Many companies do not know it, but working with a disorderly information system is one of the reasons why they do not grow and remain stagnant.
Think about how much time your teams waste searching for contact information. From manual agendas, they go to excel, from excel to post it, from post it to mails…and so on for many hours.
Many times they make mistakes, other times they respond too late; and in the worst cases, they don’t even answer…and it’s all this that makes opportunities slip away.
That’s why you need an information system. But be careful, because you don’t need to build it from scratch… you can build it directly with the functionalities you have in Clientify.
What is an information system?
An information system is the way you organize, store, analyze and use your business data.
Think that the important thing is not just to have the information; it is to have it in a structured, accessible and useful way that allows you to act quickly. Moreover, these information systems help you to carry out your daily operations, to make strategic decisions and to achieve a competitive advantage.
Another important thing about information systems is that they include contact and customer data, campaign data, sales data, internal tasks, conversations, metrics and much more.
The clearer and more centralized you have that information, the stronger your ability to make good decisions.
Clientify: your all-in-one information system
Clientify is that all-in-one platform that allows you to record every action you take, both at the team level and with your customers, so that every piece of information you record is converted into useful data that will help you make improvement decisions.
You have all the information in one place
As mentioned above, this CRM allows you to have all the information in one place. But not only what you talk to each customer, it also gives you the ability to: create recruitment methods such as forms, landings and chatbots, manage sales opportunities, design templates with AI and send mass campaigns, make follow-ups and automated contact nurturing, design and send commercial proposals, etc.
This way, you avoid contracting several platforms so that all your communication, sales and marketing actions are carried out only on Clientify.
Automate data capture and tracking
Not only do you have the functionalities to create methods of acquisition, but also, each lead that arrives through this channel will be automatically created in this CRM and will enter into the flow of automatic actions that you have previously defined.
In this way, the contact will meet someone from your company in seconds, generating a good experience from the beginning; unaware that these follow-ups are done automatically without the need of a physical person behind.
Access to metrics that really matter
Clientify has several reports available (sales, marketing, campaigns, salespeople, opportunities, etc) that are updated in real time so you can measure, for a given period, sales process, channel or team, what is working and what is not, so you can make the best decisions… always based on data.
You coordinate better
By having all the information centralized and updated, everyone works better, more aligned and without misunderstandings.
In addition, each person knows what to do, when to do it and how to move forward with each contact, avoiding mistakes, saving time and eliminating duplicate tasks that only generate confusion.
And what benefits can you expect?
Having a unified information system makes your business gain clarity, agility and control.
See what you can achieve by implementing a platform like this:
- Decision making based on data, not intuition.
- Fewer errors and more internal coordination.
- Real segmentation of your audience.
- More speed and efficiency in communication, sales and marketing processes.
How does each sector use an information system like Clientify?
Education and training:
Here you centralize all the information of your potential and current students: from registration forms, webinars attendance, to educational campaigns.
This way you know who is interested in which course, what stage of the funnel they are in and what message to send them to help them make a decision.
Industry and manufacturing:
All of this is available to you in this single system: from quote request to closing, automated follow-ups, visualization of the most consulted products and analysis of your commercial process with clear metrics.
E-commerce:
Clientify allows you to segment your contacts by shopping behavior, manage campaigns by product category and automate abandoned carts.
In addition, any interaction you have with leads and customers is saved for future remarketing actions.
IT, telecommunications and software:
You can nurture leads with technical content according to their interest, generate meeting calendars to agree on demos, measure which actions generate more conversion and keep track of opportunities at each stage of the sales cycle.
Marketing agencies:
You have the possibility to become a Partner in order to manage multiple accounts, segment by customer type, automate report delivery, record the complete history of campaigns and actions, duplicate designs, etc.
Travel agencies:
You can collect travel preferences from forms or chatbots, group travelers by interest (family, adventure, luxury, etc.), automate campaigns according to season or destination and have everything recorded in each contact’s file.
Health, beauty and wellness:
Use Clientify to centralize each patient’s history: what treatments they did, when they scheduled their appointments, what answers they gave as feedback and more.
This way you personalize your services and automate reminders and follow-ups effortlessly.
Professional services:
If you are a legal or administrative consultant you can record every meeting, proposal sent, pending task or feedback received. In addition, you can automate administrative processes and have a clear history of each client from the first contact.
Ready to get started?
Clientify is that platform that helps you transform your disorganized daily management into an intelligent and practical information system.
Most importantly, you don’t need to be an expert or a technician. With our step-by-step implementations and videos, you’re ready to go.
So take advantage of the 14-day trial period and see how it changes the way you work when you find everything in one place.
