Contact CRM. Sometimes, a little human touch goes a long way. Things like work anniversaries and birthdays can be easily tracked and celebrated using a contact CRM. These are the simplest (and often the cheapest) CRM options available.
Marketing CRM. Marketing CRMs often integrate other tools that help automate the workflow for your marketing team. These tools tend to be a little more expensive than other options, but their reach is extensive.
If you’re feeling a little lost when it comes to creating a great CRM process within your company, Zero Gravity Marketing can help. Our team can manage your CRM, analyze the stats, and recommend best practices going forward. Touch base with our team to learn how we can simultaneously simplify and improve your marketing processes.
We are here to help! If you can't find the answer to your questions in our resources, submit a ticket and we will get in touch with you.
Zoho Customer Relationship Management (CRM) software comes with features from Omnichannel capabilities to pipeline management and automation, all bundled in one package. You can experience what Zoho CRM can do for you for free, before you commit to adopting it, across your organization. With 24x5 standard support and 24x7 premium support, a team of experts are ready to assist you at any time.
Bring in quality leads, nurture them, and turn them into happy, paying customers. Get a complete view of all customer data—personal details, all communication you've had with them, and more—all in a single place.
Instead of having your sales team waste their time doing administrative work, automate all your routine and mundane tasks with workflows and macros to help your team focus on winning clients and closing deals.
Reach out, respond, and stay in touch with your customers across email, telephony, social media, and live chat with a real-time notification system. Build better and long-lasting relationships through meaningful connections.
With Zia, Zoho CRM's AI, you get an interactive link to all your CRM data. Get predictions that help you focus on the right deals with the highest chance of closure, identify and remove bottlenecks, prioritize your response based on the sentiment of a customer’s email, and more.
Zoho CRM works with products you use every day. Seamlessly integrate with more than 300 popular business apps and let CRM talk the same business language as yours.
Salesforce does a nice job of making people think all other CRMs lack functionality. We checked out Zoho and found that not only did it have all of the functionality Salesforce has, but the interface was much more thoughtful and well-designed. Bernard Health's bottom line has improved significantly since switching to Zoho.
*All prices shown here are in USD. The names and logos for Zoho are trademarks of Zoho Corp. All other trademarks, brand names, or product names belong to their respective holders. Comparison information as of 15th July, 2021.
If not, don’t fret; you’re not the only one. 22% of salespeople have never heard of a CRM tool. On top of that, 40% still use manual methods, such as spreadsheets and email programs, for customer data storage. Considering that CRM applications can help increase sales by up to 29%, it’s important to understand how to use this technology to nurture buyers down your sales funnel and continue the relationship once the deal has been closed.
Check out our guide on customer relationship management to learn what CRM is, why it’s important, how to select the best CRM software, and how to make the most of your CRM software.
At its core, “customer relationship management” is a strategy for managing potential and current customer relationships through collecting and analyzing data. You can select and implement different customer relationship management CRM process to detail how you’re going to approach your relationships with customers.
Typically, however, “CRM” refers to customer relationship management as a software (which is what we do in this article), not as a strategy. CRM tools are designed to help you efficiently manage customer data to improve relationships. Think of it as a type of intelligent database that’s built around relationships. As you insert customer info into your CRM (e.g., phone calls, emails, contact details), it not only organizes the data but also turns the data into insights.
For example, according to a Capterra CRM user survey, 47% of respondents cited their CRM as a major factor in customer retention. That same percentage also cited their CRM as helping to increase customer satisfaction. When potential and current customers are happy, they’re likely to not only buy your product but also refer others to your business.
Customer relationship management systems can be divided into three capability categories of CRM: operational, analytical, and collaborative. Although every CRM should have these capabilities, different companies will lean more towards a specific one depending on their needs.
Operational CRMs assist with managing the daily activities of company teams. For example, rather than reps having to manually create customer records, the CRM automatically inserts customer contact information into the platform. An operational CRM works well for companies with short sales cycles as these CRMs are extremely efficient.
Best CRM For Real EstateAnalytical CRMs organize and manage large amounts of data to gain insights on the customer experience. For example, analyze past buying behavior within your CRM to determine what campaigns to roll out for certain customer segments. An analytical CRM is great for companies with heavy competition and multiple customer data points.
Collaborative CRMs connect communication and data across a company’s sales, marketing, and support departments. This integration makes for a seamless customer experience. For example, when support members can see the conversations that sales reps are having with customers, they can offer better service that matches the reps’ messaging. A collaborative CRM is an excellent option for companies to manage pools of data across departments.
Beyond capabilities, there are many factors that go into choosing a CRM. Do you want to build your own or use a tool that’s already created? What are the goals of your CRM? How much can you realistically spend on the software? All of these are important considerations as the costs of choosing the wrong CRM are high.
Customer relationship management software can be used by a number of departments, including sales, marketing, and customer service. Here’s how the tool is typically implemented in each department.
A sales CRM has become an essential tool for sales departments as customer activities, conversations, and tasks are spread out across sales teams. Use it to manage your sales pipeline, monitor deals, and track customer interactions and progress. Contact management, sales tracking, and CRM reports tools are all in one place with a sales CRM, so you don’t have to implement multiple point solutions.
A sales CRM is used by both sales reps and sales managers but in different ways. Sales reps use CRMs to communicate directly with customers, while managers use the tool to monitor and assess performance data for their team.
For example, sales reps can connect with customers by phone or email, manage tasks and appointments, and keep an eye on whether or not they’re going to meet their sales quota. Sales managers can use the CRM to keep tabs on team performance and activities, complete sales forecasting, and create/review reports to see what targets were met and what areas of the pipeline need improvement.
If you’re with a marketing department, you need to know as much as you can about customer needs. And if you’re with customer service, you need a way to quickly and easily access and answer customer questions. This is where a CRM comes in.
Marketers use a CRM to learn about leads and customers, so they are able to more effectively target them with campaigns. For example, with a CRM, you can segment customers by geography or industry. The software also allows marketers to track the effectiveness of their campaigns and determine how much revenue their marketing efforts are bringing in.
Support reps can also use a CRM to manage all customer interactions on one platform — track tickets, make phone calls, and review customer satisfaction metrics. No matter where customer interactions are coming from (social media, live chat, phone, email, etc.), your CRM should be able to create tickets based off of each interaction, so you can solve customer problems faster and more efficiently. You can also make better solution recommendations after reviewing past interactions.
Whether for sales, marketing, or customer support, a CRM is a valuable tool for all activities that involve the customer. Learn how to make the most of your CRM (specifically for sales) with the following resources:
Customer relationship management is not a sprint — it’s a marathon. It takes time to develop strong customer relationships and requires a focus on improving the customer experience. However, combined with the right strategies and software, you can both efficiently and effectively manage customer relationships.
Of course, we’d like you to consider choosing Zendesk Sell as your sales CRM software. Beyond managing your customer information, our tool also provides valuable insights to improve your pipeline, sales performance, conversations, and processes.
Over the past 30 years, the term customer relationship management (CRM) has evolved with the times—what was once seen as a tool designed to provide visibility into a company’s sales pipeline has morphed into something much more powerful.
At its heart, CRM is about managing current and potential customer relationships by collecting and analyzing data. So while sales teams have long used CRM systems for tracking and evaluating leads, they’re now just one of many organizations that rely on the technology.
“CRM as the industry thinks of it is a tool that was built for salespeople, but the new world of CRM software is not built for salespeople,” says Jon Aniano, vice president of product for Zendesk. “It’s built for the customer, and it’s built for customer experience.”
