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CRM and Marketing Automation

Written By: Cliff Ford on August 3, 2011 No Comment


CRM for Business

CRM is an acronym for Customer Relationship Management, although many specialists agree that there really is no certain definition for what CRM is. For most businesses, CRM is known for what it’s being used for: a software. This is such a misconception, considering the fact that the CRM can do so much more than that. For instance, CRM plays a major part in a business’ strategy to generate new leads, convert them into customers, maintain those customers, and collect data for marketing analysis purposes. As a company grows larger, the acquisition of new customers and maintaining them could prove to be very essential yet inefficient to be a task and definitely a waste of time. This is where CRM enters the picture. Contrary to what others might think, CRM is a very powerful partner in a company’s goals for marketing. With a CRM software, a company will be looking into the prospects of benefiting from the effects of marketing automation and its parallel functions.

Sales Force Automation

One of the parallel functions of CRM with Marketing Automation is a module that automates and manages the sales processes of a company’s sales force. Sales Force Automation helps a company’s sales representatives maintain the data of newly-generated or acquired leads, which is then converted into new customers. It also helps organize sales activities, simplify the sales process, and generate reports and dashboards from all relevant processes. These functions are featured mostly in popular CRM software, such as Salesforce.com. However, it becomes more comprehensive and allows for more user control in other CRM software like that of SugarCRM, where there are several sub-modules involved such as Lead Management, Potentials, Accounts, Contacts, and other custom-ready features.

Marketing Automation

The most important function of a CRM software for business would definitely be Marketing Automation. It is a part of the software that helps companies execute its defined marketing campaign. However, the CRM itself becomes a burden when it cannot be customized according to the company’s marketing direction. Such is the case with Salesforce.com, where a business is forced to modify its predetermined goals in order to accommodate the settings of the CRM software. On the other hand, SugarCRM allows the business to redefine the settings of its CRM to go in harmony with their marketing goals. Using Email and Text Messaging as the marketing channels to reach potential prospects, its Marketing Automation module can automatically track the number of people who actually responds to the campaign. It can also automatically track the type of responses and determines if the respondents can be categorized as qualified leads. If they are, the same automated module will forward these converted leads to the sales division so that the company can move on to the next step of the operation.

CRM Customer Support

Just like any other organization, there is no such thing as a perfect business as well. That is why a business must always make room for customers who will submit their grievances and complaints about the goods or services being offered by the company. This concept leads to another concept that it is also equally important, that in which a CRM software must also treat this issue as an essential factor that could make or break a business. Therefore, a CRM Customer Support module is created to make sure that all complaints, questions, and feedback are handled properly and efficiently. This is being addressed by the software through automatic generation of a ticket ID for every complaint, making it easier to track, record, and responded to by the management.

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 Comparison Webinar: Microsoft CRM 2011 vs Salesforce.com

This comparison between Salesforce.com and Microsoft Dynamics CRM 2011 will assist you in your CRM evaluation. To view the on-demand webinar, click the image below.

CRM Webinar - Microsoft Dynamics CRM vs Salesforce.com

Locations for CRM Consulting and Training

We encourage you to sign up for our CRM Newsletter. We also suggest going directly to websites such as Microsoft CRM, SugarCRM, Saleslogix as well as CRM partners in your area.

If you need assistance in finding the best CRM implementation partner in your region, please don’t hesitate to contact us. Simply fill out the form and detail your message in the “Message” field. We have CRM partners in all regions in the United States, including the following cities:

Stamford, Connecticut or Boulder, Colorado

[audio:http://www.crmsolutioncomparison.com/wp-content/uploads/2011/08/CRM-and-Marketing-Automation.mp3]

About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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