Low-code platformCRMCreatio named a leader in the Gartner's Magic Quadrant forSales Force Automation, 2020Learn more
SupportResourcesExplore Creatioe-learning courses on our AcademyFind a course
Creatio partner ecosystemCREATIO is a 5-Star Partner Programaward winner in 2020Learn more
CompanyNews & EventsEXPLORE CREATIO'S DIGITAL EVENTSfor CIO and Digital leadersReserve a free seat
How CRM Software helps to stay connected with clients
Customer Relationship Management (CRM) is simply defined as the model for managing your company’s interactions with its customers, both current and potential. CRM software can assist you with this process by using technology as a way to organize and automate sales, marketing, and customer service.
CRM software can handle any and all of the following:
- Managing Contacts
You can use CRM solutions to capture client data, as well as track customer purchases, providing you a way to send more targeted advertising. It also allows you to quickly contact clients through direct mail, email, telephone, and social media such as Facebook, Twitter, LinkedIn, and Google+. Additionally, it can store the communication methods your clients prefer for you to use when contacting them.
- Track Interactions
CRM tools allow you to quickly and easily see the various ways you have connected with your clients thus keeping all the history of your communications under your fingertips.
- Quick Access to Customer Information
CRM software can be integrated with your telephone systems. This way, when a customer calls, their information will be readily available, and your staff can immediately personalize their experience.
- Helps Identify Successful Marketing Campaigns
CRM software can begin tracking your customers from their very first interaction with you. A simple report can provide you with more information on how your customers found out about your company.
- Ensures the Security of Your Customer Data
CRM software keeps your customer data safe from harm, as it is not at the same risk for corruption as spreadsheets and documents you may save to your personal computer.
- A Single Information Source
CRM software is a single source that can be used by your entire organization, which creates a sense of shared responsibility and teamwork among employees to provide the best service possible to your customers.
You might also like
How businesses can maximize the benefits of the Creatio low-code platform: top tips and best practices
January 14, 2021
As the holidays are fast approaching, Creatio is continuing its yearly tradition of g
December 03, 2020
In 2020, it is more important than ever for businesses to think strategically about their t
August 04, 2020