Implement a CRM software in my company should be a consequence of establishing a clear business strategy focused on the relationship with the customer (CRM strategy). Implement these policies allows us to improve the quality of the relationships with our customers and be more productive to improving the processes of management of the sale of the business cycle. CRM software is a tool that facilitates the implementation of this strategy and that leads us to a continuous improvement with a series of guidelines to be followed in our business management and customer service. A strategy of free CRM with Office such as Excel, Access, Word or Outlook tools can be deployed but the use of integrated systems of legal free software as VTiger CRM or Surgar CRM allows us to significantly enhance the comprehensive management of the interaction with our customers with access to information in a structured and easy way for all our personnel in the companyon the other hand have a controlled follow-up of these interactions and a capacity for analysis productivity in the organization selling cycle. This type of CRM tools apply to the vast majority of small and medium-sized enterprises but especially to sectors such as commercial distribution, real estate management, projects and services companies, control of indirect channel sales, callcenters of calls or orders and attention to customers.
We can enumerate the following modules and functions that bring us these platforms VTiger CRM or Sugar CRM:-process of Marketing and campaign management: this function can control the different commercial campaigns (shipments of mailings, telemarketing, seminars and presentations control actions), can define contacts associated with these campaigns and manage the evolution of the interest by themselves. The tool lets us record of emails sent to potential clients and also allows us to manage email via a webmail client. -Management of activities: calendar or Calendar module and a record of activities (calls, meetings, tasks, and notes interaction with potential customers).
