What is CRM software for marketing and sales?

CRM (Customer Relationship Management), translated into Spanish as "gestión de la relación con los clientes," allows you to manage marketing and follow-up actions, track every interaction with users, leads, and current customers from a single platform.

The software’s functionalities ensure that every step of the interaction with consumers runs smoothly and efficiently to increase overall profits. It collects customer data from various channels, storing detailed information about purchase history, personal details, and even buying behavior patterns.

Most CRMs include essential features to track user and customer names, emails, and phone numbers. Others can log emails and WhatsApp conversations sent to leads and track the sources of these users on social media. More advanced and complex systems can assign leads to the appropriate sales representatives and keep a record of interactions with technical support or customer service teams.

What Your Business Can Achieve with a Well-Implemented CRM

A company or business with a well-implemented CRM can efficiently manage marketing, sales, and customer service. It enables the measurement of strategy effectiveness, analysis of consumer behavior, and real-time reporting. The CRM stores all customer information in one place, tracks service issues, identifies sales opportunities, and manages marketing campaigns, among other functionalities.

The CRM integrates features that measure digital presence growth and connect with social media platforms. It allows team members to track customer interactions across various available channels, including contact forms, emails, phone calls, and more. Since CRM provides easy access to data, it simplifies collaboration among team members in different internal processes and enhances productivity.

For sales and marketing teams, the software offers a comprehensive set of tools to manage the entire sales and marketing funnel, from lead qualification to opportunity management, forecasting, and deal closing. It also enables customer service teams to handle client requests efficiently and automate service operations using predefined processes to ensure excellent customer support.

CRM systems come equipped with tracking features that log multiple online customer interactions. Additionally, they automate routine processes and provide managers with tools to monitor and measure company performance and productivity. For instance, Clientify CRM can remind you of tasks to complete at specific times, pre-schedule activities like sending emails or initiating WhatsApp conversations, and log every action taken within the system. This allows businesses to develop better action plans to close potential sales.

With Clientify, businesses can integrate WhatsApp API, enabling them to centralize all WhatsApp communications under a single number. This saves time and money while providing total control over customer communication, support, and follow-up. By having a single communication line, your entire team stays connected in one place, ensuring that all conversations are recorded and easily accessible at any time.

Another key functionality of a well-implemented CRM is the creation and activation of workflows a system designed to digitally model processes by breaking them down into specific tasks to optimize efficiency and resource management. In other words, a CRM allows you to structure and nurture your marketing funnel effectively.

The Difference Between Implementing a CRM with a Specialized Digital Agency or Consultant vs. Implementing It Independently

When acquiring a CRM, the main questions that arise are: How does it work? How do I implement it? Who can help me? Should I hire an agency or consultant to assist with implementation, or can my internal team handle it?

Setting up digital funnels and configuring a CRM requires a combination of skills, knowledge, and familiarity with the platform where the system will be customized based on business objectives. So, can an internal team implement it? Yes, but they will need to go through a self-learning process. Additionally, a designated leader must oversee the progress of certification and CRM implementation within the company, ensuring that all relevant departments sales, customer service, and marketing are involved.

So, is it more effective to hire an agency or consultant? The answer is yes, and here are 5 key reasons why working with a specialized agency or advisor accelerates implementation, improves results, and prevents your team from experiencing a frustrating process:

1. Because You Are Committed to Winning

   Winning is the result of a series of well-executed strategic decisions. Aligning daily actions with strategic objectives built around the essential elements that determine business success requires strong management and assertive guidance.

2. Because Your Business Needs Speed

   Implementing and executing digital marketing initiatives with precision and efficiency requires experience, and doing it quickly demands highly trained human talent. Setting up a digital funnel is a complex task that requires specialized knowledge and prior familiarity with the platform.

3. Because Your Business Needs Cost-Efficiency

   The best balance between efficiency and cost comes from a team with diverse talent, experience, and a results-driven approach. You can hire specialized professionals as needed without creating long-term payroll liabilities while still benefiting from their expertise and quick response capabilities.

4. Because Every Business Funnel Loses Conversion Strength Without Proper Maintenance

   Funnels can become clogged, neglected, or lose prospects and opportunities. Keeping them updated, continuously optimizing them, and feeding them with relevant information and content is crucial for sustained performance.

5. Because Effectively Operating All Funnel Tools Requires Strategy, Experimentation, and Specialized Talent

   Guidance in defining your product or service, identifying your market niche, creating your buyer persona, designing the buyer journey, and testing your digital funnel is essential for success.