Customer testimonial DCF Lyon. CRM for service

The observation is clear: the sales function suffers from a poor image in France. It is a precarious, difficult, a default choice of career pathAbove all, we were looking for a local partner for our CRM project, someone who would offer a reliable solution while remaining accessible and contactable. This was the case with Efficy CRM on all these pointsAbove all, we were looking for a local partner for our CRM project, someone who would offer a reliable solution while remaining accessible and contactable. This was the case with Efficy CRM on all these points… There are many prejudices against it.

However, it encompasses many rich professions and is an essential engine for the growth and development of companies.

The Dirigeant Commerciaux de France movement is an association whose ambition is to bring together sales performance managers around common themes in order to exchange among peers and to prepare for tomorrow’s challenges for the development of the sales function in the company.

In 3 years, the Lyon branch of the DCF association has gone from 70 to 150 members. This growth in membership has forced the organization's managers to rethink their communication and management of member relations.

Jean-Pierre Barros

President of DCF Lyon

The project at a glance

7 Users
150 members in Lyon
80 associations in France

The project's context

How to structure and harmonize the marketing campaigns of a growing organization? This was the initial problem of the association of French Sales Leaders (DCF).

Our association is composed of eight commissions (organization, SME, major accounts, juniors, welcome, international, inter-associations and teaching, communication, etc.). Each one tended to conduct its own e-mail campaigns with its own databases.

In order to structure the entire marketing strategy, the DCF Lyon managers decided to equip themselves with a CRM tool.

But for the association, there was no question of turning to a software giant that would be unable to provide an adapted customer service within a reasonable budget.

Why choose Efficy CRM?

Above all, we were looking for a local partner for our CRM project, someone who would offer a reliable solution while remaining accessible and contactable. This was the case with Efficy CRM on all these points

Ten days to acquire a CRM software

Once this choice was made, the DCF Lyon and Efficy teams got to work. They faced a major task: harmonizing, cleaning up and migrating the association’s numerous Excel files.

This work on the files represented the most important part of the deployment. In all, it took us about ten days to set up our new CRM.

The backbone of the association's work

Thanks to this work, the DCF Lyon teams are entering a new phase: from now on, all marketing campaigns are structured, standardized and harmonized.

Our e-mail campaigns are sent in a few clicks and – of primary importance for us – are recorded. In the past, we lost a lot of data due to the rotation of committee chairmen who each managed their own campaigns.

All these elements contribute to considerably strengthen the relationship with our members:

Our strong growth and the accession of many sales managers from major accounts have led us to adopt a more structured and harmonized marketing approach. This has now been achieved and we have even optimized and industrialized all of our work, including the management of contributions, invoicing, memberships, etc…

Other references

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