How to use CRM in 8 different ways?

The solution includes a series of customer-focused processes to improve the relationship and increase business results.

It is worth noting that the CRM concept goes beyond software. It covers the complete management of the customer base, from lead acquisition through all stages of the sales funnel to customer retention.

In this article, you will learn about 8 different ways to use CRM and what are the advantages of this working model.

Advantages of knowing how to use CRM

When a company discovers the best way to use CRM, it guarantees many benefits for the business. Customer management software allows to capture and analyze a series of data, generating valuable insights and advantages such as:
  • Resource and time optimization.
  • Improved communication processes between teams and with the customer.
  • Prospecting of qualified potential customers
  • Personalized customer service
  • More sales success
  • More satisfied customers
When focusing commercial strategies on the customer, it is important to rethink the entire company structure. The relationship with the customer is not only a task for marketing or sales, but for all departments.

Therefore, with a 360° view and end-to-end improvements, you can completely improve your results.

8 ways to use CRM

There are many ways you can use CRM to improve your business. Here are 8 ways to apply the customer relationship management tool so you can start using it now.

Prospecting for qualified leads

Lead prospecting is a job that depends on smart strategies. At the end of the day, the company is not looking for just any lead, but one that really has a chance of becoming a customer.

CRM platforms make it possible to import a large volume of contacts into the company's management system.

From there, leads can be organized according to conversion potential and then a customized marketing and sales strategy can be developed.

Sales management

The use of CRM in sales management helps to make more assertive proposals. By identifying the most qualified leads (and their key interests), salespeople and business managers can devise customized targeting strategies.

In addition, it is possible to track where the customer is in the buying stage. In this way, the need to reinforce marketing campaigns or offer bundled products to convert the lead can be assessed.

Disclosure of products and services

A good CRM platform is capable of stratifying a large amount of data and segmenting leads according to their demands. With good filters, it is possible to classify these consumers and then define precisely what is the profile of your audience.

Discovering how to use CRM integrated with a marketing automation system is also an excellent strategy to maximize results.

The most modern tools are capable of delivering the right product or service to the right customer at the exact moment they need it.

Market and competitive analysis

Another important way to use CRM is in market analysis. This type of platform allows to evaluate the performance of the competition and, thus, define strategies to be always ahead.

As CRM provides information to understand consumers' needs, your company can predict what they need and then secure the first place in your market.

Risk assessment

Whenever you fail to close a deal or lose a customer, the company should indicate why on the CRM platform. By collecting a large volume of information, the system can identify some patterns.

The insights that emerge from these experiences will allow us to analyze and understand opportunities for improvement. The team can stop making recurring mistakes and, from there, devise new strategies for action.

Customer retention strategies

As stated earlier, the customer relationship should not stop at the end of the sale. The company must continue to nurture this lead, ensuring good after-sales service and, therefore, building customer loyalty and retention.

Create detailed customer profiles, with contact information, birthdays, purchase preferences, and the relationship with your brand.

If they buy an air conditioner, for example, it is worth contacting them to notify them about the need for maintenance. The same goes for recurring service subscriptions or even simpler products, such as clothing and footwear.

Information is one of a company's most important assets, and CRM is a valuable tool for acquiring it!

Using CRM in strategic marketing

The use of CRM goes beyond marketing products and services to potential customers. A strategic marketing approach is to create engaging communication, with influencers and across different channels, including social networks and online portals.

It is important to create backlinks to your company's website, i.e. a link back to your company's web address. The idea is to ensure more digital presence, relevance and authority for your brand, as well as educate consumers on how best to solve their problems.

The CRM is fundamental in this process, as the tool stratifies leads and can negotiate the development of backlinks with several partners, automatically and simultaneously.

Institutional and press relations

Companies also have relationships with partners and suppliers. And CRM helps to take care of these institutional relationships.

It tracks schedules, segments the profiles of suppliers, current and potential partners and creates specific communications for each audience. It is also possible to develop a press strategy, using increasingly accurate databases.

How to use CRM integrated with WhatsApp?

Centralizing information about customers facilitates access and analysis, in addition to improving the relationship with the public.Thus, Omnichannel CRM is a strategy used by companies from different segments to communicate with the customer, through the convergence of channels.

The use of WhatsApp Business with CRM, in this sense, is a way to optimize the platform. The solution has a list of important resources for business, such as autoresponders and business card.

By integrating the WhatsApp database to the CRM platform, the company ensures much more control over the potential customer, along with metrics monitoring and better results.

CRM enhances contact through WhatsApp, making it easier to communicate with customers, access conversation logs, disseminate news about products and services, and analyze consumer behavior.