This app consolidates customer information and documents into a single CRM database so business users can more easily access and manage it. The other main functions of this app include automating various workflow processes such as tasks, calendars and alerts, and giving managers the ability to track performance, feedbacks, clients grievances and productivity based on information logged within the system.
Common features of CRM software include:
· Marketing automation: CRM tools with marketing automation capabilities can automate repetitive tasks to enhance marketing efforts to customers at different points in the lifecycle. For example, as sales prospects come into the system, the system might automatically send them marketing materials, typically via email or social media, with the goal of turning a sales lead into a full-fledged customer.
· Sales force automation: Also known as sales force management, sales force automation is meant to prevent duplicate efforts between a salesperson and a customer. A CRM system can help achieve this by automatically tracking all contact and follow-ups between both sides.
· Contact center automation: Designed to reduce tedious aspects of a contact center agents job, contact center automation might include pre-recorded audio that assists in customer problem-solving and information dissemination. Various software tools that integrate with the agents desktop tools can handle customer requests in order to cut down the time of calls and simplify customer service processes.