Proven strategies for commercial teams

In today's highly competitive and constantly evolving business environment, implementing a CRM (Customer Relationship Management) system is no longer an option, but a strategic necessity. In this webinar, you will discover how a correct implementation of a CRM can increase sales productivity by up to 30%, optimizing processes and strengthening the relationship with your customers.

Throughout the Webinar, we discussed how to turn every customer touch point into a competitive advantage. We learned that it is not enough to have ideas about how to interact with customers; it is essential to have the right tools and a well-defined strategy.

We also discuss how to build lasting business relationships, which are essential for long-term success. In consultative business, strengthening ties with customers not only improves their experience, but also allows us to better understand their needs and generate mutual benefits.

We also delve into the transformative impact of Artificial Intelligence (AI) in the business world. You will discover how AI empowers decision making through intelligent data analysis, integrating various technologies and platforms to improve sales efficiency.

One of the key topics is lead prioritization optimization, a fundamental process for converting prospects into business opportunities. We learned how structured sales pipeline management, supported by AI tools such as Salesforce, can increase predictability and growth by 30%.

We analyze how customer segmentation allows you to customize sales and marketing strategies effectively. We discuss the importance of alignment between sales and marketing teams to maximize the impact of campaigns.

Through concrete cases, such as the automotive sector, we saw how segmentation based on customer profile and needs determines commercial success.

We explore the power of tools such as Marketing Cloud and Sales Cloudto create customized campaigns and effectively manage customer data. learn how Einstein AI, Salesforce's artificial intelligence tool analyzes information from social networks and other sources to improve the segmentation and accuracy of campaigns.

Through practical examples, we show you how AI transforms specific industries:

  • Bank: How banks use AI to personalize offers, such as credit card promotions targeted at young college students based on their interests and behavior on social networks.
  • Real estate sector: How AI makes it possible to personalize property offerings by understanding the needs of each member of a family, creating customized messages that highlight specific benefits.

AI not only makes it possible to personalize campaigns, but also to constantly optimize them through data analysis and process automation, which translates into greater efficiency and better ROI.

Another key point is the importance of delivering an exceptional and consistent customer experience across all touch points. Discover how using a CRM can increase customer retention by 47% and improve lead-to-customer conversion by 2.35 X.

Finally, we show you the future of automation with Agentforcean innovative Salesforce tool that uses AI agents to improve customer service, sales development, and sales team coaching.

With these strategies and tools, you are better prepared to optimize your business management, boost productivity and take your business to the next level.

Do you already have a CRM or do you want to implement one in your company? Schedule Your Free First Evaluation with us.

Webinar Details

Date of Transmission:

27 de February del 2025

Speakers

Octavio Moreno

Sales Director

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Learn how to optimize your processes and increase your sales with the best implementation practices.