CRM Software
Published August 01st, 2016 by

Things You Need to Know about Customer Relationship Management Software

Things You Need to Know about Customer Relationship Management SoftwareCustomers are a vital element of any business. Without these people, industries wouldn’t be able to reach success. It’s because they are the ones who support the products and services that the company has to offer. For this reason, it’s critical to keep a good relationship with them.

However, it’s hard to keep up with all your clients, especially if there are hundreds of them. As a business owner, your focus is on the development of your store. You’re thinking about how you can increase your profits, and what you need to do to improve sales. Thus, you tend to forget how you can create a relationship with your customers. As a result, some people would leave your service because they don’t feel appreciated.

Fortunately, there’s a software application that helps you build a connection with your clients. This application is CRM software.

But before you get this program, there are a few things you need to learn about it. In this article, you will learn the purpose of this tool and its features. You will also learn the different types of CRM software applications and the people who should use this program. So without further ado, let’s begin the discussion!

What Is CRM Software?

It’s an application that analyzes and manages customer interplays and data throughout the lifecycle. This tool has two purposes. First: it helps improve relationships with your clients. Second: it assists in driving sales and customer retention.

CRM is designed to gather customers’ information from various channels, such as the company’s website, live chat, telephone, etc. Apart from that, the tool provides personal information, concerns, buying history, and preferences of a particular customer. It gives this detailed information to staff members who regularly face the company’s clients. That way, they will know how to deal with their patrons and build a relationship with them.

Common Features of CRM Software

The CRM system gathers customer documents and information and puts them in a CRM software database. This action provides access and helps manage the data with ease. However, this isn’t the only purpose of this software. It offers other functions, such as recording customer intercommunication, and automating the company’s workflow. Moreover, it tracks the performance and productivity of the staff.

To help the software perform these tasks, it should have the following features:

Marketing Automation: One of the CRM software capabilities is marketing automation. This feature automates monotonous tasks to improve marketing campaigns. It ensures that everyeffort must fit at various points of the lifecycle.

For instance, a sales prospect appears on the system. When the tool sees it, it starts sending campaign materials to the potential customer. The purpose of this module is to entice all prospects to become a full-fledged buyer.

Sales Force Automation: This feature is also known as sales force management. Its purpose is to stop duplicating campaigns between a sales representative and a client. It tracks the follow-ups and contacts between both parties.

Contact Center Automation: This module is specifically designed to minimize repetitive aspects of the customer representative’s job. The feature has pre-recorded audio that helps the agent to solve the client’s problem. Moreover, it helps distribute information.

Those apps that integrate with the agent’s computer can manage customer requests. This feature helps reduce call duration and simplifies customer service.

Location-based Services: Some CRM software apps have features that can make marketing strategies based on the location of the client. This feature is known as location-based services. Sometimes, people call it as geolocation technology.

As the name suggests, it focuses on the location of the sales prospects. It uses a GPS to know where the potential customer lives.

For instance, a Chicagoan prospect comes into the system. The module automatically searches the location of the potential buyer. Once the system identifies the customer’s site, the app starts sending customized campaigns to the client.

However, this feature is more than just creating personalized marketing efforts. It also works as a contact management tool that helps the user find a customer based on location.

Types of CRM Software

Customer relationship management can be extremely useful for both small-scale and large-scale enterprises. It allows the business to give better service to old and new customers, as well as to potential buyers. Moreover, it integrates information from various channels and presents them in a cohesive way.

CRM software systems come in different types. These are operational, sales force automation, analytical, collaborative, campaign management, and sales intelligence. Let’s discuss them one-by-one.


This type consolidates information sets and put them into one file. For instance, the software integrates the customer’s purchase history, contact details, and previous communication. Once gathered, it puts these pieces of information on a single web page. That way, users can provide their customers with quick response and service.

This solution is perfect for customer service, sales, and marketing departments. However, it can also be useful to improve sales force automation.

Sales Force Automation

We have discussed earlier that this system helps prevent repetitive campaigns between the client and the sales representative. However, this tool is much more than that. This tool records every phase of the sales process. It helps users automate activities, such as scheduling calls, sending emails,andmaking reports.


Another type of CRM software is the analytical system. In this solution, the tool looks into the client’s data from an analytical point-of-view. With this system, users can make better marketing strategies that can improve future sales. Users can also look at the data from various databases to come up with trends and patterns. It enables the company to look at a wider perspective and to create better strategies for customer management and sales.


This system unifies external contacts. It also provides information to customers with the use of an extranet. With this solution, clients can be proactive about enhancing the service they get from the firm. A system can achieve this by providing the customers with new tools, support center, and technologies.

Campaign Management

It’s one of the best CRM software solutions. It’s a combination of operational and analytical systems as it can perform the functions of both tools. It targets particular specific customers and sends them campaigns that focus on their interests. It also analyzes, stores, and tracks different marketing efforts of the company.

Sales Intelligence

Analytical systems and sales intelligence have similarities when it comes to functionality. Their only difference is the focal points of these solutions. If analytical systems concentrate on the customer’s data, this tool focuses on the sales performance of the company.

Who Should Use CRM Software?

Many people think that this tool is for companies that make sales. However, this software is not only intended for these industries. In fact, every commercial enterprise should take advantage of this program. With this program, companies can track the workflow of their business. Furthermore, it can monitor how your staff interacts with your customers.

In other words, this tool helps improve the overall productivity and performance of a firm.

However, there are a few questions that you must answer before getting the best CRM software. Some of these queries are as follows:

“Are you losing sales because you fail to follow up on leads and opportunities?”

“Do you have a sales process? If so, are you ready to monitor your team’s sales performance?”

“Do you want to have a designated place for your customers’ communication?”

If your answers to these questions are yes, then you are ready to use this tool.

Customers play a vital role in the business. These people help determine the success of one’s company. Thus, it is essential to have a relationship with them. However, most firms don’t focus on building a connection with their clients. Thus, they fail to keep their patrons.

Fortunately, you can improve customer retention. You just need to get a Customer Relationship Management tool. This software deals with clients of a company. With the help of this program, users can deliver quick responses and services to their consumers. Consequently, people will stick with you as long as your company exists.

Apart from that, it also helps improve sales. For example, the CRM system recognizes a potential customer. To make that person become a buyer; the app starts sending some campaigns to the prospect. If the potential purchaser likes what he sees, chances are he’ll become a full-fledged client.

There are different types of CRM solutions. Each has distinct features and purposes. Before getting one of these programs, make sure it matches your needs. For instance, your sales performance is low. To improve it, you need to make more efficient marketing strategies.

However, you can’t come up with a campaign without a base. Thus, you need to get an analytical CRM system. This tool will identify the best strategies that you must use.

Apart from that, you also need to read reviews of CRM software. It will help you choose a program that fits your needs.

Unfortunately, not all are reliable reviews. Some reviews are written to promote a product. However, there are still reviews that you can trust.

If you’re looking for comprehensive, fair reviews of CRM software, then you should go to The site ranks this tool based on customer reviews.

Keith Moore

Keith Moore has worked with several leading Android development agencies to build customized mobile apps enabling businesses to extend the use of their services to smart phones and mobile devices.

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