Example of an analytical CRM The Salesforce pipeline management feature ( Source ) main features Analytical CRM monitors sales trends and collects customer data through features such as: Lead generation and qualification pipeline management Territory management These resources can help your company recognize patterns in customer Mobile List data and provide an overall understanding of your company’s customer lifecycle: a process that encompasses identifying, attracting, retaining, and developing customers. When you can see where customers are dropping out of your sales pipeline, for example, you can use that information to troubleshoot your customer service strategy and develop use cases with your team. Who should use it If you are looking to leverage customer data to improve your company’s sales and deliver more target marketing campaigns, one suggestion is to choose an analytical CRM.
Interaction tracking task management
Analytical CRM would be useful for any company interest in these benefits. Collaborative CRM From the list of types of CRMs, there is also Collaborative CRM which helps various teams or departments within an organization to work together to Kuwait Email List provide better customer service. It is more similar to strategic CRM in that the focus is on serving customers better whereas operational CRM and analytical CRM are more focus on improving operations and sales respectively. Example of a Collaborative CRM Agile CRM’s Video Conferencing Function ( Source ) main features Collaborative CRM has features that ensure all team members are on the same page when it comes to customer interactions. Its main features are: contact management Interaction tracking task management Features that allow communication between teams are also common in collaborative CRM software, such as videoconferencing (see image below).
The features of collaborative CRM platforms allow departments such as sales, marketing and customer service to work in harmony and exchange information more easily. When these departments work separately, or when customer data is isolat so that only certain teams have access to it, it is more difficult to ensure that customers receive adequate assistance across all sectors. Who should use it Companies looking to improve collaboration between their internal teams, as well as external parties, can opt for collaborative CRM software. It’s also an option for businesses with branches, such as credit unions, restaurant franchises, and health clinics. Types of CRMs: The Final Tips While the types of CRMs we’ve just discuss can help you better articulate the goals you’re looking to achieve from a CRM tool.