Which business functions need a CRM system?
Marketing Team
Marketing is not just about creating the perfect campaign; it's also a lot about reaching out to the right people. With a CRM system, you can divide your customer base into segments, allowing you to send customized messages to every segment.
Benefit from improved lead management: Lead capture forms on your website can be integrated into your customer relationship management software and passed on to your sales team to follow up.
Since all the customers' activity is tracked in the system, marketing can gain valuable insights into their behavior.
Sales Team
With CRM technology, your sales team can streamline the whole sales process and shorten the sales cycle. By being able to visualize the sales pipeline, your sales reps can identify the deals that require immediate attention and focus on the most valuable opportunities.
They can schedule calls, follow-ups, and meetings, take notes and send invoices. Additionally, your sales manager can run sales reports and forecasts to track all sales activities and review their team's performance.
Customer Service Team
Using a CRM system helps you store customer preferences and track all activities associated with them. If a customer tells you that they don't want to receive weekly email updates, you can simply tick a box against them in the CRM, and the emails will stop.
Your customer service team can manage and monitor any post-sale interactions in the CRM system and share important updates with the sales or marketing team. This way, they can fix potential issues and provide solutions faster.