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Find out which CRM software solution type suits you best – operational, analytical, or collaborative.
Streamlining your business’s interactions with your customers is a never-ending aspiration and a beneficial prospect for all parties involved. Customer Relationship Management (CRM) software is designed to facilitate this, emerging as a powerful tool at the disposal of new and seasoned professionals.
Different types of CRM- At its core, CRM software presents a practical and easy-to-use platform. Such systems manage all aspects of a business’s interaction with current and potential customers. Regardless of the type of CRM, all such systems come with basic functionalities, such as a database, dashboards for tracking metrics, sales and marketing tools, etc.
However, a more tailored CRM will likely cater better to the unique needs of your company. To help you make an informed decision on which CRM software type might best suit your company, we’ve compiled a guide to different types of CRM.
The three fundamental types of CRM systems
It is notable that many platform features may overlap, depending on the individual CRM solution at hand, and these three categories do somewhat complement each other. All three will likely have their own benefits for various industries. For example, movers can find such software helpful no less than online retailers or web design agencies. Nonetheless, a good grasp of how exactly they differ in concept and functionality will help you recognize which software is most optimal to the requirements of your business and niche.
Business processes that require no creative human oversight are practically the easiest to automate. That exact sentiment is the intent of operational CRM. While streamlining or fully automating processes is their primary function, many aspects of operational CRM can be further customized for more specific roles.
Service automation filters through customer input and inquiries across websites, social media, emails, and phone calls. Then, it sends notifications to relevant agents through social media or even automated phone interfaces. As a result, it is an invaluable asset for swift responses to pending customer requests. Moreover, such CRM can update customer account data, route calls, and automatically send order confirmations.
Sales automation, as the name implies, streamlines the sales process. Such software can follow marketing analytics tools, with the capacity to automate outgoing emails to valuable leads. The software itself can be configured to assign scores to leads so that a company can assess more optimally whether a lead’s readiness is enough to warrant contact by a sales representative. Once sales representatives acquire relevant customer information through online touchpoints, other tools, or direct contact – they can then tailor an approach that is more suitable to each lead.