A CRM (Customer Relationship Management) or GRC for Customer Relationship Management is a tool designed to help organize and optimize sales activities. Obviously, you need to equip yourself with a high-performing CRM, and for that we can only recommend a French CRM! Why? We explain it all!
Why use a CRM?
What is it?
A French CRM or otherwise is involved in many of the daily actions of salespeople. It brings together contact information useful for the business relationship (phone, email, the person’s role, project details, etc.). Connected to marketing automation for example, it fills itself in and is regularly updated by sales reps. Then, a schedule allows everyone to organize and plan follow-ups for each prospect. You can also have an overall view of current opportunities, won deals, lost deals, their sources, etc. Many features can be added to this, such as invoicing tools, the ability to add forms to your site to collect additional information, etc.
Which companies is it useful for?
Well, all companies with a sales activity, in B2C as well as in B2B! Whatever your industry or the size of your company, you will find this type of tool useful, especially since some CRMs are free! Where it gets complicated is that not every CRM will meet your needs. French CRM, free CRM, well-known CRM, it’s not easy even to choose a category to begin your search! Luckily, we’re here to help!
What should you expect from a CRM?
As I was saying, the range of actions covered by a CRM is very broad. You can expect a CRM to store and gather all your prospect data to improve efficiency. For example, if you are a young entrepreneur actively prospecting while passionately working on your project. A CRM can help you not miss the right moment to follow up on your opportunities, give you every chance to convert them by grouping the history of your exchanges, and also give you a clear view of upcoming opportunities over the next few months!
You may also need a CRM to organize teamwork. Here again, the idea is to store and organize information as effectively as possible so that opportunities are balanced among all team members, to have overall statistics and individual statistics, know their calendars, etc.
You can also expect your tool to be a real customer-generating machine! By synchronizing it with other tools, each specialized in its own area, you can have extremely powerful software. Marketing automation to collect data and alert sales reps at the right time, your CRM to organize the business relationship: which contact person, project details, concerns, information about the company, etc. You can then create the opportunity and the quote, before synchronizing an electronic signature tool such as Docusign, invoicing tools, etc.
Also read: CRM software: what is it?
Why choose a French CRM?
Language
A CRM is very often synonymous with a headache for sales teams. Indeed, some are too comprehensive and lose users, others are not intuitive and then to top it all off, when technical terms are not in French, giving up is almost guaranteed. However, for a CRM to be useful it must be used daily by every team member in contact with prospects and customers. Whenever possible, choose software that is simple and in French!
GDPR
This is the most important point. The key point of a CRM is the storage of your contacts’ data, which is sometimes sensitive, . To ensure that all of this is secure, rules are in place, especially at the European level with the GDPR, or in Switzerland with the FADP. These regulations are there to protect you and your contacts. For this, the place where the data is stored is essential. A French CRM ensures in the vast majority of cases that data is stored in France, or in Europe, and therefore provides optimal security!
Which are the French CRMs?
Review of Oryanoo
Since 2000, Oryanoo has been offering a French CRM mainly for very small businesses. Specialists in extranet and intranet solutions for companies, several solutions are available. Starting from 30 euros per month (please note, the €1 offer does not include data storage), you have the following features:
- Sales management (quotes, orders, invoicing,…)
- Personal organization (calendar)
- Email marketing and online forms
- Financial management (accounts, salaries, payments)
- Customer relationship management
- Helpdesk
So it is quite a comprehensive tool! Be careful, however, of hidden costs.
Everwin
This range of business management software is very comprehensive. It specializes in service companies, industrial companies, and construction firms.
Their CRM offers these features:
- Company and contact database
- Sales activity management
- Opportunity and quote management
- Shared calendar
- Sales cycle management
- Sales reporting
This French CRM is very high-performing and comprehensive. They offer service companies the ideal solution for managing their sales activity. Their pricing is available on request.
Webmecanik Pipeline
Formerly Launchr, this French CRM is free and very easy to use. Specialized in the essential features of a CRM, it offers these features:
- Contact management
- Contact data organization
- Segmentation
- Collaborative calendar
- Role management
- Reminder of upcoming actions
- Reporting
This is a free French CRM designed for the daily actions of sales teams. Suitable for all types of businesses and all sectors, it is an excellent tool to connect as you wish.
Now that you have all the information, how will you make your choice? If you still have questions, several rich pieces of content can help you in your search! It’s an important choice, and if made well, it will save you time!
