with a CRM
1. Increase the number of opportunities
secure your prospects as base continues to increase
A prospectus, or potential customer, is a person who comes in contact with the company's offer and may be interested in it.
The CRM system allows you:
Stack prospects on various criteria to prioritize activities and implement specific marketing strategies
Import databases obtained from attending events, from recommendations from current clients or from partners
Personalize the types of information that you have registered about prospects, depending on the company's needs
effective marketing campaigns
Once the database is created, you can move on to the next step, creating marketing campaigns:
Creates fast, single-activity or complex marketing campaigns with multiple activities
Enforces integrated email or online promotion campaigns
Segmented prospecting through the marketing lists
Record incoming responses and advance them quickly to sellers
2. Improves conversion rate
correctly analyzes the activities associated with the prospectuses
Transforming a prospectus into a client involves performing certain sales-specific activities such as marketing activities, telephone conversations, meetings, negotiations, etc.
how does CRM help you?
Determine types of sales activities specific to your business
Associates sales activities
Assign the vendor's activities
concentrate your efforts on the most profitable sales channels
It analyzes the positive results of the company and identifies the activities that have been successful. Thus, you will find out which are the most appropriate sales methods and channels for your company: the types of campaigns that generate the highest sales, the sales channels that bring the least time opportunities, etc.
Generate charts based on available CRM sales information
Create custom dashboards depending on the questions, opportunities, or issues you want to address
3. Increases the average sales value
identify opportunities to increase sales to a customer
Detailed customer needs analysis can provide you with extremely useful information so you can quickly identify what products you might be interested in and make an immediate offer.
Another effective way to increase sales is to provide ancillary or superior products, for example, a more expensive model for the product requested.
In this way, you will not have to resort to lowering the sale price.
In CRM you have:
Access to the full history of customer interactions
Information related to products for which it has shown interest in the past
Information about the interactions with the portal or the responses to the marketing campaigns
The ability to quickly create sales deals
safe yourself that you
Information is power, so it's important to permanently provide complete information about your products and services and your competitors so that you know the competitive advantages over them.
Uses CRM to:
Creating a complete database on competition
System centralization of product documentation and workflows
Keeping best practices and workflows validated by experienced vendors
4. Shortens the sales cycle
guesses the sales stages correctly
Each company has its own sales cycle, with specific stages and average duration.
For a prospectus to become a client, different approaches are needed depending on the stage in which they are: initial contact, qualification, development, positioning.
Knowing these stages and the right arguments for each of them allow for rapid overtaking of the main barriers to sale.
Improving each sales stage has the effect of reducing the total sales cycle.
Set up the sales steps specific to your company and customize the sales flow
Provide employees with access to best selling practices and the most effective materials and arguments for moving to the next step
Use the best sellers experience to increase the efficiency of the entire team
activities for sale with performance indicators
Goal management can be successfully deployed with the CRM system.
It allows the correlation of the company's indicators with the activities carried out by the employees, thus favoring the increase of the quality of the work and of the individual performance.
Establish goals specific to each stage of sales: number of new prospects, phone calls, appointments, opportunities created, contracts concluded, etc.
Defines realistic taps for each seller, whether quantitative: number of new clients or recommendations, either value: sales volume over the x period, etc.
quickly identify decision-makers and customer needs
During the negotiation, a buyer's discovery process takes place: the seller comes into contact with people with different roles and interests. Identifying the decision-maker, tracking the direct and indirect needs of the decision-maker, as well as the objections of those who influence the decision, are the premises of building a successful offer. With the help of CRM, the vendor turns into a strategist: it has access to an overview of bargaining positions and the main barriers on sale.
It is fast in the sales flow to eliminate the bottlenecks
The role of a sales manager is to increase the performance of the team he leads. He can intervene in the sales process when
The CRM system offers:
Complex sales reports through which it can measure key business indicators,
such cost per opportunity, ROI of the activities carried out, lost opportunities vs. earnings, etc. as:
Flexibility in building reports, for easy identification of problematic situations
Possibilityof in-depth analysis of sales data
For Professional Odoo implementation and Odoo customization contact Bassam infotech