What is CRM?

CRM is an acronym for the term “Customer Relationship Management”, which is the practice of being both attentive and responsive to the needs of individual customer relationships through systems and processes. Strong CRM practices are becoming an increasingly important strategic imperative for businesses across every sector

What benefits do businesses obtain from implementing CRM systems and practices?

Businesses that don’t engage in CRM tend to have a one-size-fits-all approach to marketing, selling, and supporting their customers. This leads to each businesses not predicting or directly addressing customer needs during each customer engagement. Because customers tend to choose to work with businesses that more directly serve their needs, businesses that don’t use CRM tend to win fewer deals against competitors, and have lower customer satisfaction, and retention.

Conversely, businesses that do engage in CRM tend to employ more customer empathy during every stage of the customer journey, across every customer interaction. It is generally accepted that employing CRM systems and practices leads to increased customer satisfaction during marketing, sales, and customer service engagements, and ultimately to stronger profitability.

What is Vtiger CRM and how does it help with CRM practices?

Vtiger CRM is a cloud software application that helps businesses be more customer centric through software. It centralizes a database of customers and all of the information, about them. This means contact information, internal notes and documents, calendar events, deals, phone and email conversations, and more. It then contains a set of tools to build process and enable customers to flow smoothly through marketing, sales, and support, and to monitor each customer as they do so. Customer facing teams can then use Vtiger to learn about each customer, communicate with them, plan and manage their customer-facing work, and even automate repeated tasks.

What is CRM for marketing?

Marketers often use Vtiger for a few things. They can automatically capture leads from various sources like website forms and email, or just upload lists to Vtiger to get contacts into the database. When they’re planning for a campaign, they can segment customers by source, industry, spend, and other factors important to them to learn who to market to. They can then either run the campaign out of Vtiger but track performance in Vtiger, or run email campaigns inside of Vtiger and track engagement right inside of the CRM. Start your marketing automation with our Email Marketing

What is CRM for sales?

Sales teams use Vtiger to manage the entire sales process. Individual sales reps can be assigned contacts or deals to engage. They can group, and sort their contacts by source, region, industry and any other lead information, and reach out right from the contact’s record in just a few clicks. If they’re ready to start a deal, they can create one, and track the progress through the sales pipeline of every deal in a visual funnel. On-contact-record and on-deal internal messaging ensure that sales teams can collaborate more effectively with less work. Forecasting ensures that growth and investment in new channels and products produces predictable results. Here is our accelerating Sales Edition

What is CRM for support?

Support teams run an efficient multi-channel support organization with Vtiger CRM. They can automatically create and assign tickets from communications that come in through a range of channels, including email, phone, website chat, or even a built-in customer portal. They can route and assign tickets to agents based on areas of expertise, or customer priority. Once assigned a ticket, an agent can communicate with customers right from the ticket. Custom escalation rules ensure that no ticket goes unanswered, and pre-built reports provide insight into how to make processes more efficient and customers happier. Delight your customers with our Support Edition

What else can CRM do to help people work better?

Everyone with a CRM account stands to benefit from:

  • On-contact, deal, project conversations, so that context never needs to be explained
  • On-screen, email, and text message notifications about upcoming events and tasks, and notes in which they’ve been mentioned
  • Reports on employee, process, market segment, product, and other performance
  • Mobile apps to access data and information
  • Integrations that link Vtiger to more than 300+ popular business and social apps
  • and much more