CRM Systems

Published: May 14, 2023, 6:01 p.m.

Webinar - Understanding Customer Relationship Management (CRM)

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\u201cDid you know your employees switch apps and interfaces more than 1,100 times a day? That\u2019s hours of clicking between programs, dividing their attention, and copying and pasting information that might get compromised along the way.\u201d Zendesk.co.uk

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\u201cCustomer 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.\u201d salesforce.com

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Key components of CRM systems:

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1. Workflow Automation - rules that trigger actions based on specific inputs\u2028

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2. 3rd Party Integration - linking with Sage, Dropbox, Outlook etc.\u2028

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

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\u20284. Employee Tracking - cross-referencing and reporting of staff inputs and performance\u2028

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

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

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Listen to the full webinar to learn more.

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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.