CRM Enrichment

We structure and enhance data for efficient client management.

What is
CRM Enrichment?

CRM Enrichment is the process of filling customer profiles based on call data to create accurate client profiles, improve service, and enhance marketing and sales effectiveness.

How does
CRM Enrichment work?

Benefits
of CRM Enrichment Service

CRM Enrichment:

What information does CRM enrichment include?

CRM enrichment includes:

  • Customer needs and preferences:
    Information about what specifically interests the client, the products or services they are considering.

  • Key conversation points:
    Agreements discussed with the client, potential deals, requirements, and next steps.

  • Important comments and details:
    Any additional preferences or special requests from the client that could be important for future interactions.

  • Tags and classification:
    We assign tags to clients, such as their sales funnel stage, interests, needs, and other parameters to simplify search and segmentation.

How long does CRM enrichment take?

The duration of the CRM enrichment process depends on:

Data volume: The more calls need to be listened to and analyzed, the more time it will take.

Business specifics: We tailor our process to meet your business needs, which may influence the timeline.

Analysis requirements: If in-depth analysis and subsequent reporting are needed, it can also extend the completion time.

Typically, the process takes from a few hours to several days, depending on the scope of work.

How does the CRM enrichment process work?

The CRM enrichment process from Promedia includes the following stages:

  1. Listening and analyzing calls:

    Our specialists listen to calls and record key information such as customer needs, interests, and preferences.
    We use modern tools for recording and analysis, ensuring high data accuracy.

  2. Data collection and structuring:

    We identify key moments of the conversation, such as potential deals, agreements, and customer requirements.
    We structure the data into a convenient format, ready for integration into your CRM system.

  3. Filling client profiles in CRM:

    We input the collected data into the CRM, updating existing information and adding new details.
    Client profiles include all key information, making future interactions with customers easier.

  4. Classification and tagging:

    We assign tags to clients based on information gathered from calls, facilitating search and segmentation.
    Tags can include sales funnel stages, customer interests, and other important aspects

Choose Your Pricing Model

Flexible Pricing

01.

Hourly Billing

Versatile Flexibility

You pay for our specialists’ work based on the actual hours worked.

02.

Per-Operation Billing

Transparency and Clear KPIs

You pay for specific operations or tasks with clearly defined scope and results.

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