Category
Your CRM
Your CRM
A tool for customer relationship management (in English Customer Relationship Management – CRM). Its objective is to retain customers by offering them the best service. Here is what this function looks like in Collabox.
A dynamic database:
Working with a tool that helps you in an easy and fast way to reference information about your customers within the company, CRM is the best.
Collaboration is now a must in the life of a company. All customer information should be shared within a team.
If the reference to your customer information is on your accounting software (many of our customers were), it’s high time to use a CRM.
A reminder system
A CRM allows us to remember things and tasks for us. It can mean doing or postponing a follow-up with a client and remembering that you have been in contact with someone before, even if you don’t remember it at the time.
You shouldn’t be “behind” in following up with your contacts. If you are late, you have to take care of it, or push back in time. It shouldn’t be negotiable, and a CRM is a good way to manage those dunning dates.
A tool to measure our solicitation work
English speakers speak of the “sales funnel”. This is the sales funnel. From a large customer base, what revenue can you expect to get from them? In Collabox, you can specify for each quote, the percentage of chance of concluding that you estimate to have for each contract.
