Automation is a process of converting a set of tasks, which are to be done automatically, without any initial aid. In Business, automation is carried out by CRM, which proves to be an excellent and highly effective automated business platform. Stages like marketing, sales, data acquisition etc. are all automated within the CRM and are beneficial to a business and its growth, in every aspect.
For example, in general marketing process 3P’s are needed – People, Place and Product. CRM provides the information about all customers residing in a particular place. This automated feature of CRM gives an extra edge to know the customers need, make the product, work on the operations and deliver of the product and market it effectively. This automated process is exactly what businesses need in order to save up on their time, effort and money.
Client’s Data updates with CRM
This modern world is very much used to automation technique in business which is very vital to survive amidst contemporary business competitors. Data updates of each section in business is required on time. There are many sources through which data updates are available. All of the data gets stored in Cloud database and automatically updated, and the reports can be simultaneously generated, with the help of the various features available with the CRM.
Here are the various departments that can make the most of the CRM automation toolset:
1. Sales & Customer service
Various features of the CRM like the automated report generation for pre-sales and post-sales activities or the basic real time data availability are all instrumental in making a business succeed. From automated invoice and quotation sheets to GPS tracking options for ones sales and operations team, the automated feature of CRM is proving to be beneficial in every aspect!
Every business operation has to be checked time to time and that task is way more difficult than it sounds. CRM updates information about all operations carried out in business, which helps to maintain consistency in production, marketing, sales and service. Ticket management for example is automated, to help provide the opportunity, save the effort, time and in return offer customer satisfaction.
Marketing risks are very common in business and the risky marketing decisions sometimes create problems forthe entire business. By analyzing different sectors in marketing automation like lead sorting based on its various platforms, lead filtering, account management, lead processing and social integration, allowing a business to function smoother is easier than before!
Social Media inputs for CRM
CRM is directly integrated with social media. This helps in garnering relevant and important customer information and also helps in updating the customer profiles at a later stage. This updated profile gives an idea about the kind of customers that a particular business might be targeting to or catering to and hence, helps the business in making decisions according to the end user’s needs.
Mobile CRM app provides specific data in quick time. It comes to much use when a sales or service report is needed to be checked during travelling or even on-the-go. Any new business, customer or product is automatically updated and alerts with respect to queries, feedbacks and service leads are received in the form of message. Carrying reports or documents everywhere is difficult as data lose can occur and data recovery processes are highly time consuming. Through Cloud database, which the CRM offers, all reports can be stored safely and can be retrieved very easily.
CRM, the cloud-based platform that is automated and updated for every business, is indeed the new-age solution for businesses to harbor a better and stronger environment for their customers.