7 tips for social CRM strategy

The social management of customer relations, also known as social CRM, is essential for companies of all sizes. It helps in keeping small or medium-sized enterprises, SMEs, accessible, informed and proactive in interacting with their customers and getting to know them. You must know the 7 tips for social CRM strategy.

 

Innatos - men anda woman thinking with lightbulbs surrounding themIn social networks, customers talk about what they like and what they don’t like. They also talk about what they care about and what their perception of their business is.

 

If a customer has a problem with a product or service you provide, all their friends and followers will soon know, regardless of being mentioned. That’s why it’s important to know the 7 tips for social CRM strategy.

 

Social networks should be a central component of your company’s plan. However, a successful social strategy is about more than just accumulating likes and followers to drive site traffic. Keep reading to know more about the 7 tips for social CRM strategy.

 

Learn the 7 tips for social CRM strategy

 

Once you have captured the audience, these 7 tips for social CRM strategy will help your company make the most of the tools it uses and the data it is collecting. It will also give you the ability to turn the immediacy of social networks into an asset instead of a responsibility.

 

First, invest in the right social tool

 

Innatos - 7 tips for social CRM - woman using a phone with a green backgroundThe first 7 tips for social CRM strategy is simple but very important. Even before incorporating a social strategy, your company must manage its social media efforts through a social media analysis tool.

 

The platform you choose will serve as a focal point for programming social publications in all active presences. It will also monitor who says what and how many people are saying it. This information will be very useful when interacting with customers.

 

You need a social CRM tool that can do all that (for a price that suits your business). In addition, you should also do well to integrate your social strategy with any existing tool you may have.

 

Second of the 7 tips for social CRM strategy, orientate in the relevant networks

 

Innatos - 7 tips for social CRM - woman using her laptop with a page websiteDo not waste time generating publications and participating with followers on a social media platform that is not central to your business.

 

For an e-commerce site, it could be useful to post brilliant photos of your products on Instagram or Pinterest and interact with customers in those sites.

 

Meanwhile, customers of a business software company are more likely to be located in the traditional trifecta of Facebook, Twitter, and LinkedIn.

 

If it furthers your business and the number of customers is increasing and is attracting a new audience, then that network may be worth it.

 

Third, monitor interactions, and mentions

 

Innatos - 7 tips for social CRM - men with a plant and a green backgroundYour social platform must have the ability to configure the transmissions for each social network and the specific parameters within them. In addition, you also have to keep track of customers’ tweets, comments and “likes” directly with their presence.

 

You can set up applications that can monitor keywords such as your company’s name and the main words associated with what your business does.

 

¿What happens, then, when your company is mentioned or a user of a social network asks a question about an area of ​​expertise? Your company can respond quickly with a useful answer that could turn a user into a loyal customer.

 

Fourth of the 7 tips for social CRM strategy, analytics are your best friend

 

Innatos - 7 tips for social CRM - three men using graphics in a computerOnce you have identified a particular customer, the analysis can help you get more information about them.

 

What was the scope of the tweet this user sent about your product? Have you recently mentioned a competing product and in what context?

 

Send a user profile and specific data about them through the channeling of your to a sales or marketing representative of your company.

 

When interacting with your audience, analyzes could be the key to the conversion of a customer.

 

Fifth, group customers into target audiences

 

Innatos - 7 tips for social CRM - people in an important conversationA social CRM strategy should take advantage of all the existing capabilities that social networks have to offer. For example, Facebook and LinkedIn have groups while Twitter has lists.

 

This functionality can help you, group customers, into segments naturally and within the context of the social network that is most suitable. The suitability will be important in determining specific interactions about a specific product or products.

 

A social consists of using the individual data of the social person of a client to adapt to the most intelligent business interactions with them.

 

Sixth of the 7 tips for social CRM strategy, social media managers are real-time customer service representatives

 

Innatos - men writing in his computer with a green backgroundThe team that manages your company’s social network presence is your first line of customer service and your company’s brand ambassadors.

 

Representatives must answer a client’s question on social media within an hour and the conversation must be a genuine interaction rather than a transaction.

 

Don’t be afraid to give your name as a traditional customer service representative would.

 

Depending on the type of business, the integration of your social networks and customer service teams into a cohesive department could improve the speed and the quality of the responses.

 

Seventh, use social incentives to encourage brand loyalty

 

Innatos - hand shaking men with suitThe most loyal, vocal and active followers of your company’s social networks are active on social networks. Developing a relationship with these loyal customers and those with the greatest social influence can help convert their online presence into communities.

 

Run a hashtag-based event on Twitter about a particular promotion. Give a mention to the client who has been most active in your community this week. Send discount offers or promotional codes to reward committed customers. 

 

Social media gives businesses more immediate access to a wider range of customers than ever. Therefore, your social CRM is the way your business can take advantage of and make the most of those connections.

 

In Innatos we can develop the best CRM software for your future social strategy. Contact us today and learn more about our products and software solutions development services.

 

6 Tips for your CRM Software

It’s very important to know the 6 Tips for your CRM Software. CRM systems, also known as customer relationship management systems, are critical tools for any organization that aims to create extraordinary relationships with its customers. 

 

However, there are situations in which it’s very likely that the value provided by a strategy is not achieved. For example, if the system has only been implemented to meet the specific needs of a company department, without automating and optimizing management processes with customers in general. That’s why you need to know the 6 Tips for your CRM Software.

 

The 6 Tips for your CRM Software

 

The design of processes from beginning to end can unite all the people in your company that interact with the client. They will also help you build lasting and profitable relationships with customers.

 

 

First, of the 6 Tips for your CRM Software, satisfy and exceed your customers’ expectations at any time

 

Innatos - people gholdign a star in a cellphoneIn many industries, the level of support a customer receives is governed by the level of service-level agreement, also known as the SLA. What is SLA? It’s a written agreement between a service provider and its customer in order to set the agreed level for the quality of said service. 

 

The ability of a company to meet service commitments is essential to win and retain customers. But without tools that allow you to manage the achievement of SLAs, organizations can break them, and therefore lose the trust of their customers.

 

The use of automated SLA management helps companies manage performance and consistently exceed agreement levels. In fact, a process-oriented can help you guide your service process during the life cycle. 

 

For example, the planning of incidents and actions can ensure priority and correct treatment. Alerts, for example, can be activated if it is a high priority case.

 

Second, provide the right information, to the right people, at the right time

 

Innatos - 6 Tips for your CRM Software - woman showing a presentationTo become a truly customer-centric company, all employees that interact with the customer need access to customer data. That’s why this is one of the 6 Tips for your CRM Software.

 

However, when there are so many different departments that come together to optimize the customer’s experience, a lot of data may be involved. That is why this should help companies make sense of how each user interacts with the system and aid you in analyzing the data. 

 

The creation of different types of users and functions should be a simple and effective process. By doing it this way, when users interact with the system, they see only the most relevant data to their job, or for the specific moment of relationship with the client.

 

Third of the 6 Tips for your CRM Software, ensure a more predictable cash flow

 

Innatos - 6 Tips for your CRM Software - money with yellow arrowsWhile many systems help commercial teams close contracts, they cannot keep track of what the customer actually pays. This is because traditionally the CRM focuses only on the generation and treatment of sales opportunities, and not the entire customer’s journey. But in a world where recurring payment models are becoming very common, payments can be lost and create liquidity gaps.

 

But with a modern focus on the process – customizations can track and manage the payment process as part of customer lifecycle management.

 

Smart workflows and the transparent connection can track against date fields, indicating whether the payment has been received for finances or not. When a payment is lost, alerts can be sent both to the customer and to a customer service agent, which triggers a follow-up call.

 

Fourth, fast delivery means happiness

 

Innatos - 6 Tips for your CRM Software - men running with a bunch of boxesAdvanced workflows can also help break up departmental sluggishness and automate customer processes from start to finish. Process management, combined with the appropriate customer data, can help offer the highest levels of customer service.

 

For example, workflow design tools can help manage after-sales processes such as order fulfillment. This will ensure the quality of products or services delivered to the customer in an appropriate manner.

 

In addition, it can reduce the gaps in customer service and delivery services, reducing the time to generate revenue and improve customer experience and satisfaction.

 

Fifth, better alignment between sales and marketing

 

Innatos - 6 Tips for your CRM Software - computerMarketing teams can create a wide variety of commercial materials for sales teams. But if the sales team does not have a clear idea of ​​what to share with leads, and when, a lot of the effort put could be lost. A more visionary approach is to use CRM to align marketing and sales to close these gaps between departments. 

 

Through the use of business processes in an advanced, companies can distribute the appropriate content to their sales teams on any established criteria.

 

This could be based on the follow-up of the activities of the leads through marketing automation tools. For example, by the purchase history, or by identifying what part of the purchase journey  the prospect is in and providing the appropriate information to push it to the next phase. By properly aligning the client’s journey with the appropriate sales tools, the salesperson looks less like a seller and more like someone who helps and collaborates in solving a problem.

 

Sixth 6 Tips for your CRM Software, create a total customer vision

 

Innatos - 6 Tips for your CRM Software - men with a suitCRM is not a set of applications or functionalities. It’s an integrated system that manages all the interactions of an organization with its customers. There are many sources and data systems that can feed that vision, and this is the link between them. 

 

It must be a system where anyone who interacts with the client can immediately see where the client is on their journey. They should also be able to see where they have been. The most important job is to be a tool to help the sales team succeed and send the interested client to the next stage of the journey.

 

Not all critical data must be visible in the CRM system. For that reason, it’s important that the system is a business level platform in which data is granted from systems on request. Likewise, the platform must be scalable and non-limiting. In other words, it should be truly capable of growing with the increase in its use and management of volumes and types of customer data.

Innatos - people talkingConclusion

 

These were just 6 Tips for your CRM Software. In order to truly succeed in your strategy, you need the best system in the market.

 

Innatos can help you develop and customize the software solutions that adapts to your marketing requirements.

 

Contact us today for more information.

 

Successful implementation of CRM software

What are the steps to the successful implementation of CRM software? CRM software supports a process that uses all knowledge of your clients gained through every interaction with them. Through CRM you can improve the customers’ experience and make every client feel as if they were the most important for your business. In the crowded modern markets, CRM is necessary to stand out from the competition.

 

It is necessary to have a CRM system in order for your company to keep its clients even as it grows further. The objectives of CRM software include creating a proper dialogue with your clients and increase cost-effectiveness per client. It will also help you keep all of your agents informed through a single contact directory for your entire company. In addition, CRM software will reduce sales costs. That’s why you must know the steps to the successful implementation of CRM software.

 

The heart of CRM software: Knowledge and data

 

Each company must find a way to attract and retain profitable customers through the effective use of data. Through modern intelligence techniques and business strategies, data will be turned into information and then into knowledge.

 

Innatos - menInnovative companies need to be successful in the market without competing exclusively in terms of price. Customer experience can mark the difference for your company. The steps to the successful implementation of CRM software are key to a business’ success. 

 

You can’t improve what you can’t measure

 

CRM software is an element of a business strategy requires that the company to show a tangible commitment to CRM concepts such as customer satisfaction.

 

What cannot be measured cannot be improved, it’s simply not enough to measure customers based on total figures. Different metrics will allow us to understand the degree of commitment that a customer shows towards the brand or company. The CRM database will have the data and accessibility necessary to obtain these indicators.

 

The customer, not the product, must become the center of your company. Functionally some organizations can implement a software package correctly, but without a reorientation through the organizational structure, the CRM objectives will not come true. Synchronizing the entire company is the key and that’s why you need to know the steps to the successful implementation of CRM software.

 

First, Justify the need

 

Why are we going to develop a CRM strategy? Because we want to improve the quality of our service and stop losing business opportunities. It’s also helpful in building customer loyalty through personalized service in order to offer a better experience than the competition. Without properly understanding the value of CRM you won’t be able to properly implement the system. That’s why justifying the need is one of the steps to the successful implementation of CRM software.

 

Second of the steps to the successful implementation of CRM software, Determine the objectives

 

Innatos - people with a target

It is essential to understand our objectives. The implementation of CRM reflects the way in which the company wishes to work in the future. For that reason, the CRM strategy should be complemented with specific objectives that can be used as benchmarks during the implementation process. The objectives can also function as success criteria for the final CRM solution. 

 

Some of the issues that can be used as parameters in determining the objectives are:

 

  • Improve the customer’s perception of the company
  • All departments of the company giving the same value to the same customer
  • Raise barriers to competition actions
  • Increase the client portfolio in an organic way through the cross-selling of products
  • Reduce the time it takes to solve customer problems
  • Increase the number of invoices per customer

 

The important thing is to be very clear about the purpose of the CRM software solutions.

 

Innatos - question marks cloudsThird of the steps to the successful implementation of CRM software, Designate a project leader and ensure broad participation

 

Depending on the size of the company, it may be a person exclusively dedicated to the management of the CRM system or not. However, the important thing is that there is a person responsible for the execution and progress of the CRM strategies.

 

From the initial stage of the project, it’s necessary to involve every member of the organization. This is because it takes time to adapt to the changes introduced by the CRM. The best results are achieved if 40% of the employees are involved.

 

Fourth, Survey, diagnosis and separate variables and customer weighting models

 

Innatos - Successful implementation of CRM software - peopleWe need to understand where we are, what we have, what areas and functions we will have to improve.

 

We also need to know what processes to modify, what we need (to buy, train and hire) and how much money we will need. In short, it will be the knowledge that allows us to delineate strategy and tactics.

 

If the variables we will use to segment and the customer weighting model we need are not defined in advance, we run the risk of having to undo a good part at the end. For example processes or software.

 

Fifth, Develop an efficient contact center, learn to manage and quantify the costs

 

Innatos - Successful implementation of CRM software - peopleAllow the client to decide when, how and by what channel to interact with the company. Offer customers multiple channels to access the company, with a consistent and consistent service in all. Make available, to all channels, all the information obtained from customers.

 

From the beginning, the change should be presented as company-oriented and not merely another element of information technology. Employees must understand that the company starts the project to gain commercial advantages over the competition. Employees must also understand that all activities are aimed at maintaining the competitiveness of the company and its ability to retain competent employees. 

 

Now that we have all the planning point you must determine how much budget you have and what is the investment. Present clear and real numbers.

 

 The conclusion, Successful implementation of CRM software

 

Innatos - Successful implementation of CRM software - conclusionIn conclusion, remember to stand firm on the project since the enthusiasm curve usually has many ups and downs.

 

On the other hand, you should not exaggerate the qualities of the project. At the beginning of the project, participants will be optimistic and will generally have high expectations. These high expectations usually disappear when those involved discover the energy required by the CRM project.

 

In addition, the complexity of the project increases at the beginning and this causes a subsequent loss of interest and, in the worst case, a sense of defeat. Communication has a decisive role.

 

How to use CRM in my marketing strategy?

How to use CRM in my marketing strategy? One of the great advantages of implementing tools in digital marketing is that we can measure and obtain data. Data is one of the most important elements of inbound marketing strategies today. Why? Because it allows us to create and develop strategies based on the information we have obtained about our clients and their behavior.

 

This information is useful not only to provide a better service, but also allows us to have more sales. That is why many of the inbound marketing strategies include the integration of a tool.

 

What is CRM?

 

Innatos - How to use CRM in my marketing strategy? - CRMThe Customer Relationship Management, also known as CRM, is a software with the main purpose of keeping a record of the client’s actions. Depending on the development of the client, it can follow the client throughout their customer journey.

 

How to use CRM in my marketing strategy? Is responsible for “monitoring” the customer while it interacts with a brand or business. It starts when they contact a website until when they close a sale or become a frequent customer. Is the database where all the information of this process is poured. Rather than serve to have an agenda of contacts, it’s responsible for providing information on how the leads or customers behave. This helps the company to create strategies or improve those that they’re already implementing.

 

How to use CRM in my marketing strategy?

 

Because of this, having as part of the inbound marketing strategy is a step you should consider. It will not only help you keep track of your leads and customers, it will also help you see in what area or level of your strategy you are failing.

Innatos - How to use CRM in my marketing strategy? - MEN

That is why the you choose should adapt according to your needs and those of your business. Many times, wanting to modernize and do things right, businesses choose the tool that everyone is using instead of analyzing if it is ideal for their brand.

 

Do not be guided by trends. While a CRM can help you improve a lot and align your sales with your inbound marketing strategy, the recommendation is that you choose one that goes according to what you are looking for and can pay.

 

This is an article and we have prepared a list of the best tools to do inbound marketing 2019. It can help you better understand your customers, close more sales and create strategies focused on your customers.

How to use CRM in my marketing strategy? 

 

Innatos - How to use CRM in my marketing strategy? - CRMNow that you know what CRM software is and what it is for, it is time that we focus on how we can make it part of our inbound marketing strategy.

 

You get a higher return on investment

 

How to use CRM in my marketing strategy? Regardless of whether the company is large or small, when we make an investment, the objective is that it meets and brings us more benefits and profits. This is especially true when it comes to an online tool. 

 

Many entrepreneurs still refuse to invest in programs that can help them improve and increase their sales because they “don’t trust” the internet. Unfortunately, this belief makes some companies refuse to invest in tools such because they think that “there are other easier and freeways”. They also think that they can do it by hand because they can also write the data of our clients in a notebook. They don’t understand the benefits of it.

Key factors

innatos - people

While the most important thing is that you choose a tool that suits your needs, both in price and for the objectives of your company, investing in a CRM is a possibility that you should consider. If you want to make your marketing campaigns more effective and improve the way in which your company interacts with its customers is a necessity.

 

With a CRM you can know which campaigns or actions are working and which are not. You can measure the results, obtain information to create specific profiles of your buyers and thus create campaigns designed for them. Implement the correct in your company and you are guaranteed an ROI or return on investment.

How to use CRM in my marketing strategy? With specific information

 

As we mentioned in the previous point, data is changing the world. And this is even more true when it comes to e-commerce. Companies are looking for ways in which they can predict their consumers’ behaviors to create strategies that help align with their sales, that is, go hand in hand and be 100% effective. 

 

Innatos - men in a cellImplementing one helps you measure results. The data that the tool offers you is not just to admire or look at. The information that a CRM provides will help your company improve its marketing strategy and even other company processes. There are systems that are created to provide specific profiles of the people who visit your website. Afterward, this information is very valuable since it tells us where they come from. For example, if they googled the name or if clicked on an ad on Facebook. In addition, this can also tell what it is that they are looking for on the page or even at what point they become disinterested in your product or service. 

 

Valuable information

 

This is the type of valuable information that will help you find the gaps where you are losing leads or potential customers. And it will also show you areas where you should focus all of your marketing efforts. For example, perhaps a business weakest point is that they do not have an online store. Or, just another example, that their website is very annoying for your customers. Maybe the reason is that the information you show on your page is not enough for your leads to be encouraged to buy. With CRM software, you can discover what your business is missing and improve your marketing strategy to get a higher number of conversions.

 

We continue with the best tips so that you know how to use it in my marketing strategy. Is a very important software tool that can help you achieve your business objectives. Keep learning to learn more about how you can add a CRM to your marketing strategy to improve your return on investment and the effectiveness of your marketing projects.

 

How to use CRM in my marketing strategy? 

 

Innatos - men with a computerHaving a shared and available tool for your team can prevent many problems in the area of ​​communication. It’s a reality that unnecessary meetings and emails are often a waste of time. With a CRM you will have a tool that allows you to unite both your marketing team and your sales team so they can coordinate without any problem. You can also monitor what they are doing and how your leads are doing. How to use CRM in my marketing strategy? Allows you to create reports focused on contacts and, like told this article mentioned in the first part, discover what kind of strategy works better than the other when making sales.

 

Another advantage of having a tool shared with your sales team and your marketing team is that they can work towards meeting their goals together and avoid double efforts. There are companies that, despite the fact that both teams are “working together”, have teams that don’t know what one is doing. Or even teams that don’t have common objectives. This problem prevents their strategies from being effective and functioning.

 

It allows you to see the bigger picture. In other words, you will have all the information through data and tracking to know where you are failing or what is working. With this information, you can make both of your teams coordinate to prevent “unintentional” sabotage to your efforts.

 

You avoid communication problems

 

Innatos - How to use CRM in my marketing strategy? - CRMFor example, let’s say the objective of your marketing strategy is to increase your profits. For this, your marketing team has designed an inbound marketing strategy that allows you to attract leads with content creation, pay per click and the like. On the other hand, your sales team is also interested in increasing the conversion rate. However, for them, these efforts made by the marketing team are not considered valid because they are not “generating sales”.

 

For that reason, they decide to carry out their sales strategy without knowing anything about the inbound strategy. They act ignoring that there are quite a few leads that are being nurtured so that, later, they are delivered to your sales team and they finish the converting process.

 

Both teams are interested in increasing your profits. However, if one does not know what the other’s process is like and how they can do better and participate in it, your marketing strategy won’t work. In addition, you will be wasting the efforts of your teams and working double.

 

Helps you optimize and automate those efforts and make them become even more valuable. They can also create common strategies to make their efforts even more effective and powerful. Implementing can helps you make the efforts of your marketing and sales teams more efficient.

 

How to use CRM in my marketing strategy? You get a higher quality for your leads

 

Innatos - cellphone with a handThe leaders are those users who are attracted to your site, company, or brand. A CRM helps you get better leads by automating the process. While it’s true that obtaining a lead is already again, the truth is that the more information we have about it, the easier you can know about how to make a conversion. 

 

This doesn’t necessarily have to be a sale; the conversion can download an ebook, or subscribe to your blog. Is a tool that allows you to create other tools to obtain this information or data such as creating forms.

 

Remember that there are different types of software systems. Some don’t have these functions, others allow you to create landing pages and design them. Others also allow you to integrate your social networks to more easily manage your social media strategy and go even more hand in hand with your inbound marketing strategy.

 

Having better lead quality allows you to increase the likelihood of successful conversions. How to use CRM in my marketing strategy?

Innatos - How to use CRM in my marketing strategy? - ComputerAnd also know how to nurture them so that these conversions are made. Do you remember that the previous entry on how to use it in my marketing strategy talked about nurturing leads? The important thing is that we give you the information they need, and are looking for, to make this process easier, faster and more effective.

 

It’s obvious that a lead that came to our website because it saw a Facebook ad should not be nurtured in the same way as other leads. For example, a lead that came on the recommendation of a friend who gave the same service, or one that used Google to search for a specific service and you appeared. Is responsible for analyzing to which field these leads belong. This will help you in segmenting them so that you can direct your efforts and create and apply strategies that allow you to nurture them in the best possible way.

 

How to use CRM in my marketing strategy? Lets you know how to nurture your leads and take care of your customers. It also lets you know which strategies are working and which are not.

 

In addition, CRM not only allows you to keep track of your leads until they convert. An important element in these platforms is that they allow you to “take care” of those leads that already became customers, so you can continue to nurture them and be aware of them. Remember that there is no better publicity than the word of mouth recommendation and what better way to automate this process with the implementation.

 

How to use CRM in my marketing strategy? Conclusion

 

Now you know what can do for your marketing and sales teams, and how it can help you increase your profits and improve the quality of your prospects. Do not forget that the most important thing is to keep up with what your company needs and that this investment must be properly used.

 

How to use CRM in my marketing strategy? Avoid using one just to have a digital directory of your customers. Get the most out of this tool by making use of the information you get to help you create better sales opportunities. You should also make your campaigns more effective and increase your investment where it needs to be increased: on your website, in your Facebook ads or in content creation.

 

Summary

 

Is a weapon that well used can be what makes your business stand out from the competition. It can also give you the best opportunities to increase your profits and make your investment return.

 

CRM software is an important tool to improve your relationship with your clients and find ways to improve your marketing strategy. How to use CRM in my marketing strategy? These were just two ways in which you can use in your marketing strategy, but there are more. Keep tuned in Innatos Software’s blog and learn more about it.

Succeed in your CRM Project

How to succeed in your CRM project? This is a very simple yet important question, but it requires a complete and more complex answer. The success of a CRM project depends on several factors. Most of the time, success is already decided in the preliminary phase.

Innatos - files

 

You have to be very careful with your planning to be successful. So we have summarized all the best tips to help you succeed in your CRM project. First, we will discuss the human factor, then the customer orientation and finally the actual Customer Relationship Management (CRM) tool.

 

CRM is the initials of Customer Relationship Management. However, Customer Relationship Management doesn’t clarify much of the whole meaning of CRM. For that reason, this article will explain what CRM as well as what it is for, its benefits and much more.

 

CRM definition

Innatos - people

 

On the one hand, CRM is the marketing and sales strategy that deals with customer relationships. That is to say, CRM is a business strategy.

 

On the other hand, CRM is the software that companies use to manage their customers and control the activities of the company around them.

 

But the truth, when talking about CRM, 99.99% of the time is the computer system. That is CRM is used to refer to a software, program, tool, application, solution or sales system.

 

How to succeed in your CRM project, what is CRM software?

Innatos - Succeed in your CRM project - woman

 

CRM software is the program in which all the information and conversations you have with clients (emails, calls, meetings, and documentation) are stored in each client’s records.

 

These files are accessible by everyone in your company with the authorization to read them and have access to them. In addition, this information gives you the ability to mark notes as well as the subject’s activities for you or another partner, so that nothing remains left undone.

 

This information includes the day-to-day interactions in the relationship with customers. For that reason, CRM means customer relationship management. It is thanks to the computerized CRM software that it is able to carry out commercial management effectively. If you want to group all your contacts and information in one application and forget the Excel sheets, the CRM is your number one ally.

 

How to succeed in your CRM project? The three key reasons

 

How to succeed in your CRM project? The human factor: make the CRM project a business project

Innatos - Succeed in your CRM project - graphic

 

Is by far the most important factor for a successful CRM project. The studies are unanimous on the subject. Among the human difficulties, we will highlight in particular:

 

  • A cultural obstacle to the adoption of new work methods induced by the CRM (45%)
  • Difficulties of adoption by users (44%)
  • A non-optimal change accompaniment (42%)
  • Inappropriate or inappropriate Leadership (38%)

 

Making your CRM a business project is the winning condition for obtaining the support of all employees. So, here are several tips to succeed in your multidisciplinary CRM project by capitalizing on the human being. First, you must designate a key member to make the important decisions and represent the company’s management. 

 

Then build a team that promotes the adoption of the CRM project by everyone. The team will also be careful never to lose sight of the true purpose of the CRM, that is, customer service. And, you can also develop and evolve the CRM according to the reality of the company.

 

The success of a CRM project also implies that technology is at the service of the company, and not vice versa. One piece of advice: don’t let the IT team carry out the CRM project’s implementation. Why? Because it won’t fit your business needs. Regarding the system’s operation, the business and customer service are always considered, but let’s not forget the marketing teams and the management. Hold meetings with key users to fully understand the problems of each business and understand the workings of the CRM software.

 

How to succeed in your CRM project? Consider the client; think of the CRM as a tool to improve the customer’s experience and deepen the relationship with the customer 

Innatos - Succeed in your CRM project - cellphone

 

To be perceived as a really useful tool for users, the CRM must place the customer at the center of the project. This is one of the keys to a successful CRM project. The challenge? Map the customer relationship to optimize it.

 

The first step will lead you to identify the routes of existing customers and those that will be implemented to improve the customer experience. You can, for example, decide to deepen your communication strategy with chat, online forms and other means of communication.

 

So, it’s up to you to highlight the key moments of customer interactions. These are the moments when the customer relationship must be absolutely perfect. For example, on the first contact, during the payment, when informed about delivery times, after-sales service and more. A good CRM software will allow you to automate certain tasks to better understand these key moments of interaction.

 

How to succeed in your CRM project? Make sure the tool is appropriate, choose the right CRM software for your business

Innatos - Succeed in your CRM project - computer

 

The choice of the CRM solution is an important factor in the success or failure of a CRM project. However, it is not always easy to navigate the diversity of the offer in the market. So how to choose your CRM software? How to identify the one that will adapt perfectly to your company, your business, your problems?

 

As a first step, we advise you to define the CRM objectives for the company. Then you list the mandatory features and those that aren’t completely necessary but you would like to have. Then, identify the different architectural possibilities of the operational system.

 

Finally, compare the CRM software that meets all your criteria: features, ergonomics, support, integration and more. Innatos Software can guide through this process.

 

 A summary

Innatos - Succeed in your CRM project - summary

 

We focus on three of the success factors of a CRM project: the human being, the customers and the tool. In summary, success depends on the company’s ability to build a CRM project in line with human resources, customer journey and the choice of the right tool. 

 

How to succeed in your CRM project? To be successful in a CRM project, you must start from the company and its customers. Beyond the human, customers and the tool, you will also have to give importance to data, budget, ROI and project management. Innatos Software can help you develop the right CRM project for your company. Contact us today for more information.

Track customers with CRM System

Why track customers with CRM system? Because the follow-up of your customers is the key to success. You can have an excellent product or provide a high level of service, but if you do not have a good relationship with customers, then it will not help you. In order to increase your sales, you need to track your customers with a CRM system.

Innatos - Track customers with CRM System - key

 

However, when talking about a good relationship, it doesn’t only mean to give special treatment to the clients. Having a good relationship with your customers means using a CRM system.

 

Why track customers with CRM system? It’s about monitoring, knowing their reactions to certain offers, knowing their inclinations, interests, knowing how to segment it in detail. By this method, you can optimize your strategies and get better results.

 

Positioning yourself as the best option among your clients should be one of the objectives related to your company. Why track customers with CRM system? Because the position and reputation gained by looking at their minds is that of a company that builds trust and has authority in the field. Therefore, you can turn your business into the best option.

 

Why track customers with CRM system? Because commercial monitoring must be an action that is carried out perfectly, with the best tools to have the best results as well.

 

Why track customers with CRM system? Understanding the basic philosophy of a CRM

 

 

A CRM is a customer relationship management software. It is a set of internet methodologies and capabilities that allow a company to effectively manage the relationships it can establish with its customers. CRM allows management to be organized and guidelines can be established to improve it.

Innatos - Track customers with CRM System - people

Commercial monitoring points to a better relationship between company and customer. One of the fundamental advantages of implementing commercial monitoring is that it improves the relationship between the company and the customer because, for example, it is useful to know what the time is when a certain client reviews their emails and is more receptive to the information sent to them.

 

This will help the company optimize the delivery of their emails with offers or aim their market with the purpose of building trust. In determining this schedule, and using it in favor of communication, business monitoring has resulted in optimal and effective communication, allowing the objectives of such communication to be met.

The main advantages of commercial monitoring with a CRM system

Innatos - Track customers with CRM System - people

 

CRM systems are summarized in that they provide significant support in the business process. The business process occurs during the cycle of relations between customers and the company. Why track customers with CRM system? You will empower the following areas:

 

 

Why track customers with CRM system? CRM as a service

Innatos - Track customers with CRM System - computer

 

As for the service, a CRM system allows you to make a sales service via email, which minimizes the costs of the operation but this is thanks to the automation functions of information shipments, with which sequences of emails destined for sale can be established.

 

Thus, in the field of sales, efficient commercial monitoring will allow a successful business closure. By automating responses and even knowledge management tools and defining strategies that facilitate the activities or guide the actions of the sales team.

 

On the other hand, in terms of marketing, through commercial monitoring, you can implement effective searches of prospects or potential customers. This can be achieved through data mining techniques, among other actions.

 

Finally, among other advantages related to electronic commerce, it can be said that a commercial follow-up through a CRM system will allow sales services to be carried out faster. In addition, they will also be carried out at a lower cost through electronic commerce, which would increase the options, possibilities, and scope of the company.

 

Innatos - Target A CRM system will allow you to generate more ideal strategies to achieve better sales results, based on relationships with customers and potential customers.

 

The idea is to take advantage of the commercial follow-up through a tool. This has what you need in order to optimize the company’s commercial behavior and align its activities and strategies to the needs and trends presented by its clients and potential clients.

 

This way will it be possible to achieve greater effectiveness and take full advantage of the CRM system. Why track customers with CRM system? To take the company to another level by generating higher sales due to the effectiveness of the strategies.

 

Why track customers with CRM system? The importance of tracking customers

 

 

It can be tempting to focus solely on selling or getting large and new accounts in your company. But paying attention to your current and potential consumers, no matter how small, is essential to keep your business afloat.

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To carry out a good follow-up of your clients, it is very important to be able to systematize the process. That means that you need to be able to organize a routine system based on the type of client, project, city, etc.

 

This process allows the monitoring task to be much simpler and more efficient. Therefore, it is advisable to use customer management tools such as CRM. Why track customers with CRM system? The CRM will allow you to have all the updated and available information of customers. You will also be able to qualify contacts based on their importance and manage their monitoring by establishing a systematic action, part of them automatable. Here are some good reasons to track your customers:

 

  • Your client and you will know each other better. The follow-up will let you know what you need to offer it.
  • Customer loyalty and prevents you from going to another company.
  • Tracking can make the customer come back.
  • The customer is reminded that the company exists.
  • You can inform about promotions that may interest you and thus get more sales.
  • It is easier to value marketing campaigns.
  • Create a viral effect.
  • Know the customers that have been lost, and you can even find out why.

 

Innatos - menGet the best CRM for optimal customer tracking

 

As you can see, customer tracking is not a task that you should neglect if you want to make your business prosper.

 

In Innatos Software we are very knowledgeable about it, and we want to help you improve the relationship with your customers with the best enterprise.

 

Custom CRM or manufacturer CRM?

Custom CRM or manufacturer CRM? First of all, we are not going to cover the advantages that a CRM can provide or the reasons to implement a CRM strategy in a company. In summary, it will allow a business, among many other options, to increase sales. By knowing their customers in more detail, they will offer the best service, maintaining their loyalty and attracting new customers.

Innatos - Custom CRM or manufacturer CRM - Doubts about implementing CRMThe advantage of CRM software is especially important in an increasingly competitive world where we have to give a quick and effective response to the needs of the market. Therefore, many companies have decided to implement a CRM to improve their relationship with their customers. But there is an important question to answer after deciding to invest in CRM software. Custom CRM or manufacturer CRM? 

There are many CRM systems to choose from. The need to implement a CRM is clear, but before choosing a specific one, we need to ask ourselves, custom CRM or manufacturer CRM? We will try to answer this question. For this, we will focus on some significant points that we have to take into account and help us make a decision.

 

Custom CRM or manufacturer CRM? What does my company need from a CRM software?

All companies have their own sales processes, each sells in a unique way, has its own strategy, its own market, and its own products and services. Therefore, when they think of investing in CRM they must make a decision. Do they opt for a CRM that offers generic processes, or build their own application adapting it to their specific requirements? So, then, do they need a custom CRM or manufacturer CRM?

    

Requirements and functionalities for a Custom CRM or manufacturer CRM

If we decide to opt for a custom CRM, we have to take into account everything that our CRM should contemplate. Do we need all the basic functionalities of the CRM? In addition to the basic ones, there are other more specific ones.

The most specific features of CRM are many. For example, activity planning, synchronization with Outlook, import contact lists, relate contacts to other records and more. All this, as we had explained, gives us an idea of ​​the minimum we have to address if we decide to make our own application.

A CRM manufacturer is monitoring the industry and is providing its CRM with all those functionalities that businesses could need. Therefore, the CRM appears with a whole series of functionalities in the different modules that it presents. How many of them you need will help you determine if you need custom CRM or manufacturer CRM.

Flexibility at the time you decide between custom CRM or manufacturer CRM

The CRM will have to be working together with a whole series of systems and applications of the company and also has to cover the business needs. Therefore, it must have a certain capacity to adapt correctly. Here are a series of important points to consider to make a decision.

Innatos - Custom CRM or manufacturer CRM- Felixibility in storageUser Interface (UI)

The user interface can be a very important point. Especially for those companies that need to give a certain brand image or require some complexity. Custom development could be very effective for that purpose. It is also true that the development could be done to present a user interface to customers and maintain the CRM for the internal user where that UI is not required.

Customizable

The CRM has to cover all the needs, although on many occasions, and over time, new improvements have to be added for some specific functionality. Therefore, it is required that the CRM be able to add these new customizations.

Infrastructure

Any application, whether its own development or not, need client and server software. It is possible that the choice of a specific CRM software creates the need for software that is not available within the infrastructure or that an investment that increases costs has to be made. This could be a problem or critical factor in the choice as it is certain that their own software could be developed on the current infrastructure. Therefore, these costs would not be necessary in the case of their own development.

Security

In this competitive world, information is power. Therefore, the CRM should be equipped with mechanisms that strengthen data security, both external and internal. You must also have to apply security at the user level based on the organizational hierarchy, roles or regions.

In a company, users work in multiple applications. Therefore, a system that allows access to each of them without having to write credentials in each of them improves user productivity and facilitates the transition between applications. A CRM tool facilitates this functionality. 

Mobility

Currently, there is a wide variety of phones and tablets from which we can access many applications through mobile applications or browsers. They have become a very important tool for businesses that need to access sales information quickly. 

Innatos - Custom CRM or manufacturer CRM- Updates and supportReporting

Many of the CRMs come with functionalities to create reports, graphs, dashboards and the like. However, they are not as advanced as they can be or as useful as specific reporting applications. To meet the needs of your business, it will be necessary to customize the CRM to include reports or acquire an analytical tool separately.

Updates and Support

All applications periodically require updates and hotfixes to be applied. In addition, updating basic software such as operating systems, browsers or office automation can also impact the CRM. In the case of manufacturers, they have a whole team dedicated to testing and developing hotfixes.

Manufacturers release updates or new versions every 18 months or so. This could be important in those large companies where a complete update can take several years and loses the support of the manufacturer.

Conclusion            

All of these factors are important to keep in mind and can help you opt for a custom CRM or manufacturer CRM, but to simplify it further, there is a direct question to answer. Do we want to devote ourselves to developing software? If the answer is no, the decision is clear, we have to opt for a manufacturer CRM.

Software development might be costly. We have to think about performing requirements analysis, functional, design, prototypes, system and end-user documentation, training, technical support, developments and the like. All of them aren’t easy tasks and cost money. When you opt for a manufacturer CRM, all this is transferred to the manufacturer who has experience and the cost is distributed among its thousands of users.

However, it’s very possible that the software does not adapt exactly to your requirements. Custom CRM or manufacturer CRM? If you really need custom CRM software to help your business grow, contacting a professional development team like Innatos is your best choice.

Building customer loyalty with CRM Software

The various uses of CRM (Customer Relationship Management) software are one of Innatos System Group’s specialties. This is one of the software solutions we provide and we believe it empowers businesses in many ways. Why? Because it provides endless applications that are very useful for your business. For example, building customer loyalty with CRM software.

Being a tool with many different uses, CRM software gives you benefits that transcend the sales and marketing department. Perhaps you are still in the process of discovering the many advantages of CRM software, such as building customer loyalty with CRM software. For that reason and to give your business an edge, we are going to present the useful ways in which CRM software can build customer loyalty. 

 

Building customer loyalty with CRM software? Let’s introduce some essential concepts first. 

Innatos - Building Customer Loyalty with CRM Software - CRM Essential ConceptsIn general, when we talk about CRM for customer loyalty, we mean two things. The first is that CRM is a management model focused on the relationship with customers. For this reason, CRM is not an automated software, but rather a management prototype focused on achieving customer satisfaction. In other words, it is a relational marketing strategy.

Second, we have to consider that CRM is software for customer relationship management. In order words, CRM refers to computer systems that support the administration of customer relationships, sales, and marketing. It takes care of the databases of these departments. Besides, it throws patterns of interaction between the company and the customers.

In both cases, the main objective of the CRM is to enrich the quality of customer service and to strengthen the brand and expand into new markets. That is why building customer loyalty with CRM software is important. Therefore, each company must devise campaigns dedicated to different aspects of customer relationships. These aspects include:

 

  • Conquer new customers
  • Maintain the current client portfolio
  • Regain old customers
  • Strengthen customer service
  • Optimize marketing campaigns

 

Likewise, the operation of CRM software has a very specific purpose. CRM software is focused on promoting and strengthening the relationship with your client. How? It helps prove to your potential and existing customers that they require your products and services. Since this becomes difficult to accomplish as companies grow, it’s smart to incorporate CRM strategies. You can incorporate these strategies into your CRM software for customer loyalty. Additionally, you can also strengthen your brand in the market.

 

Innatos - Building Customer Loyalty with CRM Software - Customer LoyaltyWhat is customer loyalty?

Let’s define customer loyalty in simple terms. Loyalty is achieved when you properly develop CRM strategies so that clients do not go to the competition. As a company, the loss of customers is one of your constant concerns. It’s time to change the perspective and begin to take care of creating favorable environments and strategies that minimize the loss of customers. That’s why you should be building customer loyalty with CRM software. With Innatos System Group, you’re going to learn more about building customer loyalty with CRM software.

 

 

Why Build customer loyalty with CRM software?

The customer loyalty process is always part of the customer management strategy. Also, a customer management strategy is an important part of the company’s strategic planning. For that reason, the CRM will help you determine patterns and consumption profiles to achieve customer loyalty.

 

What does it mean building customer loyalty with CRM software?

Building customer loyalty with CRM software requires the active participation of the marketing departments, customer service, and sales. All of them must make their particular contributions to make your customers pass through the inverted pyramid to achieve their loyalty. Afterward, your company should stay with them to keep them as clients. Of course, for this, you must choose the correct CRM. In order words, the CRM that responds and adapts to you and your needs.

 

What is the inverted pyramid and how does it help to build customer loyalty with CRM software?

Innatos - Building Customer Loyalty with CRM Software - Inverted PyramidIt’s a methodology to always keep updating the information of each client. This way, you will be able to know and use their information at all times. This data will help each one of the sales agents. Additionally, it will also be useful for the marketing and customer service departments. Why is it called an inverted pyramid? Because they are a series of events that guarantee customer loyalty. We will talk more about the inverted pyramid in a future article about CRM software.

 

 

The useful ways in which you can empower yourself in building customer loyalty with CRM software

Building customer loyalty with CRM software? To ensure that your company successful has loyal customers, it is essential that you use your CRM software in your everyday operations. The CRM software stores all kinds of data and transactions that will guide you in your strategy to create loyalty. To do this, you can program your CRM software to offer specialized technical solutions between departments.

 

Innatos - Focus On Marketing

CRM software with a focus on marketing

CRM software helps automate processes and procedures of the database to achieve the correct engagement with your clients. This is accomplished thanks to the fact that, once your customers are segmented, you can customize the offers and services. How? By analyzing their consumption patterns, which indicate what they are interested in.

This marketing is especially good at building customer loyalty with CRM software thanks to the power of analysis. It gathers the information in real-time and contrasts it with historical data and with current market data to guarantee the monitoring of the results obtained. In turn, this allows the adjustment of actions to meet the pre-established goals.

 

Innatos - Sales And Customer Service

CRM software for sales and customer service

CRM software can help you with monitoring and controlling the processes of the sales department. You can gather accurate data regarding closed deals and service quality. This approach is the reason for building customer loyalty with CRM software is so effective. CRM sales profit margins are determined by product, salesforce, cross-selling, recommendations, purchasing flows and every factor you can think of…

Additionally, CRM software can turn its focus towards the after-sales processes to determine customer loyalty values. The use of CRM software for customer loyalty facilitates the work of putting the customer at the center of all the operations, actions and strategies of the company. This helps to improve the personalized attention between your agents and your clients. Besides, it keeps constant and reliable data due to such interactions.

 

Conclusion

The same CRM offers you all these powerful approaches, which guarantees an integration between departments that allows the integral attention to the client. Innatos System Group helps you to start building customer loyalty with CRM software, that way you’ll be allowed to evaluate the status of your relationship with your clients at all times.

How an ERP helps your e-commerce build trust among your customers?

Do not lose customers. Increase their loyalty with ERP software and an effective e-commerce site. In this post, you will learn how an ERP helps your e-commerce build trust among your customers. The digital era has changed consumer habits, and electronic commerce is a reality already fully established. In recent years, the industry has had to reinvent itself in the digital medium to adapt to the needs of a new consumer profile, thus consolidating a whole new commercial culture.

It is no secret that e-commerce is a key driver of sales. It has been extended to such an extent that it has lost strength as a competitive advantage. Thus, a business that has an e-commerce site needs to differentiate itself to attract customers. And one of the main factors that make customers opt for a specific online store is the trust that this store inspires. How an ERP helps your e-commerce build trust among your customers is something you must know.

How an ERP helps your e-commerce build trust among your customers and the definition of an ERP system

Today, many companies are looking for an ERP system for their company, but what exactly is an ERP and how can it benefit a company? The term ERP refers to Enterprise Resource Planning, These programs are responsible for different internal operations of a company, from production to distribution or even human resources.

How an ERP helps your e-commerce build trust among your customers, online trust? It is obvious. In a buying process in which both suppliers and products are not physically present, distrust is a first level reaction. The alarms of the consumer who visits an e-commerce site, and they leave immediately before any indication of inefficiency or lack of seriousness. And in these types of situations, the consumer will most likely decide to leave the online store to search among the competition. For example, some other company that offers what they are looking for.

Lack of trust, as we can see, implies a sure loss of customers. That is why you must learn how an ERP helps your e-commerce build trust among your customers. To increase the confidence that the business instills, there are hundreds of practices that improve the brand image. All those that have to do with business processes and their management. For that reason, they might be improved by the use of an ERP system.

How an ERP helps your e-commerce build trust among your customers? ERP, and e-commerce integration to build trust

The proper functioning of the e-commerce site is the first guarantee of trust. And to enjoy perfect operation at the functional level, you need the joint effort of your e-commerce site and an ERP system. With the integrated potential of these two tools, you could avoid a whole series of typical (and serious) problems that usually occur within the framework of electronic commerce. Let’s see which ones and how.

How an ERP helps your e-commerce build trust among your customers, a thousand advantages, zero problems

The problem of the product not being in stock

The Achilles heel of electronic commerce. It has happened countless times, being the most common problem of online stores, and yet it’s one of the worst impressions that can be given to customers. The lack of synchronization between inventories and e-commerce means that the client does not obtain updated information about the products. Therefore, problems of the nature of ordering products that are not in stock begin to appear.

If your e-commerce site is integrated with your ERP, the database is updated every time there are changes in the inventories. This way you make sure that your customers get information about your products in real-time, that’s how an ERP helps your e-commerce build trust among your customers.

The problem of the order that never arrived

This is another very representative problem of online stores. Mistakes regarding orders or deadlines are extremely frequent. And its causes are diverse: from an erroneous registration of the shipping address to a bad labeling of the package. Any type of error has a place in this case if the management of shipments is not fully automated.

This is how an ERP helps your e-commerce build trust among your customers. Task automation is essential to eliminate the margin of human error. Once synchronized, ERP and e-commerce work in such a way that the flow of information between them is continuous and uninterrupted. Thus, the recorded data is 100% reliable. Besides, its management is automatic, avoiding duplication of information or erroneous records.

The problem of “nobody knows anything”

Another serious problem linked to the management of e-commerce is poor customer service, almost always caused by serious problems of communication. If the status of an order is unknown in any of the phases of the sales process, it is impossible to attend or solve any type of incident. If an order, for example, does not reach its destination, and the sales staff is not able to determine where it is or what could have happened, it is because the information is wrong or insufficient.

That’s why the image that the customer perceives of the company might be of negligence and incompetence. Thus, the confidence that inspires your brand depends on the quality of your customer service. Improving your customer service is how an ERP helps your e-commerce build trust among your customers.

The client needs to have all the information updated in real-time in e-commerce to make a purchase. In the same way, the sales team needs to know all the information related to the sales process. This information includes the state of the inventory and the monitoring of the shipping. It’s required to be able to attend any eventuality on time and properly. And this is only achieved by unifying the flow of information through the integration of e-commerce and ERP. That’s how an ERP helps your e-commerce build trust among your customers.

The recurring problem

“I need more time”. This phrase summarizes many attempts to improve some aspect of a business. In this case, the automation of tasks and the reduction of the margins of error provided by the integration of e-commerce and ERP, mean significant savings in resources and time. Resources and time that you can invest in other tasks that also help you strengthen the image of trust that you want to infuse customers with your brand.

How an ERP helps your e-commerce build trust among your customer

Take advantage of the time gained in practices such as optimizing your online store, making it mobile-friendly, intuitive and easy to use. You can also write specific instructions and be clear with return policies that help keep the customer informed to the fullest. And do not forget to advertise and make yourself known on social networks. The trust of your customers is also based on the shopping experiences of other users. A positive average rating will be a very important claim.

Elevate your e-commerce, that’s how an ERP helps your e-commerce build trust among your customers

These are just some of the many measures that can be taken to polish the brand image and build the confidence that your online store inspires. An ERP system is what you need to keep all internal tasks controlled and perfectly coordinated with your e-commerce. If you want to find the perfect ERP software for your company, in Innatos System Group we have what you need. We can also develop custom made software designed to match the requirements of any business.

What are the differences between ERP and CRM?

Often, clients ask about ERP and CRM, doubting the functionalities of each one, without knowing very well their difference. Therefore, they have doubts about which software interests them the most for their business. What are the differences between ERP and CRM? We will try to explain the differences between both, management software and clarifying concepts.

 

What does ERP and CRM mean?

ERP and CRM represent different concepts and software, but they are included together in the term of business management. ERP refers to Enterprise Resource Planning (Enterprise Resources Planning). On the other hand, CRM refers to the management of relations with customers (Customer Relationship Management). But what does this mean? Keep reading to learn more and find out.

Both the implementation of an ERP and that of a CRM seeks to adapt the company to digital transformation. They aim to improve productivity, control, and efficiency, but its fields of action are different.

 

ERP software

An ERP (Enterprise Resources Planning) is a software for internal use and procedures that do not directly affect the relationship with customers. The ERP works in the exchange of information between departments and the control of the same. In addition, it helps to reduce production costs, with the control of the stock and storage, and with the supervision of the sales. This software is not used for the management of sales, but, for example, in seeing which products are the best sellers. It also provides an invoice control and an accounting or payroll administration.

In other words, the ERP software controls a large part of the internal processes of a company, for example. It gives the production department inputs on the best-selling products and at the same time, aids in sharing information with the financial department on costs, benefits and other details. What are the differences between ERP and CRM?  In short, an ERP, which is usually a modular tool, acts on the following dimensions of a company:

The final objective of the ERP software is to centralize the integral management of a company is a tool, looking for better interdepartmental communication and better access to data.

Now, an ERP is a complex software that requires complex actions and decisions. By joining so many departments, hiring is usually expensive. When performed many times to maintenance is also expensive. By bringing together so much information, learning and training is usually long and complex. When joining so many parts, the same happens with the setup of the software, requiring time, effort and money.

ERP’s functions

An ERP is usually a software that is installed in medium and large-sized companies. The reason is that we are talking about an important investment in both economic, time and personal aspects. At the same time, not all companies manage stock or manufacture products. For example, agencies, consultants and other professional services companies, and these essential modules when taking advantage of an ERP.

There are many questions that a company has to ask before undertaking the implementation of this draft. For that reason, not all companies, whether by size or nature, need it. However, both ERP and CRM are tools that usually have a positive impact on a company. An ERP, given its great breadth, can contribute great things to a company’s balance sheet.

 

CRM software

The CRM (Customer Relationship Management) is a software that exists to create objectives and raise strategy. Once the ERP’s results are reviewed, it’s the turn to work with the CRM. This software is a tool that does affect the relationship with customers and external processes. The purpose of the CRM is to organize the information of the client. It places it in the center of the company. Then, it helps in the management or commercial follow-up. Thanks to CRM software, a company is able to draw up both sales and marketing strategies.

What are the differences between ERP and CRM?  Unlike the ERP, CRM software contains customer information, making it a more dynamic and agile tool both in use and implementation, learning, functionality, and price. CRM refers to a business model that seeks to identify the most valuable leads for the company. In addition, it helps in managing their relationships in an efficient and decisive way in order to achieve not only the sale but loyalty.

CRM’s functions

The main functions of CRM software and what can be expected from it are:

  • The automation of sales processes, from the leads generated, the registration of the leads, the follow-up of the same, alert system or task management.
  • Store and activate customer information such as emails, posts, interactions with the company, meetings, source of attribution and others.
  • Creation of segments for different marketing or sales objectives, such as strategy planning, communications segmentation, sales forecasting and more.
  • Commercial monitoring and creation of processes in it.

The implementation of a CRM is essential to carry out a refined and successful marketing. Promotion or communication actions should be segmented as much as possible to increase conversion rates and minimize costs both by lead and by customer. Needless to say, CRM is also key to the proper performance of the commercial department of any company.

In short words, CRM  is a client-centered software whose purpose is to improve relationships with the company (both before and after-sales) and increase sales.  Unlike ERP, CRM is useful in all types of companies.

 

Can companies work with ERP and CRM at the same time?

It will depend on the nature of each company and the suitability of implementing two tools with such depth in it. In fact, traditional ERP implementations used to incorporate a CRM module. However, ERP developers usually have an external and independent CRM since it is advisable to have software dedicated especially to the commercial task.

In conclusion and that being said, ERP and CRM are fully compatible. They are different and have to be measured by different scales, but their work in a company is complementary. Both tools are designed to make the most of the resources of the company. If you want to find the perfect ERP or CRM software for your company, in Innatos System Group we have what you need. We can also develop custom made software designed to match the requirements of any business.