CRM for companies: discover how it works and which platforms to invest in

Automating the processes of a marketing campaign is the main point of an efficient and well-structured strategy. After all, taking advantage of the tools that are at our service can often be difficult, but the results are rewarding.

In the daily life of a professional in the field, certain platforms can be the key to effectively optimizing processes involving the administration of social networks, content in general and contact management. The latter is what we will talk about in this article.

CRM (Customer Relationship Management) is one of the most important tools when we think about automation. This is because it allows managing accounts, leads and sales opportunities.

When we think about a company's routine, this can be a very advantageous tool for everyday life. After all, organizing contacts is the best way to identify the best opportunities for your business and, in this way, enhance your team's actions.

Well… so, without further ado, let’s get to the point. Today, you will learn everything about applying CRM for companies, and the best platforms for your business. Enjoy the tips!

What are the characteristics of a CRM for companies?

As we saw previously, CRM, or Customer Relationship Management, is an essential approach for companies that want to stand out in today's competitive landscape. The main idea when applying CRM to companies is that customers are an organization's most valuable resource.

Therefore, this is a tool that is part of a strategy that aims to understand, nurture and strengthen bonds with customers throughout their entire journey with your business.

CRM does not just focus on technologies, but on a mindset and a set of practices that permeates all departments of a company. It involves the intelligent use of systems and tools to collect, organize and analyze data about customers, enabling a deep understanding of their preferences and needs. This, in turn, enables more personalized and effective communication, which contributes to retaining opportunities and increasing sales.

Furthermore, CRM for companies is a powerful tool for improving customer service. By having a complete history of interactions with a given lead, companies can resolve problems more quickly and efficiently, demonstrating that they value public satisfaction.

What does CRM enable for companies?

If you are a professional in the field, even if you are just starting out, you must have already come across CRM automation programs, right?

These platforms are responsible for enabling everything we saw in the previous topic. In other words, they are ways to optimize the storage of customer information, whether potential or active. This way, your company has easy access to data, such as:

• Name;
• Address;
• Telephone;
• Professional Profile;
• And any information you request in your marketing strategies.

Furthermore, through this type of tool, you can also identify your lead's initial point of contact, as well as all the steps taken by it, until it becomes a sales opportunity.

Although these are the main highlights when we search for software specialized in CRM for companies, the advantages don't stop there! After all, these platforms still allow integration between the most important data. In this way, empowering your sales team with crucial information for a contract, in addition to, of course, the history of interactions with the brand and the lead's preferences.

How to choose the ideal CRM platform for your company?

Choose the platform CRM ideal for your company, it is a crucial strategic decision that can directly impact the success of your customer relationship efforts. Therefore, the first step in making this choice is to identify the specific needs of your company, considering the size of the team, the complexity of the sales process and the main focus (sales, marketing, customer service, etc.).

After that, evaluate the available integrations, ensuring that the platform can be easily connected to other essential tools in your business. Furthermore, analyze the scalability of the tool, taking into account the company's future growth. Usability is key, so make sure the interface is intuitive for your team, facilitating adoption and maximizing productivity.

Another detail that we cannot forget is also considering the customization of functionalities, allowing you to adapt the platform to the specific needs of your company. Lastly, and equally important, conduct an assessment of customer support services and the availability of training resources to ensure your team can make the most of CRM for business.

Therefore, with a careful evaluation based on these tips, you will be on the right path to selecting the CRM platform that will optimize your relationship with your customers and the growth of your business.

Below, we reveal some of the main tools that your company can benefit from. Choose the best one for your business and enjoy the advantages!

CRM software that can help your company

Agendor

O Agendor is a Brazilian Sales CRM with more than 10 years on the market and more than 10 thousand companies in its customer base. The Agendor platform is recognized in the B2B market for its ease of use, fast support and great cost-benefit. Focusing on consultative sales teams, Agendor's CRM serves both commercial managers and external and internal salespeople, bringing practicality and agility to all stages of the commercial process. Among its main features are: multiple sales functions, mandatory fields per funnel stage, personalized fields, registration of companies and people, activity calendar, task automation, sales reports and reports, lead generation, virtual telephone with artificial intelligence , customizations and integration with WhatsApp. In addition, the platform has free mobile applications and an open API for integration with other software. Agendor offers a free plan, with access to the tool's basic functionalities, and a complete paid plan starting at R$53 per user per month.

Salesforce

Salesforce is one of the main and most comprehensive CRM platforms on the market. Offers a wide range of features for sales, marketing, and customer service. That's because its advanced customization, powerful integrations, and robust data analytics make it a popular choice for businesses of all sizes.

Hub Spot CRM

HubSpot CRM is a solution focused on inbound marketing. Easy to use, it offers marketing automation and lead tracking features. Integration with other HubSpot tools, such as Marketing Hub, allows for unified marketing and sales management.

Zoho CRM

Zoho CRM is known for its accessibility. In addition, it offers sales, marketing and customer support automation, as well as integrations with several other tools in the Zoho suite. It is a clear choice for companies looking for an economical and functional CRM.

Microsoft Dynamics 365

Offered by Microsoft, Dynamics 365 is a unified CRM and ERP (Enterprise Resource Planning) solution. Allows you to manage sales, customer service and business operations in one integrated system. In this way, the platform becomes ideal for companies that value integration with other Microsoft solutions.

RD Station CRM

RD Station CRM is part of the RD Station platform, focused on digital marketing and lead generation. It integrates with RD's marketing automation tools, making it easier to manage leads and track the sales funnel, especially for companies with a strategic digital marketing approach.

And there? Think you're ready to choose and manage a CRM platform for companies? Here in our blog You will find several articles with essential tips for optimizing your company’s marketing routine!

Furthermore, if you want to learn more about marketing, management and entrepreneurship, you need to sign up to our official YouTube channel. The Beatz Podcast airs every Tuesday from 18:30 pm. We wait for you there!