What is a CRM? All you need to know!

CRM software is a good example of how process automation (through IT tools) improves the productivity of a company. It can be a real team player.
But what is a CRM? In this article, we explain everything you need to know: what it is used for, the different types of CRM and why you need In-Mobility.

What is a CRM?

CRM is the acronym used for Customer Relationship Management. So, it is a customer relationship management system. It allows companies to manage business relationships and the data and information associated with them. A CRM is a growth accelerator because it allows you to centralize your customer information, offers, and monitoring of your commercial actions.

A CRM software is an application that aims to centralize all the interactions of the company with customers in a single database. Thanks to this, the company can share with its team everything about a customer in order to better understand his needs. To do this, a detailed history with the corresponding information is kept.
The purpose of CRM software is to allow you to have everything you require to capture customers and build loyalty in one place, accessible to all staff. It is an accessible sheet with internal notes, activities, and the recording of all contacts between the company and the customers.

Why does a company need a CRM?

It is very common for companies that are used to a specific model and way of managing their relationship with customers to doubt the fact that they require CRM software, mainly because they feel that the way they treat their customers is efficient.
This type of software allows companies to collect, analyze, modify and store information about prospects and current customers automatically. All of this translates into a better relationship and efficiency in dealing with customers. A CRM improves the way of interacting with customers, working with personalized attention that is only obtained through this type of software.

In short, using a CRM will save you a considerable amount of time thanks to the automation of simple and recurring tasks, the collaboration between the different teams of your company, the improvement of your agility, and much more!
After reviewing everything about CRM software, it is important to understand that it has become necessary to manage customer information through a tool with these features.

Types of CRM

In the beginning, CRM was just one element of a larger marketing strategy focused on customer service. However, with their growth and usefulness, they began to be seen as an independent element.
There are currently different types of CRMs depending on the activities and functions they perform. Broadly speaking, there are three main categories: operational CRM, analytical CRM

Operational CRM

An operational CRM is the most used of the three types and for many the most useful. It automates your sales, marketing, and customer service processes. Its objective is to generate leads and automatically retrieve all useful contact information.
This type of CRM is useful for sales management (effectively managing leads and customers), marketing (communicating with customers, tracking and organizing emails, phone calls, and meetings), customer service (providing quality service and efficiently managing customer requests).

Analytical CRM

The intention of CRM analytics is to study customers in-depth through their data. It analyzes your customer data and provides detailed information about your business to help you improve your business.
This is done through different sources of information provided by the customers that feed the software to decipher the customer's behavior, their consumption habits. Its objective is to allow you to make more accurate decisions based on this data to improve your relationship with your customers, meet their needs, optimize your efforts and monitor the effectiveness of your actions.

Without a doubt, an analytical CRM opens the door to better management decisions and avoids investing more time in data analysis to determine consumption patterns.

Collaborative CRM

A collaborative CRM is used to facilitate cooperation between different departments in a company. It allows customer information to be shared between different teams such as sales, marketing, and customer service.
Its objective is to improve customer experience and loyalty, and boost sales. In general, a collaborative CRM will help your marketing department to reach out to your customers in a targeted way and your sales team to document information about your prospects in detail so that the customer service department can follow up easily.

Benefits of having a CRM

The use of CRM has different advantages in terms of productivity and profitability for a company. In-Mobility has all the necessary features to make the company run more efficiently, has a detailed history for each customer, offering an overview of every aspect of their business relationship. In addition to this, In-Mobility is responsible for improving communication and centralizing all information. Without a doubt, it currently functions as one of the best CRM software on the market. Among the advantages of using a software with In-Mobility's features are:

Increase sales:
In-Mobility integrates a dashboard that centralizes information related to a company's customer relations and its activity status. Thanks to this tool, your company will be able to quickly pass information between its different departments, adapt its activity in real-time, and determine the measures to be deployed to meet customers' needs.
In-Mobility will allow you to efficiently manage your company's activity, which will promote the growth of your turnover.

Optimize the use of resources:
The deployment of a CRM solution allows the company to work as a whole. Each department (marketing, accounting, sales team...) can interact fluidly with the others and strengthen their collaboration by facilitating their exchanges: direct access to information, document sharing, email management, sending/receiving tasks... and refocus collective efforts on the customer.
Optimized and fluid production and collaboration inevitably bring considerable time savings to the company. This saved time can be "reinvested" to maximize growth and profitability.
Prove the effectiveness of marketing campaigns:
The analysis generated by the use of a CRM like In-Mobility allows marketing campaigns to have a clearer view of how to target potential customers and what they need to focus on to get their attention.

As we have seen in this article, the use of a CRM will allow you to effectively manage the activity of your company which will promote the growth of your turnover.

In-Mobility backs up all your company's data anytime, anywhere.

No credit card required