Practical sheet | REF: FIC1812 V1

Why and how to integrate a customer relationship management solution?

Author: Jacky LASSALLE

Publication date: September 10, 2023 | Lire en français

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 INTRODUCTION

In every organization, the stakes involved in customer relationship management are high: efficiently steering sales activity, optimizing the sales cycle, facilitating order tracking, increasing knowledge of customers to better serve them over the long term...

The primary objective is to improve customer service and customer care, but there is a huge amount of data to be managed at multiple stages of progress, and this data does not evolve in a linear fashion. The functional perimeter is often poorly understood in detail, but you sense that you stand to gain by industrializing and securing this decisive process for your business.

The aim of this practical information sheet is to provide you with the key elements you need to understand, make decisions and implement the right solutions in your context.

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Why and how to integrate a customer relationship management solution?