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For a sales rep, just closing a sale doesn’t mean that they are done with the job. There is a lot more that sales reps have to know about. Every sales rep knows the importance of cross-selling and upselling right! Closing a new sale is a time taking process whilst selling to the old customer is easy. You would already have an idea about the buying and behavior patterns of the people. 

Do you know that the chances of selling to a new customer is 5-20% while the chances of selling to an already existing customer is 60 to 70 percent? Yes, that is how powerful cross-sell and upsell can be. 

Although most of you know what cross-selling and upsellingmean, let us have a quick rundown to understand the concepts a bit more clearly.

Cross-Sell and Upselling

Both cross-selling and upselling are going to help a business in making more sales but in different ways. One of these is quite easy while the other can be a bit tougher. 


When a customer buys one product, you can cross-sell another product that they can use along with it. Let me make it even simpler for you. If a customer purchased an iPhone 12 from your store, you can suggest they buy AirPods and a case. These both things would work great along with an iPhone right! So, this is called cross-selling. 

Now upselling is completely different and a bit tough too. When a customer chooses a particular product, you can ask them to upgrade from it and choose something even better. Again let us discuss the above example, the customer purchased an iPhone 12, six months down the line, and you can contact them asking them to upgrade from iPhone 12 to iPhone 13 which is even better with more features. 

You can make this cross-sell and upselling even easier with a CRM.Here’s how

Gather and Segment the Data

You cannot go to every existing customer and sell your product to them right! This is where a CRM will be able to help you. With CRM, you can have all of the customer data stored at one place. 

You can use different parameters to segment your customers. Starting from their demographics to location, there are various parameters that can be used to segment customer data.

With the lead scoring, it becomes quite easy to qualify the leads according to their requirement, You will be able to create buyer personas which will help in understanding their goals and needs.

Understand Customer Journey

A customer goes through different stages of a sales funnel. Starting from making them aware of your product to your customer advocating it by themselves anywhere. There are a lot of stages and it is important to know where your customer is present in the journey.

You cannot cross-sell or upsell to a customer immediately after they make a purchase, right! You have to wait till they advocate it, be it on social media or in search engine reviews. This means that the customer has already liked your product and is ready to go to the next step. With a CRM it becomes quite easy for you to understand the customer journey and where they are present right now.  

Understand From Whom You Need to Stay Away

When you start evaluating your customers in the sales funnel, you will find some who are nothing but a burden to your business. For example, there are some people who purchase or avail a service just to return it after they are done using it. 

This has been a common practice lately. Apart from them, there are some others who keep on contacting your customer service whenever they feel like it. It is important to avoid them too.

Wrapping it Up

When it comes to cross-selling and upselling, you will be needing a reliable CRM tool that can help you in easing these things. If you are looking for such a CRM, then Office24by7should be your go-to option. You can contact us at +91 7097171717 or email us at


Customer journey involves a lot of detours. They just don’t go from product awareness to closure. Especially in the B2B sector, where a lot of investment is at stake, business owners take every step carefully. This is where a customer relationship management software comes in handy.


There will be a lot of hiccups in a customer journey and having all of them documented and tracking the customers along their way is important for business.Connecting your marketing strategies with a CRM software will come in handy. Most of the marketers out there are quite familiar with CRM, however they are not making most out of it.


This is why we have created this blog listing out how marketers can take advantage of a CRM.


What is CRM Marketing?

CRM stands for Customer Relationship Management and it helps with tracking the interactions with customers, keeping a record of those and providing an organization with the required insights for better customer service.


The CRM can be used in marketing to personalize the messages, curate content for the target audience and quicken the sales process. CRMs were initially used by the sales team to track the leads, customers and prospects. The reps will get to see every interaction that a particular contact had with the brand.


These details would range from the call records to website visits. All of this will help them in delivering better service to the customer. Marketers rarely use a CRM. Mostly they use it to create email lists.


If you are one of them, then you are missing out on something huge. It is important for the marketers to focus on the customer journey and curate campaigns accordingly so that they can move a particular customer further down the sales funnel. CRM is a single tool that will help in tracking every information related to a customer.


There are myriad benefits of this for marketers-


     The Central Hub: A business can have many clients/customers. A CRM will have all the data at one place. It is a centralized hub that has all the information at one place. This way marketers can see the behavior patterns and get an idea of what is working and what not. They can focus on the important things alone.

     Proper Segmentation: B2B companies deal with companies that come from different sectors and different locations. This will highly impact the way you are going to communicate with them. You cannot just send a generic marketing email for them right! A highly customized email will have more impact on them and for this you need proper segmentation of the audience. A CRM software will do this with ease.

     Optimized Marketing: You can connect the CRM tool to different marketing channels and this will help you in understanding how each of your campaigns are performing. These insights will help in focusing on particular channels and campaigns with ease.


Role of CRM in Marketing

Marketing isn’t limited to a single interaction. It is about building an enthralling customer experience which should impact customers in a way that they come back to the brand time and again. With CRM, the marketers can make this happen. Here is how-

Email Marketing

Office24by7 is a CRM that will help you with segregation. With CRM, you can divide your contacts into different lists. These segregation can be done based on the company size, location, number of interactions they had, the sector, etc.


You can create multiple CTAs that suit different recipients and also give it a personal touch. Personalization plays an important role in the marketing and as a marketer you can make the most out of this email marketing feature.


Integrating the CRM with your email, you can export and import the data with ease. This way all of the information will stay updated.


Social CRM

Social media channels are a two way street. You may create great marketing campaigns, interesting copies and content, images, and are posting regularly on different channels. But it wouldn’t have the similar impact that a two way communication leaves.


Just tweeting or posting some images is not going to cut it. People will react to them, approach the brand on social media for their grievances and as a company you must be ready to discuss with them on these channels.


One way you can do this is by integrating the platform with a CRM like Office24by7. We have curated a detailed blog discussing about Social CRM. Do check it out once to know about this important integration.


Run Ads

You can run targeted ads for the customers who have viewed different products. The CRM will segregate all the data related to the customer as per your requirement and you can use this to create targeted ads and run them online.


Marketing Automation with CRM

CMR can automate various tasks that otherwise take a lot of time when done by people. Usually, companies set up email campaigns in a sequence and send it to their list. With CRM, you can automate these tasks.


Just create the email flow and the emails will go out as you want. It also imports and exports the data automatically rather than you doing it manually. A marketing automation CRM like ours can help you with every step.


It is time for businesses to stop considering that CRM is related to sales people alone. Marketers can also make the most out of it. Want to skyrocket your marketing campaigns with the help of a CRM, then get in touch with Office24by7 on  +91 7097171717 or email us at


Portable App improvement organizations are running on top, particularly during the Covid epidemic. The utilization of applications during the lockdown time frame is at an unequaled high. Be it e-learning applications to staple applications to food conveyance applications, and so on, there is an application for every single help. With a fast expansion in the interest, industry insiders see a 100% development in the App improvement industry in the following three years.


Energized is an honor-winning portable application advancement organization offering its administrations starting around 2007. The organization provides application improvement, Blockchain, ERP, CRM, Chatbots, CMS, POS, CDP, Web Development, AR/VR, UI/UX Design, and some more. They served Startups to Enterprise-Level Businesses throughout the planet, and their significant customers are MGM Resorts International, Crunchbase, 9Gag, Verizon, Harvard, and so forth.

Hyperlink InfoSystem

Hyperlink InfoSystem is an application improvement organization in India, with workplaces in UAE and USA. The organization offers web and application improvement, AR/VR, Salesforce arrangements, CRM Solutions, AI arrangements, IoT advancement, Blockchain, and some more. Starting around 2011, the organization has helped with practically 2300+ overall customers and conveyed 3200+ applications and 1500+ site programs for custom necessities.

Willow Tree Apps

WillowTree is one of the main application advancements and computerized item offices on the planet. Their group of versatile tacticians and computer programmers have created 1000+ portable and automated answers for worldwide customers, National Geographic, Regal Cinemas, including Century Fox, Synchrony Financial, and some more. The organization offers web and application improvement, UI/UX, programming improvement, chatbot advancement, and deals with recent advances.


Infosys Limited exists an Indian-based MNC that provides business counseling, data invention, and rethinking administrations. Infosys is the second-biggest Indian IT Company after TCS. The group has 82 Deals and showcasing departments and 123 advancement dangles throughout the planet.

Zensar Technologies

Zensar Technologies oversees programming organizations established in 1991. The organization has a stability of 10K+ representatives and has workplaces in twenty nations throughout the planet. They offer administrations like AI and Automation, Digital Supply Chain,  Cloud Infrastructure, Data Science, Data Management, Enterprise Applications, and other recent advancements. This organization was the advancement grant victor in the "Making an Impact-IT Skills" classification at India Perspectives 2018.


Transcendent Strategy

Regardless of whether you are new to this, no concern! Simply let us know your prerequisites and leave the preparation and planning to us! Our expert designers will talk with you, comprehend your necessities and set up the ideal designs for your portable application. They proceed to foster versatile applications solely after accepting your endorsement. We can cover your planning and building needs, across the board place at Transcendent Strategy.

Manras Technologies

Are you Implementing CRM for the first time or looking at enhancing CRM user experience? Then you need to go for a Top Salesforce consulting company who are certified experts. For more information visit us!!

Manras Technologies

Salesforce CRM is a well known software in the market. Though they also have exceptional Salesforce marketing cloud in the market to help the marketers in their campaign management alongside the access to the analytics. So, let us discuss the reasons to use Salesforce Marketing Cloud.


A profound knowledge on the customer: it becomes conceivable to connect information from various sources and gadgets with this stage, to acquire a solitary bound together vision of the customer. And furthermore, you will actually want to catch and actuate first-, second-, and outsider information.


Customization with artificial intelligence: Salesforce Marketing Cloud services permits the combination of information with the Einstein device, so interactions can be coordinated with the assistance of AI. Therefore, the stage empowers a tweaked communication with customers, in view of their relationship with the organization.


Create interest across the journey: this Salesforce marketing stage produces attention and mindfulness during the entire interaction (a two-way commitment progressively), which likewise gives experiences to offer each customer the best action for them.


Impact analysis: Marketing Cloud plays out all estimations of the customer journey through various channels and gadgets, utilizing artificial intelligence and the computerized instrument Google Analytics 360.


You can enhance the complete ecosystem of your organisation by implementing more Salesforce software solutions. So, Salesforce implementation services can help you out in the scenario!

Manras Technologies

Manras Technologies is the Salesforce Platinum Partner. Know more about them!

Manras Technologies the global leader in CRM, Join us to manage your business through the Partner Community, to access valuable resources, as well as things to consider setting your Salesforce practice up for success.

Salesforce's real-time interaction management capabilities are powered by the Salesforce Marketing Cloud, which enables companies to know their customers, personalize communications and engage with them across all channels in real-time.

Salesforce Marketing Cloud is the leading digital marketing platform. Also, Salesforce Pardotis there. With Salesforce Marketing Cloud, marketers can know more about their customers with powerful data management and analytics personalize every customer engagement with Einstein and create real-time marketing campaigns across email, mobile, social, digital advertising and more.

Salesforce Service Cloud is a company's based CRM software for sales professionals. Service Cloud allows users to automate service processes, streamline workflows and find key articles, topics, and experts to support the agent.

Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to support sales, lead generation, customer service, business analytics, marketing, and customer support in both business-to-business (B2B) and business-to-customer (B2C) contexts. Close Deals Faster with Sales cloud.

Additional Information
Click here to know more about Salesforce marketing cloud, salesforce service cloud, salesforce sales cloud, salesforce health cloud. To learn more about Salesforce services, please visit: https://www.manras .com/

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About Manras Technologies
Manras Technologies enables you to maximize your investment in Salesforce by providing you access to a team of certified and experienced consultants and engineers who are available round the clock to troubleshoot all your glitches as soon as they arise along with the proper experience in Salesforce implementation services.

Whether you are new to Salesforce and just deployed or have been working with Salesforce for some time, our Salesforce consulting company will provide you with actionable solutions to leverage your business investment in your CRM solutions.
For more information about Manras Technologies Visit:

Ganesh Krisdhna
Gway ERP is the leading company who delivers Erp Software In Chennai for all small trading business people to develop their business into next level.
Ganesh Krisdhna Nov 6 '21 · Tags: crm, crm software, erp
Manras Technologies

There are a ton of highlights and advantages that accompany Salesforce CRM. In the event that you'd like to find out about the advantages of Salesforce from one of our specialists straightforwardly, you can contact Manras Technologies today! Underneath you will find the five factors that are generally significant.


#1. Customer information

One of the biggest advantages of using Salesforce is the information it retrieves — both the quality and the quantity. When you use Salesforce, you can look at every individual account, contact, task, event, and opportunity that’s tied to a lead, which gives your company a lot of information before approaching potential customers.


There are a couple reasons this is so important.


First, it lets you easily track all of the information you need to keep your customer profiles organized. You have all the information you need in one convenient location, and you can look up any lead or client you want — even if they’re assigned to other representatives! This offers a more complete, holistic approach to managing your growing business.


In addition, shared customer information also lets you and your employees enjoy your leisure time and vacation days without worrying about personally accommodating clients, leads, or prospects. Any of your reps can easily cover for another one who’s out of the office, eliminating any gaps that you could have in your customer support model.


This digital design is a direct upgrade from physical resources and even Excel sheets. Salesforce is comprehensive, responsive, and convenient to use, so you no longer have a need for manila folders or digital files full of spreadsheets.


#2. Account planning

With all of the customer information you need right at your fingertips, you — and all of the reps at your company — can make plans for accounts independently. That gives you the hands-on approach that you need to really make a connection with clients, and it also lets your reps modify their plans to achieve better results. There’s even an option in Salesforce to create to-do items so you and your reps can use lists to stay organized throughout the day.


Along with that, you can also create reminders on calendars so you can tell anyone to follow up with your customers, account managers, or upper management about important duties. Essentially, you make sure nothing falls through the cracks.


The tools like Salesforce pardot services, you can see the amount of time that you or anyone else in the company has spent on each specific account. This is especially helpful for service-based businesses with lots of clients who subscribe to different packages or plans. If you notice that you’ve spent too much time on a client for what that client spends, your company can adjust accordingly.


With these account planning options, managing clients becomes a much simpler process.


#3. Time management

With comprehensive customer information and a wealth of planning resources at your disposal, you naturally get the benefit of outstanding time management. You have all the information you need to prioritize work for your clients, and that means you can also organize tasks for different accounts according to that same criteria.


Along with that, you can use the built-in calendar tools to better visualize your schedule for the day, week, month, or year. That means you can constantly stay on the ball through all of the steps in nurturing a potential lead.


#4. Team collaboration

Salesforce also lets you easily communicate with the other members of your team. The “Chatter” feature lets you talk with individuals or groups about work-related information, like clients, territory, and other essential details.


Chatter also lets you add different team members to accounts or opportunities that need special attention. This, in turn, makes it easier for your team to prioritize and schedule their tasks so you can work with more leads and finalize more sales.


Basically, where the previous features all kept you focused, Chatter lets you keep your whole team focused on what they need to be doing each day. That means you get better results and productivity from your team every day.


#5. Accessibility

Salesforce is a cloud product, and that means it’s available wherever you have Internet access. Salesforce has an app that you can use to stay in touch with your business and your team at all hours. This makes it a perfect match for the hands-on business owner or the marketing manager who wants to stay in constant communication with their team.


The reason this is such a huge advantage is that it means you don’t have a centralized location for your data. There’s no filing cabinet, local server, or anything else — it’s all kept safe and sound in the cloud where you can always access it.


In addition to the security advantages, your team can also use it to stay up-to-date on accounts and clients, regardless of where they are. That’s some of the best customer services that any client could want.


Manras Technologies offers all of these benefits and more At Manras, we understand the advantages of marketing automation companies like Salesforce. At the same time, we know that their prices are simply too high for a lot of businesses. And that’s why we developed an alternative.


Salesforce marketing cloud services is our proprietary marketing automation platform that uses similar technology and interfaces to Salesforce for both B2C and B2B companies. We offer it exclusively to our clients so they can better manage their new leads and close sales more easily without the hassle of keeping extensive spreadsheets or files on each prospect they get. With MarketingCloudFX, you have a lot of the same benefits of Salesforce centralized in a convenient location.


On top of that, you also get a dedicated representative to work with you on your goals for your company. Our team is full of experienced, knowledgeable, and talented Internet marketers who know everything from search engine optimization (SEO) to lead nurturing and even reputation management. With all of that skill and talent on your side — plus the data and features of MarketingCloud— you can get help your business steadily grow and bring in more revenue.


Do you want your company to grow without spending a bundle on Salesforce? Contact us today to start laying out a marketing strategy for your company! No matter whether it is Salesforce integration services or Salesforce implementation services, we are there to assist you.

Cloudify Vietnam

Cùng với sự phát triển ồ ạt của công nghệ và hành trình chuyển đổi số mạnh mẽ của các doanh nghiệp trong nước, không chỉ các doanh nghiệp lớn mà các doanh nghiệp vừa và nhỏ cũng tìm kiếm những phần mềm CRM để tối ưu hóa hoạt động của mình. Trong đó, phần mềm CRM được coi là “bảo bối thần kỳ” giúp doanh nghiệp bứt phá thần tốc và tăng sức cạnh tranh của mình trên thị trường. Vậy bí mật nào nằm sau phần mềm này? Phần mềm CRM là gì? Lợi ích của nó ra sao? Độc giả hãy cùng chúng tôi tìm hiểu qua bài viết dưới đây.

Phần mềm CRM là gì?phần mềm crm               Phần mềm CRM là gì?

Phần mềm CRM là viết tắt của cụm từ “Customer Relationship Management” là một hệ thống được dùng để xây dựng và quản lý các mối quan hệ khách hàng. Nguyên tắc hoạt động của CRM là giúp tối thiểu hóa chi phí và tăng lợi nhuận qua việc củng cố sự hài lòng của khách hàng và lòng trung thành của họ với doanh nghiệp. Phần mềm này là một hệ thống quản lý hữu hiệu từ họ tên, địa chỉ, số điện thoại đến tất cả các thông tin cơ bản khác của khách hàng. 

Ngoài ra, nó còn hỗ trợ cung cấp các dịch vụ tiện ích khác như gọi điện, gửi email hàng loạt hay cung cấp các giải pháp online marketing hiệu quả cho doanh nghiệp. Có một sự thật không thể phủ nhận rằng, “làn sóng” CRM đã và đang lan tỏa mạnh mẽ đến hầu hết các doanh nghiệp ở nhiều ngành nghề khác nhau từ giáo dục, y tế, dịch vụ tài chính, viễn thông….Bởi lẽ, công cụ này cung cấp cho các nhà quản trị một cái nhìn mới mẻ, hiện đại, phù hợp dựa trên các dữ liệu phân tích, là bí quyết không thể thiếu trong quá trình định vị khách hàng và tăng sức cạnh tranh.

Phần mềm CRM giải quyết khó khăn cho doanh nghiệp như thế nào?những lợi ích của phần mềm CRMNhững lợi ích của phần mềm CRM

Với bất cứ doanh nghiệp nào, khách hàng cũng là yếu tố vô cùng quan trọng, là “máu” nuôi dưỡng cả công ty và là nhân tố chủ chốt trong hầu hết các giai đoạn quan trọng của doanh nghiệp. Thế nhưng, khi doanh nghiệp bắt đầu phát triển, tệp khách hàng được mở rộng, thì lúc này việc quản lý khách hàng lại trở thành một vấn đề khó khăn. Nhưng phần mềm quản trị quan hệ khách hàng sẽ cung cấp cho doanh nghiệp nhiều lợi ích, đặc biệt là 4 lợi ích chính sau: 

1. Cung cấp các báo cáo đáng tin cậy

Các công ty có thể tiếp cận khách hàng bằng nhiều cách và phương tiện khác nhau. Lúc này, các số liệu thường nhỏ lẻ, rời rạc và khó tổng hợp. Nền tảng CRM sẽ cung cấp cho các công ty một bản báo cáo rõ ràng, chính xác và giải quyết hết những vấn đề trên. Một hệ thống CRM sẽ đi sâu hơn vào tất cả dữ liệu và số liệu mà doanh nghiệp có, bao gồm cả dữ liệu từ các nguồn khác. Nhà quản trị có thể sử dụng phần mềm để đối chiếu, lập bảng và tổ chức dữ liệu một cách khoa học

Ngoài ra, điểm đặc biệt của phần mềm CRM có so với các hệ thống quản lý quan hệ khách hàng khác là công ty có thể xem ai tương tác với công ty và sự tương tác đó đến từ phương tiện truyền thông nào. Nhờ đó, doanh nghiệp có thể chạy các báo cáo xem cơ hội của mình ở đâu, những khách hàng tiềm năng của bạn là ai. Qua đó, nhà quản trị sẽ đưa ra được những chiến lược marketing đúng đắn, phù hợp. 

2. Tăng cường hiệu quả với khả năng tự động hóa

Đừng làm cho việc theo dõi và quản lý thông tin khách hàng khó khăn hơn mức cần thiết. Thay vào đó, doanh nghiệp hãy sử dụng CRM để tự động hóa quy trình và đạt hiệu quả tiếp thị cao. Tự động hóa là một lợi thế quan trọng mà các nền tảng CRM cung cấp cho người dùng. Ba khả năng của phần mềm này bao gồm:

  • Cắt giảm thời gian cần thiết để gửi email và nuôi dưỡng khách hàng tiềm năng bằng các chiến dịch nhỏ giọt
  • Ghi điểm với các khách hàng tiềm năng bằng cách phân tích các thông số, dữ liệu và cung cấp cho họ trải nghiệm toàn diện nhất. Đồng thời, giúp  công ty có thể tiếp cận đúng người và chuyển họ thành những khách hàng chính của mình. 
  • Xử lý các câu hỏi đơn giản của khách hàng một cách tự động, chẳng hạn như trạng thái của đơn đặt hàng, với chatbot và nhắn tin tự động khác

Nhờ việc tự động hóa các quy trình trên, doanh nghiệp có thể dành thời gian để làm việc với những khách hàng có câu hỏi, vấn đề hoặc nhu cầu phức tạp hơn. 

3. CRM giúp tăng doanh thu và giảm chi phí

Có thể nói, đây là lợi ích quan trọng và rõ ràng nhất mà CRM mang lại cho doanh nghiệp. Một công cụ CRM có thể giúp công ty hợp lý hóa quy trình bán hàng, tự động hóa các nhiệm vụ và phân tích tất cả dữ liệu. Nhờ thế, mà nhân viên hạn chế được các sai sót xảy ra và có thể xử lý các tình huống xấu một cách nhanh nhất. Khi quy trình được tự động, trải nghiệm của khách hàng được nâng cao thì doanh thu của doanh nghiệp cũng sẽ tăng và  chi phí cũng giảm đi đáng kể.

Theo thống kê cho thấy:

  • Hơn 70% Các Công ty cảm thấy hài lòng và rất hài lòng khi áp dụng CRM cho hoạt động của mình.
  • Tỷ lệ chốt sale tăng hơn 30%
  • Số giờ làm báo cáo giảm gần 500 giờ mỗi năm
  • Doanh thu trung bình tăng hơn 30%
4. Cải thiện phân khúc khách hàng

Mỗi doanh nghiệp đều có một danh sách hàng trăm khách hàng cần liên hệ khác nhau. Làm thế nào để CEO biết khách hàng nào muốn xem email về sản phẩm mới của doanh nghiệp? CRM sẽ tự động phân đoạn danh sách liên hệ dựa trên tiêu chí của người dùng, giúp nhân viên Sale dễ dàng tìm thấy những khách hàng tiềm năng cần liên hệ. Ngoài ra, phần mềm cũng sẽ giúp công ty sắp xếp các liên hệ theo vị trí, giới tính, tuổi tác, giai đoạn người mua….để phản ánh chính xác sở thích và giá trị của khách hàng.

Cloudify cung cấp phần mềm ERP tổng thể có tích hợp CRM
  • Ghi nhận, lưu trữ thông tin khách hàng 

Phần mềm tổng thể ERP của Cloudify có tích hợp phần mềm CRM giúp doanh nghiệp lưu trữ dữ liệu khách hàng từ nhiều nguồn khác nhau như quảng cáo, organic, khách được giới thiệu. Thông tin trên phần mềm CRM của Cloudify được cập nhật theo nhiều giai đoạn khác nhau như khách mới, khách cũ và hệ thống cũng cho phép đánh giá tiềm năng của khách sau khi nhân viên kinh doanh chăm sóc. 

Thông tin khách hàng được lưu trữ trên hệ thống rõ ràng theo tên, địa chỉ, số điện thoại. Đồng thời khi nhân viên kinh doanh nhận khách để chăm sóc, nhân viên phải ghi lại lịch sử chăm sóc khách, các lần gọi điện, ghi chú về khách trên hệ thống để quản lý theo dõi. Đặc biệt phần mềm CRM của cLoudify chỉ cho phép nhân viên và quản lý được phép theo dõi dữ liệu khách hàng. 

Nhờ đó, nhà lãnh đạo sẽ đánh giá được tình hình khách hàng hiện tại của công ty nói chung và khác hàng từ marketing nói riêng. Từ đó, nhà lãnh đạo sẽ có thay đổi cho phù hợp. 

Xem ngay: Phân biệt ERP và CRM – Giải pháp nào cho doanh nghiệp 4.0?

  • Cập nhật thông tin khách hàng tự động từ các chiến dịch quảng cáo

Phần mềm CRM của Cloudify sẽ tích hợp với các chiến dịch quảng cáo của doanh nghiệp. Vì thế, dữ liệu khách hàng tự động cập nhật về hệ thống và phân bổ trực tiếp cho nhân viên kinh doanh. Nhân viên marketing sẽ không phải mất thời gian cập nhật thông tin khách hàng thủ công mất nhiều thời gian, dễ sai sót. Ngoài ra, phần mềm còn dựa trên KPI của mỗi nhân viên kinh doanh mà phân bổ số lượng data khách hàng cho phù hợp. Việc này sẽ tránh được tình trạng mâu thuẫn nội bộ, so bì giữa nhân viên về việc phân bổ data khách hàng.  

  • Liên kết với phần mềm để tạo báo giá 

Để lên báo giá cho khách hàng theo kiểu truyền thống thì nhân viên kinh doanh phải mất thời gian nhập thông tin khách. Trong khi đó, với phần mềm CRM sau khi khách yêu cầu báo giá, nhân viên chỉ cần lên mục báo giá, lấy thông tin khách hàng từ phần mềm CRM là sẽ tạo được báo giá cho khách mà không phải nhập lại thông tin. 

Hy vọng, với những chia sẻ trên của chúng tôi, doanh nghiệp có thể tạo dựng lên những đột phá trong quá trình quản lý khách hàng của mình. Nếu doanh nghiệp có nhu cầu tìm một công ty cung cấp giải pháp CRM uy tín thì vui lòng liên hệ với chúng tôi qua website để được tư vấn và giải đáp miễn phí.

Tham khảo: Mở khóa 3 bí mật quan trọng về phần mềm CRM cho doanh nghiệp
Cloudify Vietnam Oct 1 '21 · Tags: crm, phần mềm
Maria Janes
In the past few years, custom CRM systems have gained large popularity. Many companies are using them successfully to increase both productivity and profit. However, most organizations are still only eyeing these solutions. Often, you don’t want to build your own CRM system because you are unwilling to waste money on something you can get with standard CRMs. Read the article for more information:
Maria Janes May 3 '21 · Tags: crm, development
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