CRM as Customer Relation Management Tool

CRM as customer relation management software is an ideal platform to automate the core business processes and manage the provided services.

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What are the benefits of using customer relation management app?

If you use a CRM as customer relation management software, you get a lot of advantages. A CRM platform helps to keep you all the detailed information on your clients in one place, automate marketing campaigns and track their effectiveness, as well as provide the top customer service.

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Account and contact management

Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers. Use bpm’online sales to keep record of contact data, including addresses, with the ability to see them on the map, track connections between accounts and the relationships in company structures, see a list of activities they’re involved in and the entire history of interactions. Having a 360-degree view of your customers, you can predict their buying behaviour and preferences to win their trust.

Communication panel

Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the enterprise social network using the Communication panel. All notifications are also here, so you will not miss any important event.

Best practice service processes

Manage various types of cases with the help of out-of-the-box best practice processes in bpm’online customer service. The processes guide agents though the most effective actions required to successfully resolve cases. The process triggers notifications and alerts, and enables control over case resolution deadlines.

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