The Power of CRM in B2B Markets

In today’s B2B environment, Customer Relationship Management (CRM) software is essential. We help sales and marketing organizations leverage CRM for the first time, or provide in-depth data and campaign management support for all major platforms, enabling you to make maximum professional use of your CRM investment.

Nurturing B2B relationships with CRM

With Referro’s support, CRM is far more than just a database: we help you fully exploit its capability to manage and nurture relationships with B2B customers, use data-driven decision-making, and personalize customer interactions.

Our expertise is based on SugarCRM or SuiteCRM, although we’ve worked with all major CRM solutions in the market. Our services support you in 5 key areas:

  1. Data centralization: we can assist you to centralize valuable customer data, including contact information, purchase history, and communication logs. This creates a single source of truth, to aid your decision making.
  2. Lead management: we can track and manage leads throughout the sales cycle so that leads are properly nurtured, and no potential opportunities are missed.
  3. Personalization: we have lengthy experience in utilizing customer data to create personalized interactions and tailored content that resonates with buyers.
  4. Efficient communication: we can use CRM automation tools help schedule and send emails, set reminders for follow-ups, and ensure timely responses.
  5. Performance tracking: using CRM analytics and reporting, we measure and track the effectiveness of marketing and sales efforts, and refine strategies to maximize ROI.

Our CRM services include:

  • CRM implementation and data integration
  • Customization and workflow design
  • Training and onboarding
  • Segmentation and targeting
  • Analytics and reporting
  • CRM maintenance and support
  • Security and compliance

CRM implementation and data integration

We help you select and implement CRM software that aligns with your business goals and processes. And perform data integration to connect with other platforms such as marketing automation, email marketing and analytics tools.


Customization and workflow design

Each business has unique needs. We provide CRM customization and workflow design services to tailor CRM systems to your specific requirements and processes.


Training and onboarding

To ensure that your team is proficient in using CRM systems, we offer training and onboarding services to help maximize the benefits of working with CRM.


Segmentation and targeting

By segmenting your CRM data we allow you to target different customer groups effectively. This enables personalized marketing and communication strategies.


Analytics and reporting

Our analytics and reporting services help our clients derive actionable insights from their CRM data. We track key performance metrics, such as lead conversion rates and customer retention, and offer recommendations for improvement.


CRM maintenance and support

Ongoing maintenance and support ensure your CRM system runs smoothly. This includes troubleshooting issues, updating software, and addressing any technical concerns.


Security and compliance

We ensure our clients’ CRM systems are secure and compliant with data privacy regulations, such as GDPR, while protecting sensitive customer data.


Relevant insights

BBNmixtape – #14 The proof is in the analytics

Cutting through the clutter of information to bring insights and wisdom for creating lasting impact in B2B marketing.

How B2B marketing can run like an engine

We’ve been thinking that B2B marketing can be seen a lot like an engine – one that’s designed to sell your products or services. It’s an engine with lots of interconnecting and moving parts at play; and they all have to be present and correctly…

Referro now a Deployteq Certified automation specialist

Referro and DMG (our client, and a Dutch kitchen, bathroom and furniture company) are now jointly certified in Deployteq, the marketing automation platform. Three Referro employees, together with DMG’s CRM team, have completed in-house training at Deployteq.

Our experience in practice

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De Mandemakers Groep
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Want to learn more about our CRM offering?

Contact Gerard and learn more

Gerard is happy to discuss your challenges and how we might help.

Get in contact

+31 (0)85 07 06 936

Other global brands we’ve worked with