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CRM implementation in Montreal and Quebec City
More traffic. More opportunities.
Implementing a CRM system can drive your business growth by centralizing and unifying all the data your company has on your contacts, automating and improving the sales process, and providing better customer service.
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Implement a CRM system and
improve your sales processes and customer relations!
Implement a CRM system and improve your sales processes and customer relations!
Data centralization
Implementing a CRM system will allow you to increase the number of locations where information about your contacts and customers is stored. This information will be centralized and unified within a single system that is easily accessible to all your employees.
Improved collaboration
With a unified system, your various teams will have access to up-to-date information on each contact and will be able to view all interactions with a single click!
Increased sales
The various data collected by CRM will enable you to improve your marketing strategy in order to attract more customers. In addition, your sales teams will have all the information they need to make sales and build customer loyalty!
Improved customer satisfaction
With CRM, all information about a customer will be centralized in their file, allowing your various teams to offer the best service to your customers by having access to their entire history.
What is CRM?
CRM, or Customer Relationship Management, is a system that enables companies to effectively manage customer relationships. CRM offers the ability to centralize customer-related information such as email contacts, virtual or in-person meetings, phone calls, notes, and much more.
Implementing a CRM is an important and necessary step for any business looking to grow. Installing a CRM provides the opportunity to improve the company’s sales process by consolidating all contact information in one place, keeping track of all interactions with a contact, and managing the productivity of sales teams.
Why implement a CRM?
Implementing a CRM tailored to your company’s needs provides an opportunity to improve the customer experience, but also to boost sales of the organization’s products and services. A CRM centralizes all the information the company has about customers and prospects, making it accessible to different departments, such as marketing and sales, which can then use it in their strategy.
Choosing to implement a CRM system will allow you to automate your entire sales process, save time, improve collaboration and communication between different departments within your company, and make your business more agile!
The CRM installation process
This step will ensure that a customized CRM solution is implemented that supports the company's sales process, that the necessary fields are set up to contain the right information, and that an effective sales pipeline is built that includes the right steps.
What's more, our agency can create automations that trigger based on certain information in order to automate certain tasks, allowing your teams to focus on generating value for your business. Finally, our data analysis experts will configure reports on your key metrics and build a simple and effective dashboard so you can keep an eye on your KPIs!
The different CRM solutions offered by Falia
HubSpot offers a comprehensive CRM for businesses of all sizes, tailored to a wide range of needs. It allows you to manage leads and customers effectively through its various tools such as the sales pipeline, deal tracking, automated meeting scheduling, forms, and dashboards. HubSpot’s CRM can be enhanced with multiple sales, marketing, and customer service features, depending on each company’s specific needs.
ActiveCampaign’s CRM enables efficient contact management and organization. It offers several useful features, including task automation, automatic deal updates, contact note-taking, form management, and detailed reporting. Moreover, it is connected to an effective marketing automation system for lead nurturing and better management of your digital marketing efforts.
Not sure which CRM to choose?
Our experts can help guide you!
Key Features Offered by a CRM
Each CRM offers functionalities that help businesses better manage customer relationships and improve their sales processes. By implementing a CRM, you can benefit from a wide array of tools, such as:
Contact Management: One of the most commonly used CRM tools. It allows you to build a unified, easily accessible contact database with accurate information.
Interaction Tracking: Every interaction with a lead or customer can be recorded in the CRM. This provides your team with access to the full history of a contact — crucial in case of staff absence or organizational changes!
Sales Management: CRMs offer simple and effective sales management through a pipeline view. This simplifies the sales process for your team and provides key insights for improvement.
Task Automation: Many small tasks can be automated, allowing your team to focus on what truly adds value!
Reporting and Dashboards: A unified customer management system enables the creation of reports that compile all the essential data for running your business.
Appointment Scheduling Tool: This tool allows your leads and clients to easily book meetings with you or a team member, without endless email exchanges to find the right time slot.
Customer Journey Tracking: CRMs allow you to install a tracking code on your website to log your contacts’ actions and behaviors.
Form Management: To automatically register new contacts in the CRM, you can use the form tool included with the CRM.
Live Chat: Opening a direct line of communication with your prospects and customers can significantly enhance their experience. Using the live chat tool in your CRM, every interaction is saved to the correct contact record.
And Much More: Each CRM offers unique and customizable features based on your needs. Don’t hesitate to contact our agency to speak with an expert.