How can you get the best out of your company's most important tool, the CRM?
Knowing your customer is a cornerstone of successful business operations. Knowing the customer means understanding their interests and thus influencing their purchasing behavior. The most important single tool for storing customer data is the company's own CRM. Therefore, it can confidently be said that CRM is also the most crucial tool in terms of understanding the customer. A good CRM stores a lot of data about your customers. Of course, a good CRM is user-friendly. However, the most important aspect is how you can concretely utilize your own CRM and the data it provides in your daily work. WiseEvent's management system "All in One System" logic is possible precisely because of the CRM control. CRM, marketing tools, and sales tools form a holy trinity that, like a wheel, drives your business forward.
How does it work in practice?
Data collected by the CRM and segmentation enable targeted marketing using the system's own tools. WiseCRM utilizes tags and role steering in particular. With the help of tags, automated mailing lists can be created, which can be used in the system's marketing tools: newsletter marketing, text message marketing, push notifications, and event invitations. Marketing tools allow you to create targeted communication and various campaigns, effectively generating more sales for your company. This leads to the sales tools. With centralized product management, you can sell products via a POS application, contract management, or online store.
Online store solutions include, among others, a booking calendar for selling resources, your own ticket store, and of course, you can sell membership and standard products. In product management, tags can be assigned to all products for sale. So, when a purchase is made, that customer's CRM customer card is tagged with the product-defined tag. WiseCRM automatically places that customer on the mailing list linked to that tag. Thus, the gears of CRM, marketing, and sales continuously generate growing sales potential for you, and your task is to design various sales campaigns for different target groups.
Financial management also benefits from CRM control
WiseEvent's management system also includes financial management tools. Sales invoices, purchase invoices, accounting, and salaries are managed with the same usernames and logic as other operations in the system. CRM, marketing, and sales tools also strongly support financial management tasks. Thanks to CRM, it is possible, for example, to give customers the ability to purchase on account role-specifically, define company-specific billing terms, and set company-specific purchase invoice circulation. Product management allows each product sold to be assigned an accounting account and cost center, thus automatically transferring all your sales to the accounting system. It's even possible to use sub-companies, i.e., different organization's accounts in the system, to which sales are directed. From the marketing tools, products can be lifted onto the information collection form, so when reserving a VIP area, for example, a customer can fill out the form with their desired catering. Thus, filling out this information collection form automatically generates a draft order, which is billable with a few clicks.
WiseEvent's "All in One System" management system is designed to optimize your time usage and help you develop your business. We want to offer you a package of tools for your company's daily operations in one single package.
Jose Laaksonen
Manager / WiseEvent
Jose Laaksonen is a seasoned professional in event production with a rich background in organizing exhibitions and producing concerts. He has managed a wide array of events, from traditional horse races to various cultural events including exhibitions and concerts. At WiseNetwork, he continues to leverage his extensive experience to enhance event management solutions.
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