Basic knowledge of CRM that you should know
Posted: Wed Jan 29, 2025 9:02 am
Effective integration of CRM, SFA, and MA is not actually that easy, but in recent years, composite products incorporating the most frequently used functions of each have appeared. What to consider when choosing a CRM system CRM is a representative system for creating a company's customer management environment. Here, we will introduce some points to consider when choosing a CRM system. Does it have the features you need? Some of the basic features of a CRM include: <Basic CRM functions> ・Customer database creation function ・Customer information management function ・Analysis and reporting function ・Inquiry history management function ・Customer support support function ・Automatic form generation function ・Email distribution function Furthermore, some products have a wider variety of unique functions.
For example, functions for designing and implementing greece telegram database web surveys, web ad distribution, LINE distribution, etc. However, the more functions you can use, the higher the cost. If you are unable to decide on the functions you need and choose a product with many functions, not only will you be unable to use it properly, but you will also not be able to expect cost-effectiveness, and there are many cases of failure where you are unable to continue using the CRM.
Make sure to check in advance what functions the CRM you are thinking of introducing has. On-premise or cloud When implementing a CRM, you can choose to do it in an on-premise or cloud environment. The choice depends on the requirements you have for your CRM. On-premise CRM is used by installing the application on a company's own server. It is highly customisable to suit the company's business and can easily be linked to the company's own system, but the initial costs are often high and equipment installation is also required.
For example, functions for designing and implementing greece telegram database web surveys, web ad distribution, LINE distribution, etc. However, the more functions you can use, the higher the cost. If you are unable to decide on the functions you need and choose a product with many functions, not only will you be unable to use it properly, but you will also not be able to expect cost-effectiveness, and there are many cases of failure where you are unable to continue using the CRM.
Make sure to check in advance what functions the CRM you are thinking of introducing has. On-premise or cloud When implementing a CRM, you can choose to do it in an on-premise or cloud environment. The choice depends on the requirements you have for your CRM. On-premise CRM is used by installing the application on a company's own server. It is highly customisable to suit the company's business and can easily be linked to the company's own system, but the initial costs are often high and equipment installation is also required.