Unify the tool to manage customers
A CRM system is used to manage the relationship with your customers. uSell CRM serves to store in the cloud in a simple and accessible way all the data and interactions you have with your customers.
Why do companies need to unify working tools for their teams? If all the workers use the same support or system, the information will be completely hosted in the same place, under the same order and criteria.
Having a “way to do” or “How to do” of each process, facilitates and speeds up tasks in companies and saves us time and money. Time, because we won’t have to lose it in transferring information from one tool to another in order to have accessible information.
Also, having only one customer management tool is easier than having several. The learning process is multiplied by as many tools as we have.
Unified business speech
A very important point to bear in mind when possessing only one CRM tool is to unify the commercial discourse.
Your customers will always see offers under the profile of the same tool, regardless of the salesperson who visits or attends them.
The commercial speech is the set of elements that influence our company’s communication with our customers. The commercial discourse ranges from the corporate identity of our company, to the type of language or treatment we use with our customers or leads. The purpose of this is to create a unique corporate image. An identity that repeats itself in all processes and makes us easily recognizable. It must also be adapted to your customer record. Elements such as age, sex, cultural level, employment, sector, language,… will be definitive to create the optimal discourse.
If we also have a tool to help us in the process, implementing a commercial discourse will be much easier.
For the same reason, and with the same purpose, it is necessary to unify all the processes that our company carries out. The same task must always be carried out according to certain rules.
Unifying processes has become a priority in many companies, as it improves the efficiency of our tasks. It is essential to build and design a model to perform each specific task as it is very common for several people to intervene in the processes and tasks. If everyone knows, for example, how to follow up an offer, any worker will be able to follow the process, simply visualizing the current situation of the offer.
Digitizing customer information and making it accessible from a CRM in the Cloud, we facilitate the unification of processes.
Successfully implement a CRM in your company
In one of our previous articles we already explained the keys to how to successfully implement a CRM in your company . And we saw that the main key to success was to involve the team in the use of the tool.
Your team will be involved if they see that using the tool is simple, that it requires extra effort from us, and that the benefits it will bring them are worth it.