Managing customer relationships effectively is a priority for every company. A system CRM (Customer Relationship Management System) thus proves to be an indispensable tool for organizing and optimizing all marketing, sales and after-sales activities. Using a CRM also makes it possible to effectively manage interactions with users and improve customer satisfaction.

The Importance of a Customer Relationship Management System

A Customer Relationship Management System is more than just a database to store customer information. It is a powerful tool that enables companies to track customer interactions, personalize communications, identify sales opportunities, and improve the overall customer experience. With a well-designed CRM, companies can increase operational efficiency, reduce response times, and gain a comprehensive view of their customers.

Benefits of an Advanced CRM

  • Centralized Customer Data Management: An advanced CRM allows all customer information to be centralized and organized in a single platform, facilitating data access and sharing among business departments.
  • Process Automation: With automation functionality, a CRM can simplify and streamline business processes, reducing manual workload and improving operational efficiency.
  • Advanced Analytics and Reporting: With integrated analytical tools, a CRM provides in-depth insights into customer behavior, market trends, and business performance, enabling informed decisions and targeted strategies.
  • Personalization of Interactions: An advanced CRM allows you to create personalized customer experiences, delivering targeted communications and better results in marketing and sales activities.

 

 

XCALLY: the CRM solution integrated into an omnichannel system

Several CRM solutions are available on the market, but not all of them are suitable for the specific needs of SMEs and large companies. XCALLY proposes an integration with the major Customer Relationship Management Systems that is flexible and comprehensive, suitable for managing even highly articulated customer relationships.

Features of XCALLY CRM

Thanks to the'integration with the major CRM software available on the market (Salesforce, Zoho, Hubspot, Freshsales etc.), XCALLY CRM allows you to automate customer acquisition, retention and management processes.
It allows aggregated data of all contacts and interactions on each channel to be displayed in real time on a single dashboard.

  • Marketing automation: XCALLY integrates advanced marketing automation features, which enable automatic scheduling of emails, text messages, push notifications based on predefined criteria. For example, sending personalized communications at certain times in the customer journey.
  • Business intelligence: The BI module provides interactive dashboards with aggregated KPIs and performance metrics. It allows you to analyze historical data and predict future trends, identifying opportunities and areas for improvement in real time.
  • Reporting: The following are available standard reports and customizable queries for advanced data mining.
    Reports can be scheduled and shared via email in Excel, PDF and other formats.
  • Appointment Management: Shared calendar enables real-time viewing and management of business appointments, synchronizing them with mobile devices.
  • Task Management: The task module assigns tasks, monitors their progress, and notifies involved operators of deadlines.
  • Campaign management: XCALLY includes campaign management tools to structurally plan multichannel campaigns, measure their performance and optimize them.

Why choose XCALLY

XCALLY CRM natively integrates all communication channels: from phone to e-mail, web to mobile.
This enables a 360-degree view of the customer experience and omnichannel relationship management.
The solution is also customizable to specific needs through advanced configuration features or ad hoc application development.
The intuitive interface is also usable by non-technical users.
Because of its flexibility, XCALLY is well suited to multiple industries and business sizes.
It offers guaranteed performance, security and scalability.

Conclusions

Investing in a Customer Relationship Management System is critical for companies that want to grow and thrive in today's competitive marketplace. By integrating it with an advanced omnichannel system like XCALLY, companies can improve customer management, increase customer satisfaction, and gain a competitive advantage. Don't leave your customer interactions to chance. Choose XCALLY and transform your customer management strategy today.