How to use CRM systems and have better data analysis.

CRM is nothing more than a strategy for Digital marketing for sales. Its target is business strategies and technologies focused on customer relationships. This acronym stands for Customer Relationship Management, or translated into Portuguese, customer relationship management.

CRM is considered as: the entire process used in small or large companies to manage and analyze interactions with their consumers.

Furthermore, CRM helps with several factors such as: optimizing profitability, increasing sales and giving the opportunity to generate personalized content for your client.

To help you understand more about customer relationship management, and how to perform your data analysis, we created this complete content so there is no doubt left. So, continue reading and discover some information about CRM.

What does a CRM do?

Customer Relationship Management is responsible for storing information about current or potential customers, such as: name, address, telephone number, etc.

This platform gathers data to prepare and update your team with customers' personal information, such as: purchasing histories and preferences. However, CRM ends up becoming a good digital marketing strategy option for sales.

A CRM platform covers many important points. For example: managing customer information, has great email capture, simplifies lead follow-up tasks and provides instant recommendations and insights.

How does a CRM operate?

CRM software operates in two ways: on the computer itself, or it can also be stored in the cloud, the latter being the most used. Because it does not require the purchase of servers and can be accessed from any device.

If you didn't already know about this tool, and are interested in finding out more about it to join your company, before continuing reading, visit our blog, where we teach you a little more about what the CRM, and what benefits it can add to your business.

Is it time to embrace this tool?

However, if you still have doubts about adopting this digital marketing strategy in your company, I will mention three important points that will make you sure of the need for CRM.

Closing few sales

Knowing your customers means you know how to fit them into some stage of the shopping journey. Thus, allowing a more accurate action to be taken to attract them to your product or service.

Without this information, it becomes increasingly difficult to close a deal.

Malfunctioning processes

When your process is not aligned, and your demand is growing and you can't keep up, the work becomes increasingly difficult and costs can increase.

Inaccurate data

When your data is not accurate, it becomes an almost impossible mission to find out where your company is failing or succeeding. Therefore, it will be difficult to know where to make the necessary changes.

However, a big problem caused by inaccurate data is the way you generate your reports. Therefore, to improve the efficiency of your data analysis, it is strictly necessary to use a good CRM. And that's what we're going to talk about now!

Performing better data analysis using CRM

Adhering to the use of CRM software, which will collect and organize all the data necessary for your company, however, it is common for you to be a little confused as to where to start. But don't worry, I'm here to help you!

Here are some steps that can guide you through this new process:

• Define what you want to find:

Although you may often be unsure of where to start, the tip I give is: establish a direction in which you want to follow.

Define what information is most important for your business and list all that you should find in the tool. This process will serve as a guide for you to find your way through the process.

• Organize the information:

With your guide already established, it becomes even easier to start the process of collecting data and organizing information. Your analysis can be established through customer profiles, acquisition channels, sales funnel stages and conversion rates.

It is also very important to standardize the periods of information, so that a comparative survey can be carried out, in the way you believe to be the best option for your company, namely: weekly, monthly, quarterly, etc.

• Qualitative and quantitative analysis:

Last but not least, it's time to carry out the analysis.

They must be carried out both in a qualitative way, which in turn is based on their subjective nature, that is, the client's profile, for example. And also, in a quantitative way. This, in turn, is based on numbers, metrics and mathematical calculations, and can be a comparison of conversion rates.

Which CRM platform should I use?

Now that you know CRM and how it can help your company perform better data analysis, it's time to start checking out some options available on the market.

A tip for a good platform that provides this tool is the RD Station CRM. Well, it is an intuitive and easy-to-use tool for those just starting out.

So, did you enjoy learning more about the CRM tool and how to use it to improve your data analysis? Visit our blog to receive more information like this!

That's it for today, but if you still have any questions, don't hesitate to contact us, we'll be at your disposal!