A PwC study with over 2,000 global companies revealed that those with high-quality corporate governance had a total shareholder return (TSR) 2.6 times higher than companies with low-quality CG over a 10-year period, 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, the 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 development of more ethical, resilient, and market-aligned companies. Additionally, IDC Brazil's projection forecasts the CRM sector to grow to R$ 8.5 billion in 2024, highlighting the increasing importance of this tool in 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, since all actions performed in the system are attributed to specific users,” says 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 clients and sales is accessible in a consistent and secure manner. The tool allows controlling who can access, view, and edit information, as well as recording the entire interaction history with clients, facilitating audits and ensuring information traceability.
Reports and analysis:The tool generates customized reports on sales performance, customer relationships, and other key performance indicators (KPIs). Additionally, the real-time analysis dashboards provide valuable insights for agile and strategic decision-making.
Process automation:ensures that all sales and service stages are followed in accordance with 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, as well as 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 Ploomes' CRM functionalities, 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.
