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CRM Systems

Author
Neil Wilkins
Published
Sun 14 May 2023
Episode Link
https://podcasters.spotify.com/pod/show/neilwilkins/episodes/CRM-Systems-e2422su

Webinar - Understanding Customer Relationship Management (CRM)


“Did you know your employees switch apps and interfaces more than 1,100 times a day? That’s hours of clicking between programs, dividing their attention, and copying and pasting information that might get compromised along the way.” Zendesk.co.uk


“Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.” salesforce.com


Key components of CRM systems:


1. Workflow Automation - rules that trigger actions based on specific inputs



2. 3rd Party Integration - linking with Sage, Dropbox, Outlook etc.



3. Customer Service - integration of all customer contact from marketing to sales



4. Employee Tracking - cross-referencing and reporting of staff inputs and performance



5. Marketing Integration - linking with Mailchimp, social media, website lead generation


6. Analytics and Reporting - integrated and customisable, multi-function reporting


Listen to the full webinar to learn more.


This webinar by Neil Wilkins is part of Cambridge Marketing College's fortnightly webinar series for marketers. Visit http://marketingcollege.com/events for more webinars like this and http://neilwilkins.online for more content like this.

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