3 Key Functions of a CRM
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The document outlines three key functions of CRM: sales force automation, marketing automation, and customer service automation. These functionalities enhance business performance by streamlining sales processes, improving marketing campaign efficiency, and fostering better customer relationships. Each function includes specific tools and strategies for managing contacts, forecasting, and automating marketing efforts.
3 Key Functions of a CRM
- 1. 3 KEY FUNCTIONS OF A CRM ROLUSTECH
- 2. AGENDA ● What are the 3 key functions of a CRM? ● How will CRM functionalities benefit your business?
- 3. 3 Key Functions of a CRM Following are the three key functions of a CRM. 1. Sales Force Automation 2. Marketing Automation 3. Customer Service Automation
- 4. Sales Force Automation Sales Management Find the bottlenecks in communication and streamline your sales pipeline. Accurate Forecasting Generate accurate & timely reports for better decision making and sales strategies.
- 5. Contact Management Seamlessly manage your contacts to engage clients better and win more sales. Activity Management Keep control of all activities with alerts and notifications to never miss a deadline. Sales Force Automation
- 6. Opportunity Management Streamline your sales pipeline with quick follow up and convert more leads. Task Management Boost productivity by managing all tasks efficiently and keeping track of all activities. Sales Force Automation
- 7. Customer Journey Automation Never miss any customer touchpoint by enhancing customer engagement in a cost- effective manner to streamline customer journey and run automated marketing campaigns. Marketing Automation
- 8. Marketing Funnel Automation Ensure that leads are effectively passed between sales and marketing teams by seeing an increase in your lead acquisition, lead nurturing and lead assignment. By streamlining communication, you can ensure that leads don’t slip through the cracks. Marketing Automation
- 9. Marketing Campaign Automation Increase the ROI on your marketing campaigns by keeping track of all campaign metrics. Have reports of how consumers interact with your marketing campaigns to launch campaigns that result in a higher conversion rate. Marketing Automation
- 10. Automated Email Marketing Cut the repetitive tasks and automate your email marketing process by keeping track of email opens and clicks. Marketing automation in CRM also helps you run effective drip marketing campaigns. Marketing Automation
- 11. Personalized Customer Experience Automate the customer service process to deliver meaningful customer experiences. Keep track of all your interactions with customers to quickly address their complaints, provide solutions and ensure customer satisfaction. Customer Service Automation
- 12. Customer Contact Management Improve your company’s profitability with efficient customer contact management by leveraging a consolidated customer support base in your CRM to deliver services timely and have happy customers. Customer Service Automation
- 13. Improve Customer Relationships Respond to customer queries fast, handle customer complaints efficiently and streamline communication across your teams to deliver unmatchable customer experiences and continuously improve customer relationships. Customer Service Automation
- 14. Read our entire blog here: https://www.rolustech.com/blog/3-key-functionalities-of-crm
- 15. Our Expertise CRM Mobile Product Development 1 2 3
- 16. GET IN TOUCH SUGARCRM SERVICES SALESFORCE SERVICES SUITECRM SERVICES SUGARCRM PLUGINS INDUSTRY SOLUTIONS Check out our links below
- 17. Further Reading 1. Sugar Sell – What makes Sugar the Best CRM Sales Solution? 2. Sugar Market- Your End-to-End Marketing Automation Platform 3. Sugar Serve- How the New Sugar Helps Make Customers For Life 4. Salesforce Cloud Editions- Revolutionizing Business