CRM is the acronym used for Customer Relationship Management and refers to the set of practices, business strategies, and technologies focused on the relationship with the customer.
With a CRM system, businesses of all sizes can stay connected with customers, streamline processes, improve profitability and drive business growth.
CRMs Concepts
We already know that CRM is the acronym used for “Customer Relationship Management.” However, the complete definition of CRM goes further: it is an integrated management of sales, marketing, customer support, and all touchpoints.
We are in the customer, digital transformation, and new technologies era. In this scenario, relationships also evolve, leading to the emergence of a concept known as customer experience. Therefore, the knowledge that a CRM provides implies being customer-centric. It is a much broader concept than software or platform: it is a strategy, a process, a tool, and a technology.
CRM platforms are on the list of the most essential and innovative corporate technologies available to businesses. Why? They use customer information to manage accounts, leads, and sales opportunities in one place.
Read on and learn more about the functionalities and types of CRM solutions and what these platforms do.
What are the five most considerable benefits of CRM?
A CRM system can benefit you in various ways to maximize customer interactions. As a result, profits can be increased, and client retention can be improved with little adjustments. Just consider what the top five CRM advantages can achieve for you.
Improved client experience Give field service workers and contact center staff a 360-degree perspective of clients so they can provide individualized customer experiences and rapidly handle problems.
Increased customer retention: Surprise your customers with personalized service that increases loyalty. Use real-time analytics to identify the best deals, the correct times, and the optimal channel.
Higher sales revenue: Drive pipeline visibility and sell more – with built-in tools for sales team automation, lead management, forecasting, cross-selling, e-commerce, and more.
Enhanced process efficiency: Use automated procedures and prearranged follow-up alerts to help your sales, marketing, and service teams do more with less work.
Work more brilliantly and collaborate better: With collaborative CRM, teams, departments, and stakeholders can share information to serve customers at each touchpoint better.
What are the types of CRM?
Cuando se trata de tipos de CRM, hay dos caminos que las empresas pueden tomar, según sus necesidades y presupuesto: CRM en la Nube y CRM Local.
Local CRM.
Enhanced process efficiency: Use automated procedures and prearranged follow-up alerts to help your sales, marketing, and service teams do more with less work.
Work more brilliantly and collaborate better: With collaborative CRM, teams, departments, and stakeholders can share information to serve customers at each touchpoint better.
CRM in the Cloud
El CRM en la Nube, o CRM Cloud, se basa en cloud computing. Podemos decir que es un CRM en línea y, por lo tanto, no se instala en una computadora ni requiere que tu empresa cuente con un equipo de TI dedicado a mantener el software.
Esta es también la razón por la cual el CRM en línea puede llamarse software como servicio (SaaS), visto que toda la infraestructura es administrada de forma remota por el equipo de expertos de la solución.
Con un CRM basado en la nube, tu equipo solo necesita entrar a la página de inicio de sesión desde cualquier lugar y en cualquier momento, por medio del navegador, en cualquier dispositivo o mediante la app.