1. It is obvious that the first step in the implementation of an efficient CRM is to gather, in one place, all the information and exchanges between you and your customers. This will allow you to respond to their requests more effectively, since it will be possible to track their journey at a glance.
2. As a second step, it is necessary to classify all the information and segment your customers to offer them the best possible support throughout the conversion tunnel. Once the information is well organized, it is easier to retrieve and use it to retain existing customers or attract new ones.
3. Third, to make your investment in a CRM really worthwhile, you need to establish a classification system of customers and their actions. It is relevant to create a hierarchy according to the added value of each customer and their actions to know where and when it is relevant to really put time. Your different efforts will then be channeled into relevant tasks that will boost your sales.
4. The fourth step to take would be to make sure you use the automation features of the CRM. This software offers you several reminders, sending and analysis features that will considerably reduce human errors and maximize results in a short period of time. From reminders to send perso