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Why use CRM software?

Why use CRM software?

By Hélène Trijolet

Published: 12 November 2024

Why use a CRM?

Customer Relationship Management (CRM) software centralises all types of exchange with your prospects and customers. It is the ideal tool for storing all your 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 much more...

Find all our definitions on What is a CRM?

Loyal customers thanks to CRM - it's a dream come true!

The fickle customer is a thing of the past: customer loyalty is at the heart of CRM software. Useful for optimising 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 business 5 times less than acquiring new ones, it's better to use software that creates a stable relationship with your contacts rather than constantly chasing after new ones, don't you think?

What's more, building loyalty is not a waste of time at all! Given the cost of acquiring contacts these days, and the reliability that goes with it, loyalty really does make the acquired database profitable.

For example, it will be very easy to track and analyse all the exchanges you have with your customers: In the field, by email, telephone, post, etc. And with Initiative CRM software, for example, you'll have access to a complete email campaign management module so you can launch targeted communications without leaving the CRM. As a sales representative, you'll be able to put forward proposals for personalised offers.

What if... the departments worked 'together' with this CRM?

Accountants have their estimate and invoice management software, human resources have their payroll management software. But what about the marketing and sales department?

Customers interact with the company at every level, and they are 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 email address in her paper address book, it's a bit annoying...

This software is essential if everyone is to work together! Everything becomes easier: all the precious customer data is listed in the famous contact sheet. This follows the customer from the very first action (request for quote, sales offer sent, etc.) right through to after-sales service. During the customer's 'life', every action is recorded and tracked. Nothing is lost, everything is online!

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

A CRM set up for an efficient business!

In short, CRM software becomes central to the marketing and sales departments. It organises prospecting and sales, and coordinates and monitors everyone's actions.

"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 it already has. 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 emailing, all the information is already recorded, so you can spend more time on the message to be sent than 'copying and pasting' from the address book. Or, in the case of email 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, there's the Holy Grail of all customer relations: providing a tailored response to every need! Given that we know our customer inside out, thanks to the time we've spent with them and the recording of all their interactions, it will be super easy to keep them satisfied.

By the way, what is CRM?

Customer Relationship Management is a set of tools for capturing, processing and analysing 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 is going to benefit the company enormously. It's up to you to decide whether you want to continue working with a spreadsheet or switch to online software that guarantees the backup of your precious data!

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

Article translated from French