CRM: Profitable Customer Relationships

In an increasingly competitive economy, where the difference is made through the customer experience, CRM (Customer Relationship Management) becomes a central pillar in the digital strategy of companies in Romania and around the world.

According to McKinsey & Company (https://www.mckinsey.com/business-functions/growth-marketing-and-sales/our-insights/the-future-of-customer-relationship-management), companies that actively use CRM solutions to personalize the customer relationship increase their customer loyalty by up to 30% and average order value by more than 20%.

At UP2DATE, we support companies in the transition from a reactive customer relationship to an intelligent, automated and predictive one.

First of all, what is a CRM?

A CRM is a software application that helps companies manage customer relationships, from first contact to loyalty. It is a tool that collects, stores and analyzes all relevant information about prospects, customers and partners in one place.

The modern CRM is no longer just a database of contacts. It is an intelligent platform that supports:

• Sales (Sales)

• Personalized marketing****

• Customer Support****

• Customer Behavior Analysis****

• Campaign and communication automation****

Why do you need a CRM in 2025?

📉 The lack of a CRM solution leads to important losses:

• information lost between channels,

• missed opportunities,

• inconsistent communication,

• lack of a clear vision of the client.

Against the backdrop of accelerating digitization, a CRM is more than a software solution – it's a customer-centric way of working.

🔗 See how UP2DATE supports companies with customized CRM solutions

Benefits of a well-implemented CRM

   ✅ Centralization of customer information****

   ✅ Tracking leads and sales opportunities****

   ✅ Automation of e-mail campaigns, SMS, notifications****

   ✅ Integration with ERP, marketing tools and existing applications****

   ✅ Creating real-time sales reports and forecasts****

   ✅ Personalization of communication according to customer behavior****

Examples of real use (Use Cases)

1. B2B consulting firm

A CRM helped track conference leads, automate offers, and measure sales conversions.

2. Online store (eCommerce)

The CRM integrated data from web orders, sending personalized newsletters and cart abandonment analysis.

3. Private clinic

The CRM centralized patient records, automatically sent appointment reminders, and allowed post-consultation satisfaction to be measured.

CRM in the cloud vs CRM on-premise

CRM Type****

Cloud****

On-Premise****

Initial cost

Reduced (monthly subscription)

Paid (license + installation)

Flexibility

Large (access from anywhere)

Limited to internal network

Updates

Vending machines

Requires technical team

Security

Hosted in the cloud, according to standards

Full control but 100% responsibility

🔗 See also our article about ERP for complete integration (https://www.up2date.ro/2025/05/19/erp-solutia-cheie-pentru-digitalizarea-completa-a-companiilor)

How does UP2DATE support companies in choosing and implementing CRM?

At UP2DATE we develop fully customized CRMs, adapted to the real needs of companies in various industries.

Services offered:

****   🧠 Consulting and process analysis****

   🛠️ Implementation and integration with existing systems****

  📲 Mobile CRM and web access****

   📈 Dashboards for Sales Teams****

   📚 Training for teams and continuous support****

Bottom line: CRM is no longer just for sales teams – it's an essential tool in building a consistent and profitable customer relationship in any field.

Whether you want to automate sales, personalize marketing or get to know your customers better, **The right CRM gives you all the data and tools in one place.  **

**Contact the UP2DATE team for a CRM consultancy **➡️ https://www.up2date.ro/contact