Customer Relationship Management: Functional Modules of a Custom CRM System
A custom customer relationship management system combines various aspects of business into a single comprehensive platform, automates routine tasks, and simplifies workflows. In this article, we will look at CRM functional modules and their role in achieving the company's business goals.
Functional modules of a custom CRM system
Depending on your business needs and budget, you can choose the necessary CRM modules. Below, we'll take a closer look at them.
Sales
The module helps to increase the number of sales, improve the accuracy of tasks, and reduce human errors by automating routine processes. The functionality includes the ability to segment the audience, personalize marketing campaigns and offers. As a result, companies can create more effective sales strategies aimed at specific market segments and customer needs.
Pricing and billing
This module allows a company to effectively manage prices for products and services, as well as automate customer invoicing. The main functions cover setting up and updating pricing policies, creating invoices according to current prices and terms, and tracking payments. With this module, companies can reduce the time spent on administrative procedures and help reduce the risk of errors.
Customer data management
CRM functionality provides centralized storage and management of customer data: contact information, history of interactions, purchases, preferences, etc. The module allows you to create customer segments for targeted marketing campaigns, ensures data privacy and security, and integrates with other systems.
Lead generation
This module is aimed at optimizing lead generation and management processes. The main functions include collecting leads from various sources, maintaining a history of interactions with them, and automating follow-up actions. It helps to boost the number of quality leads, speed up lead processing, and increase conversion rates.
Marketing
CRM system allows companies to effectively manage marketing campaigns and attract new customers. It offers the functions of creating and monitoring marketing campaigns based on specified parameters, automatic mailings and notifications, and measuring the results of advertising activities. This allows you to build personalized communication strategies and improve customer experience.
Customer service
The module provides tools for managing the company's contact center and promptly resolving customer requests. It provides multi-channel registration and routing of requests, which automatically directs inquiries to the appropriate specialists, ensuring fast and efficient processing.
Partner activity monitoring
The main functions include tracking sales and commissions, analyzing the effectiveness of affiliate programs, providing access to information about products and services for partners, and automating cooperation processes. This module helps to improve the efficiency of relationships with partners and drive sales through the partner network.
Reporting
The module provides data analysis and reporting for making management decisions based on accurate information. The functionality allows you to automatically generate reports by the specified parameters, visualize data as graphs and charts, and analyze KPIs. It provides access to up-to-date information about the company's operations and the effectiveness of its strategies.
Third-party integration
Integrations help to expand the functionality of a CRM system by synchronizing it with external apps, services, and tools, including email channels and social networks. This way, the company can automate data import and updating, quickly respond to requests and messages from customers and partners, and enhance communication efficiency.
Customer feedback
The module creates a direct communication channel between the company and its customers through the implementation of surveys and questionnaires to collect feedback and impressions. This means you can actively interact with customers, collect valuable information about their needs, expectations, and satisfaction, and understand how to improve the quality of products or services.
Customer self-service
With access to a personal account, customers can manage their orders, view their status and history on their own. This reduces the workload of the customer service department, speeds up the processing of requests, and leads to a higher level of loyalty.
Thus, a custom CRM is a tool that fully meets the specific needs and processes of a company. The system allows you to conveniently maintain a customer database, track interaction history, and implement personalized communication and sales strategies.
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