There are many actions related to the sale of products and services that, when automated, can represent real growth for your business.
When we talk about automation we mean the process of planning and configuring tasks in advance that allow customer management, facilitate conversion and, above all, improve the consumer’s experience throughout the purchase process. This, of course, can be achieved with the use of technologies such as CRM.
A CRM, which stands for “customer relationship management”, is software that manages and allows analysis of each of the interactions a company has with its customers.
We invite you to read an interesting article about the benefits of CRM for your business What is a CRM? and how can it improve my sales
CRM functions in the sales area
Among the operations a company can automate with a CRM are:
Customer segmentation according to established profiles. This is very useful for companies that have a large and differentiated customer portfolio, or that even offer products and services with different characteristics.
Reminders about appointments or events with customers. Especially for companies that offer services or that implement complex conversion funnels.
Automatic invoice issuing. Necessary when it must be done recurrently and you need to save time and avoid errors.
Customer reactivation. This is the opportunity to connect with customers who bought your products once but did not come back.
Recording the status of the relationship with your customer. According to the sales stage they are going through and their buying experience.
In short, automating your company’s sales area makes each stage of the sales process easier and more efficient in the short term; accelerates the fulfillment of strategic objectives in the medium term; and makes your company sustainable for the future.
A competitive CRM
Today there are plenty of CRM options on the market, even free ones. However, as is logical, paid CRM tools are the ones that ensure the maximum benefit for your sales operations, since they adapt to the demands of your sector and to your company’s management method.
At Unoobi we specialize in implementing the smart tool Odoo, which offers a CRM application programmed according to your sales scripts: calls, meetings, sending emails and quotes, among many other functionalities.
In addition, it is very easy to implement and use, and has very affordable prices for companies.
At UNOOBI we are experts in developing Digitalization and Digital Transformation projects based on the Odoo ERP tool.
You can request a free diagnostic appointment that includes:
1. Analysis of your business needs.
2. Fully functional test instance to validate the solution.