What is a CRM system? And why is it important to choose the right CRM software?
A CRM system (or Customer Relationship Management) is a software that centralizes all the customer information in detail and in real time. The software not only gathers the contact information, characteristics and preferences of all the customers in one central place, but it also stores all the interactions with the customers such as emails, appointments, phone calls, product and service purchase history, etc. By extension, it is possible to store and manage the information and interactions of any external company counterparts through a CRM such as suppliers, partners, etc.
Do you want to integrate a CRM system into your information system?
Our consultants can help you in the following areas:
Requirements analysis: contact management, sales force management, marketing, help desk and customer support
Writing business and technical specifications
Market survey of the latest CRM software
Writing a call for tenders, analysis of responses
Selection of a CRM software
Installation, configuration and customization of the selected CRM software
Support and maintenance of the selected CRM software
A CRM system allows a reduction in sales costs, and an increase in
turnover thanks to the optimized management of the sales forces
A CRM system makes it possible to monitor, manage and optimize
sales processes by managing leads,
prospects, sales and business opportunities, sales and pre-sales
activities, etc. Dashboards and reports showing the
expected turnover by sales representative, region, product category,
probability of business completion, etc. make it possible to manage and
optimise sales activity. Specific modules are used to optimize the
travel time of sales representatives from one customer to another, etc
A CRM system is a very effective marketing tool
Thanks to the multiple attributes that can be defined for each
customer, a CRM system makes it possible to better
understand customers, their needs and their purchasing habits; it
allows them to be segmented and to refine the business strategy and the
company positioning. A CRM system also makes it possible to define strategic
actions such as advertising and marketing campaigns, build
customer loyalty and development, detect new business opportunities, etc
A CRM system is the engine that drives your help desk / customer
In addition to contact, interaction, sales and marketing information, a
CRM system allows you to manage all the activity of a help desk.
Support tickets, employees, escalation levels, monitoring dashboards, etc.
All this information can be managed in real time and will be
automatically available to all employees, just like other information.
CRM, Data Integration and Master Data Management (MDM)
The information contained in a CRM system (contacts, sales,
activities, etc.) is often input, updated and used in multiple other
applications of the information system. Problems of a)
synchronization of these different systems, b) data quality, and c)
management of the master data (i.e. reference data) therefore arise...
which are typical of the fields of data integration and MDM, two
preferred fields of ReportingSoft.
Feel free to contact
us to learn more about the application of data integration and
MDM to the CRM field, and to receive information on our
Analytical CRM, an application of Business Intelligence (BI) to CRM
Once properly integrated into the company's processes and information
system, a CRM system becomes a real data gold mine. It is then possible to
build dashboards and reports that show key
indicators and multiple levels of analysis of the
company's current or realized turnover, costs, staff utilization; all this
by quarter, region, sales, product or service category, etc. and in real
us to receive a personalized offer of analytical CRM.
ReportingSoft is primarily a global presence, the employees of which are recognized for their expertise, mutually enriching their business and technology skills. In all their actions, they carry with them the group's core values: responsiveness, commitment, professionalism and performance. For ReportingSoft, the success of a project requires not only skills but also strong common values.