{"id":6351,"date":"2021-01-20T23:13:26","date_gmt":"2021-01-20T23:13:26","guid":{"rendered":"https:\/\/ohmyfi.co\/que-es-un-crm-y-empresas\/"},"modified":"2024-12-26T21:23:10","modified_gmt":"2024-12-26T21:23:10","slug":"what-is-a-crm-work-in-companies","status":"publish","type":"post","link":"https:\/\/ohmyfi.co\/en\/what-is-a-crm-work-in-companies\/","title":{"rendered":"What is a CRM and how does it work in companies?"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"6351\" class=\"elementor elementor-6351 elementor-2513\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-828e938 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"828e938\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c488083\" data-id=\"c488083\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3fc58ef elementor-widget elementor-widget-text-editor\" data-id=\"3fc58ef\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">CRM is the acronym used for <\/span><b>Customer Relationship Management. <\/b> <span style=\"font-weight: 400;\">Its concept is much more than an abbreviation for customer relationship management. The  <\/span><b>Customer Relationship Management <\/b><span style=\"font-weight: 400;\">or CRM can be defined as the set of practices, business strategies and technologies focused on the relationship with customers (current or potential).<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-26f2e52 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"26f2e52\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-4c912ef\" data-id=\"4c912ef\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3e62d33 elementor-widget elementor-widget-text-editor\" data-id=\"3e62d33\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li style=\"text-align: left;\"><a href=\"#definicion\">CRM: Definition<\/a><\/li>\n<li><a href=\"#softwareCRM\">What is CRM software?<\/a><\/li>\n<li><a href=\"#crm-erp\">Differences between a CRM and ERP<\/a><\/li>\n<li><a href=\"#comofuncionaCRM\">How does a CRM work?<\/a><\/li>\n<li><a href=\"#caracteristicasCRM\">Features and Benefits of a CRM<\/a><\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-ecb7850\" data-id=\"ecb7850\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-478ea32 elementor-widget elementor-widget-text-editor\" data-id=\"478ea32\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li style=\"text-align: left;\"><a href=\"#tiposdecrm\">Types of CRM<\/a><\/li>\n<li><a href=\"#necesitauncrm\">Why Your Business Needs a CRM<\/a><\/li>\n<li><a href=\"#crmeficaz\">Achieve an effective CRM<\/a><\/li>\n<li><a href=\"#crmcentroscomerciales\">CRM for Shopping Centers<\/a><\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5aed025 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5aed025\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-fc58fce\" data-id=\"fc58fce\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ed7c5c9 elementor-widget elementor-widget-text-editor\" data-id=\"ed7c5c9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\"> <\/span><b>Customer Relationship Management<\/b> <span style=\"font-weight: 400;\">is the process used by startups, small, medium and large companies to administer and manage customer relationships, anticipate their needs and desires, optimize profitability, increase sales and attract new customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To help you understand a little more about CRMs and customer relations and how they work in companies, we have prepared this content for you to discover everything about CRMs.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b6f99b9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b6f99b9\" data-element_type=\"section\" id=\"definicion\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-286a12d\" data-id=\"286a12d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f460a4d elementor-widget elementor-widget-heading\" data-id=\"f460a4d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">CRM: Definition<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d96ef4 elementor-widget elementor-widget-text-editor\" data-id=\"7d96ef4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Customer relationship management (CRM) is basically the strategies we use to maintain and improve our relationship with existing and potential customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let&#8217;s remember that there is a premise that indicates that it is always easier to retain or keep an existing customer than to get a new one, and this is where CRM plays a fundamental role, because it is a large part of all that loyalty and maintenance strategy that can be done.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But in addition, it will also allow us to better manage or approach those potential customers, leads or prospects that we are acquiring through all digital marketing channels.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Many times we feel that CRM is a simple software and yes, it really is a software, but it is not only a program that helps us to organize ourselves, but it refers to all the relationships we make with our customers and all the strategies we use for that relationship.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e4ed718 elementor-mobile-align-center elementor-align-center elementor-widget elementor-widget-button\" data-id=\"e4ed718\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-lg\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6NDE5NCwidG9nZ2xlIjpmYWxzZX0%3D\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Download CRM matrix for Shopping Centers<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-42ec9b9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"42ec9b9\" data-element_type=\"section\" id=\"softwareCRM\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-e22c05b\" data-id=\"e22c05b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5cba69f elementor-widget elementor-widget-heading\" data-id=\"5cba69f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is CRM software?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c4a930f elementor-widget elementor-widget-text-editor\" data-id=\"c4a930f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">It is a software that helps us manage the relationship with customers (current and potential). Customer Relationship Management can be done in many ways, from a simple program to a very robust and sophisticated platform.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It is one of the areas where we have many alternatives and different platforms that can help us in all these tasks. CRM software basically acts as a repository that allows us to unite sales, marketing, service or customer support activities in order to simplify your processes, your policies and your staff or team in a single platform. This is the goal of this type of CRM software.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-bb7ada4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"bb7ada4\" data-element_type=\"section\" id=\"crm-erp\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9e34dfc\" data-id=\"9e34dfc\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0a8f485 elementor-widget elementor-widget-heading\" data-id=\"0a8f485\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Differences between a CRM and ERP<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c0b8674 elementor-widget elementor-widget-image\" data-id=\"c0b8674\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"825\" height=\"413\" src=\"https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Diferencias-entre-un-CRM-y-un-ERP-1024x512.jpg\" class=\"attachment-large size-large wp-image-2549\" alt=\"Diferencias entre un CRM y un ERP\" srcset=\"https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Diferencias-entre-un-CRM-y-un-ERP-1024x512.jpg 1024w, https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Diferencias-entre-un-CRM-y-un-ERP-300x150.jpg 300w, https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Diferencias-entre-un-CRM-y-un-ERP-768x384.jpg 768w, https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Diferencias-entre-un-CRM-y-un-ERP.jpg 1200w\" sizes=\"(max-width: 825px) 100vw, 825px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-66d711e elementor-widget elementor-widget-text-editor\" data-id=\"66d711e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Now let&#8217;s look at the difference between a CRM and ERP, which are two concepts that are often mixed up a lot.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">ERP is an Enterprise Resource Planning (ERP) system. Basically, they are management systems that automate many business practices associated with operational, productive, manufacturing, logistics, finance, accounting or human resources processes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">ERP is more related to the operation of the company, CRM has more to do with customer contact and relationship. This is an important difference and normally, what usually happens is that we have to harmoniously connect the CRM and the ERP so that all the information can be very well synchronized.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Surely, the moment we win a deal or close a contract, this information will have to go to the ERP for invoicing, for example. And that&#8217;s where we find the relationship between an ERP and CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is important to understand, so that we are not going to confuse the two concepts and we know which one we need in each of the processes.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d0bd3d7 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d0bd3d7\" data-element_type=\"section\" id=\"comofuncionaCRM\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-476769e\" data-id=\"476769e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-639a44c elementor-widget elementor-widget-image\" data-id=\"639a44c\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"825\" height=\"413\" src=\"https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Como-funciona-un-CRM-1024x512.jpg\" class=\"attachment-large size-large wp-image-2550\" alt=\"Como funciona un CRM\" srcset=\"https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Como-funciona-un-CRM-1024x512.jpg 1024w, https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Como-funciona-un-CRM-300x150.jpg 300w, https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Como-funciona-un-CRM-768x384.jpg 768w, https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Como-funciona-un-CRM.jpg 1200w\" sizes=\"(max-width: 825px) 100vw, 825px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1e21e71 elementor-widget elementor-widget-heading\" data-id=\"1e21e71\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How does a CRM work?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a1062df elementor-widget elementor-widget-text-editor\" data-id=\"a1062df\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">In structural terms or in general terms, CRMs usually have some main components that are the ones we are going to find in most of them. Here are the elements that should not be missing in any CRM software:<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b4a310 elementor-widget elementor-widget-heading\" data-id=\"3b4a310\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">1. Contacts.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8c5e082 elementor-widget elementor-widget-text-editor\" data-id=\"8c5e082\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">We&#8217;re going to have a contacts session that behaves as if we have a notebook. There we will have a list with the people with whom we have come into contact at some point and in which data such as: Name, Surname, Email, Telephones, Address, City, Country, etc. are stored. We may store all the information that is relevant to our business objectives according to the user.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-13e430c elementor-widget elementor-widget-heading\" data-id=\"13e430c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">2. Companies.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ea924a elementor-widget elementor-widget-text-editor\" data-id=\"2ea924a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">It is very common that our contacts can belong to companies, therefore, we can also have all the information of the companies that have contacted us and have information such as: The name of the company, its website, telephone numbers, addresses, emails, sector, number of employees, everything that is relevant to us within the system,  in order to understand much better and to be able to better classify the information.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-11a9425 elementor-widget elementor-widget-heading\" data-id=\"11a9425\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">3. Sales opportunities.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6395563 elementor-widget elementor-widget-text-editor\" data-id=\"6395563\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">This is a fundamental part of a CRM, also known as leads, which are those contacts of people who have arrived interested in our business. It is usually a sales opportunity that is related to a contact or a company and to which an estimated value is given, depending on how we are exploring and getting in touch with these people.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d79b176 elementor-widget elementor-widget-heading\" data-id=\"d79b176\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">4. Emails.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d5e3e7 elementor-widget elementor-widget-text-editor\" data-id=\"8d5e3e7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">CRMs also have an email session, since it is a relationship manager and much of that relationship is done through email. Therefore, CRMs are integrated with our emails and allow us to manage emails from the same platform and relate them directly to contacts to have the traceability of the communication that has been exchanged with them.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e6ed4b7 elementor-widget elementor-widget-heading\" data-id=\"e6ed4b7\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">5. Activities.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eb2b790 elementor-widget elementor-widget-text-editor\" data-id=\"eb2b790\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">In the CRMs we are also going to have a session of activities that allow us to plan and schedule activities such as following up, marking a contact if we have to make a video call, a pending appointment, a call at a certain time and day, etc. This session is ideal for documenting pending issues and recording them in our calendar to generate reminders so that we don&#8217;t miss these pending issues.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bcb4856 elementor-widget elementor-widget-heading\" data-id=\"bcb4856\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">6. Reporting.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b6812fc elementor-widget elementor-widget-text-editor\" data-id=\"b6812fc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Finally, we&#8217;re going to have a reporting session where we usually have the data summaries, so we can visualize the status of our sales cycles. That is, to be able to know how many sales opportunities we have, how advanced those opportunities are and which agent has been assigned a certain opportunity or how many have been assigned. These reports allow us to make forecasts of business expectations based on probabilities.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-099e260 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"099e260\" data-element_type=\"section\" id=\"caracteristicasCRM\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-071bf17\" data-id=\"071bf17\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d981cda elementor-widget elementor-widget-heading\" data-id=\"d981cda\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Features and Benefits of a CRM<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2eaff9e elementor-widget elementor-widget-text-editor\" data-id=\"2eaff9e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Let&#8217;s now see what are the features or benefits that CRMs usually offer us:<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2ba7dfa elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2ba7dfa\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-918b1c6\" data-id=\"918b1c6\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a063482 elementor-widget elementor-widget-text-editor\" data-id=\"a063482\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li><span style=\"font-weight: 400;\">Lead management.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Contact management.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Agreement management.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Email Management<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Sales Automation<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Reporting &amp; Analytics<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Marketing Automation<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Customization<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Mobile CRM<\/span><\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-2366933\" data-id=\"2366933\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0c8d5f6 elementor-widget elementor-widget-image\" data-id=\"0c8d5f6\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"794\" height=\"790\" src=\"https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Caracteristicas-y-Beneficios-del-CRM.jpg\" class=\"attachment-large size-large wp-image-2606\" alt=\"Caracter\u00edsticas y Beneficios del CRM\" srcset=\"https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Caracteristicas-y-Beneficios-del-CRM.jpg 794w, https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Caracteristicas-y-Beneficios-del-CRM-300x298.jpg 300w, https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Caracteristicas-y-Beneficios-del-CRM-150x150.jpg 150w, https:\/\/ohmyfi.co\/wp-content\/uploads\/2021\/01\/Caracteristicas-y-Beneficios-del-CRM-768x764.jpg 768w\" sizes=\"(max-width: 794px) 100vw, 794px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2c396c3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2c396c3\" data-element_type=\"section\" id=\"tiposdecrm\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-cc578a2\" data-id=\"cc578a2\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-08eaffd elementor-widget elementor-widget-heading\" data-id=\"08eaffd\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Types of CRM<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a4d72ac elementor-widget elementor-widget-text-editor\" data-id=\"a4d72ac\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">There are many types of CRMs, so it is important to identify them, so we know which platform we can choose depending on our needs.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-01fcfb5 elementor-widget elementor-widget-text-editor\" data-id=\"01fcfb5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li><b>Operational CRM:  <\/b><span style=\"font-weight: 400;\">These CRMs focus much more on marketing, sales, and customer service management. They are much more focused on facilitating the management of traditional marketing, sales and customer service teams, as they help us to centralize information and have clarity on who has customers or accounts assigned to them and simply allows us to keep track of that operational process.<\/span><\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c1229ac elementor-widget elementor-widget-text-editor\" data-id=\"c1229ac\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li><b>Analytical CRM.  <\/b><span style=\"font-weight: 400;\">These CRMs focus on integrating applications to absorb as much information as possible and help us identify or make decisions based on that data, in order to offer our products or services in a more assertive way. This type of CRM is much more data-focused, its reports are much more robust and will allow us to cross-reference information, projections and more robust and sophisticated analyses.<\/span><\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc8b001 elementor-widget elementor-widget-text-editor\" data-id=\"cc8b001\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li><b>Collaborative CRM.  <\/b><span style=\"font-weight: 400;\">This type of CRM aims to centralize and organize the information of the data that customers provide us through different channels or digital assets, so that all the members who are involved in the process can have the information centralized and in one place.<\/span><\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f45069f elementor-widget elementor-widget-text-editor\" data-id=\"f45069f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">These are the 3 main types of CRM, with which we can see, which could be the most appropriate for your company&#8217;s needs.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-af0a0f0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"af0a0f0\" data-element_type=\"section\" id=\"necesitauncrm\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1a6a744\" data-id=\"1a6a744\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-88bc887 elementor-widget elementor-widget-heading\" data-id=\"88bc887\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why Your Business Needs a CRM<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dee6ae9 elementor-widget elementor-widget-text-editor\" data-id=\"dee6ae9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The reality is that CRM is something that any company could benefit from and they can basically use it to take advantage of maintaining and improving relationships with their customers. In principle, any company could benefit, but usually the companies that implement and use this type of platform the most are:<\/span><\/p>\n<ul>\n<li><b>B2B companies<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">  that usually require you to follow up on your business opportunities. Normally, in the B2B market, sales are very consultative and require much more accompaniment and follow-up of opportunities, throughout a sales cycle and where we have a sales team that will be in charge of doing all that follow-up. For B2B companies, it is always recommended to use some type of CRM that facilitates the relationship with your customers.<\/span><\/span><\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5d67941 elementor-widget elementor-widget-text-editor\" data-id=\"5d67941\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li><b>B2C companies,  <\/b><span style=\"font-weight: 400;\">In general, everyone could have a CRM, but it is recommended above all, to make use of this type of platform to those companies in which the sale requires some type of assistance. For example, if we sell services or products that require assistance from someone on the team, to make a quote or to explain how the service or product works, we will surely need to implement a CRM to be able to assist us in the processes.<\/span><\/li>\n<\/ul>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-56e99da elementor-widget elementor-widget-text-editor\" data-id=\"56e99da\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Before implementing a CRM, ask yourself the following questions to identify whether you really need the platform or not.<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\">Do you need to centralize all your customer information?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Do your customers interact with different members of your company?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Does your sales team follow a structured sales process?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Do you need to better understand and measure the productivity of your sales team?<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">If the answer to these questions is yes. So, it can be a good sign that we need to implement a CRM.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-aae45b4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"aae45b4\" data-element_type=\"section\" id=\"crmeficaz\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-49e4736\" data-id=\"49e4736\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-23f3e58 elementor-widget elementor-widget-heading\" data-id=\"23f3e58\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Achieve an effective CRM<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2f3a528 elementor-widget elementor-widget-text-editor\" data-id=\"2f3a528\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">When is the right time to implement a CRM? Before investing some prudent time in the implementation or development of a CRM and additionally, invest money in a platform. We&#8217;ll provide you with a series of basic steps that go beyond technology or software to make a CRM system effective.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1f095b3 elementor-widget elementor-widget-heading\" data-id=\"1f095b3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">1. Define a clear vision.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-af952f4 elementor-widget elementor-widget-text-editor\" data-id=\"af952f4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Having a clear, action-oriented vision supported by the entire work team is of great importance. In addition, it sets an insatiable goal and positions customer service as the heart of everything in the organization. Be compelling enough to have a positive impact on everyone and clear enough for the entire organization to strive for.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b97b87d elementor-widget elementor-widget-heading\" data-id=\"b97b87d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">2. Establish a strategy.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b4b0bcf elementor-widget elementor-widget-text-editor\" data-id=\"b4b0bcf\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">If you want to lead sales in your sector, you must implement strategies that lead you to achieve those results, whether it is competing through prices, offering differentials in your products or services, or establishing an unparalleled after-sales service. It&#8217;s up to you to decide which strategy you want to break into the market with!<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-820dde3 elementor-widget elementor-widget-heading\" data-id=\"820dde3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">3. Set business goals.  <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68f89fe elementor-widget elementor-widget-text-editor\" data-id=\"68f89fe\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The goals we set are those in which the vision and strategy translate into the work we will do every day. When implementing a CRM platform, value it as an opportunity to review and optimize the way you currently work.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-05198f9 elementor-widget elementor-widget-heading\" data-id=\"05198f9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">4. Identify the metrics you're going to measure.  <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bd3d4a0 elementor-widget elementor-widget-text-editor\" data-id=\"bd3d4a0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">One of the important things that technology brings is the ability to measure all the actions that we generate in them and by implementing a CRM we will have the possibility of generating reports and analyzing the information we are obtaining, to improve the relationship we have with our customers and optimize the actions of our work team.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-44ba953 elementor-widget elementor-widget-heading\" data-id=\"44ba953\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">5. Prioritize your initiatives.  <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d1d07a1 elementor-widget elementor-widget-text-editor\" data-id=\"d1d07a1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Don&#8217;t despair of accomplishing everything at once when implementing a CRM. Decide what&#8217;s most important and set a list of priorities so that the platform will help you move forward with consistency and strength.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ceaa26c elementor-widget elementor-widget-heading\" data-id=\"ceaa26c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">6. Map out a roadmap.  <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7a04c91 elementor-widget elementor-widget-text-editor\" data-id=\"7a04c91\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Having the best platform is not always a guarantee of a successful event. Let&#8217;s be clear, a successful implementation is vital, but adjusting the platform to your company&#8217;s needs is more important. Plan your CRM well and consider what other capabilities your business needs. When your system is well optimized, you can maximize the use of the platform.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-fb1b433 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"fb1b433\" data-element_type=\"section\" id=\"crmcentroscomerciales\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-372b298\" data-id=\"372b298\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5251db3 elementor-widget elementor-widget-heading\" data-id=\"5251db3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">CRM for Shopping Centers<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c4d86f4 elementor-widget elementor-widget-text-editor\" data-id=\"c4d86f4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">One of the main challenges in Shopping Centers when we address the topic of CRM is choosing the right platform. Therefore, let&#8217;s see what would be the alternatives they have when choosing a CRM for the management and relationship with their customers. Click the button below to download all the CRM options we would have.<\/span><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-50052c3 elementor-mobile-align-center elementor-align-center elementor-widget elementor-widget-button\" data-id=\"50052c3\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-lg\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6NDE5NCwidG9nZ2xlIjpmYWxzZX0%3D\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Download CRM matrix for Shopping Centers<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>CRM is the acronym used for Customer Relationship Management. Its concept is much more than an abbreviation for customer relationship management. The Customer Relationship Management or CRM can be defined as the set of practices, business strategies and technologies focused on the relationship with customers (current or potential). CRM: Definition What is CRM software? Differences &#8230; <a title=\"What is a CRM and how does it work in companies?\" class=\"read-more\" href=\"https:\/\/ohmyfi.co\/en\/what-is-a-crm-work-in-companies\/\" aria-label=\"More on What is a CRM and how does it work in companies?\">Read more<\/a><\/p>\n","protected":false},"author":6,"featured_media":4968,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[29],"tags":[],"class_list":["post-6351","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CRM: What is a CRM and how does it work in companies? - OhmyFi<\/title>\n<meta name=\"description\" content=\"Find out all about CRM (Customer Relationship Management), customer relations and how it works in companies\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ohmyfi.co\/en\/what-is-a-crm-work-in-companies\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM: What is a CRM and how does it work in companies? 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