The structure you give to CRM: Which companies should your information depends on your business. Model and your preferences, but in the sales section, we can basically establish. An initial structure in four main sections:

 

A. Accounts (customers)

These are the people or companies that already cashapp database consume our products and services . A crm stores all the data related to these entries in our database (name, contact phone number, email, order dates, quantities served, incidents, agent. Who served them, recruitment campaign, etc.).

 

B. Managing potential clients through crm

 

Every entry in our database that has ever shown interest. In our service or product, and all the data we are able to gather about. That person or digital marketing and seo industry will go through disruption under the gdpr company. Imagine if an interior designer calls us after a few months of rejecting our product, and the same salesperson. Who opened the contact answers, asking about her recent trip to an interior design fair in madrid. Don’t tell me that’s not a great way to start a sales process .

 

C. Contacts and customer management software

With a client, we can have different contacts. For example, if we supply our product to a furniture company, we might need to contact. Their accountant, their delivery person, their general manager, or their sales manager. In a crm , all this contact usa b2b list information remains organized and related. And is displayed in the same file every time we access a client’s information. It’s easier than searching through your address book, right?

 

D. Opportunities and crm

Any project you request. Any business or sales opportunity. With date-based reminders so we don’t miss a thing at any time.

This customer management software not only stores. Our customer data, but also allows us to interrelate them. So that by bringing together all our interactions in a single tool, we can always. Know what happened with a customer, a potential customer, a contact, or an opportunity. More importantly, we can analyze what happened at each stage of the process to determine. A successful strategy that we can incorporate into our sales, customer acquisition, or business transaction processes.