All areas of the company can benefit from a CRM in their daily operations. Below, we’ll break down the advantages and purposes of a CRM :
- Centralize data : As we mentioned, it’s ideal to gather all the information we have about our clients in one place. This will help automate work korea email list processes and achieve greater productivity through constant tracking of customer information.
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Personalize communications :
- If we process data appropriately, we can carry out campaigns specifically bad forms tailored to the customer. This will increase through strategic focus. All related departments benefit from this, for example:
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- The Marketing department will be able to create more effective campaigns.
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- Customer service will be able to identify the most problematic areas and work to resolve them.
- The sales department will benefit from knowing where customers are going, what their strengths are, and what their weaknesses are.
- Boost conversion : The two previous points inevitably lead to increased sales. CRM is a fundamental ally for company salespeople, as it helps them understand the needs of each potential customer.
- Simplify tasks : optimize time and resources thanks to automated tasks.
Hence the importance of CRM in a company. The fact that departments have shared and accessible information enables more direct and effective communication, in addition to improving security by having information located in the same space.
Depending on the sector the company operates in and the objectives it sets, we can choose between different types of CRM . All of the platforms listed here meet all three points, but they focus their service more on one of them. A powerful and free option, suitable for those just starting out, is HubSpot.
- Collaborative CRM : Its strong suit lies in customer interaction through multi-channel communication, establishing a connection with them and strengthening ties to build loyalty. Some examples are SugarCRM and Salesforce.
- Operational CRM : This focuses on automating processes, both externally (clients) and internally (the company). This ensures proper resource management, increasing productivity. Some examples are Zoho and Nelis.
- Analytical CRM : Its main function is to analyze all the information in databases to offer business solutions tailored to customer needs and generate business. Some examples are noCRM or Pipedrive.
Before finishing talking about the types of CRM available to you, it’s worth mentioning that if you ultimately decide to install it in your company as a management tool, there’s one more decision to make: whether you want a CRM installed on your server or one that’s online. Online options are plentiful, as we just mentioned, but there are both advantages and disadvantages to consider.
- Local CRM : This is called On-premise CRM and must be hosted on a company’s physical server. If you don’t have your own IT team, which stands for information technology, you’ll need to create one to handle maintenance. The downside is that it’s expensive to install, and the costs of IT equipment and updates can add up significantly. The upside is that it provides greater control, as it relies on internal maintenance.
- Cloud-based CRM : It doesn’t require a dedicated server or an IT team. The main disadvantage is that access is impossible without an internet connection, but it can also be configured to sync with certain data. Its major south africa business directory advantages include access from any device with access keys, lower startup costs, and automated updates.
Now that you know what CRM means and what it’s used for, you’re sure to be convinced of the need for one in virtually any company. If you want to increase your expertise in this area, we recommend participating in eserp’s