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Why use CRM software?

Why use CRM software?

By Hélène Trijolet

Published: November 12, 2024

Why use a CRM?

Customer Relationship Management (CRM) software centralizes all your exchanges with prospects and customers. It's the ideal tool for storing information such as :

  • contact details
  • date of birth
  • products purchased
  • exchanges with after-sales service
  • preferred means of contact
  • etc.

In short, more complete and more practical than the business cards on your desk, CRM does so much more...

Find all our definitions on What is a CRM?

Loyal customers, thanks to CRM!

No more fickle customers: customer loyalty is at the heart of CRM software. Useful for optimizing relations with your contacts, this software gives you a better understanding of their needs. An appropriate response means a satisfied customer!

When you know that building customer loyalty costs your company 5 times less than acquiring new ones, it's better to use software that creates a stable relationship with your contacts than to constantly chase after new ones, isn't it?

What's more, loyalty is by no means a waste of time! Given the cost of acquiring contacts today, and the reliability that goes with it, loyalty really makes the acquired database profitable.

For example, it will be very easy to track and analyze all exchanges with your customers: In the field, by e-mail, telephone, post, etc. And with Initiative CRM software, for example, you'll have access to a complete e-mail campaign management module, enabling you to launch targeted communications without leaving the CRM. As a sales representative, you'll be able to make customized offers.

What if... departments worked "together" with this CRM?

Accountants have their quotation and invoicing management software, human resources have their payroll management software. But what about marketing and sales?

The customer interacts with the company at every level, and is the lifeblood of the business! So when the sales rep loses the business card of a prospect he met at a trade show, or the assistant can't contact the customer because she doesn't have the right e-mail address in her paper address book, it's a bit annoying...

This software is essential for everyone to work together! This makes everything much easier: all precious customer data is stored in the famous contact file. This follows the customer from the very first action (request for quotation, commercial offer sent, etc.) right through to after-sales service. During the customer's "life", all actions are noted and tracked. Nothing is lost, everything is online!

Thanks to the centralization of data in the application, information is disseminated and used by all those involved in customer satisfaction. What's more, Oryanoo CRM, in addition to being a customer relationship management solution, perfectly integrates professional messaging, invoicing, inventory management and document sharing. A collaborative application to stop marketing and sales departments pulling their hair out!

CRM for an efficient company!

In short, CRM software becomes central to the marketing and sales departments. It organizes prospecting and sales, and coordinates and monitors the actions of each.

"This is just the beginning with these new working methods:

  • Thanks to good follow-up of the sales negotiation, the conversion rate from prospect to customer is going to be much better.
  • Thanks to this portfolio of loyal customers, the company will be able to develop its business based on what has already been acquired. Good business development means increased sales - and with a CRM, that means increased profits!
  • Thanks to the software, it will be possible to automate certain repetitive, not to say tedious, tasks... For example, for an e-mailing, all the information is already recorded.This means you can spend more time on the message to be sent, rather than "copying and pasting" from the address book. Or, in the case of e-mail exchanges, you don't have to waste time looking for the last conversation with your customer in the "sent" list: everything is listed in the customer's contact file.
  • and then, of course, the Holy Grail of all customer relations: providing a customized response to every need! Since we know our customer inside out, thanks to the time we've spent with him, and the recording of all interactions on his behalf, it will be super easy to keep our customer satisfied.

By the way... what's CRM?

Customer Relationship Management is a set of tools for capturing, processing and analyzing professional exchanges with the company's external stakeholders (customers, prospects, suppliers, etc.). One of the objectives is to build customer loyalty through tailored services.

It's a great synergy, and working together will benefit your company. It's up to you to decide whether you want to continue working with a spreadsheet or switch to online software, which guarantees the backup of your precious data!

Make your own comparison to find the best online software for your business needs. We're here to help you make your business even better!

Article translated from French