Sat. Nov 20th, 2021

Customer relationship management (CRM) systems provide efficiency to customer-oriented business models. CRM is a software system that collects and analyzes customer data (as well as company-wide data of other types) and stores it all in an easily accessible, centralized location. Businesses of all sizes can benefit greatly from the head start on workflow and organization that CRMs offer. Read on to learn what CRM can do for your team.

Who Do CRMs Benefit and How?

No matter how big or small a business, CRMs have become an invaluable tool for anyone in the working world. Whether an upscale competitor with numerous branches and departments, an underdog small business or a new startup looking for ways to stand out, organization and an efficient workflow can make or break the path to success and expansion. An organizational software like this can even benefit smaller organizations like non-profits, volunteer groups as well as temporary creative productions.

There is no real minimum amount of data entry required in order to reap the benefits of CRMs, though the software is probably the most vital for businesses that have remote staff or product distribution. For businesses just gaining momentum, it is incredibly useful for building and maintaining an online presence and activity across network channels and requires less brainpower for simple tasks like marketing announcements or customer follow-up messages. Although automated, these tools can also be customized and personalized, ensuring that customers feel seen and heard, and have needs met in an honest and holistic way. In other words, CRMs give the monotonous organizational tasks to an automated system, while the humans involved can focus more on human relations without burning out from robotic busy work.

Two big areas where CRMs help are marketing and sales, which can be integrated on the same platform to share knowledge and make informed decisions for campaign strategies and sales projections. By tracking customer activity across other online platforms, CRMs can build profiles that indicate to sales teams where to direct their attention for closing on deals and, alternatively, where some leads may either need extra encouragement or to be let go. Marketing teams can also campaign smarter with direct access to the sales projections generated by the CRM-collected data on customer trends and spending behavior.

Thanks to automated, consistent tracking, CRMs prevent businesses from remaining stagnant, providing constant up-to-date insight on customer searches and interests, as well as rhythmic, consistent engagement with current customer bases via messages, email and social media. For those customers who exhibit especially active levels of engagement with the company, personalized messages can be leveraged to invite specific customers to participate in promotions for the growth of the business, which enhances a sense of mutual belonging and loyalty for clientele. The more clients interact, the more the system flags them and the more deals and offers can be directed towards the specific needs of the most active clientele.

In Sales

For the sales department of any business, perhaps a CRM’s most helpful feature is its ability to record and track data on potential and current clients via sales calls, emails and across online channels. Automated flags and triggers keep lead scores constantly up to date, and “listening” abilities keep tabs on the status of current deals in process to avoid creating complications regarding new contacts. Projection tools are also extremely helpful for sales teams to predict where and when to put efforts toward specific prospects.

In Marketing

Teams can also use the data tracking and projections that marketing CRMs generate in order to strategize more effective marketing campaigns. For a department relying heavily on constant innovation and creative thinking, this is an invaluable energy saver for staff. Instead of crunching numbers and monitoring customer activity, marketing team members can optimize time and cognitive steam by accessing the reports on their dashboard, better trust comprehension and currency and subsequently utilize the information to brainstorm the best way to increase sales and attract more attention across platforms. This feature decreases a company’s marketing costs because it streamlines marketing resources towards prospects most likely to result in profit.

In Customer Support and Service

This is where the “customer relationship” aspect becomes key in CRM performance. Follow-ups after customer interactions and mass emails can be customized with triggered reminders, as well as automated sending. The option to personalize messages is hugely beneficial for customer satisfaction. Even though we depend on automated systems in so many ways now, most of us still like to be recognized as human beings, so adding individualized names in emails and including details from customer data go a long way in creating a welcoming atmosphere. In addition to helping service agents focus more human attention on their daily interactions, customers also have more autonomy in how they interface with the company’s services, whether that be over the phone, through email or on a website. Add-ons informed by customer data can be incorporated into a company’s website, which streamlines specific customers’ search results, and triggers a quicker response from customer service if a consumer reports an issue.

In Mobile Accessibility

Similarly, having a CRM that provides intuitive and straightforward mobile use increases both customer and employee satisfaction. Easy mobile accessibility is not only a convenient feature, but is also a necessity for any business today. Since most people do their searching and scrolling while on the move, the more user-friendly your mobile interface, the more likely customers are to come to you when they need something. It is also extremely beneficial for employees to have remote access to company data, contacts and message boards or email inboxes. This can increase productivity and efficiency across departments.

In Task and Project Management

This feature of a CRM makes everyone’s life easier by organizing and setting up schedules, triggering automated reminders for meetings, daily to-do lists and customer follow-ups. Task management boosts knowledge sharing not only within the company but also with vendors and outside collaborators. CRMs can help reduce the brainpower required to organize and outline everyday operations so employees can best utilize time on direct productivity.

Types of CRM

On Premise vs. Cloud-based

The first and simplest distinction between different CRMs out there is that between on-premise and cloud-based CRMs. As is evident by the name, an on-premise CRM is one that is purchased by a business and exists only locally on the company’s server. This is best for companies that have strict security needs and that operate primarily from one fixed location.

Alternatively, there are CRMs that function as Software as a Service (SaaS), better known as cloud-based or on-demand CRMs. This type of software is a subscription for which the company pays monthly or annually and which stores data on the vendor’s servers. In this case, a business has full access to the database from anywhere. This is commonly used by businesses that operate more remotely.

The best thing about cloud-based is also that it is easily scalable, so as a company grows it can easily expand its database without having to make too many adjustments to its on-site server or storage system.


Social channels have become a top spot for marketing campaigns to target prospective customers, so having a CRM specifically geared toward tracking activity on social networks increases the likelihood of catching marketing and sales opportunities and provides more virtual spaces for announcements and campaigns to occupy. A social CRM compiles data collected across social platforms like Facebook, Instagram, Twitter, etc., and uses that data to inform a company on consumer trends and patterns.

Tracking online behavior is crucial for online businesses to keep up with competition, and with the help of an automated monitoring system, businesses can cut back on busywork that often leads to employee burnout. Not only does this type of CRM offer businesses the ability to interface with customers personally in preferred networks, but it also allows for tracking posts and relevant activity across social media platforms, flagging when any issues, events or other mentions arise.

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