What is CRM | Beginner’s Guide to CRM | SurveySparrow

What is Customer Relationship Management (CRM)?

Why CRM matters?

What type of companies use CRMs?

Types of CRM software:

  • Operational CRM
  • Analytical CRM
  • Collaborative CRM

Operational CRM

Sales automation

Marketing automation

Service automation

Analytical CRM

Collaborative CRM:

Life without CRM for a business

Risk losing business opportunities

Wasting time

Customer info could be accidentally deleted

You won’t be able to track results

  • How many sales did you get in the month of July 2019?
  • What was the average value of your account in 2018?
  • From which channel do most of your leads come from?
  • What are the significant reasons why clients are not closed?
  • How many inbound leads did you get on LinkedIn this year?

Benefits of Customer Relationship Management

Identify and segment leads

Improve your product and service offerings

Reduce costs significantly

More referrals from existing customers

Better Sales and Marketing alignment

Helps prioritize clients

Improved campaigns with closed-loop reporting

Understand what your customers want

Cut down repetitive tasks

Saves money




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