Why you should rethink the type of CRM software you’re currently using
CRMs and Customer relationship management are not the same things. Customer relationship management is what you do: how you work with, support, and serve your clients. It is a tactic for building connections with your current and prospective buyers and understanding their requirements so you can assist them be thriving through your product.
Customer experience is the most necessary element of your growth tactic and just plain the correct way to do business. Companies small and large can no longer afford to disregard it. This is where CRM software comes into play. CRMs allow contact and relationship management at scale through segmentation, data collection, automation, and analytics. The core function of CRM is contact management. It offers the power to track and segment a much larger volume of contact variables actively.
Today, the CRM software experience provides a vast range of functions, including workflow automation, marketing, and sales management, advanced analytics, and much more. In brief, CRM software helps you understand who your prospective and present customers are and improves how you converse with them.
You should use CRM software that does a lot more than what they are used to. For instance, monday.com is a platform that teams can use/build their own CRM on top of how they manage tasks and other work operations.
Types of CRM
CRM software can be divided into 4 different categories based on 4 different objectives:
Analytical CRM: Collects insights and data about clients to perk up decision-making.
Operational CRM: Automates and streamlines specific processes—typically sales and marketing.
Collaborative CRM: Gets rid of silos and shares customer insights throughout all departments in your organization.
Specialty CRM: Manages and streamlines customer relations in a specific industry, such as medical, hospitality, construction, etc.
Several companies are out there offer all-in-one solutions. That means you get all of these functionalities in a place. Monday.com is one such portal with over 30+ drag-and-drop building blocks, you can streamline any sales process irrespective of your industry. The CRM platform of Monday.com is data-driven, fully customizable, and collaborative by nature.
Moreover, with the CRM for small businesses you get access to advanced data dashboards to collect insights and drive business growth.
Difference between a CRM and marketing automation software
Several people confuse the two, and for good reason. Several CRMs provide marketing automation, but they are completely different things. The primary difference lies in their focus. CRM software pays attention to customer satisfaction and sales, while marketing automation focuses on email broadcasting, lead nurturing, lead generation, etc.
With monday.com you not only get access to influential CRM features, but you can also put together all your favorite marketing automation tools. This way, you can sync your customer data into a similar workspace.
Integrations to boost your CRM efforts
If you want to get the most out of your CRM, you need to ensure it mixes with your current tools and apps. If it does not, you will be leaving a vast opportunity on the table a break to centralize your work into a place and eliminate silos between departments.
Marketing automation and CRM work in tandem. On one hand, the marketing team utilizes software to segment audiences, create landing pages, nurture new leads, and score them based on engagement levels. When ready, send them to the sales team as Marketing Qualified Leads.
On the other hand, CRM software is a supplementary system for the sales team as it gives them a complete view of prospects, leads, and customers. When CRM and marketing automation work together, one gets better reporting and outcomes.
Tips to improve your CRM activities with monday.com
At this point, you are possibly wondering how to select a CRM system that meets the features we covered before but also integrates with your existing tools and apps. This is where monday.com comes in helpful.
Monday.com is not just another CRM software, at least not in the traditional sense of the term. They are a complete Work OS (Work Operating System.) You can use this platform to manage intricate projects—from event planning to Scrum prints —oversee any kind of team and automate hundreds of tasks. You can also design any sales process you can envisage and streamline each one of your business operations.
The most popular features of monday.com are:
Intuitive interface: Get control over your leads and pipelines with an intuitive interface.
Templates: Get access to customizable templates for any use case and industry.
Centralized dashboard: Manage clients, leads, tasks, and documents in a single place.
Pipeline management: Track your deals and imagine how you are doing at a glimpse with limitless sales pipelines.
Offline solution: Get access to a desktop, mobile, and offline solutions and stay connected anywhere, anytime.
Marketing operations: Visualize deadlines and milestones, integrate with dozens of other tools and manage all your marketing initiatives in one workplace.
Customer tracking: Track contact activities and get precious insights about your customers.
With the CRM template of Monday.com, you can integrate existing apps, prioritize leads, and bring in all your team with speed.
Some of the things you can do with this template:
World clocks: Ensure you contact your customers at their local time with a word clock column.
Export and import: Easily export this template to Excel or change any Excel file into a monday.com board.
Automatic calculations: Calculate and track deal size, close likelihood, and more mechanically.
Customer location: Use the map view to plan client visits and systematize your CRM by location.
Monday.com offers 4 paid plans: Standard, Basic, Enterprise, and Pro.
There is no doubt the right CRM platform will make your life simpler, but selecting one of the several can be agonizing.
The most excellent CRM for you will rely on your specific situation.
That said if you are searching for an intuitive, visual, and fully customizable CRM platform to manage your lead and customer relations, then monday.com is perhaps a great fit. They offer a flexible yet influential system to revolutionize the way you manage each customer interaction.