3 CRM functions that help you resize goals and optimize strategies in companies

In a volatile market, where adaptation is synonymous with survival, adjusting goals and realigning strategies become essential practices for growth and efficiency of any business. The ability to make agile and accurate decisions is crucial in this context, and CRM emerges as a strategic ally, going beyond the mere management of customer relationships. With powerful insights and complete resources, the tool helps companies review objectives and rethink approaches efficiently, driving the growth of a market that, according to Grand View Research, should reach US $157.6 billion by 2030, a significant increase in relation to US $52,40101,40101,401,401,10101,2,403, and 2.

In this heated market scenario, Ploomes, the largest CRM company in Latin America, recognizes the importance of this tool for business success, highlighting 3 of its functions that demonstrate how the platform becomes a strategic ally in resizing goals and optimizing strategies:

1. Real-time sales performance analysis

One of the biggest benefits of CRM is its ability to offer a clear and instant view of sales performance.Real-time reports on the behavior of the lead and customer portfolio allow managers to quickly identify campaigns or strategies that are not achieving the expected results. With this information, you can adjust conversion goals, redirect efforts to more qualified leads and thus ensure that the sales team focuses on the opportunities with the greatest return potential.

A clear example would be that by realizing that a digital marketing campaign is not attracting the desired potential customers, the sales team can use CRM to analyze the profile of the leads generated, adjust the communication approach or reevaluate audience segmentation, adapting their goals more realistically and strategically.

2. Sales forecast based on historical data

Another powerful feature is the ability to design sales forecasts based on historical data and customer behavior trends, since by analyzing the history of interactions, it is possible to adjust financial goals according to the expected behavior of the market. If a particular sales goal seems out of reach, technology helps to identify this discrepancy in advance, allowing managers to review their expectations and implement new tactics, such as diversifying the product portfolio or intensifying follow-up actions.

If technology shows that in previous cycles, a drop in sales occurs in a given period, the team can review their goals, prepare promotions, or even reevaluate sales team training to get around this negative trend.

3. Lead and customer relationship management

One of the pillars for success in sales is the construction of a solid relationship with leads and customers. In this sense, the tool acts as a true guide, offering a holistic view of each stage of the purchase journey. With centralized and organized information, managers can view the history of interactions of each contact, identifying patterns, preferences and individual needs 

From the detailed analysis of the sales cycle, it is possible to identify bottlenecks and optimization opportunities. For example, according to Aberdeen Group report, companies using CRM have a 300% lead conversion rate higher than those that do not use. With the accurate mapping of each step, from the first interaction to the closing of the business, managers can identify ineffective approaches, delays in the decision process, and other obstacles that prevent conversion.

Thus, it is noticeable that CRM is no longer just a customer management platform to become a true center of business intelligence, so that when using data to guide decision making, the tool empowers companies to resize their goals with agility, adjusting their financial and operational plans to ensure more effective and sustainable results, whether related to sales, marketing or customer service.