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FEATURES & FUNCTIONS
OF A CRM SYSTEM
gaurav.kumar@apagen.com
www.apagen.com
+91 9971 800 665
CRM enables you to
maximize the efficiencies
of marketing resources
and empower marketers
to acquire and develop
long-term customer
relationships. Marketers
can analyze, plan,
execute, and measure all
marketing activities. With
CRM, you gain a flexible
application to power
marketing success.
Streamlining
Sales
Processes
with Sales
Force
Automation
(SFA)
Sales Force Automation (SFA)
software revolutionizes the sales
journey by minimizing time
spent on each phase, thereby
reducing the need for an
extensive sales team. Central to
SFA is a robust contact
management system, tracking
every interaction from initial
contact to final deal closure.
Additionally, SFA provides
insights into opportunities,
territories, forecasts, and
workflow automation.
Technology-Enabled Selling
(TES) transcends mere
technological applications,
focusing on leveraging
technology to enhance
business profitability. As sales
landscapes evolve, TES
becomes indispensable,
especially in catering to
diverse customer
expectations. Its components
include customer databases,
communication infrastructure,
and tailored applications
specific to industries.
Harnessing
the Power of
Technology-
Enabled
Selling (TES)
Personalizing
Marketing
Efforts
through
Segment &
List
Management
Efficient management of
customer data empowers
businesses to personalize
marketing messages effectively.
CRM facilitates the creation and
capture of customer profiles,
enabling targeted marketing
campaigns. Marketers can swiftly
perform segmentation and gain
insights into customer segments
through intuitive interfaces and
data visualization features.
Call centers serve as crucial
touchpoints for customers,
providing assistance,
information, and issue
resolution. A well-structured
call center integrates voice,
video, and data to deliver
cutting-edge customer care. It
facilitates issue resolution,
product information
dissemination,
recommendations, progress
monitoring, and root-cause
analysis.
Enhancing
Customer
Interaction
with Call
Center
Management
Personalizing
Marketing
Efforts
through
Segment &
List
Management
Efficient management of
customer data empowers
businesses to personalize
marketing messages effectively.
CRM facilitates the creation and
capture of customer profiles,
enabling targeted marketing
campaigns. Marketers can swiftly
perform segmentation and gain
insights into customer segments
through intuitive interfaces and
data visualization features.
Call centers serve as crucial
touchpoints for customers,
providing assistance,
information, and issue
resolution. A well-structured call
center integrates voice, video,
and data to deliver cutting-
edge customer care. It
facilitates issue resolution,
product information
dissemination,
recommendations, progress
monitoring, and root-cause
analysis.
Enhancing
Customer
Interaction
with Call
Center
Management
Strategizing
Marketing
Campaigns
with
Campaign
Management
CRM enables comprehensive
analysis, planning, execution, and
measurement of marketing
campaigns across various
channels. By leveraging dialog
marketing and optimization
techniques, businesses can build
enduring relationships with
customers and achieve long-
term profitability.
Internet Protocol (IP) telephony
seamlessly integrates with call
centers, enabling direct
communication between
customers and agents via web
browsers. This integration
enhances customer support by
providing access to historical
data and facilitating upselling
opportunities. Computer-
telephone integration (CTI)
technology further enhances
this functionality.
Integrating
Communicati
on Channels
through
Internet
Telephony
Facilitating
Field Service
Management
with E-
Business
Solutions
E-business solutions bolster field
service management by
providing real-time customer
and product information to field
representatives. This enables
efficient query resolution, service
call handling, and account
management, thereby enhancing
customer satisfaction and
operational efficiency.
CRM tools provide
comprehensive visibility into
trade promotions, aiding in
error reduction, efficiency
improvement, and trade spend
control. By managing trade
programs effectively, businesses
can enhance brand equity and
achieve sales objectives
efficiently.
Optimizing
Trade
Promotion
Management
Streamlining
Lead
Management
Processes
CRM facilitates the generation of
highly qualified leads and
automates lead distribution,
thereby accelerating lead
handling. By aligning marketing
and sales efforts and providing
visibility into the lead
management process, CRM
enhances conversion rates and
optimizes marketing activities.
CRM offers a plethora of
analytics, including customer
values, churn scores, and
satisfaction scores, enabling
businesses to make data-driven
decisions. Insights garnered
from CRM aid in understanding
market dynamics, identifying
opportunities, predicting
customer behaviors, and
crafting targeted marketing
messages for enhanced
relevance and effectiveness.
Leveraging
Marketing
Analytics for
Informed
Decision-Making
Conclusion
Conclusion, CRM systems serve as
indispensable assets for businesses,
empowering them to optimize marketing
efforts, streamline sales processes, enhance
customer interactions, and drive long-term
profitability. By leveraging the diverse
features and functions of CRM, businesses
can stay ahead in today's dynamic market
landscape.
Thank
You!
gaurav.kumar@apagen.com
www.apagen.com
+91 9971 800 665

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FEATURES & FUNCTIONS OF A CRM SYSTEM.pdf

  • 1. FEATURES & FUNCTIONS OF A CRM SYSTEM gaurav.kumar@apagen.com www.apagen.com +91 9971 800 665
  • 2. CRM enables you to maximize the efficiencies of marketing resources and empower marketers to acquire and develop long-term customer relationships. Marketers can analyze, plan, execute, and measure all marketing activities. With CRM, you gain a flexible application to power marketing success.
  • 3. Streamlining Sales Processes with Sales Force Automation (SFA) Sales Force Automation (SFA) software revolutionizes the sales journey by minimizing time spent on each phase, thereby reducing the need for an extensive sales team. Central to SFA is a robust contact management system, tracking every interaction from initial contact to final deal closure. Additionally, SFA provides insights into opportunities, territories, forecasts, and workflow automation.
  • 4. Technology-Enabled Selling (TES) transcends mere technological applications, focusing on leveraging technology to enhance business profitability. As sales landscapes evolve, TES becomes indispensable, especially in catering to diverse customer expectations. Its components include customer databases, communication infrastructure, and tailored applications specific to industries. Harnessing the Power of Technology- Enabled Selling (TES)
  • 5. Personalizing Marketing Efforts through Segment & List Management Efficient management of customer data empowers businesses to personalize marketing messages effectively. CRM facilitates the creation and capture of customer profiles, enabling targeted marketing campaigns. Marketers can swiftly perform segmentation and gain insights into customer segments through intuitive interfaces and data visualization features.
  • 6. Call centers serve as crucial touchpoints for customers, providing assistance, information, and issue resolution. A well-structured call center integrates voice, video, and data to deliver cutting-edge customer care. It facilitates issue resolution, product information dissemination, recommendations, progress monitoring, and root-cause analysis. Enhancing Customer Interaction with Call Center Management
  • 7. Personalizing Marketing Efforts through Segment & List Management Efficient management of customer data empowers businesses to personalize marketing messages effectively. CRM facilitates the creation and capture of customer profiles, enabling targeted marketing campaigns. Marketers can swiftly perform segmentation and gain insights into customer segments through intuitive interfaces and data visualization features.
  • 8. Call centers serve as crucial touchpoints for customers, providing assistance, information, and issue resolution. A well-structured call center integrates voice, video, and data to deliver cutting- edge customer care. It facilitates issue resolution, product information dissemination, recommendations, progress monitoring, and root-cause analysis. Enhancing Customer Interaction with Call Center Management
  • 9. Strategizing Marketing Campaigns with Campaign Management CRM enables comprehensive analysis, planning, execution, and measurement of marketing campaigns across various channels. By leveraging dialog marketing and optimization techniques, businesses can build enduring relationships with customers and achieve long- term profitability.
  • 10. Internet Protocol (IP) telephony seamlessly integrates with call centers, enabling direct communication between customers and agents via web browsers. This integration enhances customer support by providing access to historical data and facilitating upselling opportunities. Computer- telephone integration (CTI) technology further enhances this functionality. Integrating Communicati on Channels through Internet Telephony
  • 11. Facilitating Field Service Management with E- Business Solutions E-business solutions bolster field service management by providing real-time customer and product information to field representatives. This enables efficient query resolution, service call handling, and account management, thereby enhancing customer satisfaction and operational efficiency.
  • 12. CRM tools provide comprehensive visibility into trade promotions, aiding in error reduction, efficiency improvement, and trade spend control. By managing trade programs effectively, businesses can enhance brand equity and achieve sales objectives efficiently. Optimizing Trade Promotion Management
  • 13. Streamlining Lead Management Processes CRM facilitates the generation of highly qualified leads and automates lead distribution, thereby accelerating lead handling. By aligning marketing and sales efforts and providing visibility into the lead management process, CRM enhances conversion rates and optimizes marketing activities.
  • 14. CRM offers a plethora of analytics, including customer values, churn scores, and satisfaction scores, enabling businesses to make data-driven decisions. Insights garnered from CRM aid in understanding market dynamics, identifying opportunities, predicting customer behaviors, and crafting targeted marketing messages for enhanced relevance and effectiveness. Leveraging Marketing Analytics for Informed Decision-Making
  • 15. Conclusion Conclusion, CRM systems serve as indispensable assets for businesses, empowering them to optimize marketing efforts, streamline sales processes, enhance customer interactions, and drive long-term profitability. By leveraging the diverse features and functions of CRM, businesses can stay ahead in today's dynamic market landscape.