MM: We use practically all of them. In addition to the sales funnel , we create funnels for media deliveries and also for after-sales, where we make new contacts with customers.
We implemented the proposal templates functionality , which generates and sends proposals through Agendor itself.
We are using Agendor Chat and WhatsApp integration to further optimize communication.
Discover our extension for WhatsApp Web:
What significant change, qualitative or mail marketing to doctors quantitative, have you noticed with the use of Agendor?
MM: I don't have an exact number to give, but the change was more in terms of process. CRM doesn't solve everything on its own, but it is an essential tool within a good process.
Even in an adverse scenario, Agendor helped us grow, especially in terms of control and management over our sales and deliveries.
Agendor has brought organization to our sales processes. Before, everything was very scattered, and now we have a clear view of what is happening at each stage of the process. This has generated a lot of value for us.
With CRM we can predict whether the goal will be achieved or not, which allows us to make adjustments in advance.
Additionally, we are looking to further integrate CRM with other departments, such as finance, so that decisions can be made more quickly and based on clear, unified data.
If you could give advice to someone who is starting to implement a CRM, what would it be?
MM: The most important thing is to remember that processes depend on people. Without people, any tool will not work.
My advice is to focus on people and discipline to ensure everything is implemented correctly.
Do like Grupo Monteiro de Barros and improve your processes with Agendor!
Just like at Grupo Monteiro de Barros, organization, visibility and predictability are essential to take your company to another level of sales. Imagine having these results in your sales team too?