top of page

CRM: Get to know your customers and interact with them effectively.

Companies are in constant search for efficient methods and strategies that allow them to manage and improve relationships with their clients.

If you own a business, you already know that your client’s satisfaction and loyalty are key elements to reaching the desired success, obtaining more sales and positioning your brand in the market. This is exactly where the CRM, "Customer Relationship Management" takes over. A business tool with the client as it’s focus of analysis to provide solutions based on their perception.

But you, as a business owner or manager, do you know what CRM software is and what it is for? Next, we will help you understand it so that when you use it, you get the most out of its features.

What is a CRM strategy?

A customer relationship management (CRM) strategy is a set of actions that a company executes with the aim of improving interactions with its customers and strengthening their relationships, which results in the generation of more sales. The easiest way to achieve this is by using certain tools to help you in the process.

What is a CRM strategy for?

CRM software is one of the most important technologies to manage a company's interaction with its potential and current customers. This allows you to create strategies based on your clients, as well as:

• Manage business relationships with customers, facilitating and strengthening communication.

• Through the information obtained, design a better customer service strategy.

• Improve customer segmentation and potential opportunities to analyze and make decisions.

• Optimize sales campaigns.

• Automation of business processes, reports, budgets, and sales figures.

• Create customer loyalty strategies and techniques.

What are the aspects that determine that your company needs a CRM?

• Employees handle different data and work with little to none organization.

• Reports are difficult to manage and important customer data is lost.

• Corporate processes are not made visible.

Guidelines for generating a CRM strategy

1. Define business objectives.

2. Identify your customer’s profile.

3. Define the sales process.

4. Train corporate staff on technological tools.

5. Invest in CRM software.

What’s a CRM?

A CRM is a software that collects, organizes and analyzes customer information, with the aim of taking advantage of the data generated to create strategies that optimize the relationship and interaction with customers. Encouraging retention and satisfaction of consumer demands. In addition, it automates and helps to strengthen marketing, sales and customer service areas, to connect and maintain efficient communication that allows loyalty.

What are the benefits of CRM software?

Companies that use CRM Systems will be able to understand the desires and needs of their customers and will be able to offer personalized customer service solutions.

Organization of contacts and customer data: Manage customer information to access contact data and know their preferences.

Time management: Promotes a satisfied customer, teams become more productive and having organized information improves the sales and retention process.

Monitoring and recording of interactions with customers: Collect all the actions made by customers, such as phone calls, emails and purchases made.

Customer segmentation: Allows you to obtain groups of customers, segment them according to their characteristics and thus generate personalized strategies.

Systematization of sales and marketing strategies: Supports the process of monitoring potential customers as well as the management of marketing campaigns and sales monitoring.

Business Process Tracking: Supports corporate teams in managing activities and tracking customer interactions.

Analysis and reports: It allows obtaining analysis based on the information generated on sales performance and other indicators, such as the functionality of the commercial and marketing campaigns generated.

Positive customer experience: Provide a personalized customer experience and a more satisfying relationship throughout the buyer's life cycle, by having immediate responses from the sales team,.

Strategic integrations with WhatsApp, chatbot, email and others: To improve customer contact channels.

Integration with other systems: It can become a tool that manages to integrate with other business systems and thus complement its features.

How can a POS help to optimize a CRM Strategy?

The potential integration of your POS, with a CRM strategy, can optimize your business operations and open space for the analysis of customers and their behavior.

Purchase history and customer profiles: A POS provides details about customer purchases, giving access to each customer's purchase history and preferences. With this information, you will be able to personalize your interactions and promotions.

Data synchronization: If you can connect your POS with your CRM, you can automatically access information about customers, sales and products.

Loyalty programs: With a POS you can create a loyalty and rewards program for your customers.

Analysis and sales reports: A POS provides you with real-time information on inventory and sales. By synchronizing it with your CRM, you get an analysis of sales, most rotated products and key sales moments.

Want to know more about Universum services and benefits?

For advice on a Point of Sales that helps you optimize your business as well as payment processing equipment contact our sales agents at +1-978-416-9964 or visit our web page:

Don’t forget to follow our social media:

LinkedIn: Universum


bottom of page