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What are the main functions of a quality CRM, especially when the customer is not sure for the requirements ?

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Question added by Deleted user
Date Posted: 2014/06/17
Khatim Abbas Seed
by Khatim Abbas Seed , BUSINESS CONSULTANT , Google

CRM, both as a management philosophy and software are aimed at serving three main business activities:

 

  1. Sales
  2. Marketing
  3. Customer Service

I found the following components/features/modules of CRM inadmissible in achieving high automation, efficiency and effectiveness of operations:

 

  1. Leads management
  2. Customer Management
  3. Contact Person Management
  4. Opportunity/Sales Order Management
  5. Quotations
  6. Vendor/Supplier Management
  7. Inventory, Items & Pricing Management
  8. Purchase Orders
  9. Sales orders
  10. Invoices
  11. Reporting & Printing
  12. Intelligence Dashboards
  13. Knowledge Base
  14. Ticket Management (Customer service and Support)
  15. Mass Import & Export Features
  16. Integration with E-mail System

Mohammad Tohamy Hussein Hussein
by Mohammad Tohamy Hussein Hussein , Chief Executive Officer & ERP Architect , Egyptian Software Group

Selling the agile method of implementation to the customer. Here repetitive implementation cycles with clear approved requirements are achieved and assist in clarifying the doubted requirements.

Jose Miguel Lucas Martins
by Jose Miguel Lucas Martins , IT Director - Robotic Process Automation (RPA) , Novo Banco

I would say an effective multichannel aproach and the capacity to create leads and then convert the into sales

zafar abbas minhas
by zafar abbas minhas , Freelance Writer , DAILY MASHRAQ

TWO BETTER ANSWERS UP  HERE,, AGREED

amer jayyousi
by amer jayyousi , Business Development Consultant , freelance

CRM has helped me alot to better understand my customers buying habbits,buying cycle,size and amount of each purchase,our profitability/loss on some selected items,....etc.

i believe CRM combined with your special customer needs will better help you decide and clear any doubts.

as an example,i had a customer importing from us on irregular basis,we have created our customer template and made our special notes to specific specification.modification,and other tailored issues.

so if your customers sends you a repeated oder missing the technical requirments,you can always refere to CRM and send your offer and ask your customer for specification confirmation.

Hilda Alfonso
by Hilda Alfonso , Administrative Officer , CAPITAL SCAFFOLDING CO. LLC

The main functions of a quality CRM when the customer is not sure of his requirements :

1.  Seek an appointment with the customer and understand his exact requirements.

2.  Based on customers requirement, send a detailed Catalogue with features

3.  Send a competitive quotation

4. Follow-up for purchase order

5. Customer Service and Support

6.  Integrity

Sam Eldin
by Sam Eldin , J2EE Architect/Lead/Developer, PM , Halal Farms USA

 

Sadly to say, the question and the answers are missing the boat. First, CRM and Big Data are same thing. My article may give an analogy of CRM and Big Data:

 

               http://sameldin.com/SamFutureCRM_BigData.html

 

Not to mention Big data and Analytics are also the same thing.  Analytics is focusing on the business as a whole and CRM is focusing on the customers. Hadoop is nothing but a data storage processes and Hadoop did solve the issues of how we analyzes data which is growing at an exponential rate. Now, the question is not "the main Functions of a Quality CRM", but how make data itself an intelligent and not just dummy storage, where CRM and  Analytics processes would be fast and cost effective for companies of all size. Please check my Post Office Project and how it addresses CRM, Big Data, Analytics, BI, data streaming and security.

 

               http://crmdatafarm.com/index.html

 

Deleted user
by Deleted user

CRM refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth. CRM systems are designed to compile information on customers across different channels -- or points of contact between the customer and the company -- which could include the company's website, telephone, live chat, direct mail, marketing materials and social media. CRM systems can also give customer-facing staff detailed information on customers' personal information, purchase history, buying preferences and concerns.

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