StartNewsTipsFocus on ES"G": 5 CRM functions that can help in governance

Focus on ES”G”: 5 CRM functions that can help with sales governance

A PwC study with more than 2.000 global companies revealed that those with high-quality corporate governance had a total shareholder return (TSR) 2,6 times larger than companies with low quality of GC over a period of 10 years, highlighting the importance of governance for financial success. This means that investing in governance is not just a matter of ethics and responsibility, but also a smart decision to drive the company's growth and profitability

A Plums, largest CRM company in Latin America, has expertise in providing resources that promote efficient data management, decision-making based on information and process automation, contributing to the building of more ethical companies, resilient and aligned with market demands. Inclusive, IDC Brazil's projection forecasts growth in the CRM sector to R$ 8,5 billion in 2024, what highlights the growing importance of this tool to drive the success of companies and strengthen 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, since all actions performed in the system are assigned to specific users, declares Matheus Pagani, CEO and co-founder of Ploomes

The expert listed thefive CRM features that directly support governance practices:

Centralization of information:the CRM ensures that all relevant data about customers and sales is accessible in a consistent and secure manner. The tool allows you to control who can access, view and edit information, in addition to recording the entire history of interactions with customers, facilitating audits and ensuring the traceability of information

Reports and analysis:the tool generates customized reports on sales performance, the relationship with clients and other key performance indicators (KPIs). Furthermore, real-time analysis panels 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 errors and speeding up operations

Document management:allows for the centralization and management of important documents related to clients and sales, with version control and access, 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), complement the functionalities of Ploomes' CRM, providing a holistic and integrated view of business operations. This integration facilitates the exchange of information and operational efficiency, optimizing the management of the company as a whole

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