Prediwell

https://www.thebalancesmb.com/small-business-next-level-2951535

For more tips on taking your business to the next level:

https://www.forbes.com/sites/allbusiness/2019/04/03/expert-tips-take-your-business-to-next-level/?sh=5f37c6ae4764

https://www.insightssuccess.com/6-best-ways-to-take-your-business-to-the-next-level/

HRIS: why a Human Resource Information system?

admin1988 — Wed, 02 Jun 2021 22:59:10 +0000

Learn in 5 minutes why you need a HRIS

What is HRIS?

HRIS (for Human Resource Information System, is an information system that includes several HR softwares. These softwares are often used to manage and automate a certain number of human resource tasks.

We can regroup these tasks in 4 main types.

Than, HRIS can cover:

Payroll processing
Social benefits management
human resource module management (career & skills management, recruitment…)

In other words, HRIS simplifies communication between HR teams. Moreover, it allows employees to become the main character of their path.

It is a tool which gives companies the possibility to interact with their employees. Then, it creates an interconnection between workers and the company.

Human Resource Information System is definitely an efficient analysis tool when it comes to society or organization.

Using HRIS allows us to centralise & concentrate the relevant information within the Human Resource Department.

Then, centralizing this information will give us the possibility to track how much time we spent for one particular task, track skill mapping & manage updatable resumes.

Finally, HRIS offers many other advantages such as better performance tracking, recruitment & better forecasting when it comes to human resources.

Concentrating many tasks into one place simplifies the process of treating them:

Time & productivity benefits
Reduction of error risks, treatment delay & costs
a set of settings that contributes to task optimisation within companies

In addition, thanks to the Human Resource Information System and through operational reports / analytics, companies can anticipate & refine its decision making process on the human capital.

In this way, administrative productivity is enhanced, through better data securing.

Easy CRM Tool, Simple Workflow Management:

Prediwell is a CRM Workflow hybrid software suitable for companies of all sizes.

His philosophy could be summed up in one sentence : an intuitive CRM solution giving the possibility, to easily automate the different tasks to lead in the business.

Example : customer care(of contacts), historial of interactions, project process campaign customization, collaborative tool (team board), intuitive research of keywords and customizable Dashboards.

Prediwell guarantees the management of the main activities within your company such as consulting, HR, Sales…

This adaptable and simple to learn Customer Relationship Management allows us to:

Work intelligently with analytical informations with the business
Manage efficiently our activity
Have optimum control
Automate businesses procedures
Follow, analyze, and take fast actions

In terms of prices, Prediwell offers a monthly subscription from 9€ per user, which is a very competitive price compared to CRM market price.

Please note: Prediwell offers a special discount for all SMBs: all versions of Prediwell are now free for 15 days.

For more information:

https://www.hrpayrollsystems.net/hris/

For more information about HRIS and its utility:

https://www.shrm.org/resourcesandtools/tools-and-samples/how-to-guides/pages/howtoselectanhrissystem.aspx

https://www.aihr.com/blog/human-resources-information-system-hris/

CRM: Data management helps customer experience?

admin1988 — Thu, 13 May 2021 21:01:38 +0000

Data management plays a major role in improving customer relationship management (and also customer experience)

Data management plays a major role in improving customer relationship management (CRM), but also customer experience. Here’s why in three main explanations:

There is no doubt that the data era allowed companies to better understand customers’ different needs and expectations. Before getting more in-dept, what is data first ?

Data is dematerialised information that can flow through a telecommunication or computer network.

We also talk about Big data which is basically all the technologies and practices designed to store huge amounts of data and analyze them in a short period of time.

It is mainly used to improve a company’s services’ and customer experience.

Decision-helping tools such as a customer relationship management tool then sort and use data for marketing, sales, HR or IT actions.

In this article, we will deal with its role in improving CRM tool.

1. Creation of new services and products

Thanks to massive databases collected by a customer relationship management tool, businesses have started to understand better and better customers’ behaviours and how to anticipate their evolution.

This has given the possibility to develop new products and services that fit the market’s needs.

This data is principally extracted from social networks, chatbots, or online forms from shopping websites.

The use of data by CRM, based on customers’ purchases history for example, allows defining several changes for existing products.

This way we can adjust the products to fit the demand and enhance customer experience efficiency.

2. Marketing automation enhancement

Data management and collection by CRM set on one hand, a company’s targets, but also on the other hand their characteristics, that way client segmentation is eased.

It is in this segmentation perspective, that customer relationship management enhances marketing automation.

This automation process includes all techniques giving the possibility to automate regular and repetitive tasks.

It could be emails based on clients’ behaviours, messages on social networks, or even CRM data entry.

3. Brand image improvement

Data management and use within a customer relationship management tool can also boost and improve a company business’s brand image.

CRM offers the opportunity to put online smart forms to estimate in real-time the degree of customer satisfaction.

It will be in this case a steering tool which will allow checking how a company’s products and services are perceived.

Then, we will be able to bring necessary adjustments in order to develop the ideal brand image.

These corrections consist of noticing the weaknesses within the company’s marketing and commercial actions. Once they are noticed, they need to be improved, so we can build a quality customer experience.

Easy CRM Tool, Simple Workflow Management:

Prediwell is a CRM Workflow hybrid software suitable for companies of all sizes.

His philosophy could be summed up in one sentence : an intuitive CRM solution giving the possibility, to easily automate the different tasks to lead in the business.

Example : customer care(of contacts), historial of interactions, project process campaign customization, collaborative tool (team board), intuitive research of keywords and customizable Dashboards.

Prediwell guarantees the management of the main activities within your company such as consulting, HR, Sales…

This adaptable and simple to learn Customer Relationship Management allows us to:

Work intelligently with analytical informations with the business
Manage efficiently our activity
Have optimum control
Automate businesses procedures
Follow, analyze, and take fast actions

In terms of prices, Prediwell offers a monthly subscription from 9€ per user, which is a very competitive price compared to CRM market price.

Please note: Prediwell offers a special discount for all SMBs: all versions of Prediwell are now free for 15 days.

For more information:

https://msdynamicsworld.com/story/importance-crm-data-management

For more information around the topic:

https://www.talend.com/resources/what-is-crm-database/

https://www.superoffice.com/blog/crm-customer-experience/

https://www.bloomreach.com/en/blog/2019/10/how-to-improve-customer-experience-with-data.html

CRM: it is now more than a sales-focused tool!

admin1988 — Mon, 26 Apr 2021 19:26:30 +0000

CRM is not only related to customer relationship and sales activity anymore

It is true that the first goal of CRM is to help increase sales and manage customer relationships: however over the past 10 years, it has entered a new era.

Indeed, it now offers more features which does not only arouse the interest of sales actors.

To better understand how CRM evolved, let’s get back a few years earlier: in the middle of the 80s, the time when CRM was created.

This first version only allowed processing and storing customer information within databases.

Thanks to this capacity of centralizing all the activities, in a non-static way, salesmen quickly adopted the tool in order to increase sales.

Since then, a lot of things have changed: Now CRM is not exclusively just a simple tool for centralizing and storing sales activity anymore.

It is now a decision support solution, to help us manage our business activity.

It gives us a better customer relationship management, through a clear and precise view on all the critical data about prospects and customers.

This data includes prospect or client partners’ details, interactions, past activities, customer follow-up, next actions to lead or even decision support and analysis.

CRM, a real decision support tool

As we just read, CRM helps us manage our activity in many of the company’s departments.

In fact, aside from customer relationship management, the tool has also enhanced its features to serve the other department within the company.

For instance, in case of human resources (HR), IT Management, marketing, or even partner management…

What could CRM bring for the other business activities?

Human resources

Multicasting job offers: creating a job offer and publishing it through about ten job sites in one click. This will help recruiters to considerably save time.

Workflow or recruitment process: organizing and defining recruitment steps (contact, interview, offer, hiring, rejection) to simplify selection and automatically inform the candidates about their recruitment’s status.

Collaborative assessment for the candidates: getting several candidates involved in the recruitment process (marks from 1 to 5, comments, votes) in an agile way.

Multi-channel: gathering candidates’ entry points (social networks, company website, recruitment site) to create an unique candidate experience on all the channels. This, in order to offer more opportunities.

Reporting: allowing HR department to follow its recruitment processes in real-time thanks to dashboards and reports given by CRM

Candidate form and CV library: easing candidate data centralization (experience, skills, details, history of interactions with the company, etc). CV libraries allow us to sort and archive CVs.

Marketing

Fluid information flow: giving to all collaborators the access to data about customers’ needs. This will ease decision support.

Customer satisfaction and relationship management: enhancing customer satisfaction and making them loyal. This, with a better knowledge about their expectations and needs.

Attracting new customers: finding new potential clients thanks to a database that allows better targeting and expanding the company’s customer range.

Increasing sales: In case of sales activity, CRM improves the company’s sales through many features in terms of coordination and centralization of sales forces.

Campaign launch and measurement: launching and setting marketing campaigns in real-time. Afterwards, measure the results and estimate them to understand their efficiency and profitability.

IT Management

Productivity medium: automation and in real-time data and task update save the company some huge time. For example, in case of sales activity, if the department detects a purchase order, then the ordered product stock is updated, so as the accounting entry automatically.

Management process optimization: allowing a better team communication and coordination within sales, marketing, and IT departments. Thus, CRM improves decision support.

Better cost control: CRM gives us the opportunity to have a clear 360° vision on the company’s activity. This again improves decision support, and consequently, the company controls its cost management better. As a consequence, it will increase sales.

Scalable use: IT management improves CRM features, so we can use the tool better and easily reach the expected goals.

Easy CRM Tool, Simple Workflow Management:

Prediwell is a CRM Workflow hybrid software suitable for companies of all sizes.

His philosophy could be summed up in one sentence : an intuitive CRM solution giving the possibility, to easily automate the different tasks to lead in the business.

Example : customer care(of contacts), historial of interactions, project process campaign customization, collaborative tool (team board), intuitive research of keywords and customizable Dashboards.

Prediwell guarantees the management of the main activities within your company such as consulting, HR, Sales…

This adaptable and simple to learn Customer Relationship Management allows us to:

Work intelligently with analytical informations with the business
Manage efficiently our activity
Have optimum control
Automate businesses procedures
Follow, analyze, and take fast actions

In terms of prices, Prediwell offers a monthly subscription from 9€ per user, which is a very competitive price compared to CRM market price.

Please note: Prediwell offers a special discount for all SMBs: all versions of Prediwell are now free for 15 days.

For more information:

https://www.hatchbuck.com/blog/crm-for-more-than-sales/

For more information around the topic:

https://www.eligeo.com/general/crm-sales-tool/

https://www.nutshell.com/blog/crm-not-just-for-sales/

https://www.bethebusiness.com/productivity-insights/crm-system-not-just-for-sales/

COVID, mobility, remote working: CRM benefits

admin1988 — Wed, 21 Apr 2021 20:03:53 +0000

CRM: an intuitive tool to improve remote working and mobility during COVID

With the current situation due to COVID crisis, companies have been more realizing that access to their key information, but also employee mobility are essential.

Some have been facing these two challenges, some haven’t yet: however, it is not too late to set things right.

Let’s see how.

Teleworking to help companies

Quarantine has hugely impacted our approach to work.

Many companies have adopted teleworking.

But employees’ feedback remains different when it comes to its usefulness.

According to a survey made by Qapa and published recently by Zevillage.net, there would be 48 % of co-workers who have been struggling with teleworking.

But one thing is sure: a lot of them had the chance to get used to digital tools.

Tools that simplify remote working

Several collaborative applications have known a real success during quarantine: Zoom, Teams, Skype… but not only.

Many other tools have simplified decision support, exchanges and interactions between the different members of a company.

Indeed, there is a good number of tools that allow easing data exchanges and co-workers’ mobility.

Let’s take the example of CRM here.

CRM for more collaboration and mobility

CRM is often used within marketing and sales functions.

But it can also play a big part in other company’s departments, such as for HR, IT or production needs.

Customer request and feedback processing

Sales teams activity coordination and monitoring

Sale process automation

Automated launch of direct marketing campaign such as emailing

New customers recruitment campaigns

Computer tickets management, etc…

Bad communication and confusion risk about spreaded information are often perceived as the biggest problems within companies.

They slows company’s agility and flexibility: with telecommuting this tendency has been verified.

In fact, during this particular COVID period, co-workers (who are not together anymore) cannot interact as usual anymore : The office colleague is not nearby to help us respond to a call for bids.

In this context, businesses have considered CRM as an intuitive tool that contributes to decision support, but also as a way to ease information management and sharing.

Indeed, integrating an agile CRM that suits a company’s needs will give the possibility to have a clear and precise vision, about all critical data on the prospects and clients.

This, thanks to different actions:

Centralizing prospect or client details

Showing the different details about company’s clients or prospects such as: Name, first name, function, company, telephone, email, address

Keeping track of past activities & interactions

Keeping a history of the different previous actions between the company and its clients (previous exchanges, appointments done, previous sales…)

Defining next actions to lead

Showing future appointments, deadlines (example: end of contract, new offer to send, email or mail to send)

Analyzing and helping decision

Presenting detailed activity reports, customized dashboards, measure of the activity.

CRM, a tool that remains unknown…

Despite all these advantages, a big number of businesses do not always have a CRM solution.

According to a Capterra study based among 435 SMBs, 43% of the interrogated companies have not used CRM yet, to manage their customer relationship.

When it comes to the tool used for keeping track of interactions with their customers, the majority of these businesses, which means 73% of them, do not have mentioned CRM.

Finally, 32% have declared being satisfied with only a message system.

Yet benefits from agility and management are considerable.

An agile & intuitive CRM offers a real dynamic in a company’s commercial activity.

1. Increasing profitability

CRM increases companies’ sales and consequently turnover follows.

Moreover, there is a cost reduction thanks to sales forces optimisation and efficiency, but also knowledge enhancements on customers.

2. Improving customer satisfaction and loyalty

Client appreciation through CRM allows raising and analysing the different needs of this same client.

Therefore, giving an more suitable offer in relation to his expectations.

Afterward, this will lead to the customer’s loyalty.

That way, it will give to the business the opportunity to improve its services, such as after-sales service.

3. Optimizing its activities management

CRM is a decision support tool, which also offers information centralization between the different company’s members.

In this way, it simplifies commercial teams coordination and monitoring, and then, enhances team efficiency.

Easy CRM Tool, Simple Workflow Management:

Prediwell is a CRM Workflow hybrid software suitable for companies of all sizes.

His philosophy could be summed up in one sentence : an intuitive CRM solution giving the possibility, to easily automate the different tasks to lead in the business.

Example : customer care(of contacts), historial of interactions, project process campaign customization, collaborative tool (team board), intuitive research of keywords and customizable Dashboards.

Prediwell guarantees the management of the main activities within your company such as consulting, HR, Sales…

This adaptable and simple to learn Customer Relationship Management allows us to:

Work intelligently with analytical informations with the business
Manage efficiently our activity
Have optimum control
Automate businesses procedures
Follow, analyze, and take fast actions

In terms of prices, Prediwell offers a monthly subscription from 9€ per user, which is a very competitive price compared to CRM market price.

Please note: Prediwell offers a special discount for all SMBs: all versions of Prediwell are now free for 15 days.

For more information:

https://remoters.net/remote-work-trends-future-insights/#:~:text=According%20to%20an%20Upwork%20survey,first%20mode%20after%20Covid%2D19.

For more information about the discussed topic:

https://www.cnbc.com/2021/03/11/one-year-into-covid-working-from-home-is-here-to-stay.html

https://www.nmedia.ca/en-ca/article/remote-work-covid-19-what-crm-was-solution

https://fridaycrm.com/blog/support/the-best-tools-for-work-from-home/

https://www.smallbusinesscomputing.com/buyersguide/best-remote-work-tools-2021.html

CRM: Sales, Marketing & HR Terminologies

admin1988 — Wed, 31 Mar 2021 15:57:03 +0000

CRM Terminology, different terms for each sector (Sales, Marketing, HR…)

As every analysis tool, CRM has also its own generic terms which vary according to the context: the terms that are used for marketing actions are not the same as for HR or IT operations.

It can also change depending on if it covers a SMB or big company. Because of course, each of them will not use the same terminologies.

In this article, we will see the most appropriate terms for a CRM, whether it is for Sales, Marketing or HR. Let’s get started first with those related to Sales activity.

1. Sales terminologies

Sales cycle:

Series of steps followed by a company in order to convert a prospect into a client.

Pipeline:

Sales volume forecast or prediction on a given period, from the first contract to the final sale. It is a key element that allows us to identify the treatment process and lead transformation.

Prospect:

It is a potential customer who is interested in your company. It can also be someone that you decide to follow, in order to conclude a sale, even though this client does not know your company yet.

Client :

A client is basically every contact in the database, who was brought to subscribe to a service or a product offered by the company.

Scoring prospect:

This system allows us to give a positive or negative mark to some prospects, depending on their activity and personal details on the web. The goal is to determine if they are “ready for sales” or not.

The score is generally established based on a percentage, color code or a simple mark (out of 10 or based on a number of stars).

List view:

A list view allows salesmen to check their contacts, customers, tasks… that are in general listed under a table or graphic.

Prospect generation:

It is a process through which a company identifies new accounts or key contact targets (in other words new potential customers).

This target has to be in adequation with the company’s offer.

Sales qualified lead:

Sales Qualified Leads are leads that mostly come from marketing. They usually are detected by the salesman, who then turns them into opportunities.

More precisely, it is a prospect who is willing to know more about your products or services. He then has been redirected to a salesman.

2. Marketing terminologies

Analytics:

Analytics represent data around project performances or marketing campaigns.

Targeting:

Based on personas, targeting will allow us to identify key contacts and companies to call in the case of marketing and sales campaigns.

Data mining:

It is about extracting information that is potentially used from databases.

To do that, data mining gives us the possibility to analyse, through complex processes, this extracted information. Then, we will be able to anticipate customer’s behavior (eg: a churn score gives us the probability of a client to switch to our competitor the next month).

Outsourcing:

It is about contacting an external company to get some help managing our internal activity.

There are several kinds of outsourcing: database hosting, marketing campaign executions, call center, etc.

Contact channel:

It is all of the customer’s mediums of communication : offline (mail, fax), and online (face to face, phone, internet, e-mail, SMS).

Cold prospect:

It is somebody who has never been contacted and who did not respond to any offer presentation.

Qualifed prospect:

A qualified prospect is a prospect on whom we have enough information or data. This will allow us to see if he belongs to our target or not, but also to see his potential within the target.

Prospect to call back:

It is a prospect who has to be recontacted after a first conversation. He may want a new meeting after a first call.

KPI (Key Performance Indicator):

KPIs or key performance indicators are used to measure the global efficiency of a sales or marketing measure.

3. HR terminologies

Recruitment:

It includes the different actions that are set to find candidates. These candidates evidently have to fit the company’s needs.

Candidate:

Someone who applies for a job in a company.

Selected candidate:

He is the chosen candidate who is allowed to pass the final steps of the recruitment. He is the one whose knowledge and experience fit the job’s needs.

Interviewed candidate:

It is the candidate who will be chosen for an interview and to pass a professional aptitude test.

It is important to know that certain terms can change between companies.

Each company is going to have their own terminologies. For instance, a company in the automotive sector, is not going to use the same terms as a telecom company.

In the same way, a SMB is probably not going to use the same definitions as a big company.

These terminologies can also differ from a department to another within the same company.

For instance, the marketing department is not going to use the same terms as the sales department, despite their management proximity.

It happens that companies create their own terminologies as well, while adapting them to their activities.

Easy CRM Tool, Simple Workflow Management:

Prediwell is a CRM Workflow hybrid software suitable for companies of all sizes.

His philosophy could be summed up in one sentence : an intuitive CRM solution giving the possibility, to easily automate the different tasks to lead in the business.

Example : customer care(of contacts), historial of interactions, project process campaign customization, collaborative tool (team board), intuitive research of keywords and customizable Dashboards.

Prediwell guarantees the management of the main activities within your company such as consulting, HR, Sales…

This adaptable and simple to learn Customer Relationship Management allows us to:

Work intelligently with analytical informations with the business
Manage efficiently our activity
Have optimum control
Automate businesses procedures
Follow, analyze, and take fast actions

In terms of prices, Prediwell offers a monthly subscription from 9€ per user, which is a very competitive price compared to CRM market price.

Please note: Prediwell offers a special discount for all SMBs: all versions of Prediwell are now free for 15 days.

For more information:

https://www.businessnewsdaily.com/10050-crm-software-terms.html

For more information about the different terminologies:

https://www.rolustech.com/blog/common-crm-terms-beginners-guide

https://advos.io/resources/glossary-of-hr-and-benefits-terms/

https://learn.g2.com/sales-terms

https://blog.influenceandco.com/50-marketing-terms-you-need-to-know

Digital transformation: challenge for SMBs?

admin1988 — Wed, 17 Mar 2021 21:02:32 +0000

Digitalization: an essential step in companies’ digital transformation

Economy digitalization represents a real competitiveness concern for companies.

Consumption models change, but also evolution of needs and demands of today’s society, includes all companies of all sectors, that are concerned by this transformation. All company sizes, whether they are BtoB companies or BtoC.

In the same way as big companies, SMBs are also obliged to take this digital shift.

Consequently, that implies revising their strategy and business model in order to follow technological evolution and face their competitors.

Digitalization: a challenge for everyone

However a big number of SMBs stay skeptical when it comes to this digital transformation.

In fact, according to a study done by BPI/Rexecode, there are few numbers that are highlighted :

Only a little less of the half, more precisely 53% of SMBs directors, have declared having adopted the process for their business

47% haven’t yet. That means almost half of SMBs haven’t started it

Several reasons are holding these businesses from it.

According to the portal of digital transformation; lack of interest, digital skills, financial resources, computer security matters or time needed to completely integrate the digitalization process, are the main obstacles concerning this transformation.

In fact, the study led by BPI/Rexecode has shown that :

In the 47% who haven’t started their digital transformation, there are 19% who do not feel concerned about this topic

The study also has shown that 28% of the directors think that lack of time is also an obstacle for this transformation

Moreover, 33% of these directors have declared that internal lack of skills is also a brake to this transformation

Then, 16% of the directors have agreed about lack of financial resources

Finally, 10% of them have considered computer security problems

1) The human being in the heart of companies’ digitalization

Of course, passing these brakes implies a real willingness and implication when it comes to SMBs’ staff.

It is the only way to lead digitalization in the best condition.

There is no doubt that human capital is the real driving force of this transformation.

Technological part is only one dimension of the process.

In fact, according to a study done by EBG, BCG cabinet, and IBM in 2018 :

61% of companies think that the human factor is crucial, and will have a major impact on digital transformation within the next 3 years.

However, 70% of digitalization projects within companies fail, because the human factor is often neglected or ignored.

These two numbers show us the importance of the human factor to lead this digital transition within an efficient business model.

2) Team training

Before starting any digitalization project, SMBs directors need to first think about staff training programs.

Indeed, they have to master perfectly new work methods and the needed technological tools.

This training program has to allow the personnel to be able to keep contributing actively, comfortably, and with a good knowledge, to all activities and missions that their work implies.

And this, whether it is during or after the process of digital transformation.

SMBs have to do headhunting work as well, to compensate for lack of digital skills, which will help to simplify and help digital transition.

There is no successful digitalization without new company culture.

SMBs have to consider integrating culture of change within their organization.

It is essential to raise awareness of the different issues and opportunities among staff.

Especially when it comes to digitalization, in order to serve SMBs’ growth and evolution.

To do that, it will be necessary to establish a change management strategy, while adopting a daily and transparent communication.

That way, we can update the personnel about the last changes during the transformation process.

Digital transformation and culture of change also implies innovation.

This represents an important growth factor. A business model with an innovation management initiative, facilitates the evolution of the organisational mindset towards the value of change.

For instance, participative innovation allows the organization to engage all its community to advise and improve decisional processes.

That gives the opportunity to answer collectively and better, the different issues of SMBs.

Innovation is then not only a central factor of digital companies, but also an essential element of organization culture.

Digital transformation needs collaboration of all the personnel members to reach digital transition goals.

It is the reason why integrating new technologies in all of a company’s activities, can only be possible with a new culture.

That is why, this culture should give more space to innovation and simplify change in SMBs.

Easy CRM Tool, Simple Workflow Management:

Prediwell is a CRM Workflow hybrid software suitable for companies of all sizes.

His philosophy could be summed up in one sentence : an intuitive CRM solution giving the possibility, to easily automate the different tasks to lead in the business.

Example : customer care(of contacts), historial of interactions, project process campaign customization, collaborative tool (team board), intuitive research of keywords and customizable Dashboards.

Prediwell guarantees the management of the main activities within your company such as consulting, HR, Sales…

This adaptable and simple to learn Customer Relationship Management allows us to:

Work intelligently with analytical informations with the business
Manage efficiently our activity
Have optimum control
Automate businesses procedures
Follow, analyze, and take fast actions

In terms of prices, Prediwell offers a monthly subscription from 9€ per user, which is a very competitive price compared to CRM market price.

Please note: Prediwell offers a special discount for all SMBs: all versions of Prediwell are now free for 15 days.

For more information:

https://www.forbes.com/sites/forbestechcouncil/2020/03/17/why-digital-transformation-is-a-necessity-for-all-smbs/

For more information about the topic :

https://cloudblogs.microsoft.com/industry-blog/microsoft-in-business/ai/2020/09/23/transforming-small-business-the-top-4-emerging-trends-for-smb-digital-transformation-in-2020/

https://rickscloud.com/how-digital-transformation-can-offer-sustainability-to-smbs-in-post-covid-times/

Social selling methods & tools

admin1988 — Tue, 22 Sep 2020 01:39:19 +0000

To complete a commercial social selling, it is necessary to well determine the campaign’s goal, its targets and how to reach them. In this article, we will precisely discover the main steps to successfully lead our social selling.

Step one : Being present online : the “cornerstone” website

To attract your targets, it is essential to create a website that shows and explains the company’s activity and mission. This site will also have to contain the different products and services provided, created by an online shop. Online presence is obligatory so it is recommended to have a Facebook, Linkedin or even a Twitter page. These have to introduce novelties, latest discounts or relevant information about the company. That way we can get closer to our customers.

Step two : Being visible online : the necessity of a good SEO

Being present online does not mean that you are visible for your targets, hence the interest of having a very good SEO optimization. We are here talking about Search Engine Optimization. Natural SEO will enable us to improve website ranking in search engines. SEA or Search Engine Advertising also enhances SEO by purchasing keywords.

Step three : Using a good social selling tool (or several ones)

There are many tools that give you the possibility to manage your market research efficiency by improving prospect research, being more efficient on the phone, sending better emails, automating certain tasks related to your market research… A social selling tool is essentially a software intended to manage market research mails, find prospects, develop contact lists, deal with outbound calls, do prospect analysis, plan meetings…

Step four : Knowing how to give in order to receive : content marketing

Having a quality content will allow us to attract more prospects. Clients pay very close attention to contents shared by businesses on their website and social networks. This means the more your content is useful for the target, the more interaction you will get from prospects. Content can be adapted in several forms : video, text, pdf file…

Step five : Put ourselves in the customer’s shoe : the fundamental customer path

It is important to anticipate your prospects’ itineraries (with the assistance of a social selling tool). This will allow you to know what are the most efficient product and services that capture your clients’ attraction. Being aware of customers’ path can be very useful for your advertising campaigns, for the improvement of your offer and website as well. In fact, you will be able to understand and know clearly and precisely what your customer like and does not like.

Easy CRM Tool, Simple Workflow Management:

Prediwell guarantees the management of four main activities within the company, which are marketing, human resources, sales and IT.

This adaptable and simple to learn Customer Relationship Management allows us to :

Work intelligently with analytical informations with the business
Manage efficiently our activity
Have optimum control
Automate businesses procedures
Follow, analyze, and take fast actions

In terms of prices, Prediwell offers a monthly subscription from 9€ per user, which is a very competitive price compared to CRM market price.

Please note: Prediwell offers a special discount for all SMBs : all versions of Prediwell are now free for 15 days.

To know more about it, you can contact us on:

https://www.prediwell.com

https://blog.marketresearch.com/the-impact-of-market-research-on-digital-marketing

To know more about us :

To learn more about Change management:

https://www.superoffice.com/blog/social-selling/

https://business.linkedin.com/sales-solutions/social-selling/the-social-selling-index-ssi

Helpful Software solutions for Change management :

admin — Wed, 09 Sep 2020 23:26:08 +0000

Helpful Software solutions for Change management :

The opening of new markets, a more and more volatile demand, mobility, or the technological evolution… To be more competitive and performant, a good amount of events spurs companies to make their teams and offers evolve.

To do that, the company has to try leading a smart transition of its organizations, in the most efficient possible way, and especially for it to be understood by everybody in time !
In fact, certain reluctances can appears if the change management has not been well prepared : We are going to see broadly, possible methods and tools and traps to avoid.

A particular method : The 8 steps in change management according to Kotter
There are several methods in change management. To not give you too much information, we decided to focus on the one which gives one of the clearest and adaptable visions : The 8 steps in change management according to John P. Kotter.
To bing a little of context, John P. Kotter is a professor at Harvard Business School. He wrote many books including certain such as “A Sense of Urgency” or “Leading Change”, became well-known worldwide classics in change management or Leadership.
Through the years, Kotter created a method in 8 key steps, which allows success of company transformation.

1- Create a notion of urgency :

To trigger a reaction following the direction wanted, we have to raise awareness among company’s co-workers,, not only about the need of change, but also on the urgent nature of the situation.
It should be noted that presentation of certain materials such as internal audits, accounting figures, or a market analysis, could make the procedure easier.

2- Setting up a powerful coalition :

The willingness of change cannot be imposed by the business. In this case, transition will simply not happen. On the contrary, co-workers have to be convinced on the necessity of change. How are we supposed to do, however, if the organization includes hundreds, if not thousands of employees spreaded in different services and locations ?
Koffer thinks it is necessary to convince in a first place different individuals known for their quality of influencer or conviction. These people work in different departments (HR, Finance, Marketing, Sales etc…) : “good preach” will be spread in all company’s levels then.

3- Establishing a vision :

“Vision is the art of seeing invisible things”. Jonathan Swift (autor of “Gulliver’s Travels”) sums up well the importance of creating a “visible” vision, clear or consistent to convince ourselves to change.
Communicating the vision

Defining a vision as saw previously is important, spread it within the business is as well crucial.
We have to remind constantly the different co-workers about change management objective: by refering to studies and different mentioned materials during step 1, or keeping communication for a strong coalition (as mentioned during step 2). But it is not all, we also have to explain that next deadlines in the change process are not unreachable. You understood it well, the goal is to reassure as well.

4- Encouragement to action :

For a sustainable and efficient change, we have to associate this vision of steps to action : Everybody in the company is concerned. For each consistent idea there is vision, we should not hesitate to praise the process and give achievable precise action plans through time

5- Identification of successes :

. Action will lead fastly to results: as much little they are, the company will have to communicate all “victories” which can suit change management direction. By giving all these informations to individuals, they will understand that all the efforts put in this process, will bring convincing successes.

6- Accumulating on these successes :

Accumulating victories to reach objective: is it the finality of Change Management according to Kotter ? Not exactly. New challenges, something unexpected can also appears (ex: un new legislation, launch of a now offer from competitors, etc…)
By accumulating on previous victories, the business shows to its co-workers that new challenges are not unreachable.

7- Anchoring of new practices :

Communication, encouragement, accumulation… change management followed a well established procedure and strategy : It is the company’s duty to be able of making new practices durable.

8- Digital transformation at the service of change management :

As mentioned before, communication and method are key elements to change management.
Since few years and especially since companies’ digital transformation, software solutions have developed new features about this topic.
For its different services, a company can now use :
A centralised system, which simplifies information and lead actions flow. Tools such as CRM or ERP took into account this feature by integrating for instance online conversation systems, or analysis report (useful for creation of an emergency in step 1 of Kotter)

An evolving system, which allow the company to develop serenely new service or product offers without having to change their software solutions.
Example : the possibility to configure and customize their software tools will make change management easy

An organized system, in fact, for integration of new practices (step 3 of Kotter), a typical workflow solution (business procedure management) can offer advanced features such as for automation of new good practices within the company.

We can help you to establish adapted software solutions to your change management. For more information about our CRM Workflow solutions, with easy access and customization :
https://https://www.prediwell.com/#features

Special offer to support small/medium businesses: all licences of Prediwell are currently free now for 15 days with setup included.

To know more about it, you can contact us on:

https://www.prediwell.com

https://www.apm.org.uk/resources/what-is-project-management/what-is-change-management/

To know more about us :

To learn more about Change management:

https://blog.smarp.com/change-management-definition-best-practices-examples/

https://www.prosci.com/resources/articles/change-management-definition

CRM Definition (Customer Relationship Management)

admin — Tue, 25 Aug 2020 11:58:57 +0000

CRM definition & concepts… learn in 5 minutes what it is about !

Did you know it?

The first CRM software was launched in the 80’s: At first, the “Contact Management Software” (precursor of the Customer Relationship Management) helped for keeping information in one place and for customer care.

This type of CRM software was popular among sales teams to help them through their market research plan and closing (sales).

During the 90’s, the first CRM system was built, thanks to Gartner and Siebel Systems.

Since then, a lot of things changed : the definition of CRM, as we used to know, is not only a simple customer relationship anymore. Let’s get more into the features and possibilities that CRM software is offering now to improve customer service.

CRM Definition: what is it ?

A CRM solution (Customer Relationship Management) is initially a tool in order to achieve a clear and precise vision about the analytical dataset on our own prospects and customers:

Prospect’s or customer’s contact details

Last name, first name, profession, company, telephone, email, physical address

Interactions, past activities and customer care:

History on previous exchanges, appointments made (date, meeting report…), offer(s) or sent quote(s), previous deals (amount, kind of product or service, duration…)

Next actions to lead

Future appointments, deadlines (example: end of contract, sending a new proposition, email or letter to send)

Analysis and decision support

Detailed reports, dashboards, measurement of the activity

At first, a software for commercial activities and customer relationship…

Initially dedicated to sales and customer care, CRM has been focused on Sales departments performance:

To increase profitability

By creating trade actions, on all his prospects, customers or on a more specific target, CRM software will allow companies to estimate easily their results and to improve customer services.

With dashboards or reports, decision-makers will be able to identify potential improvements and then increase significantly their revenues.

To enhance customer satisfaction and loyalty ( and to improve customer service)

CRM system gives the possibility to enhance the efficiency of after-sales service departments, guarantee a better customer relationship and to deliver a good customer service.

In fact, any authorised employee of your company can access to all customers data within few clicks.

This will increase significantly the decision making process for all kind of situations you will be facing.

By knowing for instance, the birthday of your client, or any other specificities, companies will be able to provide the best customer care by bringing little touches of attention to their customers and enhance consequently their loyalty.

To Optimize the management of your activities

CRM software gives features which promotes team collaboration:

Shared diary, assignment of tasks to the collaborators, comments on the information relayed by a colleague… By centralizing the data and by making their sharing easy, the business will markedly improve their organization and their productivity.

CRM software: a tool which is now evolving and accessible to all

Today CRM software is more than a simple management tool of customer relationship. As the years go by, there has been a certain number of new elements to assimilate:

A transversal solution :

CRM has now as goal to aim all the company’s levels, to provide data communication between the services, and therefore being more productive.

The tool is more than a simple software dedicated to sales activities: for the marketing, HR, operations departments, etc… CRM software will offer a better collaboration, and thereby optimize the coordination between services.

Automation & business procedures consideration:

New innovations such as Big Data, or Artificial Intelligence have brought real revolutions to businesses.

With these different technological evolutions, the boom in datas forces CRM solutions to adapt their approach: businesses from this point forward, want a software capable of automate these different business procedures of the company, with minimum of human intervention.

Digital transformation :

Digital transformation also decreed a new CRM definition: too verticalized, most of the CRM softwares were focused on a certain type of activity, with very specific functionalities. Example: CRM for associations, construction industry sector, the industry in general…

This situation did not allow to assist businesses in their willingness of change (on an organisational or managerial scale): how to adapt the tool if I decided to launch a new range of products? If I want to change the organisation of my business?

By taking into these challenges, CRM softwares can be more agile: customisation of fields, easy setting of workflows, automation of business procedures… It is now the duty of CRM softwares to adapt themselves and not the contrary.

Let’s take the example of end-user requirements : they are more keen to be aware about the various evolutions of the solution, than getting a simple list of tools or functionalities.

Special offer to support small/medium businesses: all licences of Prediwell are currently free now for 15 days with setup included.

To know more about it, you can contact us on:

https://www.prediwell.com