Customer Relationship Management (CRM)

What Is A CRM?

 

A Customer Relationship Management (CRM) is an essential tool to acquire for any organization willing to increase its efficiency and productivity.

A CRM is a unique database shared with a group of users (employees) that manages all categories of contacts in an organization: leads, customers, vendors, stakeholders, partners, etc. Connected to your email account, it also enables an organization to automatically log all communications between the employees and the organization contacts in your database.

The concept of CRM was developed for private companies with the aim of closely following the sales process to optimize the conversion of leads into clients.

If you are an NPO manager, no worries, since highly customizable CRMs allow to effectively manage and store partnerships (funding and non-funding) and projects your contacts are associated with.

Challenges

We consider the acquisition and implementation of a CRM to be a critical turning point for any organization. Failures, unfortunately common, can occur for a variety of reasons:

  • Complexity of the interface;
  • Lack of integration with internal interfaces already in use;
  • Inadequate time spent on user procedures, training, and individual user support;
  • Lack of customization to meet the specific needs of the organization;
  • Cost: financial burden, frequent access to technical support.

Our Service

  • Unlike almost all of our competitors, we do not offer one specific solution.
  • We believe it is essential to provide our clients with THE tool that will best meet their needs. That’s why our CRMs panel includes no less than 15 independent solutions.
  • The fact that we are not looking to sell you one particular solution allows us to stay highly objective and therefore to recommend the most suitable solution.
  • Our services are designed to improve our clients independency from CRM companies, and from us.

 

Stages

  1. Needs analysis: user interviews, needs identification
  2. Selecting the most suitable CRMs: recommendation of 3 solutions
  3. Implementation: creation of admin and user accounts, customization, data import and transfer, automation and integrations
  4. Procedure: drafting a procedure to harmonize data and make it usable by managers
  5. Training: for administrators and users, focuses on the functionality of the tool, accompanied by support documentation

 

Advantages of implementing a CRM

  • Individual contact records always up-to-date: no more duplicates!
  • Anyone in the organization can know what the latest information has been communicated with a client

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  • Simplifies task management and follow-ups
  • Increases time management efficiency
  • Data and processes well organized
  • Increases productivity
  • Facilitates accountability reports

Compétences

Renforcer les compétences informatiques de bureautique pour un travail encore plus efficace.

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Gain de temps

La bonne utilisation des programmes informatiques permet de travailler plus rapidement.

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Organisation

Certains programmes permettent de mieux s’organiser dans son travail et d’avoir accès à l’information en tout temps.

Performance

L’apprentissage de nouvelles fonctionnalités rendent les utilisateurs et leur organisation plus performants.