What is a CRM?
CRM stands for customer relationship management. It's an integrated, data-driven software solution that improves how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.
Benefit of CRM
CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and let you focus on building and maintaining the customer relationships that matter.
A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored.
Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads.
Key Features of CRM
Project Service Automation: Improve project profitability with integrated planning tools and analytics. Empower your employees to anticipate resource demand and work together with collaborative tools that are easy to tailor to your business.
Field Service: Empower your agents to create a better customer experience. Streamline scheduling, inventory management, and on-site efficiency. Offer quick and transparent communications and tracking functionalities to keep customers connected to your field agents.
Customer Service: Effortless service through any channel. Deliver guided, intelligent service and support on any channel with a unique ability to work with your existing systems. Empower customers and agents with the tools they need to ensure quick and accurate resolution, every time.
Sales: Empower sellers to drive personal engagement with customers. Go beyond sales force automation to better understand customer needs, engage more effectively, and win more deals. Sell smarter with embedded insights, foster relationships, boost productivity, accelerate sales performance, and innovate with a modern and adaptable platform. Use AI capabilities to track customer relationships and automate sales execution with contextual prompts that drive sales strategy.
Marketing: Improve your customers' journey. Generate multichannel marketing campaigns, nurture sales-ready leads, and align your sales and marketing teams with planning and tracking tools that integrate with your existing apps and services.