Skip to main content

CRM Basics

Customer relationship management (CRM) is a process that helps businesses manage their interactions with customers. CRM tools support functions and processes for marketing, sales, and customer service. 

CRM tools help companies:

  • Organize, record, and enable action with customer data
  • Track and advance customers along every stage of the buying journey
  • Stay connected to customers
  • Streamline processes
  • Improve profitability
  • Accelerate their lead-to-deal cycle by running targeted and personalized marketing campaigns


Operational CRM:

An operational CRM system is a centralized system that combines functions for sales, marketing, and customer service.

It's designed to improve routine business operations and store data on all business activities with customers and prospects.



Analytics CRM:

Analytical CRM systems gather and analyze user data to help companies manage their customer relationships.

They handle strategy, analytics, and other functions that aren't directly related to customer interactions. 


Collaborative CRM:

A collaborative CRM, also known as strategic CRM, is a platform that brings together a company's marketing, sales, and customer support teams. It can help improve collaboration and synchronicity between departments, even if they're located in different regions.






List of CRM services provided by salesforce:





Comments

Post a Comment

Popular posts from this blog

Scaled Agile Framework (SAFe)

The Scaled Agile Framework (SAFe) is a set of organizational and workflow patterns for implementing agile practices at an enterprise scale. The framework is a body of knowledge that includes structured guidance on roles and responsibilities, how to plan and manage the work, and values to uphold. Scrum is a simple, flexible approach to adopting Agile that's great for small teams. SAFe is an enterprise-wide Agile framework designed to help bring Agile beyond the team and into the company as a whole. Scaled Agile has built a comprehensive level that includes all the four layers called the team, program, large solutions, and portfolio level. 4 Layers: Portfolio - Strategy, Vision, Roadmap, Strategy goal, Decision making, Budget, Portfolio level metrics,  Program - Align multiple teams towards a common mission, Bring together all the Agile teams, transparency, collaboration, and synchronisation, Scrum of Scrums, Product Owners to define the overall vision. Large Solutions - ar...
Post a Comment
Read more

Risk Register

A project risk register is a tool project managers use to track and monitor any risks that might impact their projects. Risk management is a vital component of project management because it's how you proactively combat potential problems or setbacks. Risk Description Impact Risk Response Risk Level Risk Owner Automation Testing Software licence delay Delay in starting testing and project schedule impact As we have one licence. Planned to start automation testing in 2 shifts. Planned to get one more licence in 2 weeks’ time. High IT team Frequent Disruption in dependency API services Delay in development of integration and unit testing Dependency API service is down, and the team is working on resolving the issue. Continuously working with API team High External Team/ Project Manager There is chance of new requir...
Post a Comment
Read more

Delivering a project within budget

 Here are some tips for delivering a project within budget: Set a realistic budget Define the project's scope and necessary resources, and create a budget that's realistic. Cost estimate Segment the project into smaller tasks and milestones to plan how to use resources and provide clarity. Divide the project plan Break down the project into tasks to avoid late deliverables and over-budget projects. Monitor progress Regularly track the project's progress to identify and prevent cost overruns. Use progress reports to compare actual costs to the budget. Anticipate and revise changes Communicate with stakeholders to identify and assess risks, and assign owners to each risk. Consider different scenarios Estimation can be difficult for complex projects with many potential outcomes. Tracking: Tracking time spent on tasks, Tracking expenses per project, and Using project management software. Use Historical Data Your project is likely not the first to try and accomplish a specific o...
Post a Comment
Read more