What is a CRM and How do you manage your customers?

What is a CRM and How do you manage your customers?

Posted on: 21 Dec, 2024

What is a CRM and How do you manage your customers?

Customer Relationship Management (CRM) is an approach to managing your business customer's interaction with customers.

CRM is a combination of

  • Practices
  • Strategies
  • Technologies

    That manages and analyzes these interactions to improve customer retention and sales growth.

    CRM software compiles customers' information and documents into a single database to offer detailed information on their personal information, purchase history, and buying preferences.

    The data come from various sources like web forms, phone calls, live chat, mail, e-mail, and social media.

    CRM systems are evolving by adding more and more components to expand beyond traditional customer profiling functions.

    Components can include:

  • Marketing automation capabilities to automate repetitive tasks and enhance marketing efforts.
  • Salesforce automation tools that track customer interactions and automate business functions in the sales cycle.
  • Lead management, enabling sales teams to input track, and analyze data for leads.
  • Contact center automation, to reduce tedious tasks like information dissemination, location-based services, that create marketing campaigns based on customers' physical locations.
  • Human resource management, to track employee information, reviews, and benefits, among others.

    CRM systems can automate workflows, track sales leads, track employee information, and even predict future customer behaviors, Thanks to AI.

    CRM technology can be offered as on-premise or cloud-based systems. Major CRM vendors for large enterprises include Salesforce, Microsoft, SAP, and Oracle.

    But CRM is not only for big businesses, all organizations including small and mid-sized enterprises use and benefit from CRM technology.

    What are the benefits of CRM?

  • Collaborate through integration
  • Collaborative CRM is a tool focused on customer experience. Also helps you to create effective communication between different organizations related to customer services. This includes marketing, sales, customer service, distributors, vendors, external customers, technical support, and vendors.

  • Manage pipeline effectively
  • The term pipeline management indicates the process of managing and leading future sales in various stages like pipeline, sales pipeline, deal pipeline, and opportunity pipeline are all related to pipeline management. This helps you to maximize your resources and team by forecasting sales, sale velocity, etc, accurately.

  • Automate for maximum productivity
  • CRM automation is the process of automating sales and customer service so that the team can spend time on tasks with higher production rates. This helps teams to track and manage current and prospective customers. Automation does all processes to save time, drive sales, and streamline processes.

  • Engage to build lasting customer relationships
  • By employing customer relationship management (CRM) tools you can Build retention. Tracking how many customers return to you and why. Attract current customers to stay with you and offer them new products to expand the relationship with customers.

  • Improve customer experience with shared information
  • CRM systems enable all businesses to enhance their strategies to manage their relationships and interactions with clients. Understands the emotion of customers, where emotion plays an essential role in their relationships. You can track interactions with leads and customers, helping to optimize sales processes, customers' behaviors and needs, customer service, tech support, and marketing campaigns.

  • Increase revenues
  • CRM applications increase the revenue by up to 41% per salesperson. Can use email marketing to share offers, promotions, and special deals with customers.

    What type of CRM does your business use? If you don't have any. Kexlin builds a CRM system. This can help you provide the high-quality service that customers are looking for.

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