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This article is to share with you what are the functions of CRM system, Xiaobian thinks it is very practical, so share it with you to learn, I hope you can gain something after reading this article, not much to say, follow Xiaobian to have a look.

The functions of CRM system may be different for each supplier, but they are roughly inseparable from several functions: marketing automation, customer management, sales management, customer service management, and report analysis. The sales automation function can be said to be the core of every CRM system. Because there are other tools that can replace several other functions, such as customer management, small companies can do it with excel, customer service management and reports, there are also special tools. Only sales automation is the main customer pain point CRM has to address.

The following is a detailed description of the CRM system functions.

1. marketing automation

CRM helps companies manage marketing campaigns such as email marketing, find and review leads, assign them to the right salespeople, and synchronize marketing and sales teams. Attend exhibitions, hold user meetings, advertise... You can plan campaigns, set budgets, assign tasks, and measure marketing results directly in CRM.

2. customer management

In customer information management, CRM can record customer basic information, incoming and outgoing emails, website chat information, quotation, purchased products, purchase frequency, etc. It is in the form of a correlation list, and all the information related to customers are sorted out, need to see which point. CRM centrally stores and automatically integrates this information, which Excel forms are far from capable of.

3. sales management

With CRM system, you can easily check the progress of orders, sales flow, etc. in the hands of various salesmen. In addition, it will automatically perform certain sales tasks, such as task reminders, customer assignments, automatic batch mail, major transaction reminders, etc... CRM supports real-time editing and access by all employees, solving the problem of information out of sync.

4. customer service management

CRM customer management system in the customer service module, including work order management, solutions (knowledge base management) and other functions. Set workflow rules, automatically assign and upgrade work orders, and respond quickly to service requests from customers. Mail from customers can also be converted into service tickets.

5. statement analysis

CRM system can customize reports and statistical charts, support cross-linking of multiple modules, operation, different types of layout, 3-level histogram grouping, automatic generation of reports at regular intervals, etc.

CRM systems generally have marketing automation, customer management, sales management, customer service management, report analysis and other functions. A good CRM system is especially powerful in sales automation, which can greatly save sales time spent on tedious repetitive daily tasks and focus more on order.

The above is what the functions of CRM system are, Xiaobian believes that some knowledge points may be seen or used in our daily work. I hope you can learn more from this article. For more details, please follow the industry information channel.

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