How to use a CRM according to your sector? SQDM gives you three tips to identify how to do it

With the rapid increase in digital channels in human life today, it is almost necessary for companies, like other social sectors, to mutate their activities to the digital field to expand their commercial possibilities. Customer Relationship Management (CRM) emerged as a fundamental tool in these processes of incursion into the digital world, since, thanks to their automated task functions, companies, regardless of their size and economic capacity, can improve their corporate and financial processes.

As we mentioned in a previous post on our blog, several types of CRM can be used depending on the characteristics of each company and the commercial field in which they operate. Here we will give you several tips to understand which CRM is most useful for your company depending on your needs.

There are three types of CRM or digital assistants in customer service. These are the Operative, the Analytical, and the Collaborative. They all have different roles within the life cycle of the business relationship with each customer, even in the post-sale stages.

If your company provides products or services that require fast and effective management, that makes the purchasing process more comfortable for your customers. The Operational CRM can be your fundamental ally in this case since it will help to retain the purchase by making it easier to purchase process. This sector includes restaurants, delivery and courier platforms, places of liquor sales, and other types of services where customers urgently try to satisfy their needs.

The Operational CRM fulfills very diverse functions in the sales cycle that facilitate the work of the sales team and make the customer’s purchase process more practical. His tasks are focused on three functions: sales, marketing, and services. That is, it addresses aspects that a potential buyer analyzes when making a purchase, so we can take as an example a restaurant or business that sells any type of food or drink, the client who enters to look for these types of products wants to have them in the as little time as possible, that is why the Operational CRM functions facilitate these tasks, reducing human error.

An example of this can be the case of a family reunion in which they want to order a pizza for lunch, so they look for the telephone of nearby places and call one, if they do not answer there, they will surely call another place and the sale will be lost. The automated operational functions through CRM would make the sale effective thanks to the personalized attention that the client receives through a platform that will allow them to make the purchase, and even make the payment quickly.

If your company has a current priority to search and carry out market and customer studies in a certain sector, your ally is the Analytical CRM. This digital assistant’s function is to collect, analyze and make sense of the data, so this option is essential for any type of company, be it small, medium, or large, that wants to focus on finding new audiences and unexplored niches.

The Analytical CRM is also highly recommended for businesses and new companies that are just looking to carry out a customer personality study, to target their subsequent sales actions with certain characteristics determined by the data obtained by this digital assistant that is it is not focused on a specific commercial sector but rather on a point of knowledge and the clientele.

The last type of CRM that we will talk about could be useful and necessary in large companies that handle a high number of personnel and workgroups. Normally, companies generate an organization chart based on human decisions that may be wrong or that do not agree with reality, that is why Collaborative CRM uses artificial intelligence from data analysis to see what the corporate shortcomings are and how they could be enhanced. the results of the work teams.

One of the most popular and positioned Collaborative CRM examples on the market is Salesforce, this has transversal attention in the relationship process of companies with their customers, something that would help in the loyalty process, since the more agile and the more satisfied the customer will be, the more satisfied the customer will be, increasing the chances of a next purchase thanks to Salesforce management.

This CRM has several integral functions that are related to the areas of sales, service, and marketing thanks to its functions that allow achieving intelligent and effective sales, provide faster and more efficient service that increases customer satisfaction and reach each customer by the most relevant communication channels personalizing the management of each client based on their characteristics. Remember, SQDM can advise and accompany you in the execution of these digital tools that will surely make your company a more profitable and organized organization.

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