What are the essential functions of a CRM system for medium and large enterprises ? The customer volume of medium and large enterprises is larger than that of small and micro enterprises, and they need CRM more. At the same time, what they are pursuing is no longer simple, easy-to-use and lightweight elements, but complete and powerful functions, and strong customization, so as to achieve the purpose of reducing costs and increasing efficiency for enterprises. .
1. Sales Automation
CRM sales automation is the focus of the annual Gartner Magic Quadrant. Sales automation can bring many benefits to enterprises. Through workflow rules, enterprises can customize simple business opportunity allocation and even complex approval and sales processes, reducing simple, repetitive and error-prone processes. work content. Before CRM sales automation, the business team needed to manually record customer information and update the stage of business opportunities. After CRM sales automation is added, the sales team can free up valuable time for following up customers and negotiating orders.
2. BI data analysis
BI data analysis helps medium and large enterprises better understand customer needs and formulate more effective marketing strategies and sales plans by mining and analyzing enterprise and customer data. The BI data analysis of the CRM system can be used to generate various reports and assist enterprise decision-making, such as sales forecast, marketing effect, product sales, etc. These data can help companies understand market trends and customer preferences, and formulate corresponding sales and marketing strategies based on data to enhance corporate competitiveness.
3. Marketing Automation
CRM system marketing automation can improve marketing efficiency and quality, and reduce marketing costs for medium and large enterprises. First of all, the CRM system can collect and classify information on potential customers. The automated process can help companies quickly understand customer needs and behaviors, better provide customers with personalized services and promotional activities, and improve the effect of precision marketing. Secondly, the automated marketing process can save a lot of manpower and time costs. Through automated marketing channels such as emails, SMS, WeChat and social media, large-scale and efficient marketing can be achieved, target customers can be locked and conversion rates can be increased.
Therefore, the necessary functions of the CRM system of medium and large enterprises include sales automation, BI data analysis and marketing automation. These functions can help enterprises build more efficient and high-quality customer relationships.