Skip to content
All posts

4 Trailblazers Leading the way in CRM

CRM integration tools are essential in today's business landscape. They are crucial in enhancing a company's efficiency and profitability by streamlining operations, improving customer relationships, and providing valuable insights into business performance. CRM software helps businesses optimise their workflow and manage their data by seamlessly integrating various systems and processes.

With CRM integration tools, companies can automate web content publishing, streamline document automation, and centralise customer data. This allows for better coordination and collaboration among different departments, improving productivity and streamlined operations. Furthermore, CRM software gives businesses a holistic view of their customers, helping them personalise their interactions and deliver exceptional customer experiences.

From web content publishing to document automation, CRM helps a business run smoothly. Here are four companies leading the way in CRM to give you a taste of what CRM software can do to manage your workflow and data.

Who's leading the way in CRM?

Marriott: managing global operations

Marriott is a large and successful hotel chain with operations in several countries. It's no wonder its managers sought a tool to run its manifold operations as efficiently as possible.

Marriott went public about its use of CRM software. They stated that they have been using CRM software for various tasks, including managing relationships with travel agencies and keeping track of expenditures on a hotel-by-hotel and company-wide basis.

Mathusek: sales forecasting

Another company leading the way in CRM is Mathusek. A leader in creating high-quality gym floors (as well as other sports and flooring solutions), they rely heavily on sales forecasts to keep their operations running profitably.

Media outlets have recently picked up on the fact that they enjoy 96 % accuracy in their sales forecasts.

How can this be? Well, CRM is the solution. Mathusek makes no secret about using CRM software to gather market data, hone suppliers' orders, and manage client relationships.

This enables them to hit the market right where demand is highest. It also helps them to avoid wasting money producing surplus stock that they cannot shift.

Try Pipedrive For Free

Dolphin Software: optimising sales processes

Dolphin Software is a company that specialises in turning standard print format into other formats, such as MP3.

This company uses CRM for various tasks, but in particular for streamlining the processes involved in sales: connecting with clients, sending invoices, and managing orders.

CRM software is beneficial for tasks such as these. For example, an automated invoicing system is invaluable if you want to save time. In addition, a database of customer details and invoices helps to speed up repeat and new orders.

Scotia McLeod: enhancing relationships with clients

Scotia McLeod is Scotia Bank's investment arm. It is leading the way in CRM by using it to foster and maintain relationships with clients.

In particular, this company stated that its aim in starting to use CRM was to turn every interaction it had with its customers into an opportunity to provide that customer with financial services. CRM technology enabled them to do this by creating a single, unified platform which they could use to monitor and manage relationships with customers.

Scotia McLeod employees used the information they gathered in their CRM database to personalise information dissemination, sending the right message to the right customers at the right time.

In conclusion, CRM integration tools revolutionise how companies operate and manage their workflow and data. Whether optimising global operations, improving sales forecasting, streamlining sales processes, or enhancing client relationships, CRM software is a game-changer for businesses in various industries. By embracing CRM integration tools, companies can boost efficiency, increase profitability, and create exceptional customer experiences.

If you'd like to learn more about what CRM could mean for your business, speak to Flowbird today.

Get Started with a Free Pipedrive Strategy Session