Tools to help in the digital transformation of companies

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Contents

Lately we are listening continuously from the media, public administrations and many different areas more, that all companies have to make a digital transformation because if they can not be doomed to closure or a significant decrease in their turnover. This digital transformation many companies do not know how to do it, normally all companies to a greater or lesser extent already have an ERP or management program from where they make invoicing, collection management and accounting but in the end this type of solutions in the end are purely administrative tools and obviously a better management tool more savings in time in the purely administrative part.

What companies in general in Spain have not advanced so much is in the CRM part, since although in recent years the use of these tools has begun to generalize not only in large and medium-sized companies but already in SMEs, the big problem that exists is that those companies that have taken that step really, the procedures have not changed and their commercial marketing and customer service teams do not really have internalized the ways of working of what a CRM really means.

Available solutions

In these years I have been using and I have tried several CRMs, in the market there are very good tools such as Salesforce, Dynamics HubSpot or some Spanish ones like Wolfcrm or sumaCRM, many times the important thing is not the functionality of the tool but in those companies that take the step of implementing a CRM solution they have not formed and have not created protocols at the level of commercial teams, where they are reflected in the CRM itself and where salespeople see this solution as a tool that helps them sell more and save time and in the end most users see it as one more burden in their tasks to be performed and a control solution by the company towards them.

One of the crm that in these years I have been using has been Wolfcrm a Spanish solution that surprised me for two reasons, one because it is a solution that has all the modules that a CRM can have such as a multinational such as Salesforce or Microsoft but above all that was designed as commercial teams work, has the logic of a good sales professional, of how you have to prepare what the sales process is and the steps you have to do from being , preparation of the meeting with the client or potential client and how that client should work in the future.

The second thing that surprised me is the implantation procedure., since what were their consultants knew perfectly the market or the sector of the company that made the implementation making as an example visits with the commercial teams of the company that they were going to implement mimicking and empathizing with them and seeing in the end really what their problems are, in this way in the crm implementation process adapted to their way of working by optimizing it within their tool.

There are other elements that also stand out in Wolfcrm, at the level of functionality I like the ease of what is the introduction of information by the commercial being able to report most of the options by voice making a perfect transcription of what is being talked about, saving sales teams a lot of time, avoiding then reporting at the end of the day either at home or in a Hotel.

Easy-to-understand dashboard

There are other functionalities such as the customer portal from where the customer has historical information of orders, Invoices , Bills. Another functionality is the 360º vision of the client in a glance on a single screen we have Ratios and key KPIs of that client where I also appear the pending tasks of talking to him whether invoices without charging unresolved incidents or unclosed order and also includes an alert system in which he tells me the possible sales that that client should make me in relation to the Wolfcrm's own artificial intelligence.

wolfcrm

Finally I also want to highlight the information that can be obtained through its reporting and Analytics modules., Wolfcrm always integrates with ERP in a bidirectional and continuous way, which makes it easier for us to have information on the sales history of delivery notes and invoices and collections, being able to join all that information in relation to the commercial effort made to achieve them, that way we can obtain predetermined graphic reports and calculation systems that will facilitate the work of both the commercial team and those responsible for monitoring that client.

Conclusions

In the end, as a great conclusion, the IT solution is as important as the implementation and market knowledge of the sector that consultants may have., as well as show the team that you are going to use it, that a CRM will help you sell more and will improve your quality of life and save time.

There are many companies that have made six-figure investments implementing solutions such as Salesforce that then in the end fail completely or use it as an electronic agenda where the information they enter is empty and is absolutely useless..

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