A PwC study of over 2,000 global companies revealed that those with high-quality corporate governance had a total shareholder return (TSR) 2.6 times greater than companies with low-quality CG over a 10-year period, demonstrating the importance of governance for financial success. This means that investing in governance is not only a matter of ethics and responsibility but also a smart decision to drive company growth and profitability.
A Ploomes, the largest CRM company in Latin America, has expertise in providing features that promote efficient data management, informed decision-making, and process automation, contributing to the building of more ethical, resilient, and market-aligned companies. Notably, an IDC Brazil projection forecasts the CRM sector to grow to R$ 8.5 billion in 2024, highlighting the increasing importance of this tool for driving business success and strengthening corporate governance.
“It is essential to emphasize that only authorized users have access to view or edit sensitive information. This measure protects customer data and establishes a clear line of responsibility, as all actions performed in the system are attributed to specific users,” states Matheus Pagani, CEO and co-founder of Ploomes.
The expert listed the five CRM functionalities that directly support governance practices:
Information centralization: the CRM ensures that all relevant customer and sales data is accessible consistently and securely. The tool allows control over who can access, view, and edit information, in addition to recording the entire history of customer interactions, facilitating audits and ensuring information traceability.
Reports and analytics: the tool generates customized reports on sales performance, customer relationships, and other key indicators (KPIs). Furthermore, real-time analytics dashboards provide valuable insights for agile and strategic decision-making.
Process automation: ensures that all sales and service steps are followed according to corporate guidelines, reducing the possibility of human error and streamlining operations.
Document management: allows the centralization and management of important documents related to customers and sales, with version and access control, in addition to integration with electronic signature tools.
Integration with other tools: document management and integration with other tools, such as ERP (Enterprise Resource Planning) and BI (Business Intelligence) systems, complement the functionalities of Ploomes' CRM, providing a holistic and integrated view of business operations. This integration facilitates information exchange and operational efficiency, optimizing the management of the company as a whole.
