Third pillar of CRM

Hardware Requirements

Integration

Provides easy integration of data from multiple sources

Accessibility

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

Compatibility

A compatible system should be used in the organization

Scalability

Future data expansion and user increases should be accommodated

User Requirements

Usability

should be user-friendly

flexibility

cater to the needs of various users

Performance

Tasks should be performed reliably

Deployment Requirements

Data

Customisation

Investment

IT Expertise

Maintenance

Security

to determine the type of information required

Marketing Automation

Automating marketing processes with software

Functionalities

Marketing Campaigns

Campaign Management

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

Event Based Marketing

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

Digital Marketing

Social Media Management

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

Web Analytics

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

Strategic Mangement

Loyalty Management

Customer acquisition, engagement, and retention strategies

Marketing Analytics and Reports

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

Benefits

Enhance the scale and impact of campaigns

Personalised customer experience

Reach more customers

Measurement based on data

Sales Force Automation

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

Contact Management

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

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

Opportunity Management

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

Reports and Analysis

Other functionalities

document management

product configuration

proposal generation

order management

benefits

Increase Productivity

Enhance Customer Experience

Improve Profitability

Effective Team Mangement

Service Automation

SubtoThe process of coordinating multiple processes in order to reach a goal

Functionalities

Case Management

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

Communication Management

The feature allows businesses to receive and distribute incoming customer communications

Knowledge Based Articles

SuSupport staff can find information here to help resolve cases

Customer Self Service

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

Agent Management

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

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

benefits

Efficient Management of Cases

Positive Customer Experience

Cost Effective