It becomes easier to prevent sales activities from becoming dependent on individual people
Posted: Tue Jan 28, 2025 3:54 am
" If you understand the differences in the objectives and functions of each tool and introduce them to strengthen your company's shortcomings, you will be able to see great results. Furthermore, by linking the CRM system and MA, the following synergistic effects can be expected: Customers can smoothly transfer information from the "prospect stage" and use it for long-term follow-up. Ability to share information across departments, unify understanding of customer phases, and implement appropriate measures Prevents opportunity loss by managing detailed information such as "dormant customer status" and "website browsing history" and using it for measures Information from when they were prospective customers can be smoothly transferred and used for long-term follow-up MA and CRM systems mainly manage different customer information.
MA mainly manages "information from acquiring a potential macedonia telegram database customer to nurturing them into a new customer," while CRM systems mainly manage "information after they become a new customer." By linking MA and CRM systems, you can centrally manage the process from "first contact with customers to becoming a fan." Even after they become existing customers, you can check information from the prospect stage, so you can efficiently follow up across phases, for example, by "discovering new needs from past sales negotiation history and making proposals.
" Ability to share information across departments, unify understanding of customer phases, and implement appropriate measures Depending on the company, different departments may use different systems, such as "MA is for the marketing department" and "CRM system is for the customer success department." If the departments are separated, even if you have important customer information, you may not be able to use it to approach your customers because there is no consensus. For example, if detailed customer needs are summarized in the sales negotiation history of MA, if it is not linked to a CRM system, the detailed needs that have been extracted will not be able to be applied to follow-up measures, resulting in lost opportunities.
MA mainly manages "information from acquiring a potential macedonia telegram database customer to nurturing them into a new customer," while CRM systems mainly manage "information after they become a new customer." By linking MA and CRM systems, you can centrally manage the process from "first contact with customers to becoming a fan." Even after they become existing customers, you can check information from the prospect stage, so you can efficiently follow up across phases, for example, by "discovering new needs from past sales negotiation history and making proposals.
" Ability to share information across departments, unify understanding of customer phases, and implement appropriate measures Depending on the company, different departments may use different systems, such as "MA is for the marketing department" and "CRM system is for the customer success department." If the departments are separated, even if you have important customer information, you may not be able to use it to approach your customers because there is no consensus. For example, if detailed customer needs are summarized in the sales negotiation history of MA, if it is not linked to a CRM system, the detailed needs that have been extracted will not be able to be applied to follow-up measures, resulting in lost opportunities.