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Discover the importance of a CRM for companies
Find out how a CRM can benefit your company, optimizing campaigns and increasing productivity.

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Discover the importance of a CRM for companies

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In the corporate world and, especially, in the sales area, we hear a lot about CRM for business. Many people think they know the definition of this term, but when it comes to explaining it, they end up stuttering. And few are those who know what potential that a CRM has for your business.

The meaning of CRM is "Customer Relationship Management", or, in plain Portuguese, Customer Relationship Management. This is the limited response of many when asked about CRM.

It refers to a set of strategies and technologies used, usually by software, to analyze your company's interactions with each customer or even a lead and potential buyer. Through it, your team will be able to anticipate the needs and desires of each customer or lead, optimize your campaigns and increase sales.

Want to know how? So, find the answers to all your questions in this text.

What does a CRM system do for

Business?

A platform of CRM for Companies stores customer information, such as: name, address, email, phone number WhatsApp, or any other information relevant to your business. And, most valuable: your interactions with the company. In other words, which content he was most interested in, which page he visited, whether he contacted us via calls and emails and what his purchasing preferences were.

But, contrary to what you might be thinking, a CRM platform It's not just an elaborate contact list. It is a true corporate solution that integrates all important information for business teams. marketing and sales in one place.

Below we have a list of some features that a good CRM tool is capable of.

Information management of

Clients

It intelligently captures and organizes customer emails and eliminates obsolete processes that prevent your business from progressing. After all, what's the point of having a conversion form on your website to capture emails, if this information gets lost along the way or becomes unusable?

A good CRM tool manages contacts and "translates" information so you can understand your audience’s preferences and define data-based strategies

Optimization of working time (greater productivity)

Sometimes the sales team spends more time organizing information than actually selling. With the task automation routine, there is more time for the entire team to make sales and focus on strategic activities.

As a practical example, we can mention that your team will not need to separate each customer by type of interest, demographic region or any other parameter relevant to your business. With a good CRM, you just need to create some rules for automatic segmentation and use really relevant content directed to each of these lists. Therefore, they are much more assertive.

Integration of the entire team

All team members will be able to have access to all updated information, as the platform allows multiple access.

A company that has the Transformation running through your veins, you know the importance of having a digital marketing strategy aligned with the commercial team. Common CRM software For parameterized and automated companies, this alignment adds much more value to both areas.

Which companies need to adopt a CRM platform?

If you are still in doubt whether your business needs a CRM platform For companies, just analyze some signs that will soon lead you to the answer.

  1. Do you have a sector of the company that depends on another, such as sales and customer service or commercial and marketing?
  2. You are losing business opportunities Why don't you remember or because you don't have control over what each customer's preferences are?
  3. Do you feel like you and your team could spend more time on strategic tasks and less on operational tasks, "tightening screws"?
If the answer to at least one of these 3 questions was yes, then it is past time for you to consider a CRM for your business.

Does a small business need CRM?

Paradoxically, one of the biggest problems that Brazilian SMEs face is related to their growth. Many small businesses grow at a greater rate than their technologies are willing to handle and managing your customer portfolio ends up overloading employees and even managers.

The big problem with all of this is that service inefficiency can cause a snowball and, once a company gains a bad reputation, it is very difficult to reverse the situation.

Therefore, even if you are a small company, a CRM will definitely help you win more customers and make them more faithful.

Small customer base is not the problem

The important thing here is not the size of your email base, but its quality. You may have 90 contacts, no one has the “elephant memory” to memorize each interaction and take advantage of any opportunities.

Think, for example, that your company sells alcoholic beverages and you closed a sale to a cachaça collector. When you receive a new label in stock, you can contact them again to offer.

However, if you don't remember exactly who he is, you will be missing the opportunity to sell for a customer who has, practically, a 100% chance of purchasing.

We can also imagine a situation in which a customer contacts your company looking for a specific product. At that moment, you did not have this product in your portfolio, but you promised that you would return it as soon as you did.

However, the product entered your business and you simply forgot to notify this interested party and everyone else who showed some interest. And now? You lost a few more sales, didn’t you?

After these examples, you must be convinced that CRM for companies will help you promote, serve and sell much more, regardless of your size, right?

CRM for Industries

An industry is a B2B business, but you cannot forget that, behind the commercial contract With a CNPJ, there is a person and it is essential to create bonds with them.

In this segment, it is common work with large-scale production and high value orders. So, losing control of the negotiation stages is not an option.

Your requests will be very similar and remembering everything to follow up is very difficult, isn't it? So, apply the CRM for companies in their commercial routine.

So that you, an industry manager, have an idea of ​​the importance of CRM, we are going to show a very common situation in everyday life.

Certainly, you have requests for very high values ​​and others that are not so large. But stop retain your customers, it is essential that your team serves with the same excellence those who buy a thousand reais and those who buy a million.
CRM for Industries | Bytebio

What CRM tools exist?

We know that, in practice, this does not always happen and this situation can be very bad for your business.

Therefore, the solution is to serve with the same dedication, but dedicate greater attention to the one that brings you more profit, applying filters that show you which businesses are more profitable and making specific and periodic campaigns for them, for example.

Another situation in which CRM for industries is very effective is to optimize time in closing contracts and commercial proposals.

Your team can attach the documents of each customer and, this way, you do not need to request the information every time you close a new deal.

Example of a use case Bitrix24 for Industries

A Bitrix24 is a business management platform that offers several tools to optimize processes, analyze data and improve communication and collaboration in teams. Let's simulate a use case of this platform in an industry.

A food industry is looking to increase its sales and improve the performance of its sales team. To do this, she decides to use the platform Bitrix24, which offers several tools to improve process efficiency and analyze team performance data and sales campaigns.

In the back office, the finance team uses the accounting module to manage company finances, issue invoices and control cash flow. Additionally, the human resources team uses the HR module to manage employees, record vacations, and manage benefits. The purchasing team uses the purchasing module to manage suppliers and control raw material inventories.

FOR optimize sales processes, the team uses the CRM Bitrix24 to manage leads, monitor the history of interactions with customers and plan the next steps in the sales process. Additionally, the team uses the project management module to coordinate marketing and sales actions and ensure that all steps are completed within the established deadline and budget.

FOR analyze performance data sales campaigns and team performance, the industry uses the Business Intelligence module Bitrix24. This module allows the team to create personalized reports and visualize data in graphs and tables, facilitating analysis and decision making. For example, the team can create a report that shows the number of leads generated from each marketing campaign, the sales conversion rate and the average ticket for each sale.

In addition, the platform Bitrix24 offers various communication tools and collaboration, such as internal chat, video conferencing and the possibility of sharing files and documents. These tools allow the team to work more efficiently and stay updated on ongoing activities.

Using the platform Bitrix24, the food industry can optimize its sales processes, analyze campaign performance and team performance data, as well as improve team communication and collaboration. This allows the company to achieve its growth and sales increase objectives in a more efficient and strategic way.

Example of a use case Bitrix24 for services

Imagine that a accounting firm, with around 20 employees, decided to implement the Bitrix24 to optimize your internal operations and improve your efficiency. Below, we describe how some of the Bitrix24 can be used to meet the needs of that company.

  • Back office:
O Bitrix24 owns a tool sets that help manage the company's administrative routine. For example, the Documents module allows employees to collaboratively share, edit, and version documents, while the Calendar helps you schedule meetings, deadlines, and important events. Furthermore, the Bitrix24 also has a Tasks module, which can be used to delegate activities and monitor their progress.

  • Process optimization:
One of the main advantages of Bitrix24 is the possibility of automate repetitive tasks and standardize internal processes. For example, the accounting company can create a workflow for the process of issuing invoices, which involves everything from the client's request to the generation of the final document. This can be done through the Business Processes module, which allows you to create customized workflows.

  • Lead capture:
O Bitrix24 owns a integrated CRM module, which can be used to manage leads and sales opportunities. The accounting firm can create a contact form on its website that directs potential client information to the Bitrix24. This way, company employees can monitor the status of each lead and identify which ones have the greatest potential to become customers.

  • Analytical data for Business Intelligence:
O Bitrix24 has a series of tools for data analysis, which can help the accounting firm make strategic decisions based on relevant information. For example, the Reports module allows you to view campaign performance data, sales, team performance and other important metrics for the business. Furthermore, the Bitrix24 it also has a Business Intelligence tool, which allows you to create personalized dashboards with the company's main performance indicators.

  • Communication:
Finally, the Bitrix24 also offers several communication toolswhich can be used by the accounting firm. For example, Chat allows employees to communicate quickly and efficiently, while Wall can be used to share relevant information with the entire team. Furthermore, the Bitrix24 it also has a Video Conferencing module, which can be used for virtual meetings with customers or suppliers.

In summary, the Bitrix24 can help accounting firms optimize their internal processes, manage leads and sales opportunities, analyze performance data and communicate more efficiently.

CRM Cloud ou Self Hosted, What is the best?

The choice between Bitrix24 Cloud e Bitrix24 Self Hosted is one of the main factors to consider when selecting a CRM system. Both systems offer advanced features and flexibility, but each has its own benefits and drawbacks.

Bitrix24 Cloud is the cloud-hosted version of the company's CRM system Bitrix24. It is a software-as-a-service (SaaS) solution that offers access to all CRM system features but does not require any installation or configuration. It is an ideal solution for companies that need quick access to their CRM system.

The Self Hosted version of Bitrix24 is the locally installed software version. This version offers access to all CRM system features, but requires software to be installed and configured. This version is ideal for companies that want full control over their CRM system.

The main advantage of the Cloud version of Bitrix24 is that there is no installation or configuration required. It is a ready-to-use solution that can be accessed at any time and from anywhere. Furthermore, the Cloud version is more secure, as all data is stored on secure servers.

The main advantage of the Self Hosted version of Bitrix24 is that it offers more control over the CRM system. As the software is installed and configured locally, it is possible to customize the system according to the company's needs.
" A good CRM, in addition to generating great reports, needs to be reliable, easy to use and easy to access.
Furthermore, if you are going to store all important information in one place, it needs to be stable. Imagine if the machine crashes and you lose all your data?

CRM Bitrix24

O Bitrix24 is a CRM option that serves more than 4 million companies worldwide. It is a very complete platform that has more than 35 tools for your entire team. Working from lead management and automation to project management, creation of landing pages and websites. Everything consolidated on a single platform. You use all the features you need for your business.
Fusion Soluções Jurídicas needed a CRM to assist with internal processes and opted for the platform in 2017 and hired the consultancy Bitrix24 da Bytebio. The result, in less than a year, was:

  • 40% increase in company revenue
  • Double the conversion rate from leads to customers
See the case of Fusion Soluções Jurídicas by clicking here.

How do I configure CRM in my company?

With all this information you must be wondering how to implement a CRM. There are basically two ways: at home and through third parties. The configuration of most platforms is intuitive. However the specific parameters for YOUR business require more dedication and attention.

If you choose to set up your CRM internally (with employees from your company), be ready to rearrange your operation and provide a few days of employees to probably get your system up and running. It is the theoretically cheapest option but requires investment of time and study from your team.

While hiring a expert advice guarantees a much more complete delivery, extracting the most from the platform due to the know-how for being an expert. In addition, of course, the delivery time for the fully configured CRM is faster.

As we mentioned, Fusion Soluções Jurídicas had all its Bitrix24 CRM parameterized and automated by Bytebio and got it excellent results.
"A Bytebio He knew my pain and understood Fusion's needs.
They had the
know-how of the tool, knew what and how to do
to get rid of that archaic job of feeding spreadsheets.
The business vision and expertise on the platform were fundamental
to close the partnership
"
Diego, CEO of Fusion

How the Bytebio can help you

As a Gold Partner Bitrix24, we can transform a CRM for companies into a true sales machine! We have already helped more than 700 companies transform their businesses and increase their results. Among the main features and parameters of the Bitrix24 that we offer consultancy is worth highlighting process automation.

A CRM with automated processes is the biggest secret to making the workflow much more fluid. Decreasing, or even zeroing, mechanical work time and giving the team freedom to focus on the strategic activities that really matter to their operation. Click here to learn more about process automation.

You can send a message requesting a quote to learn about the collaborative suite that combines CRM, instant messaging, and task management in one place.

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