"Assessing Contact Management, CRM and Marketing Automation Requirements ... Delivering Optimized State of The Art Solutions, Fueling Business Automation Success Since 1993"

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Before we talk about CRM (Customer Relationship Management) one needs to define what are some of the other products categories in this snack bracket, as many lines and product functionality are blurred. They are:
  1. Contact Management
  2. Salesforce Automation
  3. CRM

Contact Management is simply a tool that will help organize and store all pertinent contact and interaction information on all the people or organizations one interacts with.

Sales Force Automation is using the same Contact Management concepts but introduces the concept of segmentation & sharing information among various teams. This will allow sales managers to run interaction, demographic and other pertinent reports from one centralized sales database helping to gauge sales force performance and productivity. Sales Force Automation also starts introducing the concept of workflow and process automation specific to the sales department

Customer Relationship Management is using the same concepts as Sales Force Automation but applying them to any department that may touch the corporate contacts or may need to analyze the interactions with those contacts. These other departments could include Marketing, Accounting, Customer Service and Management. The idea is that everybody in an organization can leverage information gathered by any other group in the same organization in a secure and workflow automation friendly environment

 

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