CRM for SaaS: how Ploomes optimized the business operation of the EASE Group

Having a CRM for SaaS can make your business much more profitable. That's because the tool helps build strong relationships with customers, improves operational efficiency, boosts sales and customer retention, and provides a solid foundation for data analysis and strategic decision-making.

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Ploomes today has more than two thousand clients in its portfolio, from micro to large companies, from the most varied segments. And among them is the EASE Group, a company in the SaaS segment.

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The EASE Group

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O EASE Group He has been in the market for 27 years, working with management ERP for the segments of shopping centers, galleries, shopping centers, airports, among others.

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“Today we have a portfolio of more than 300 companies and we bring digital transformation and technology to the management of these companies,” said Ana Magalhães, New Business Manager at the EASE Group.

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CRM for SaaS: how Ploomes CRM optimized the EASE Group's processes

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A CRM (Customer Relationship Management) is extremely important for SaaS (Software as a Service) companies.

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Customer relationship management

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A CRM allows SaaS companies to effectively manage their customer relationships. This includes tracking interactions, communication history, demographic and contact information, preferences, and other relevant information.

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Having access to this data helps to better understand customers and personalize the user experience.

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“I love Ploomes. I love it because it's colored on the screen that I use the most, which is the calendar. Then it shows me if I have to send a message via WhatsApp, if I have a conversation by email or by phone. It helps me through the entire sales funnel process,” said Karen Gonçalves, New Business Consultant at the EASE Group.

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Sales cycle monitoring

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Speaking of a sales funnel, a CRM allows SaaS companies to track the entire sales cycle, from the first contact to the closing of the deal. This includes tracking leads, managing sales opportunities, monitoring proposals and contracts, and so on. Having a clear view of the sales pipeline helps identify bottlenecks, prioritize leads, and improve sales efficiency.

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“The EASE Group has a complex sale. And that process makes the cycle very long. So we have a whole analysis to understand what our client's business is, to be able to set up a solution to offer a more agile and easy management. Because of this, we sought a solution that could manage this entire process, from the beginning of the contact with our client to the closing of the contract,” Ana Magalhães evaluated.

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Data centralization

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A CRM allows SaaS companies to centralize important business sector information in one place.

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“With Ploomes, we were able to really organize this entire process and have a macro view of our entire New Business department and thus bring about an organization and optimization of all our routines,” said the Manager, Ana Magalhães.

By having access to this data in an organized manner, sales, marketing, and customer service teams can make more informed decisions.

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“Ploomes was successful in the EASE Group because it housed all our peculiarities. So, when we were able to map all this scenario and all our solutions within a CRM, that's what made our journey much smoother and more agile,” added the Manager.

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“Ploomes is completely intuitive. There is a great facility to enter the information and then locate it within the tool,” said Karen Gonçalves, New Business Consultant.

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A Ploomes

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Ploomes' innovation is to bring to all small and medium-sized companies technology that was not accessible before.

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What the EASE Group went through is a very common process for these companies when looking for a CRM in the market. They encounter two extremes of CRM.

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On the one hand, you have simpler CRMs, which, although more intuitive and easy to implement, are insufficient. There is a lack of functionalities to cover the entire commercial operation of a company.

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On the other hand, you have more traditional CRMs, which, although more robust, require difficult implementation, use, maintenance, and high investment.

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Ploomes brought together what each end of the CRM market has to offer. At the same time that it is an intuitive solution that is easy to implement and use, it does not give up robustness, so that we can contemplate the entire commercial operation within the solution.

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Ploomes is ready to grow and replicate this successful model in many other small and medium-sized SaaS companies in addition to, of course, many other segments.

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Request a demo of our CRM.

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