The module of a CRM is a tool that groups specific and advanced functionalities to complete CRM software. CRM systems create complementary and interrelated modules that respond to a common objective. In addition, to optimize sales processes by offering a personalized service adapted to the client’s needs. However, It is a general business strategy focused on the customer.

What Are CRM, Example

A CRM is a computer solution for managing customer relationships. CRM corresponds to  Customer Relationship Management in English. However, CRM software is one of the tools companies use today to optimize customer management and accelerate business growth. Lastly, Oracle and SAP Sales Cloud are two examples of the best-known solutions worldwide.

What Can A CRM Do With Modules

CRM software is a business management tool that gives you a 360 vision of the customer life cycle. Technological advances have turned these programs into complete solutions capable of fulfilling different functions within your business processes, for example:

• editing sales reports
• marketing automation,
• Business analysis,
• resource Planning,
• sales forecast automation,
• contract management,
• management of sales opportunities
• automated email campaigns,
• indicators of performance.

These solutions are not only quite complete, but they are also scalable tools and capable of integrating with other applications. You may be wondering, but how is this possible? Well, very simple, the cloud-based CRM is a tool comprising modules that connect.

What Are The Modules Of The CRM System

The CRM offer on the market is so broad that they can be classified according to multiple perspectives: by sector (CRM for hotels, CRM for real estate, etc.) or by the size of the company (SMEs, micro-enterprises, large corporations, etc.) to give An example. Each of these platforms has modules specific to its specialty. However, a good CRM should systematically propose the following four modules:

1. Service Module Of CRM : (Customer Relationship Management)

The service module allows the centralization of each client’s data better to understand their behavior, preferences, and needs. You can consult at any time and on a case-by-case basis the contact information, next, the type of customer, or the status of their purchases. Finally, this module optimizes customer service and technical assistance. In this way.

• purchase history,
• the calls made,
• ongoing and processed claims,
• technical interventions,
• returns from each customer.

In addition, Knowing the behavior of your client and the actions that have carry out allows you to:

1. Offer quality and personalized customer service;
2. Improve efficiency in incident management;
3. Implement automatic tracking of contract renewal dates and details;
4. Simplify bid management.

2. Sales Module of CRM: The Essential Element To Automate Sales Forces

This module aims to optimize the operation of the commercial department. Among the components that we can find are the following:

• account and contact management,
• management of agendas and commercial activity,
• the control of territories and opportunities,
• the definition of products, rates, and offers,
• Sales analysis forecasts.

Accessing all this information will allow you to focus the sales force on the most profitable customers. Moreover, Thanks to this module, you can monitor all sales process tasks, from the first steps to post-sale services. In addition, you can search for and qualify potential customers, coordinate communication between vendors and customers, or have an extensive database of products and their essential characteristics.

3. Marketing Module Of A CRM : How To Optimize Your Campaigns Thanks To Customer Segmentation

This module facilitates and automates access to information about your customer profiles. You will be able to know what they are looking for, at what time. Than, what way you can communicate with them. All this data will help you implement customer retention programs, ensuring a stable, personalized, and lasting relationship. Finally, among the available features are the following:

• The individualized management of your marketing campaigns thanks to customer segmentation;
• The management of promotions through email using specific template editors;
• Customizing your event calendar.

4. Reports, Statistics, Dashboards Module Of a CRM: Strategic Information For Your Company

Many CRM solutions have functionality for analytics. These allow you to prepare periodic reports with the key performance indicators of your company. For example, you will be able to obtain data on the daily activity of each department, control the level of satisfaction of your customers or make comparisons to understand which areas and initiatives allow you to obtain better results. Finally, the dashboards summarize the overall progress of your company’s organization, a series of indicators that reflect the productivity of each department in real time.

5. Social Module Of A CRM : The Tool To Connect With Brands And Identify Dissatisfied Customers

Social networks are one of the channels customers use to connect with brands and are a powerful tool to improve customer relations. Therefore, Integrating information from these digital channels into your CRM system will benefit sales forces, marketing teams, and customer service departments. You can simultaneously follow the products, the brands, the competition, and the campaigns. In addition, you will know the comments that customers make about your company and your products.

What Modules Of A CRM Solution For My Company

You will have already understood that CRMs are flexible tools capable of adapting to your company and the evolution of the market. So the choice of software is a very particular decision according to the needs of each company. However, we can indicate that if you are self-employed or if it is a small company, perhaps a free CRM could be enough to cover your needs.

Conclusion

CRM systems create complementary and interrelated modules that respond to a common objective: to optimize sales processes by offering a personalized service adapted to the client’s needs. However, CRM is a computer solution for managing customer relationships. CRM software is one of the tools companies use today to optimize customer management and then, accelerate business growth. Therefore, CRM software is a business management tool that gives you a 360 vision of the customer life cycle. Moreover, Service Module: Customer Relationship Management Integrating information from these digital channels into your CRM system will benefit sales forces, marketing teams, and customer service departments.

HELPFULL RESOURCES : What Types Of CRM And How To Choose Most Suitable