CRM may be quite familiar to businesses, helping them improve their customer management efficiency. However, CRM Automation is quite unfamiliar, so what is it? What benefits does it bring to businesses? Find out that information in the article below from CleverTim.
WHAT IS CRM AUTOMATION?
CRM is customer relationship management software and CRM Automation, this is the process of automating repetitive tasks in CRM to help businesses streamline processes and improve labor productivity. .
Sales and marketing processes of CRM applications can be automated to manage email marketing campaigns, select samples, synchronize data, manage customer calls… At the same time, CRM Automation can help marketing and sales departments connect more easily and share data with each other effectively.
MAIN FUNCTIONS OF CRM AUTOMATION
On the market, CRM Automation will have many different functions, but to become an automated CRM they will have the following 5 main functions:
POTENTIAL CUSTOMER MANAGEMENT
Supports businesses in tracking all customers they are targeting, allowing businesses to continuously update data automatically on the system, always closely following the journey or status of potential customers. At the same time, the software can help organizations calculate potential customer scores, accurately identify potential customers with a high rate of becoming loyal customers…
CONTACT MANAGEMENT
All data that can be contacted with customers such as email, phone number, social networks, personal information… are managed synchronously on the system. Allow employees to access and search easily, especially customer service staff will understand customers better when they have an overview of information about them stored on the automatic CRM system.
THIRD PARTY INTEGRATION
Businesses have the right to integrate many tools and applications into CRM such as project management, email system or calendar… This makes everything always available on the system, creating convenience when working.
For example, Zoho CRM software, you can integrate any software you want. Zoho CRM is designed to integrate with other apps and services you use every day. You can integrate with Office 365, Slack, phone applications, meeting management applications, financial management applications… Everything will become compact and convenient inside Zoho CRM.
REPORTING AND ANALYSIS
Optimize the sales process, predict the results of campaigns for businesses so that leaders have a basis for making accurate decisions based on intuitive data. You can easily analyze sales performance, or consumer behavior data to help perform the most optimal marketing activities.
DOCUMENT MANAGEMENT
Gather all data from many sources and manage them scientifically on the system, which can automatically update if information changes.
BENEFITS OF AUTOMATIC CRM
CRM workflow automation will bring many benefits to businesses, typically the following benefits:
SUPPORT EFFECTIVE DATA COLLECTION, STORAGE AND APPLICATION
Allows businesses to collect data from many different sources, which will be automatically analyzed as data for sales and marketing campaigns. At the same time, collecting accurate data also helps businesses be confident when making complex decisions.
INCREASE TEAM PRODUCTIVITY
With automated CRM software, in just a few clicks you can organize tasks and manage them easily. So there will be time for departments to focus on their work, such as nurturing customers and finding potential customers instead of sitting all day entering data.
IMPROVE CUSTOMER SATISFACTION
In automated CRM, there is a chatbots feature. Chatbots are tools that automatically answer customer questions based on pre-set data, so customers will not have to wait for the business to respond but will immediately get the answer. yourself through chatting with Chatbots. From there, customers will evaluate the professionalism of the organization and have a good impression on the brand.
OPTIMIZE THE SALES CYCLE
You can make better use of your data, shorten your sales cycle with automated lead scoring, thoroughly research your business’s target audience, and create quotes.
IMPROVE CUSTOMER INTERACTION
Providing accurate data sources, so when interacting with customers, employees already know an overview of them, so it is easy to advise on the products that customers are aiming for.
Information about CRM Automation and the benefits it brings were shared by SmartOSC DX in the above article. If you have any questions, contact us immediately for advice.
CleverTim is the leading digital transformation provider. As the engine driving the success of the digital transformation process of Baemin, Daikin or VDI, our solution set is created to maximize the value of each business in the digital era.
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