Operational CRM Operational CRM aims to streamline
Territory management Allows you to plan, map and manage sales regions to generate leads and improve sales. Workflow automation It makes it possible to automate tasks such as sending marketing emails , scheduling follow-up events and defining criteria for qualifying leads. Now that you know some of the basic features and their possibilities, let's delve into the four types of CRMs, their main features and the best use cases for each one.customer relationship operations within the organization. Whatever CRM processes your company is currently managing manually, they can be completed faster and more efficiently through operational CRM. One such process is organizing customer contact information (see image below).We explain what an operational CRM isCRM ( Source ) main features Operational CRM can streamline customer relationship processes through features that highlight automation. Some examples of these features are: Calendar/reminder system sync contact management marketing automation email marketing Workflow Automation Automation features are useful not only for the time they save, but also Phone Number List for giving different parts of the business more immediate access to customer information. For example, some CRM platforms allow you to automatically upload leads from different marketing channels.who can follow up with the information the lead needs for you to make a sale. In this case, operational CRM is beneficial as it moves customers through the sales pipeline faster than if you were using manual processes.
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Who should use it If the business relies on administrative processes to process customer data, such as an accounting or law firm , operational CRM can be helpful. Operational CRM would also be a good fit if your business relies on information passing through multiple channels, as in the sales example just discussed. Strategic CRM Strategic CRM focuses on building strategies based on customer interaction. This type of CRM is especially useful for companies that prioritize long-term customer relationships. The name strategic CRM comes from the fact that the tool helps to create more effective business strategies through customer data and market trends (see image below). Understand what a strategic CRM is Freshworks Dashboard, which captures customer data in real time ( Source ) main features Strategic CRM prioritizes customer interactions through features such as: Calendar/reminder system sync contact management Interaction tracking Lead generation and qualification pipeline.
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