operational crm

How operational CRM guarantees higher efficiency and better Performance


Can you handle your business operations with the smoothness and efficiency of a baton handover in an Olympics relay?

If you are among the majority of businesses, the answer is that ‘you can’t’.

In a normal working day, even a well-balanced business can’t afford to be nuanced about handling their daily responsibilities. Most employees need to constantly multitask and switch modes between different responsibilities.

In short, it’s hard to manage your daily responsibilities-collaborations with better efficiency.

An operational CRM creates a completely connected system of managing your daily work and streamlining responsibilities. Meanwhile, it also allows the concerned manager to ensure that each employee will continue to operate at their optimal levels.

Now let’s look at the most important question.

How does it work?

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Why your Operations might be seriously inefficient

If you are running your business as a series of activities, you may end up having different persons responsible for each individual process. Sometimes a process may be required to pass-over by three or four departments before completion.

If you are running a business as a series of activities, you may end up having an indefinite responsibility distribution between different persons.

A normal flow of a process for a small business looks something like this.

This process flow requires you to intersect and optimize different touch points, where each can potentially throw-off the entire process chain.

When you have different persons or touch points, your flow of processes may also depend on getting active inputs from these touch points.

In a simple sense, you could be simply stacking decisions one above the other, where one particular piece could tumble your entire piece to ground.

An Operational CRM Platform lets you manage all your business activities from a single platform. This allows your entire activities to be viewed and operable from a single platform. In this sense, the operational CRM can simply become an augmented process management platform.

This enables you to manage your entire business activities from a single platform, making it potentially a better platform to manage your daily activities.

Connect and Combine Different activities on a Single Platform

As mentioned, a series of the independent process can lengthen and create bottlenecks in your process chain. By combining different process into a long process chain, you can complete processes within their optimal time.
In this case, an operational CRM efficiently helps you establish a clear hierarchy for the flow of activities.
It helps you connect and manage your business activities through an integrated platform; this clear segmentation lets you accelerate your processes through each phase.

Streamline Activities and Eliminate internal Conflicts

Most organizations are internally divided in terms of their specific goals and objectives.

For example, your sales team could be trying to fix a particular number of meeting closures, while the marketing team would benefit from a higher lead count.

In this system, there could be possible internal friction in determining the value of a lead or the lead handover process. An integrated operational CRM can act to make this system into a transferable process with definite end points.

For this process, the Lead Management System helps you create a business with better lead processing utility.

The lead management collects and streamlines all lead information through a single dashboard. This operational model could be applied to reach an amicable decision within different teams that includes order taking and distribution, customer support and development teams etc.

Efficient Information Distribution within Teams

We all know that passing information along the right point means better efficiency. At the same time, organizations need to ensure the confidentiality of both their own and their client’s information.

For this reason, creating an open system of managing information can simply give rise to higher risks.

An operational CRM platform can help you store and retrieve information for handing over information without any security risk.

For example, an in depth client profile allows the sales people to pitch and communicate with customers with better efficiency.

An operational CRM helps you build in depth customer profiles. This information also helps you manage seamless internal and external customer conversations.

The lead information database allows the sales people to spend lesser time gleaning information from every prospect.

The CRM platform needs to be handling different activities, each with independent duties. In short, the organizations have the responsibility to manage and introduce better process with lesser friction. In turn, this simply means that your entire process needs to be handled with a higher degree of proficiency and system efficiency. Similarly, your different processes can have better efficiency and a better attitude for managing diverse responsibilities.

Cloud Ticketing for task management and handovers

As described above, the modern business processes are built on intricate process assignment and efficient process handovers. If you have an operating system with the ability to assign or exchange responsibilities to right people, it can immediately accelerate the entire process chain. The cloud-enabled mobile ticketing allows you to integrate, view and share responsibilities within each team.

This will present all the query and customer information in an easily digestible form. An additional informational tagging enables you to manage the follow-up activities without getting muddled in the information search.

This also means that you need to spend lesser time at processing each customer request.

If you don’t have an efficient system for process management, it may need you to head hunt to finish each particular novice task. This also means that your business may face conflict and confusion about the running process that concerns your business.

Cloud ticketing lets you manage your organization’s goals and objectives in an efficient way.


If your business is trying to achieve long-term operational efficiency, you should find better internal coordination and process-responsibility management. An operational CRM platform like Kapture, lets you consolidate and share your responsibilities within a well-streamlined process chain.


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