How to effectively manage your customer engagement strategy ?

It is important to consider the wishes and expectations of your customers and prospects as a business owner. By meeting their needs with satisfactory services and benefits, you will be able to retain them. This is customer relationship management (CRM). It is important in the process that you ensure effective management of your customer engagement strategy with accurate data. This will increase the productivity of your agents with customer history. To get there, you'll need a handy CRM connector.

Learn more about CRM

The CRM (Customer Relationship Management) is a useful software solution that helps creat a link between a company and its customers. It ensures the maintenance of good relations between the company and its customers and promotes the smooth running of the company's sales process. 

In short, the CRM is perceived as a collaborative solution useful to the sales force made up of various functional elements that coexist with each other. To enable your CRM with better functionality, a handy Connector CRM would be needed in the equation. In terms of functionalities of a well-oriented CRM, we can cite for example: 

• Automation of the sales force ;
• The centralization of customer and prospect information to improve customer knowledge or commercial prospecting. This contact management facilitates collaborative work between the various players in the sales teams ;
• An automation of the sales processes allowing the commercial team to follow the commercial actions established in the company ;
• A digital marketing which allows you to set up a marketing strategy thanks to the multi-channel sending of personalized automated marketing campaigns. This is done by evaluating the return on investment ;
• An analytical CRM involving reporting and personalized dashboards that help manage commercial activity ;
• A predictive analysis.

Note that CRM connectors are just as essential as they are important to ensure the precise and efficient management of your CRM.

A CRM connector : utilities

If you are wondering what a CRM connector is really for, you should know that it has several functions : 

• If you have an excellent CRM connector, your agents will be able to work more effectively and efficiently from their CRM. They will be able to benefit from a better overview of end customers as well as a unified agent experience. This remains valid, regardless of the channels that will be used ;
• An excellent CRM connector allows you to exchange easily with your customers (regardless of the channels and the time chosen) while providing a complete view of the history of each customer to your agents. When they process an incoming or outgoing call with certain connectors, they will be able to access the conversation using a CTI toolbar. This typically triggers notification of CRM data ;
• A CRM connector allows you to practically manage your customer contact management strategy with CRM data. It becomes possible for you to quickly access customer data in all circumstances. To this end, you will be able to benefit from a personalized, thoughtful and omnichannel predictive customer journey.

In a few words, if you manage to combine your CRM with a quality connector, you will first be able to meet your customers' needs in time. In addition, you will be able to deliver the right message to them at the right time through the right channel.