What is operational crm

hmftj 3,385 views 10 slides Sep 21, 2015
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What Is Operational CRM H.M.F.T.J

There are mainly three types of CRM,Operational CRM, Analytical CRM and Collaborative CRM. Here we will discuss about  what is Operational CRM . CRM  or  Customer Relationship Management  software enables an organization to acquire new customers, retain existing customers and serve them better to bring  customer loyalty .

Operational CRM streamlines the business process of an organization. It mainly focuses on automation and improvement of customer facing and customer touching business processes . It includes Sales automation, Marketing automation and Service automation. Main purpose of  Operational CRM  system is to generate leads, convert them into contacts, capture all required details and provide support throughout lifecycle. So what is Operational CRM definition ?

Sales Force Automation H.M.F.T.J

Sales Force Automation (SFA) helps an organization to  automate  sales process from lead generation to closing sale. Main purpose of sales automation is to set standard within an organization to acquire new customers and deal with existing customers. It includes various CRM sales modules like  - Lead management -  Contact management -  Account Management - Tracking Customer Preferences - Performance Management - Quote-to-Order management - Sales Forecasting H.M.F.T.J

Marketing Automation H.M.F.T.J

Key features of Marketing automation Marketing automation helps an organization to streamline, automate and measure marketing task to grow sales and earn revenue faster. It includes various  CRMmarketing modules like  Campaign Management , Event Based Marketing. In marketing, Campaign management allows business to design its own campaign, decide communication channels (like email, call, website, social media, TV ads etc.) and targeted contacts, allocate budget and analysis the effectiveness or quality of each campaign. Event based marketing is to reach out customers with more relevant products or services based upon what’s going on in their lives at that moment, like first job or  buying new  car or getting married. It can  automate response to customer queries, inform sales team about new opportunities. H.M.F.T.J

Service Automation H.M.F.T.J

Service automation enables business to provide best quality of customer service by automating the service process . It includes various service modules like  call management , case or incident management, knowledge management, service level management. Call management automation helps to route the customer call to the most appropriate  help desk  person and retrieve all required information related to the call. Case or incident management helps as organization to assign customers’ problems to the right person, provide solution within time limit, capture customer response and analyze effectiveness.  Knowledge management captures information from various sources and makes a pro active approach to give value addition to customers. Service level management enables business to analyze quality of service based on its key performance indicators.  H.M.F.T.J

Increase sales and improve customers’ loyalty are two main purposes of any  Operational CRM   application . There are lots of operational CRM applications with different features and platforms ( SaaS , On Premise, Hybrid). So before implementing any Customer Relationship Management software, organization should have defined goal and strategy to ensure success. To know more, follow ‘HMFTJ' on Facebook / Twitter / LinkedIn / Goolge + or join our website as follower.