What are the benefits of implementing a CRM?

You can start a business and manage it using spreadsheets. In these initial phases, it will be easy to manage your clientele and their respective histories. But with the increase in the number of customers and that of your team, things start to get more difficult. A CRM is better able to handle this.

To help you decide to leave spreadsheets aside, we have put together some of the main benefits of implementing a CRM to manage your relationship with customers. If you still don't know what CRM is, don't leave yet!

In this article, we will explain what the acronym means and how this type of system works. That way, you will better understand the benefits that we will demonstrate.

Now, if you already understand CRM and are looking for one to implement in your business, we have a recommendation for you: PipeDrive.

This web CRM works in any browser and brings all the benefits that we will explain during this text: reliable reports, better organization of customer information and automation of repetitive tasks, among others.

Best of all, you can try it for FREE for 30 days! To do this, just click on the link right now and complete your registration to get started. Check it out now!

What is a CRM?

Acronym for Customer Relationship Management, which in Portuguese means Consumer Relationship Management, this type of program is aimed exclusively at companies.

It usually serves several purposes, but the main one is to improve your business' relationship with customers. This is done through a system that unifies your information, in addition to maintaining a history of everything that talked to that same customer.

That is, the main among the benefits of implementing a CRM is having a place with all the information of a customer.

There are several types of CRM, usually serving specific sectors of your company. Sales CRM and Marketing CRM are some examples of focused systems.

Still, everyone usually fulfills some basic roles, which generate the benefits of implementing a CRM that we will talk about next.

Tip: want to know more about this type of system? Then see our complete guide teaching what CRM is!

crm illustration

5 benefits of implementing a CRM?

It is useless to talk about a type of system – many of them paid for – without justifying why you should use it. That is why knowing the main benefits of implementing a CRM is so important.

Check out what these benefits are in the next paragraphs!

1. Produce reliable reports

If you usually produce your reports "by hand" or delegate this task to another, it is common to find some errors. Whether by typing, forgetting or even accessing wrong information, sometimes it ends up with material that does not reproduce the reality of your business.

With a CRM, you can generate reports automatically. Just configure some parameters and it is possible that the report is already generated automatically. Of course, for it to exit correctly, it is still necessary to enter correct information, since the work is all done by the program.

Even so, the reports created by the system are more accurate, since it is not subject to typos or any oversight.

produce reports

2. Organize contact details

Are you working from home online using team meeting apps? If you already have a sales team, each one is likely to have their own control of customers and contacts. With a CRM, it is possible to centralize all your customers and prospects in one place.

Furthermore, there is no risk that a salesperson will change the registration of a customer that is not yours. In a unified spreadsheet with edit access for everyone, this is a very real probability – and one that can be very confusing!

Therefore, data organized in one place with different levels of access ensures that you will have access to all information, but a team member will not be able to change customer data that is not theirs.

In addition, an organized database will allow for better customer segmentation, which we will comment on below.

3. Better customer segmentation

Segmenting customers means separating them into smaller groups, according to the relationship you have with them. For example, a prospect who clicked links on your Instagram profile is different from a customer who buys every month.

What does that mean? Who must communicate and present offers in different ways!

With a CRM system, you can do this segmentation more efficiently. That is, you will be able to create messages more efficiently and more likely to sell more to your prospects and customers.

4. Better ability to build relationships

By improving segmentation, it also improves the ability to build relationships with your customers. With good relations, it increases the chances of selling more, besides making your client an evangelizer of your brand.

That is, it will not only buy, but also convince people in your social circle to become customers as well.

crm is used to build better relationships

5. Ability to automate repetitive tasks

Repetitive tasks are not challenging, but they certainly take a lot of time, which could be used to think of new strategies or test new methods.

One of the benefits of implementing a CRM is to automate some of these tasks, depending on the software you use. One of these tasks has already been mentioned here: producing reports.

Other tasks also include: changing the position of prospects in your business’s sales funnel, sending reminders to contact customers who have been inactive for some time, and even receiving tips to improve their performance.

Start testing the benefits of implementing a CRM now!

Now that you know some of the main advantages of using such a system, how about starting a test today?

PipeDrive is an ideal CRM system for companies focused on sales and marketing, with several automation functions, report generation and tracking all communications made with customers.

Best of all, you can try PipeDrive for 30 days FREE! To do this, just click on the link and complete your registration right now!

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