Business sales intelligence: CRMThink and Clicksign, a successful case of platform integration with Bitrix24
Business sales intelligence is a tactic that has been adopted by many companies. From the virtual universe, countless markets emerge with activities that are often automated and reformulated to serve a priority group.
In this atmosphere in which the consumer finds himself (where the promptness points to various solutions, services and innovative ideas), competitiveness in the market emerges as a decisive factor for preference.
From a simple perspective, sales intelligence is nothing more than a set of tactics and techniques that enable active productivity. Thus, the impact of these strategies, properly employed, is very relevant.
Combining technology with corporate routine, it is possible to take advantage of a set of systems that trace the profile of recurring customers. Thus, you can process and discern your target audience, as well as carry out in-depth analyses based on information from your own business.
“CRM [Customer Relationship Management] is a concept for better managing customer relationships, whether in a pre-sale, an after-sale, or in the relationship to increase the consumption of the same customer, which we call cross-selling,” says Romualdo Silva, CEO of CRMThink.
Who is CRMThink?
CRMThink was founded in 2017 by Romualdo Silva. The company is a Gold partner in Brazil of Bitrix24, a CRM, communication, marketing, project management and website creation platform, among other functions. Today, there are more than 20 professionals working in all spheres of Bitrix24.
But you still don't understand what Bitrix24 is? We explain it better!
Bitrix24 is a worldwide platform that has around 8 million users around the globe. His concept is to bring together CRM, project management, task, communication and marketing tools within a single platform, 100% in the cloud. A true sales intelligence system.
Understanding the marketing aspect and the type of people who seek your business, making beneficial transactions also becomes part of the routine. In addition, according to your fundamental needs, the system offers the best disruptive solutions for this!
“They recently added a video calling tool. So the great thing about Bitrix is that it is a platform with a very high cost-benefit ratio. It doesn't work with named users. It works with a pool of users and this attracts a lot of attention in the market, because it delivers an excellent CRM. A mature CRM used worldwide with other tools as well,” Romualdo describes.
Optimizing internal processes to improve sales intelligence
Thus, it is essential to understand your own internal processes to make your various sectors grow together with sales. Adjusting prices, in addition to setting daily goals, will make an exceptional contribution to leveraging and automating the tools that provide an enviable experience.
Therefore, in addition to increasing business productivity, defining more expressive business profiles and strategies, technology assists in relationships with the consumer, especially CRM. The function of this management is entirely focused on the client and their particularities, as well as their interests.
“CRM systems have evolved a lot over the past few years. In the past, they started with an idea and, perhaps, even halfway, driven mainly by inbound marketing, they took on more shape,” says Romualdo.
In this context, it is through the expectations, behaviors, preferences, and opinions of the public that the software develops a specific bridge for those who need its services.
And how did the relationship between CRMThink and Clicksign begin?
Understanding that the electronic signature market was growing, CRMThink didn't hesitate to start the integration with Clicksign. The company's CEO states that “the market was signaling the importance of having a smarter way of signing up or closing deals.”
Romualdo Silva, in his relentless search for market news, realized that there was an electronic signature platform that was much talked about by his clients and that allowed the formalization of online businesses. It was Clicksign.
“The name Clicksign always sounded and we did some more research. I saw that it was a mature solution. While it's simple, it's very powerful. We decided, even on behalf of a client, to make an investment together and get more out of this platform,” says the CEO of CRMThink.
Today, it is possible to close a sale on Bitrix24 and, with one click, it will go to Clicksign. The attached document is signed electronically and when all parties sign, a notification is received. This process is extremely clean, clear, and efficient. Customers really like this integration.
How does the integration between the Bitrix24 and Clicksign platforms enhance sales intelligence?
The integration between Britrix24 and Clicksign resulted in a huge increase in sellers' productivity. Because before there was a problem of sending the sales contract to customers, without having control at the same place where it was signed; in addition to not having a standard document.
Today, this pending issue was resolved with the sales intelligence provided with the Bitrix24 and Clicksign integration. At the conclusion of a sale, the sales department sends the contract for signature through Bitrix's own CRM platform and, right there, checks when the document was signed.
This integration was beneficial not only for the seller, who is at the forefront of the process, working on a daily basis with the customer. But also for the manager who, now, can monitor and, if necessary, charge their sales professionals.
Through the sales intelligence generated by this integration, the seller knows if the contract was signed or not and why it was stopped. You can also check the expiry date for signing this document, without having to leave Bitrix24. The CRMThink and Clicksign partnership was so successful that it is not even necessary to enter the Clicksign platform to manage the signed documents.
What is the potential of this integration in terms of sales intelligence?
For Romualdo, there is potential far beyond simply signing sales contracts within Bitrix24. The commercial part is just the tip of the iceberg. The use of electronic signatures can be made, among others, in NDA contracts, at the beginning of the negotiation, or in automatic renewals. Finally, there is a whole universe of possibilities that can still be used very well in sales intelligence.
“We started to serve companies in the financial market that renew their contracts on a very regular basis. For example, those who work with cryptocurrency whenever the market fluctuates, or monthly, have to renew that asset. So I see that Clicksign can also enter very strongly into this type of contract”, explains the CEO.
It is important to establish reasoning that does not only prioritize profitability. To value one's own business identity, to master the science of communication, to analyze evaluations and to remedy unstable productions, is to always seek to improve the customer experience, placing them at the center of the business.
Thus, the importance of CRM software highlights the innovative possibility of developing customized projects. In addition to always capturing trends through registered information, the system will continue to establish a more equalized relationship between customer and company.
A CRMThink and Clicksign webinar on sales intelligence
On Thursday, February 11, 2021, at 6:30pm, Clicksign hosts Romualdo Silva on its YouTube channel to talk about sales intelligence in business. Today, anyone who wishes will be able to learn a little more about the integration between CRMThink and Clicksign. We'll wait for you there.
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