Skip to main content

Introduction to Customer Relationship Management (CRM)

🤔 What is a CRM?

CRM stands for Customer Relationship Management. It is a software that is used to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving customer relationships and driving business growth.

The main features of a CRM software include:

  • Contact management: storing and organizing customer contact information in a central database.
  • Lead and deal management: tracking and managing sales leads and opportunities.
  • Sales activities management: tracking leads and customer interactions through various channels such as emails or calls.
  • Automation: automating repetitive tasks to focus on more high-value tasks.

By using a CRM software, businesses of all sizes and in a variety of industries are provided with a set of tools to manage their entire sales pipeline, from lead qualification to deal management and closure.

An up-to-date CRM software ensures that communications sent to leads and customers are timely and relevant and that each interaction goes smoothly and efficiently in order to increase your overall revenues

Sendinblue.png Is Brevo a CRM?

Brevo is a marketing and sales CRM tool, with Sales CRM being our main CRM feature.

Sales CRM is free for up to 10 users and allows you to manage your customer relationships over the sales cycle. You can manage your pipelines at each stage, track the age of your deals, send one-to-one emails to your customers, and even automatically create tasks and reminders.

But you can accomplish even more than that by combining Sales CRM with our other marketing and sales features, such as:

  • Email, SMS, and WhatsApp campaigns
  • Transactional emails and SMS
  • Automation
  • Facebook Ads
  • Meetings
  • Web Push
  • Conversations (Chat, Facebook, Instagram)
  • Payment
  • Phone

You can store unlimited contacts and gather their information, from marketing preferences to purchase history, to optimize your marketing campaigns and build stronger customer relationships. It is also a centralized space for all your communications. Whether you need to call a customer, send them an email, schedule an online or in-person meeting, or chat with them on your website, you can do everything directly from Brevo. You can even take payments through a secured link sent to your customer.

💯 How can it benefit my business?

Controlled contact management

Organizing contacts can seem like a juggling act. You’re working with existing data, tracking changes, and entering updated information. The benefits of a CRM software include controlled contact management through one portal. It lets you input new leads, update existing contacts through an import, and organize your database into lists that you can segment to target the right contacts.

You can even personalize the messages you send to your contacts with their personal information or details about their previous purchases.

Improved customer relationships

A CRM software can help you manage and track interactions with leads and customers, which can help you build stronger relationships with them.

Automating key actions can also help you anticipate and fulfill your customers' needs to increase their loyalty:

  • Create and assign tasks to your team after a lead has filled in one of your forms.
  • Send emails to potential leads when they click the Learn more link on your website.
  • Update the assigned owner when a contact moves from your Leads list to your Customers list.
  • Record a conversion when a customer buys something from your website.

Better efficiency

Setting up a CRM software gives you instant access to time-saving advantages. How many hours a week do you spend on the following tasks with your current software?:

  • Checking spreadsheets, updating data, and sharing with other departments.
  • Manually adding tasks and reminders to your agenda.
  • Keeping track of your team's workload and goals.
  • Thinking of strategies to send your emails at the best time.
  • Answering calls, emails, and private messages on different platforms.

Using a CRM software allows you to automate and streamline repetitive tasks, such as sending personalized emails or scheduling follow-up calls, and free up time to focus on more high-level tasks and operate more efficiently.

Enhanced collaboration

A CRM software can help team members collaborate more effectively by providing a central place to store and share customer data and communication history. You can share customer information between sales, marketing, and customer service teams to help streamline your communication and business processes.

Measurable results and growth

Integrating a CRM software into daily business operations lets you identify actions that produce results. By tracking customer interactions and data, a CRM can help you identify sales trends and opportunities, and provide insights that can help you close more deals.

You sift through customer preferences by tracking their clicks, visits, and purchases. You customize their content, personalize their experience, and interact with them across multiple channels.

Your business benefits from measurable results and growth built on a CRM software that maximizes customer interactions and revenue streams.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.