What is a CRM?
Posted: Thu Jan 23, 2025 8:59 am
CRM stands for Customer Relationship Management. In practice, it is a software that helps a company manage its customers , bringing benefits such as organization, commercial control in the database and increased sales.
This sales tool allows you to record data about prospects, from personal information to records of these people's interactions with the company . History of exchanged messages and commercial proposals that can be used. Based on this information, salespeople can, for example, make a more personalized approach to each contact via email.
In addition to facilitating customer relations, the tool is also useful for ecuador whatsapp resource managing sales time. Because CRM can be used to define goals and monitor the performance of teams and individual salespeople, allowing for quick action when numbers are not as expected.
Based on this information, the CRM system generates real-time graphics and indicators , which facilitate monitoring of the sales team's work and assist in decision-making.
CRM in the cloud or on-premise?
There are CRM tools on the market that operate in two ways: locally or stored in the cloud - the latter being the most modern and the most used by companies that sell sales CRM today. Check out the differences:
Local CRM is maintained on a physical server located in the company. To access it, you must have the tool installed on your computer. It is common for this format to require maintenance by your own IT team.
Now, cloud CRM is stored on external servers, so it can be used from any device. All you need is an internet connection, username and password. This type of CRM facilitates access to two salespeople, which is very important for those who do remote work.
In addition to this, it is more secure, since the company is not susceptible to damage that may be suffered by local servers. Maintenance is done remotely, by the company that offers the software. Although there are free CRM options, it is common for this type of software to be purchased by subscription , with a monthly payment.
This sales tool allows you to record data about prospects, from personal information to records of these people's interactions with the company . History of exchanged messages and commercial proposals that can be used. Based on this information, salespeople can, for example, make a more personalized approach to each contact via email.
In addition to facilitating customer relations, the tool is also useful for ecuador whatsapp resource managing sales time. Because CRM can be used to define goals and monitor the performance of teams and individual salespeople, allowing for quick action when numbers are not as expected.
Based on this information, the CRM system generates real-time graphics and indicators , which facilitate monitoring of the sales team's work and assist in decision-making.
CRM in the cloud or on-premise?
There are CRM tools on the market that operate in two ways: locally or stored in the cloud - the latter being the most modern and the most used by companies that sell sales CRM today. Check out the differences:
Local CRM is maintained on a physical server located in the company. To access it, you must have the tool installed on your computer. It is common for this format to require maintenance by your own IT team.
Now, cloud CRM is stored on external servers, so it can be used from any device. All you need is an internet connection, username and password. This type of CRM facilitates access to two salespeople, which is very important for those who do remote work.
In addition to this, it is more secure, since the company is not susceptible to damage that may be suffered by local servers. Maintenance is done remotely, by the company that offers the software. Although there are free CRM options, it is common for this type of software to be purchased by subscription , with a monthly payment.