What is a CRM?
Customer Relationship Manager
CRM is a term that means Customer Relationship Management.
It's a business management model that encompasses clients, sales, and marketing which is supported by a computer system where all the data is stored. This system can be created by a number of companies like Salesforce, Microsoft, Oracle, etc.
If you read this definition, you might think it's enough to just choose one system and manage your company from that software. However, choosing the CRM is just the first step.
At Leadclic, we offer CRM consulting with the Salesforce CRM, which we've successfully implemented in more than 300 projects over more than 15 years. Each time a potential client call us, the process is the same: we sit down with them to discover their project needs and define the steps to successfully implementing Salesforce. This initial discussion must be the base of any CRM consulting.
Once the goals are defined, it's important to put them into action and the entire organization must now revolve around this new "manger": the CRM. It will greatly facilitate the daily tasks of everyone in the company. In order to achieve this, once the implantation has occurred, what sets us apart is ensuring that the entire company completely adopts the Salesforce CRM tool and it's as easy as possible for people to control the tool so that they can get the most out of Salesforce.
Once Salesforce is fully implemented and is functioning at 100% capacity with all the necessary resources, Leadclic will designate people to help within your project. However, it's not just that; the person in charge of assisting you with your CRM project will be an expert on your project, which reduces response times when dealing with possible incidents that could arise.
Today, the strongest marketing tool is definitely Salesforce Marketing Cloud, which offers a unique vision of the client and their participation in different campaigns: email marketing, journey builder, predictive intelligence, etc. The possibilities are endless.
Once the Salesforce platform is ready, it's time to ensure that the entire organization makes the most of it. This is achieved through the perfect alignment of people, processes, and technology.
Once the Salesforce platform is ready, it's time to ensure that the entire organization makes the most of it. This is achieved through the perfect alignment of people, processes, and technology.
The culmination of the CRM consulting that we offer is our Salesforce support. For all projects, this consists of working together with a certified Salesforce team that will be your voice and expert for the project.
In just 3 minutes, watch this video presentation to discover the basics of the Salesforce platform