Professional Documents
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Customer Relationship Management
Customer Relationship Management
1. The primary goal of a functional CRM is to reduce the amount of time you spend on tedious
business tasks through computerization. It provides critical assistance for these tasks, allowing
you to focus more on your clients. You can organise the data on which you base your decisions
and expand how you sell, market, and retain clients. Deals computerization, advertising
mechanisation, and administration robotization are the three fundamental elements.
Many businesses first face what is known as a "legacy" problem: a large portion of their
computer system is outdated and, more importantly, was developed for a purpose other
than implementing the CRM strategy.
Robotization: A functional CRM allows you to integrate various endeavours and automate your
entire sales process.
Rather than being distracted by regulatory work or information transmission, you can maintain
relationships with clients because you can:
Client profiles should be auto-populated from both internal and external sources.
In order to reduce information passage requirements, combine data sets from various
applications.
Sort through your leads and automate a lead-maintenance work process.
2. Once the CRM software that meets these requirements and is simple to use is selected. We
need to install and configure it. Following that, you must import the customer data into the CRM
software and begin using it.
3. The CRM software must be simple to use so that employees can use it with ease.
4. The CRM software must be able to generate reports based on the needs of upper management.
5. The CRM software must be able to integrate with the company's other software applications.
For the CRM software to function properly, customer data must be accurate. This is due to the
CRM software's use of customer data to generate reports and track their activities. If the
customer data is incorrect, the reports generated by the CRM software will also be incorrect.
Furthermore, inaccurate data can lead to the company making incorrect decisions. As a result, it
is critical that customer data is correct.
CRM software should be simple to use so that employees can use it without difficulty.
Employees will find it difficult to use if the CRM software is not simple to use, which may lead
to them not using it. Furthermore, if CRM software is not used, it will be unable to generate
reports and track customer activities. As a result, it is critical that the CRM software is simple to
use.
The CRM software must generate reports that meet the needs of upper management. This is
because the reports generated by CRM software are used to make decisions by top management.
If the reports generated by the CRM software do not meet the needs of top management, they
will be unable to make sound decisions. As a result, it is critical that the CRM software generates
reports that meet the needs of upper management.
The CRM software must be able to integrate with the company's other software applications.
This is because CRM software requires data sharing with other software applications. If the
CRM software is unable to integrate with other software applications, it will be unable to share
data, which may result in the company making incorrect decisions. As a result, it is critical that
CRM software can integrate with other software applications.
3. A.) Rajeev has done exceptionally well over the last decade, but his company is now
facing stiff competition. Rajeev is thinking about going online to attract new customers and
increase his revenue.
The first step in this process would be to design a visually appealing website with high-quality
content. The site should be focused on Rajeev's product or service and not cluttered with
irrelevant information. It should also be simple to use, with high-quality graphics and
animations, and encourage visitors to sign up for newsletters or other notifications to stay up to
date on new products and services.
Rajeev should consider adding social media accounts to promote the site on Facebook and
Twitter once it is complete. He can also use email marketing services like MailChimp or
Constant Contact to send out automated emails with promotions and discounts on his
products/services via email campaigns tailored to each customer's interests (for example, "If you
liked our Facebook post about discounting our [product], we've got an even better deal for you!
"Learn more by clicking here").
Along with this, Search Engine Optimization (SEO) to rank better on Google search, along with
running and promoting product based ads to increase awareness and build funnel towards
purchasing the product and his company in general. Paid media and promotions need to be
incorporated as Google Adwords, Facebook ads etc.
1. He should strive to keep his prices low and to provide high-quality products at reasonable
prices.
2. He should have an easy-to-use website where customers can easily learn about all of his
products, prices, and delivery options.
3. He should make his website responsive so that customers can access it from any device or
browser, including mobile phones.
6. He may offer special promotions and discounts to his online customers only.
7. When a client contacts support, he responds quickly and addresses their concerns.