Categorías: Todo - analytics - marketing - automation - management

por Siti Shymirah hace 3 años

272

Third pillar of CRM

Customer Relationship Management (CRM) systems are integral for businesses to manage interactions with current and potential customers. A significant component of CRM is operational CRM, which includes service automation.

Third pillar of CRM

Third pillar of CRM

Components of Operational CRM

Service Automation

Cost Effective

Positive Customer Experience

Efficient Management of Cases

Service Analytics

The system allows managers to measure the effectiveness of support staff and allow a broader view of customer experiences by providing statistics about individual employees

Agent Management

It enables managers to efficiently allocate manpower and see the performance of all employees

Customer Self Service

Ensures customers can find answers, tutorials, and other support content on their own without needing assistance from service representatives

Knowledge Based Articles

SuSupport staff can find information here to help resolve cases

Communication Management

The feature allows businesses to receive and distribute incoming customer communications

Case Management

Collaboration method for planning, coordinating, evaluating, and monitoring interventions to meet human service needs

SubtoThe process of coordinating multiple processes in order to reach a goal
Sales Force Automation
benefits

Effective Team Mangement

Improve Profitability

Enhance Customer Experience

Increase Productivity

Other functionalities

order management

proposal generation

product configuration

document management

Reports and Analysis
Opportunity Management

To track and turn all potential sales opportunities into recurring revenue across the pipeline

Lead Mangement

It involves collecting leads, tracking all customer interactions such as emails, chat, or website behavior, and qualifying and engaging with them until they purchase

Contact Management

It is the storage and tracking of data about prospects and customers

Refers to software applications for sales management. Streamlines sales leads and forecasts, allowing teams to perform better.
Marketing Automation
Benefits

Measurement based on data

Reach more customers

Personalised customer experience

Enhance the scale and impact of campaigns

Functionalities

Strategic Mangement

Marketing Analytics and Reports

SubtA measurement, management, and analysis of marketing performance to maximize return on investment

Loyalty Management

Customer acquisition, engagement, and retention strategies

Digital Marketing

Web Analytics

Using web data to understand and optimize web usage by measuring, collecting, analyzing, and reporting

Social Media Management

It refers to the process of analyzing social media audiences and designing strategies that are relevant to them

Marketing Campaigns

Event Based Marketing

It identifies and builds communications around key events that occur in the customer/user's lifecycle

Campaign Management

It involves the planning, implementation, tracking, and analysis of a marketing campaign

Automating marketing processes with software

purpose of customer database

to determine the type of information required

CRM System Requirements

Deployment Requirements
Security
Maintenance
IT Expertise
Investment
Customisation
Data
User Requirements
Performance

Tasks should be performed reliably

flexibility

cater to the needs of various users

Usability

should be user-friendly

Hardware Requirements
Scalability

Future data expansion and user increases should be accommodated

Compatibility

A compatible system should be used in the organization

Accessibility

Staff based in the office and off-site will be able to access the system

Integration

Provides easy integration of data from multiple sources