What are CRMs: the main types and their features

 

Many people know that CRM can improve the efficiency and speed up the work of the business when implemented in the overall system. So you can remove some of the duties from employees, reduce the level of responsibility of managers, get rid of accidental errors and not only.

 

But before you use a CRM, you need to understand what they are and how they differ from each other. That's what we will now tell you.

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Basic types of CRM

 

All CRM systems can be divided into several types. Each type has its own characteristics, characteristics and purpose. This allows you to choose the best CRM solutions, which will be most useful and effective in a particular situation.

 

• Operational. Such systems are designed to solve the problems of interaction with customers. The program is able to collect data about users, systematize them, and then provide employees of the company in the most convenient format. Such types of CRM are engaged in fixing contacts of the client and the company, and monitor their actions. With the help of the system, it is possible to automate the assignment of tasks, issue invoices, send messages, and not only;

• Analytical. These systems are used to collect information and data about customers, which will later help create reports or make predictions. With the help of such tools, you can find out how effective the trade is, what the profitability is in the promotion and what needs to be done to increase the volume of profits. The system will statistically report on the behavior of customers, as well as point out weaknesses in the organization of the business;

• Collaborative. These CRM systems are used solely for the internal exchange of data about the company's customers. This type is not used very often. It is mostly used by companies where there are a large number of autonomous departments. The most obvious example is banks. The system is able to store customer profiles, which are supplemented and changed by managers from different departments and branches. Most often, the functions of this type of CRM are performed by other types of tools, or they are developed individually for the customer;

• Combined. From the name it becomes clear that these systems allow multiple functions simultaneously, typical for existing types of CRM. Most often used a combination of analytical and operational programs. With their help, you can create a detailed database of customers, and on its basis, generate reports without deep analysis.

 

Each type of CRM has its own functions and purpose. Therefore, you need to choose based on what tasks you face and what you want to get from the specialized software.