COVID, mobility, remote working: CRM benefits

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CRM: an intuitive tool to improve remote working and mobility during COVID

With the current situation due to COVID crisis, companies have been more realizing that access to their key information, but also employee mobility are essential.

Some have been facing these two challenges, some haven’t yet: however, it is not too late to set things right.

Let’s see how.

Teleworking to help companies

Quarantine has hugely impacted our approach to work.

Many companies have adopted teleworking.

But employees’ feedback remains different when it comes to its usefulness.

According to a survey made by Qapa and published recently by Zevillage.net, there would be 48 % of co-workers who have been struggling with teleworking.

But one thing is sure: a lot of them had the chance to get used to digital tools.

Tools that simplify remote working

Several collaborative applications have known a real success during quarantine: Zoom, Teams, Skype… but not only.

Many other tools have simplified decision support, exchanges and interactions between the different members of a company.

Indeed, there is a good number of tools that allow easing data exchanges and co-workers’ mobility.

Let’s take the example of CRM here.

CRM for more collaboration and mobility

CRM is often used within marketing and sales functions.

But it can also play a big part in other company’s departments, such as for HR, IT or production needs.

Customer request and feedback processing

Sales teams activity coordination and monitoring

Sale process automation

Automated launch of direct marketing campaign such as emailing

New customers recruitment campaigns

Computer tickets management, etc…

covid-remote working-intuitive-crm

Bad communication and confusion risk about spreaded information are often perceived as the biggest problems within companies.

They slows company’s agility and flexibility: with telecommuting this tendency has been verified.

In fact, during this particular COVID period, co-workers (who are not together anymore) cannot interact as usual anymore : The office colleague is not nearby to help us respond to a call for bids.

In this context, businesses have considered CRM as an intuitive tool that contributes to decision support, but also as a way to ease information management and sharing.

Indeed, integrating an agile CRM that suits a company’s needs will give the possibility to have a clear and precise vision, about all critical data on the prospects and clients.

This, thanks to different actions:

Centralizing prospect or client details

Showing the different details about company’s clients or prospects such as: Name, first name, function, company, telephone, email, address

Keeping track of past activities & interactions

Keeping a history of the different previous actions between the company and its clients (previous exchanges, appointments done, previous sales…)

Defining next actions to lead

Showing future appointments, deadlines (example: end of contract, new offer to send, email or mail to send)

Analyzing and helping decision

Presenting detailed activity reports, customized dashboards, measure of the activity.

CRM, a tool that remains unknown…

Despite all these advantages, a big number of businesses do not always have a CRM solution.

According to a Capterra study based among 435 SMBs, 43% of the interrogated companies have not used CRM yet, to manage their customer relationship.

When it comes to the tool used for keeping track of interactions with their customers, the majority of these businesses, which means 73% of them, do not have mentioned CRM.

Finally, 32% have declared being satisfied with only a message system.

Yet benefits from agility and management are considerable.

An agile & intuitive CRM offers a real dynamic in a company’s commercial activity.

1. Increasing profitability

CRM increases companies’ sales and consequently turnover follows.

Moreover, there is a cost reduction thanks to sales forces optimisation and efficiency, but also knowledge enhancements on customers.

2. Improving customer satisfaction and loyalty

Client appreciation through CRM allows raising and analysing the different needs of this same client.

Therefore, giving an more suitable offer in relation to his expectations.

Afterward, this will lead to the customer’s loyalty.

That way, it will give to the business the opportunity to improve its services, such as after-sales service.

3. Optimizing its activities management

CRM is a decision support tool, which also offers information centralization between the different company’s members.

In this way, it simplifies commercial teams coordination and monitoring, and then, enhances team efficiency.

Easy CRM Tool, Simple Workflow Management:

Prediwell is a CRM Workflow hybrid software suitable for companies of all sizes.

His philosophy could be summed up in one sentence : an intuitive CRM solution giving the possibility, to easily automate the different tasks to lead in the business.

Example : customer care(of contacts), historial of interactions, project process campaign customization, collaborative tool (team board), intuitive research of keywords and customizable Dashboards.

Prediwell guarantees the management of the main activities within your company such as consulting, HR, Sales…

This adaptable and simple to learn Customer Relationship Management allows us to: