A CRM must have 3 large blocks such as sales, marketing and customer service, without these 3 modules the CRM solution cannot be called. In the market there are many that call themselves CRM, but really lack any of these three being lame tools that over time organizations will miss these features.
In this article I will talk about CRMS within the beverage sector, since it is a sector in which many salespeople in Spain work in the different products that make up the sector, from beers, coffees, spirits, wines, soft drinks and waters, which depending on Whoever the client is, bar, restaurant (Horeca channel) or distribution, since depending on this circumstance it must have a series of functionalities that will be essential for the work of the sales, marketing and quality team to be effective.
Modules of a beverage CRM
If we start with the sales area, the essential modules that a CRM must have are the following:
Agreements or forms
Marketing in a CRM for the beverage sector
Marketing area, within this area the fundamental module is the management of the campaigns, which is within a temporary period to determine what tasks have to be done, what costs we assign and to which clients they are assigned, for from there they are already actions , opportunities, orders, etc… can be associated to the campaign and then from obtaining statistics on the effectiveness of the campaign.
Then, from there, campaigns can be carried out in different ways, such as mailings, massive mailings, or telesales from where, with the integration with telephone switchboards, massive calls can be made.
More features can be included within the campaigns, such as integration with social networks, integration with mailchimp, etc.
Customer service with a CRM for beverages
Quality area or customer service, it will take control of the incidents that customers communicate to us, these incidents will have to be managed until they are resolved.
The communication of incidents can be entered via the web, emails, sms, or through the client portal, which will be where they will be recorded and distributed depending on the personnel structure.
In the end, as we have seen, taking these 3 large blocks into account, a work methodology will be achieved that will lead the company to success.