Traditionally, SMEs use old systems to execute their operations because they do not know the digital solutions necessary to manage their business or they lack economic resources to invest in solutions such as CRM, ERP, and Workflow.

In this blog, we would like to present you with a more cost-efficient option that will perfectly fit your needs to maintain control over your customers, manage contacts and even manage the billing and recurrences of your services.

Use cases of a CRM for an SME

As we have explained in previous blogs, client portfolio management, and its monitoring is crucial for your company’s success. Having all the information about your customers at hand gives you a unique competitive advantage over other companies since it allows you to know them in detail.

Your prospect’s management can be managed with a CRM tool like Rootnet. It is a SaaS-type platform with a simple and friendly interface, with very complete and differential functionalities, and an integration API to create an ecosystem of services.

There are a series of parameters that must be followed to be successful in the market. One of these aspects is building successful relationships with customers and taking advantage of software to do this. CRM tools are undoubtedly an ally when executing a commercial, marketing, or even operational strategy, where the decisions you make can increasingly lead to the success of your business by getting to know the market and each of your prospects.

The banking industry has always been one of those that are dedicated to using technology in its favor, seeking solutions that allow it to give the best of itself to its clients and also ensure that clients can carry out their procedures easily.We recently carried out an automation project for a bank that sought to automate the process of requesting and handling the procedures for default on personal loans and credit cards that were the result of the economic destabilization that occurred due to the COVID-19 quarantine.In order to intelligently address the economic situation, it was necessar

In a world where marketing continues to advance and we must always be innovating the way in which we approach our clients, Rootstack devised a way to shorten the time used by the team searching for leads and contacting them, but still dedicating themselves to creating new connections with potential customers.The conflict that we found is that the process of filtering, searching, evaluating, and contacting leads is 100% manual, repetitive, and takes a lot of time for the executive who is doing it.

Business ChallengeThe objective of the integrations in any CRM is to facilitate the interaction with any software to import, export, or share relevant information and save manual steps and automate them in a platform in a simple way.TransformationThe integration between CRM and other platforms has meant that Rootstack has been able to focus on customer value activities and create transformation proposals that demonstrate rapid time to value while delivering improved productivity and efficiency in their day-to-day operations.Results It was a

Our Rootnet Suite can help manage your business in the banking industry by automating processes to transform the customer experience into a simple, useful and efficient process. Specifically, there are many benefits that can come from the different Rootnet Suite modules, such as:Adopt Single Sign-On for Solutions to Your Clients and/or Internal PlatformsWith Rootnet Sync you can use single sign-on for all your bank solutions.

With Rootnet CRM's sales force module, a retail company is closer to maintaining a competitive advantage thanks to the tools offered by the module. This allows you to consolidate all customer and sales information through a simple and effective system. In addition, this solution allows a company to have faster access to the economic prospects of its clients by improving sales and quickly converting potential clients into regular clients.

With the Mautic add-on for the Rootnet CRM, retail companies can automate their marketing campaigns, counting on our CRM + Mautic to do automated segmentation based on the sales behavior of their customers. Mainly, it may seem that the greatest benefit of this add-on is simply to automate the sending of campaigns, but in reality it represents a tool for the overall productivity of the company. By merging all of these tools, different departments, especially marketing and sales, can manage different processes and campaigns while the mechanical work is done by itself.

Rootnet + Mautic's joint efforts create a unique strategy that can be programmed and customized for each specific segment based on their interests or what stage of conversion they are in.Upon entering Mautic, the user locates his connection to the platform. Consider that for this step and the next steps, the user must have previously installed Mautic to obtain the necessary credentials to establish the integration.Here the user chooses between 2 options, “User Defined” or “Automatic Rule Set”User Defined are one-to-one rules.