Post by employee on Aug 29, 2023 20:42:13 GMT -8
Zoho and Codeur.com present here 6 CRM functions to customize for a tool perfectly suited to your business. 1. Personalize your customer files customer record with Zoho CRM Canvas It should not be forgotten that the main objective of a CRM is customer follow-up. However, the data necessary for good customer follow-up differs depending on the sector of activity of your company and your target (whether B2B or B2C). It is therefore imperative to personalize and adapt your customer files to display all the essential information needed to establish a good customer relationship.Identify each data you will need to support your customers at the different stages of their journey and organize them in such a way as to bring out the essential information at a glance on your customer file. +250,000 freelancers available on Codeur.com Receive free quotes Fast, free and without obligation 2.
Different companies operating in the same industry do not necessarily have the same sales process. In order to adapt your CRM to the activity of your company, it is therefore also crucial to UK Mobile Database define it upstream. To benefit from excellent commercial follow-up, make sure that your CRM integrates the different stages of the sales funnel. Zoho CRM workflow Create workflows offering independent operation and personalized by type of product or by salesperson, according to the preferences and possibilities of each one. 3. Redesign the UI The information needs of the various users in a company are different according to their functions.
The CRM must therefore be adapted to support each employee in carrying out their work, regardless of the position they hold (salesperson, sales assistant, after-sales service support, accountant, etc.). CRMs usually include pre-designed modules to organize your sales and marketing information.
Different companies operating in the same industry do not necessarily have the same sales process. In order to adapt your CRM to the activity of your company, it is therefore also crucial to UK Mobile Database define it upstream. To benefit from excellent commercial follow-up, make sure that your CRM integrates the different stages of the sales funnel. Zoho CRM workflow Create workflows offering independent operation and personalized by type of product or by salesperson, according to the preferences and possibilities of each one. 3. Redesign the UI The information needs of the various users in a company are different according to their functions.
The CRM must therefore be adapted to support each employee in carrying out their work, regardless of the position they hold (salesperson, sales assistant, after-sales service support, accountant, etc.). CRMs usually include pre-designed modules to organize your sales and marketing information.