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CRM

a group to implement the project

Haulotte is getting a CRM to synchronize all of its organization concerning customer relations with a standardized management tool for the entire value chain. With this new weapon, we will have centralized access to information, a tool to facilitate our internal communication and many other benefits to better satisfy the ever more demanding expectations of our customers.

This project, which is structurally very important for the Group, will be led by Philippe Gault – Haulotte Service Director, Xavier Deshors – Business Intelligence Analyst and Thomas Chejfec – C.I.O.  They will explain the main stages which will mark its implementation during an interview to appear in the upcoming edition of Together.

Before reading their statement in April, here are a few elements to understand what is behind this acronym.

What is a CRM?

A CRM (Customer Relationship Management) platform is a software program used to group, process and analyze all the information relative to customers and prospects.

Thanks to this tool, the teams have permanent, mobile access to all the information they need to interact efficiently with customers, including information from other departments in the company.

 

The CRM facilitates interactions throughout the sale and life cycle stages of the product, from the generation and maturing of commercial opportunities, their transformation into the sale of machines, through to the After-Sales follow-up of the machine.

However, it also has other advantages, such as:

  • Improved collaboration between teams
  • Simplification of daily life and the administrative tasks in order to devote more time to customer relations and therefore to improve the customer’s experience
  • Availability of a 360 view of customers for all the Sales and Service staff.


It also makes it possible to

  • Better control the sales pipeline.
  • Optimize the simplicity and accuracy of forecasts.

In a nutshell, a tool which will provide us with real benefits in the long term to better serve our customers!

The advantages of CRM:

  1. Collaboration between teams
  2. Facilitated, simplified commercial proposals
  3. Less administrative time
  4. Improved contract management
  5. Better customer experience for optimized loyalty
  6. Management of sales operations and communication
  7. Sales forecasts and reliable reporting

Further reading