Competition has always existed and with it come all the tools that companies use to succeed, using a CRM to optimize sales has become an indispensable tool for companies looking to increase their revenues. Companies that invest in CRM tools to optimize sales no solo mejoran su eficiencia, sino que también logran una mayor fidelización de clientes. En este contexto, las empresas que inviertan en herramientas como los CRM (Customer Relationship Management) y estrategias basadas en datos tendrán una ventaja significativa. 90% of leading companies invest in CRM technology. Now, it's not just about selling more, it's about selling smarter and more efficiently.
The importance of digital transformation in sales
When we talk about digital transformation, it seems that everything has to do with speed, but it's not just about going faster. Today, speed and personalization are key, and that is where digital transformation becomes a great opportunity to do things better. Today, having a tool like Salesforce gives you a 360° view of your customer, which in recent years has changed the rules of the game in sales, now companies can optimize their sales because they better understand the needs and behaviors of the customer. This is not something that your company can leave for later. The statistics speak for themselves: by 2025, 73% of customers expect better personalization as technology advances and, more importantly, 73% of customers will expect more personalization as technology advances.If a company does not understand its customers, it will be left behind. This is not just theory: when you know your customers better, sales become more effective and results improve.
73% of customers expect better personalization as technology advances
Ofrecer a tus clientes experiencias VIP, crear un mejor servicio de atención al cliente, conectado y consistente, utilizar información para predecir pedidos futuros con precisión. Son tácticas que aunadas a una estrategia consistente de ventas, con una correcta Implementación de un CRM y el uso efectivo de inteligencia artificial logran que tu empresa optimice todos sus procesos y sin lugar a dudas los procesos de ventas. Piensa en esto: tener herramientas que generen predictibilidad en tus procesos de venta, esto sin duda cambiaria la forma en que tu empresa se conecta con tus clientes. Y esa es la verdadera Doble eficiencia y Doble eficacia: definir objetivos claros de cara a automatizar procesos, analizar datos y fomentar la colaboración entre equipos. Para así automatizar tareas repetitivas, analizar datos en segundos y ofrecer a cada cliente una experiencia hecha a su medida. Suena bien, ¿verdad? Un CRM no es un gasto, es una inversión clave para optimizar ventas y aumentar ingresos.
Success stories: Bank that has increased its revenues with CRM
Before Salesforce implementation, Bank of the Republic in Colombia faced the challenge of efficiently managing the information and services offered to citizens. The bank operated with fragmented systems that generated duplication of information and delays in the attention and resolution of cases. Employees had to access multiple platforms to obtain basic data, which not only slowed down processes but also increased the risk of errors. In addition, the lack of a unified view of the customer made it difficult to personalize service and identify trends or specific needs.
Salesforce implementation: The bank decided to adopt Salesforce, specifically implementing solutions such as Sales Cloud and Service Cloud, centralizing all data related to its customers. This integration allowed different departments to have access to the same updated information, which facilitated a unified view of the customer throughout its life cycle.
Results:
- Service Efficiency: Since its implementation, the Bank has served more than 18,000 citizens in record time, handling more than 47,000 cases with a notable 50% reduction in response times.
- Improved User Experience: Data centralization contributed to significantly improving the user experience, generating trust and well-being among citizens.
- Interdepartmental Collaboration: Teams can now collaborate more effectively thanks to the shared availability of data, which has made it possible to identify opportunities for improvement in the services offered.
The Salesforce implementation not only transformed the technical processes, but also the internal culture of the bank. Employees, having access to more intuitive and collaborative tools, felt more empowered to proactively solve problems. In addition, transparency of information fostered a greater sense of accountability and teamwork. For example, you can identify which products or services are most in demand or which customers buy the most and offer them bonuses, discounts or additional gifts with each purchase. This is essential for increase revenues and optimize sales.
Data of Interest
90% of Leading Companies invest in CRM Technology, for companies the ability to leverage data effectively has become a differentiator to be more innovative and stay competitive:
- 34% of companies increased the productivity of their sales team.
- 29% increased their sales and improved the efficiency of their sales process.
- 27% improved customer retention.
CRM helps companies deliver reliable and tailored customer experiences with the power of AI.
We at Doblegroup have implemented more than 800 projects for companies with different needs, it all starts by correctly defining their processes, and depending on the requirement we offer solutions using Salesforce Sales Cloud, Marketing Cloud, Service Cloud, Financial Services Cloud, Mulesoft, and Agentforce among others.
Strategies to increase sales in 2025
A CRM not only provides the data needed to set realistic goals, but also offers the tools to monitor progress, measure success, and make ongoing adjustments.
By integrating a CRM into your business strategy, you will be better equipped to achieve your goals and ensure the sustainable growth of your company. The key is to personalize, generate predictability, and reduce costs.
Here are the key strategies that will make a difference in 2025:
Personalized customer service
By 2025, personalization will no longer be an option but a necessity. Customers no longer want to be treated as just another number; they expect companies to know them, understand their needs, and offer them solutions tailored to their preferences.
This strategy not only increases sales, but also strengthens customer loyalty. A Salesforce study reveals that the 80% of customers considers the experience they receive to be as important as the products or services they buy.
A CRM allows you to store and analyze detailed data about your customers, such as their purchase history, past interactions, and preferences. With this information, you can design personalized experiences that make a real impact. For example, if a customer has shown interest in a product but has not completed the purchase, you can send them a personalized message with a special offer or recommendations based on their preferences.
Un estudio de Salesforce revela que el 80% of customers considers the experience they receive to be as important as the products or services they buy.
Automation of repetitive tasks
Automation = Freeing your sales team from repetitive tasks to optimize sales, such as: following up on leads, sending emails, updating records, and reducing human error. All of this improves team efficiency and avoids lost sales opportunities.
Customer fidelization
It is 500% more expensive to acquire new customers than to retain existing ones. With the solutions we offer, you can send renewal reminders, special offers, or useful content related to your customers' interests.
For example, you can identify the most engaged customers with your brand and offer them points, coins and even additional bonuses for recommending your company's products or services.
Technological tools that will make a difference in 2025
Artificial intelligence and its impact on sales
You can have an AI-powered sales assistant conduct lead research, summarize records, compose emails, plan your day, update the CRM and much more.
AI Sales Trainer
AI can also coach your sales team with immediate, actionable feedback, immersive simulations and customized programs and guide your team to see the future with opportunity and lead scoring, predictive forecasting, account information and deal information.
2025 is here and with it comes renewed companies with tools that rapidly transform their businesses by adapting them to the needs of their customers. This makes 2025 the key year for the future. optimize sales and increase revenues and you can achieve this with the triad of robust CRM, artificial intelligence and personalization strategies.
