Among the tools that help SMEs in marketing and sales management, we highlight Clientify. In this post we will discuss the advantages that make it the most desired inbound marketing tool for small and medium-sized companies.
What is Clientify?
Clientify is a CRM similar to the well-known Hubspot inbound marketing platform, but affordable for entrepreneurs and small and medium-sized businesses.
This platform currently has more than 22,000 users in different countries such as Spain, Colombia, Mexico, Chile, Peru, Argentina and Ecuador. It also has versions in English and Italian.
The purpose of this tool is to help throughout the sales process to facilitate selling in a faster way, providing detailed information about the entire process.
Clientify has different modules to manage the entire marketing and sales strategy that we will discuss below.
Sales module: organization of sales opportunities
Whatever its size, a company cannot afford to lose customers. Clientify knows how important this is, and focuses much of its appeal on organizing leads.
Clientify is presented as a very useful tool for companies when it comes to managing their contacts because:
1- It allows to categorize customers into potential or qualified to focus commercial actions and achieve objectives. In addition, it provides each contact with a “lead scoring” with which it assigns points to the actions carried out by that contact. Thus, the exact point where the lead is is known and if it is ready to execute new actions.
2- It offers control of all the information about the profiles of the clients to have available all the details that may be useful to program future actions. It allows you to have the contact information always at hand, and an update of the profile with all the public information that is available about it.
3- Enables the creation of an agenda of actions and events to establish the steps to follow and the specific actions linked to each particular client.
4- With this tool you can make decisions in real time thanks to the available commercial indicators .
Marketing module: functionalities to develop marketing strategies
Clientify has different modules as we have already mentioned. One of the most functionalities offered is the marketing module. This module will allow you to have the following functionalities:
1- Landing pages:
It has templates to create landing pages. Through them, specific commercial actions can be generated that are kept in mind:
2- Chatbot
It allows the integration of a chatbot on the website to provide automatic responses, and increase lead conversion.
3- Email marketing
Customize sending emails to all contacts by creating specific templates.
4- Automations
Nowadays , automations greatly speed up work in companies. Clientify allows you to create automations to generate quality leads. Thus, create workflows and sales funnels on autopilot.
5- Forms
This tool also allows you to create custom forms with the fields you want to capture, to add both to the web and to the landing pages.
Other Clientify modules
In addition to these two modules, other modules are available such as:
- Intelligence module: to analyze traffic and visitors to the website.
- SEO module: to identify keywords and improve positioning.
- Social module: to integrate all social networks into a single platform from which to program and manage.
Application and software integrations
Currently, most businesses have a WhatsApp Business profile to connect with their customers in an easy and instant way.
One of the advantages that Clientify offers over other platforms is an official integration with WhatsApp Business that allows you to send messages, archive conversations, manage your conversations, multi-agent functionality.
From Close.marketing we think about responding to the needs that arise to companies when managing their contacts. Therefore, we have developed different integrations of Clientify with the following softwares:
- Gesintur– software for travel agencies.
- Holded– management software.
- Inmovilla– real estate management software.
- Google Data studio – creation of dashboard for data collection and have a global view of the business.
This is just one example of the more than 15,000 integrations with different applications that it makes available to users.
Plugin FormsCRM
In addition to the integrations of different software with Clientify, the team of the technological section Close·technology has developed a plugin of forms to directly connect the web with the CRM. The FormsCRM plugin connects with Clientify to send forms directly to the CRM when they are filled out.
To improve sales you just have to have the right tools that facilitate the transformation of leads into customers. Introducing new platforms for the management and development of marketing and sales strategies is the key to positioning yourself ahead of the competition.
In Close.marketing we are aware of the importance of these tools that help the management of small and medium enterprises. That’s why we’re a Clientify partner. Do you have any questions? We help you!
