Customer Relationship Management

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CRM

Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

CRM systems are designed to compile information on customers across different channels  or points of contact between the customer and the company which could include the company's website, telephone, live chat, direct mail, marketing materials and social media.

CRM systems can also give customer-facing staff detailed information on customers' personal information, purchase history, buying preferences and concerns.

Benefits Of Our CRM:

  • Provide Faster response to customer inquiries.
  • Having a deeper knowledge of customers.
  • Receiving customers feedback
  • Our CRM is the strongest and the most efficient approach in maintaining and creating relationships with the customer

CRM consists of many features. They are as listed below

  1. Lead
  2. Contacts
  3. Account
  4. Opportunity
  5. Activity

lets see how they are configured and stored data.

LEADS

A Leads represents any person or organization that a company might have the potential to do business with.

  • CRM used to store the data of leads
  • Infact this is the first step in CRM

ADD LEADS

  • DETAILS
  1. This is the place where one can add the complete info of a lead
  2. Generally mandatory info of any lead is their name and contact details.
  3. Here goes the same one can fill all the required info in that particular filed and save it which is clearly shown in below Image
  4. It is often essential to track additional information about the organization

                                                https://imgur.com/LAElMiJ

  • ADDRESS
  1.  Address of a lead can be filled at this page.
  2. It includes primary address and alternate address

                                                              https://imgur.com/j3j6Nh0

  • CONTACT DETAILS
  1. Here one can give all the contact details of a lead which contains Emails, Telephone
  2. This is more important to reach the lead or to know more info for further.

          https://imgur.com/DMFC8ZP

  • CONTACT
    • Contacts are the individual persons to whom you have relationship.
      • There are three tabs to be filled in Contacts,they are 
        • Details tab
          • Here you need to enter all the details of contact like Name, Birth Date, Lead source, Salutation, Assigned User, Display Picture(need to upload).
        • Address tab
          • You have to fill all the mandatory fileds like primary address(Address1, Address2, city, country, state,Zip)
        • Conatct Details tab
          • Need to enter email Id at primary email field
        • After filling all the information you can click on save button.Contact will be saved and you can see the saved contact in the contacts list.


  • ACCOUNT
    • Accounts are administrations with which you have a relationship.
      • To Add an Account in Officegx CRM you need to follow some steps. They are three tabs namely
        • Details tab
          • Here you need to enter all the details of Account like Name, Annual Revenue,Rating,Sic code,Assigned user,Type,Industry, website,Parent Account.
        • Address tab
          • You have to fill all the mandatory fileds like primary address(Address1, Address2, city, country, state,Zip)
        • Contact details tab
          • Need to enter email Id at primary email field.
        • After filling all the information you can click on save button.Account will be saved and you can see the saved account in the Account list.


  • OPPORTUNITY
    • Leads from the companies who are in need for similar services you offer can be accessed from Opportunities.
      • To Add Opportunity you need to fill all the mandatory fileds like Name,Account Type,Assigned User,Type,lead source,currency,sales stage,Account.
      • After filling all the Mandatory fileds you need to click on save button.


  • ACTIVITY
    • Data Related to the various Ad groups and marketing campaigns launched so far and scheduled activities can be accessed.
      • To add Activity you need to fill all the mandatory fileds like Name,Information, Activity type, Activity for (need to select from the choice box), Activity status, Select Lead and Follow up.
      • After filling all the Mandatory fileds click on save button.