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Your Quick Guide to Customer Relationship Management (CRM) Systems

Your Quick Guide to Customer Relationship Management (CRM) Systems

Customer Relationship Management (CRM) System refers to a software program that enables businesses to conveniently keep track of all customer-related communications.  It replaces the use of multiple spreadsheets, databases, and apps used to track client data, streamlining the workflow. Thus, CRM systems ensure a smooth and coherent process in the whole customer journey. As an end result, it helps organizations with efficiency, productivity, and relationship building with clients.

Main types of CRM systems

Although CRMs are all-in-one tools and can pull in various features from each type, knowing the different types will help you learn the most important CRM features for your business. If you’re just starting out and are looking for the best CRM systems to use, then this blog will definitely help.

Collaborative CRM systems

As the name suggests, Collaborative CRM systems help companies to connect multiple departments, such as sales, marketing, and customer service. In return, this ensures their organized daily work is based on single-source customer data. Using this system enables all teams to have quick access to all customer data. Hence, preventing data duplication or data loss and increases teams’ productivity in the process.

Operational CRM Systems

An operational CRM System is a type of service that centralizes on streamlining and automating diverse workflows for customer-facing teams. It has flexible tools that are used to create, monitor, and optimize customer-facing business processes.

Unlike collaborative CRMs that use single-source data access and unified data management, operational CRM systems focus on operational excellence and automation for each business unit.

Analytical CRM Systems

For businesses looking to provide in-depth business intelligence based on customer data, then this is the one for you. Basically, these CRMs feature multiple types of analytics such as interactive dashboards, campaign pipelines, workflow-embedded analytics, text & speech analytics, and more. This CRM is typically great for reporting capabilities and ensuring transparency of customer-facing activities for managers and executives.

All-in-one CRM systems

Compared to other CRM system features here, All-in-one CRM systems enable organizations to automate back-office workflows and operations. It provides a full range of workflow automation, collaboration, and analytical capabilities. In return, it allows full-cycle automation of all business units. Overall, it serves as a unified solution for workflow automation for enterprise-level organizations across marketing, sales, service, and operations.

All-in-one CRMs offer tons of benefits for workflow-intensive organizations in such industries as FinServ, Manufacturing, or Telecom, where adherence to standards is essential.

CRM Systems are an essential part of business operations. So if you’re looking for help setting up one for your organization, then let iManila help!

iManila is an applications development company specializing in customized web systems for businesses in different industries. With 27 years of experience in the industry and an IT company at its core, iManila, having been one of the first Internet Service Providers in the Philippines, is committed to providing our clients with innovative information technology, web, and digital solutions.

On top of this, iManila is also a full-service business web development company in the Philippines ready to help you with your web design and development, website update and maintenance, web hosting, email hosting, dedicated server, technical, desktop and remote support needs and a digital marketing agency that provides a wide range of digital marketing services. Talk to us!

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