Do you know what a CRM is in marketing ? If you know the functions of a CRM , you may have an idea. However, to optimize your work with this tool you must know how it works and all its advantages.
A CRM is key to marketing strategies. For example, among the marketing tasks that use CRM the most, we can mention two that are essential :
65% of companies use a CRM to optimize their lead nurturing
59% of companies use a CRM for email marketing management .
If you don't know what a CRM is in marketing, in this post we will tell you:
What is a CRM and what is it for?
Advantages of CRM;
3 types of CRM;
What is a CRM in marketing;
What is a CRM and what is it used for?
A CRM is a customer management software whose function is to organize all the data of a company's client and prospect portfolio. In marketing and sales, a CRM is used to manage customer relationships; the history of interactions and the visualization of the prospect's progress through the sales funnel allows the company to make better decisions throughout its relationship with the client.
If you want to learn more about customer management systems and how to choose yours, read our beginner's guide.
Advantages of CRM
Throughout the post we will see specific advantages according to each type of CRM, but, in general, these are some advantages of CRM:
It integrates the 3 most important areas of a company: marketing, sales and customer service;
Aim for more effective marketing campaigns;
Optimize the indian phone number performance of the budget used in marketing campaigns;
Effectively manages the client portfolio;
helps to identify potential customers;
optimizes the flow of internal communication .
What are the 3 types of CRM?
There are 3 types of CRM that we will detail below so that you understand how each one works and how a CRM is used in marketing.
1. Operational CRM
Operational CRM focuses on automating actions in the areas of marketing, sales and customer service. It carries out orderly management of sales operations from these three areas, simplifying the tasks of agents.
2. Analytical CRM
Analytical CRM is responsible for collecting data from prospects and customers for more accurate analysis. It uses data mining and storage to understand the target audience and their needs.
This type of CRM directly benefits marketing strategies as it uses this information to understand your clients' customer journey and detect adjustments that need to be made.
3. Cooperative CRM
Finally, collaborative CRM is responsible for integrating and facilitating communications between agents and customers. It integrates the different channels that a company uses to communicate with customers and between teams in one place, allowing communications to flow and optimizing the sales process. This way, all agents are aware of each customer's situation and can follow the process no matter what stage they are in.
What is CRM in marketing?
Let's see what a CRM is in marketing and why it is so important for this area.
As we mentioned before, marketing strategies benefit greatly if you adopt CRM software. The main reason? Because it optimizes the lead generation funnel.
Let's see how:
CRM in marketing accompanies the sales funnel process from the moment a visitor enters a site until they becom