CRM customer management system is a very important business management method. It manages customer relationship, improves customer satisfaction and enhances customer loyalty through the collection, analysis and arrangement of a large amount of customer information, so as to achieve the company's marketing goals.
In today's increasingly fierce market competition, more and more companies are beginning to pay attention to the importance of CRM customer management system . Therefore, by choosing a CRM customer management system suitable for their own enterprises, enterprises can better implement digital marketing and customer management, and improve their competitiveness and profitability.
This article will introduce the definition and function of CRM customer management system, common CRM software, how to choose a CRM customer management system suitable for your enterprise, and analysis of the future development trend of CRM customer management system .
1. The definition and function of CRM customer management system
CRM, that is, Customer Relationship Management, translated as customer relationship management , refers to a method for enterprises to manage and maintain customers by adopting a series of strategies and methods in order to improve customer satisfaction, maintain customer loyalty, and obtain more profits. Business management tools.
The CRM customer management system is a software system developed to better implement the CRM strategy . It manages customer relationships, improves customer satisfaction, and enhances customer loyalty through the collection, analysis, and arrangement of a large amount of customer information , thereby achieving business marketing goals. At present, with the rapid development of the Internet, the CRM customer management system has become an important tool for enterprise management.
The role of CRM customer management system mainly has the following aspects:
(1) Maintain customer information
CRM customer management system is a tool that can help companies better maintain customer relationships . It can classify, organize, analyze and archive customer information, so that enterprises can better understand customer needs, meet customer needs, and improve customer satisfaction and loyalty.
In addition, the CRM customer management system can also provide more considerate services according to the needs and behaviors of customers, thereby further improving customer satisfaction . For example, when a customer dials an enterprise's customer service number, the system can automatically identify the customer's information and display the customer's history and needs. In this way, customer service personnel can better understand the customer situation and provide more personalized service.
In addition, the CRM customer management system can also help companies better grasp market trends and customer needs by continuously recording and analyzing customer information , so as to formulate marketing strategies and product planning more accurately. In this way, enterprises can better meet customer needs and improve market competitiveness.
(2) Enhance customer loyalty
CRM customer management system is a powerful tool that can provide personalized services to customers by analyzing their needs and behaviors , thereby enhancing customer loyalty. Customer loyalty is one of the key success factors for a business because loyal customers are usually more inclined to purchase more products or services and are more likely to recommend them to their friends and family.
In addition to providing customers with personalized recommendations and discounts , CRM customer management systems can also help businesses better understand customer needs and preferences. By analyzing customers' purchase history, access records and behavior data, companies can better predict customer needs and future purchase behavior. This enables businesses to better develop marketing strategies, increase sales, and maintain an edge in a highly competitive market.
In addition, CRM customer management system can also help companies improve customer service quality . By recording customer issues and feedback, businesses can respond to customer needs faster and take appropriate steps to resolve issues. This can help businesses build a good reputation and customer relationships, thereby increasing customer loyalty and brand value.
(3) Optimize marketing strategy
A CRM customer management system is a tool that helps businesses better understand customer needs and behaviors. It tracks customers' purchasing history, buying preferences, online behavior, and more , and consolidates this information in one centralized place. In this way, businesses can formulate more accurate marketing strategies and improve marketing effectiveness by analyzing customer data.
In addition, the CRM customer management system can also provide personalized marketing solutions , such as recommending corresponding products or services based on certain customer behaviors or preferences, thereby improving customers' purchase intention and satisfaction. In addition, CRM customer management systems can also help businesses build closer customer relationships , such as by sending regular emails or text messages to keep in touch. Overall, a CRM customer management system is a very useful tool that can help businesses better understand customers, improve marketing effectiveness, and build closer customer relationships.
(4) Improve enterprise management
CRM customer management system can help enterprises to carry out standardized and systematic management in customer relationship management, thereby improving the management level and efficiency of enterprises . For example, enterprises can use the CRM customer management system to record and query customer relationships in a comprehensive, accurate and timely manner, so as to better understand customer needs, formulate more accurate marketing strategies, and improve corporate management and efficiency.
To sum up, CRM customer management system is an important tool for enterprises to implement CRM strategy . It can help enterprises better maintain customer relationships, improve customer satisfaction and loyalty, optimize marketing strategies, improve enterprise management, and realize enterprise marketing. goals and development. Therefore, when enterprises choose a CRM customer management system, they should choose a powerful, easy-to-use, reliable and stable CRM customer management system according to their own needs and actual conditions, so as to better implement the CRM strategy and improve corporate competitiveness and profitability.
2. Introduction and comparison of common CRM customer management system software
The following are 7 common CRM customer management system software, including Jiandaoyun, U8 CRM, SAP CRM, SugarCRM, Microsoft Dynamics 365, Oracle CRM, etc. These softwares have their own characteristics and advantages, and can be selected and customized according to the needs of enterprises, so as to better manage customer relationships, improve customer satisfaction and loyalty, optimize marketing strategies, and improve enterprise management.
- Jian Daoyun
- UFIDA U8 CRM
- SAP CRM
- SugarCRM
- Microsoft Dynamics 365
- Oracle CRM
- Zoho CRM
1. Multifunctional Artifact-Jian Daoyun
Official website: http://s.fanruan.com/d6tgb
Jiandaoyun is an easy-to-use CRM software that can help companies better manage customer relationships, improve customer satisfaction and loyalty, optimize marketing strategies, and improve corporate management. The main functions of Jiandao Cloud include customer management, sales management, marketing management, service management, business analysis, etc., and can be flexibly customized according to the needs of enterprises. In addition, Jiandaoyun also provides a complete mobile client, which is convenient for users to manage customers and sales business anytime and anywhere.
Compared with other CRM software, Jiandaoyun is characterized by its simple and easy-to-use interface and quick-start operation mode . Its functions are very rich, but users can choose the functions they need to use according to their own needs, without being troubled by too many functions. In addition, Jiandaoyun also provides a wealth of tutorials and training, so that users can easily use it.
(1) Powerful functions :
Jiandaoyun CRM system provides a variety of functions , including data collection , process flow , visual analysis , etc. These functions can help enterprises better manage business processes such as customers , sales , and business opportunities .
(2) Ease of use :
Jiandaoyun CRM system adopts a zero-code development model, and users can customize functional modules , form fields , business processes , etc. according to their own needs. At the same time, it also provides a friendly interface and operation guide, making it easy for users to get started .
(3) Excellent data visualization processing :
Jiandaoyun is backed by Fanruan , an established reporting company , and is quite good in the field of data visualization . Therefore, Jiandaoyun 's report visualization is comprehensive and beautiful. This enables businesses to better understand customer needs and provide better services.
(4) Multi-function instrument panel:
Use the dashboard to display sales goals and completion status, and realize digital management of performance goals;
For example, in terms of market management , the dashboard can be used to visualize and analyze lead conversions in real time, so as to analyze the ROI of marketing activities and guide marketing actions; in terms of customer management , you can view all customer information in a table in 360° to quickly gain insight into customer information.
Overall, Jiandaoyun is a powerful, easy-to-use, and affordable CRM software that is ideal for small and medium-sized businesses.
2. The leader of domestic CRM management software: UFIDA U8 CRM
Official website: http://www.uf-crm.com/
U8 CRM is one of the leading CRM management software in China, it can help enterprises realize customer management, sales management, marketing management, service management and other functions. U8 CRM supports multiple deployment methods , including local deployment, cloud deployment, and hybrid deployment. Enterprises can choose the most suitable method according to their own needs.
The interface of U8 CRM is simple and easy to use, supports multiple languages , and also provides a wealth of tutorials and training , so that users can easily use it. Enterprises can use U8 CRM to manage customer information, track sales opportunities, formulate marketing plans, provide customer service, analyze business data and collaborate in office, etc. In addition, U8 CRM also supports integration with other systems, such as ERP, HR, etc., so that enterprises can manage business processes more efficiently. The only disadvantage of U8 CRM is that compared to other CRM software, its degree of customization is slightly lower and it is not flexible enough.
3. Powerful CRM management software: SAP CRM
Official website: https://www.sap.com/products/crm.html
SAP CRM is a powerful CRM management software, it is highly customizable, and enterprises can choose relevant functions and expand according to their own needs.
The interface of SAP CRM is simple and easy to use, supports multiple languages , and also provides a wealth of tutorials and training, so that users can easily use it;
SAP CRM meets the marketing, sales, and service business software needs of medium and large organizations across all industries and sectors.
Enterprises can use SAP CRM to manage customer information, track sales opportunities, develop marketing plans, provide customer service, analyze business data and collaborate in office, etc. In addition, SAP CRM also supports integration with other systems, such as ERP, HR, etc., so that enterprises can manage business processes more efficiently.
The only disadvantage of SAP CRM is that compared with other CRM software, its learning cost is relatively high, and certain training and learning costs are required.
4. Open source CRM management software: SugarCRM
Official website: https://www.sugarcrm.com/
SugarCRM is a marketing and sales and customer service software. SugarCRM can be used for marketing automation, sales automation, and customer service automation. Its interface is simple and easy to use, supports multiple languages, and also provides rich tutorials and training , so that users can easily get started.
In addition, SugarCRM also supports integration with other systems, such as ERP, HR, etc., so that enterprises can manage business processes more efficiently. The only disadvantage of SugarCRM is that compared to other CRM software, its open source version has limited functions, and you need to purchase a paid version to get more functions.
5. Enterprise-level CRM management software: Microsoft Dynamics 365
Official website: http://dynamics.microsoft.com/en-us/
Microsoft Dynamics 365 is an enterprise-level CRM management software that provides the integration of ERP, HR and other enterprise management software to manage enterprise business processes more efficiently. Microsoft Dynamics 365 provides many functions, such as business analysis and collaborative office , etc. In addition, it also provides customer management and sales management functions based on mobile devices, users can manage customers and sales business anytime and anywhere.
The interface of Microsoft Dynamics 365 is simple and easy to use, supports multiple languages , and also provides a wealth of tutorials and training, so that users can easily get started. Enterprises can use Microsoft Dynamics 365 to manage customer information, track sales opportunities, develop marketing plans, provide customer service, analyze business data, and collaborate in office work . The downside of Microsoft Dynamics 365 is its high pricing relative to other CRM software, which may not be friendly to small and medium businesses.
6. The world's leading CRM software: Oracle CRM
Official website: https://www.oracle.com/cx/what-is-crm/
Oracle CX Cloud Suite is a sales and marketing solution that includes CRM as part of it. It integrates social media, call center, mobile and in-store contact points , and focuses on customer satisfaction and social relationship management functions, emphasizing the improvement of customer-business relationships through various channels.
Oracle CX cloud suite can help enterprises effectively acquire customers through multiple channels, significantly improve customer retention and repurchase rates , and simplify and maintain customer relationships for enterprises . Compared with the CRM unicorn company Salesforce, Oracle's CRM price is slightly lower, but the functions are not as comprehensive as the industry giants. If the enterprise is already using Oracle database or other systems, it is a relatively convenient choice to launch a set of CX.
7. The preferred CRM software for SMEs: Zoho CRM
Official website: https://www.zoho.com/crm/
Zoho CRM is a CRM software specially designed for small and medium enterprises. Zoho CRM is relatively lightweight, with complete functions, flexible customization, low threshold for small and medium-sized enterprises, high cost performance, and friendly experience. The application of Zoho CRM artificial intelligence in the daily work of sales is also at the forefront. Due to its excellent user experience, Zoho CRM has been selected into the Gartner quadrant 8 times, and has won awards from many media or institutions every year, winning user recognition.
Zoho CRM is a sales automation CRM product built using cloud computing, big data, mobile Internet and other technologies . Zoho CRM is built on multiple platforms, connecting multiple applications and tools to form 360-degree customer insights. Customers are an important asset of an enterprise. Zoho CRM helps enterprises establish long-term and effective business relationships with customers through "customer life cycle" management, get closer to customers at every touch point, understand customers, and comprehensively improve business profitability.
3. How to choose a CRM customer management system suitable for your enterprise
It is very important to choose a CRM customer management system that suits your business . Here are some considerations :
- Function:
When choosing a CRM system, it is necessary to carefully consider whether it has various functions required by the enterprise, such as customer management, sales management, marketing management, service management, etc. In addition, you should also know whether the system supports customization and whether it can be personalized according to the needs of the enterprise. For example, some businesses may need to add specific fields or modules to meet their special needs, while others may need to integrate the system with their existing software.
- User-friendliness:
In addition to having powerful functions, the ease of use of the CRM system is also a very important consideration. The system should be simple and easy to use, which can be picked up quickly without much learning and training. For those employees who are not familiar with the CRM system, the experience should be as friendly and intuitive as possible. Also, the system should be multilingual for the convenience of employees or customers who speak different languages.
- cost:
Cost is also a very important consideration when choosing a CRM system. While some systems may be more expensive, they may be more worth the investment if they offer better features and services. For some small and medium-sized enterprises, they may pay more attention to the system's affordability and cost performance, and need to choose the appropriate CRM system according to the actual situation.
- Integration:
The CRM system should be able to integrate with other software of the enterprise to facilitate data sharing and intercommunication;
For example, it should be able to integrate with the enterprise's ERP, accounting, email and e-commerce systems to facilitate the rapid exchange and integration of data.
- Data Security:
The CRM system should be able to protect the security of customer data and prevent data leakage and loss. Therefore, when choosing a system, you need to carefully consider its security, backup and recovery capabilities, and more. The system should have a complete security mechanism and data protection measures to ensure the security and confidentiality of customer data.
- Technical Support:
The technical support of the CRM system is also a very important factor. In the process of using the CRM system, enterprises will inevitably encounter various problems and difficulties, and need timely technical support and assistance. Therefore, when choosing a CRM system, it is necessary to consider whether the technical support provided by the system is sufficient and whether it can respond to users' questions and needs in a timely manner. Some systems may provide online help and support, while others may require enterprises to purchase additional technical support services, which need to be selected according to the actual situation.
Finally, choosing a CRM customer management system that is suitable for your company requires sufficient investigation and research. Businesses should understand the different options and compare their pros and cons to choose the CRM system that best suits their business needs.
4. Analysis of the future development trend of CRM customer management system
With the continuous development of digital marketing, the future CRM customer management system will pay more attention to the combination with digital marketing, so as to better meet the needs of enterprises' digital operation. The following are more trends in the development of CRM customer management systems in the future:
1. Mobile digital marketing
The future CRM customer management system will pay more attention to mobile digital marketing . With the popularization of smart phones, mobile digital marketing has become an important development trend of enterprise digital marketing. The future CRM customer management system will pay more attention to the development and integration of mobile applications to support mobile digital marketing. For example, real-time update and viewing of customer information and push of marketing activities can be realized in mobile applications.
2. Social digital marketing
The future CRM customer management system will pay more attention to social digital marketing. With the continuous development of social media, social digital marketing has become one of the important channels of enterprise digital marketing. The future CRM customer management system will pay more attention to the integration of social media, such as Facebook, Twitter, LinkedIn, etc., to better understand customer needs and improve marketing effects. For example, through the analysis and mining of social media, companies can better understand customers' hobbies, preferences, etc., and formulate more accurate marketing strategies.
3. Data-driven digital marketing
The future CRM customer management system will pay more attention to data-driven digital marketing. Through data analysis and mining, companies can better understand customer needs and behaviors, and formulate more accurate marketing strategies. The future CRM customer management system will provide more data analysis and mining tools, such as charts, reports, dashboards, etc., to help companies better carry out data-driven digital marketing. Through data analysis and mining tools, companies can better understand customers' purchasing behaviors and consumption habits, and formulate more accurate marketing strategies.
4. Customer life cycle management
The future CRM customer management system will pay more attention to customer life cycle management. Enterprises need to meet the needs of different customers through different marketing strategies and customer services from potential customers to existing customers to loyal customers. The future CRM customer management system will provide more customer life cycle management tools, such as marketing automation, customer service management, etc., to help companies better manage customers. Through customer service management tools, companies can better understand customer problems and needs to provide better customer service.
5. AI technology application
The future CRM customer management system will pay more attention to the application of AI technology. Through AI technology, companies can better understand customer needs and behaviors , and provide more personalized marketing and customer service. The future CRM customer management system will provide more AI technology application tools , intelligent customer service, machine learning, etc., to help enterprises better apply AI technology for digital marketing and customer management. Through intelligent customer service tools, enterprises can better understand Customer problems and needs, to provide better customer service.
6. Application of blockchain technology
The future CRM customer management system will pay more attention to the application of blockchain technology. Blockchain technology can bring higher data security and transparency to the customer management system, as well as better customer privacy protection.
The future CRM customer management system will pay more attention to the integration of blockchain technology , such as identity verification and data encryption based on blockchain technology, to improve the security and credibility of the customer management system.
In short, choosing a CRM customer management system suitable for your company is a necessary measure to improve the efficiency of digital marketing and customer management. I hope this article will help you choose a CRM customer management system, so that you can better implement digital marketing and customer management, and improve corporate competitiveness and profitability.