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    Deep Chandra
    The document discusses the customer relationship management (CRM) process and provides details on the features, benefits, and processes of several popular CRM software programs. It explains that the CRM process consists of five main steps to keep customer interactions personalized: generate brand awareness, acquire leads, convert leads to customers, provide superior customer service, and drive upsells. It then provides information on the features, benefits, and typical processes used for Hubspot, Salesforce, Zoho CRM, and Pipedrive.

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    ASSIGNMENT

    Uploaded by

    Deep Chandra
    27 views9 pages
    The document discusses the customer relationship management (CRM) process and provides details on the features, benefits, and processes of several popular CRM software programs. It explains that the CRM process consists of five main steps to keep customer interactions personalized: generate brand awareness, acquire leads, convert leads to customers, provide superior customer service, and drive upsells. It then provides information on the features, benefits, and typical processes used for Hubspot, Salesforce, Zoho CRM, and Pipedrive.

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    The document discusses the customer relationship management (CRM) process and provides details on the features, benefits, and processes of several popular CRM software programs. It explains that the CRM process consists of five main steps to keep customer interactions personalized: generate brand awareness, acquire leads, convert leads to customers, provide superior customer service, and drive upsells. It then provides information on the features, benefits, and typical processes used for Hubspot, Salesforce, Zoho CRM, and Pipedrive.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    27 views9 pages

    ASSIGNMENT

    Uploaded by

    Deep Chandra
    The document discusses the customer relationship management (CRM) process and provides details on the features, benefits, and processes of several popular CRM software programs. It explains that the CRM process consists of five main steps to keep customer interactions personalized: generate brand awareness, acquire leads, convert leads to customers, provide superior customer service, and drive upsells. It then provides information on the features, benefits, and typical processes used for Hubspot, Salesforce, Zoho CRM, and Pipedrive.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 9

    ASSIGNMENT:

    Elaborate the various CRM processes of following popular CRM


    software’s.
    I’ve done my research in some of the most used CRM software’s and
    discussing about the process of it.
    But before we head towards the process we need to know why it has
    to be performed because it is a strategy for keeping every customer
    interaction personalized and meaningful that consists of five main
    steps. A customer relationship management system (CRM system)
    provides the data and functionalities your team needs to execute this
    strategy and ultimately turn leads into customers.
    The CRM process is the tangible steps that an organisation must take
    to help drive consumers through the cycle of learning about your
    brand and ultimately becoming loyal (and repeat) customers.
    According to the customer life cycle, we know that the first step in
    the CRM process is maximising reach with leads. In practice, reach is
    using your CRM to generate brand awareness via targeted marketing
    campaigns.
    Every stage in the customer life cycle corresponds to an actionable
    step in the CRM process. The key is knowing what those steps are:

    1. Generate brand awareness


    2. Acquire leads
    3. Convert leads into customers
    4. Provide superior customer service
    5. Drive upsells

    Some of the popular CRM software’s and their process are as


    follows:
    Features:
     Customize views
     Deal and Task Board
     Hubspot Marketing Synchronization
     Drag and Drop Communicator
     Email Integration
     Phone Integration
     Website Integration
     Enrichment
     Social Media
     Company Database
     Website Visitors
     Email Connections
     Sidekick Integration
     CRM Details
     Templates, Tracking, and Scheduling

    Overview of Benefits:
     A single platform for all teams: Marketing, Sales, Service, and
    Analytics.
     Consolidates customer data from all sources within one system.
     Your customers will always be at the centre in a flywheel model
    instead of a classic funnel in which they’re the afterthought.
     Automation of routine processes to reduce manual efforts.
     End-to-end analytics so you can make proactive decisions.
     It’s free and available to you regardless of budget.
     You can link it to all locations of your sales processes.
     It’s a flexible and powerful solution.
     It blends easily with all your ongoing sales processes.
     Intuitive interface and lead importing.

    Process:
    1. Mobilization
    Creating a Project Management Structure
    2. Strategy & Roadmap
    Getting Started 
    Understanding Your Situation
    Define Your Roadmap
    3. Design & Prototyping
    Making the Design 
    4. Implementation
    How to Start
    Multi-Level Changes
    5. Continuous Improvements
    Income Generation
    Features:
     Sales Force Automation
     Lead Management
     Account Management
     Effective Follow-up
     Website Integration with Forms
     CRM Workflow Management
     Sales Tracking
     Pulse
     Sales Forecasting
     Productivity
     Mail Magnet
     Document Library
     Social CRM
     Mobile CRM
     CRM for Google Apps

    Overview of Benefits:
     It automates vital sales operations.
     Gives access to important data in real time.
     Makes maximal use of social media.
     Allows you to go mobile.
     It is integrated with Google Apps and Zoho suite.

    Process:
    1. Learn the ins and outs of your solution
    2. Build the profile for your ideal customers
    3. Start generating leads for your business
    4. Qualify the right prospects
    5. Understanding the needs of your prospects
    6. Pitch your solution
    7. Ensure proper follow-ups
    Features:
     Contact and account management
     Lead management
     Marketing lists
     Basic segmentation
     Behavioural segmentation
     Custom filter views
     Activity timeline
     Follow-up tasks and appointments
     Multiple currencies
     Sales goals
     Sales forecasting

    Overview of Benefits:
     Efficient contact and account management.
     Advanced CRM customization.
     Easy pipeline management.
     Valuable insights through Freddy AI.
     Convenient native CPQ capabilities.
     Hassle-free chat and telephony features.
     Fully featured mobile apps.
    Process:
     Be clear on your goals
     Establish a conversion funnel
     Define an action for each stage
     Measure your sales process results
     Create a sales process for and with your sales team

    Features:
     Contact management
     Web forms
     Landing pages
     Custom fields
     Email integration
     Import/export
     Lead management
     Low cost
     Multi-currency
     No contracts
     Sales pipeline
     Sales reports
     Lead generation
     Lead nurturing
     Tags
     Task management
     Widget integrations
     API
     Web form builder
    Overview of Benefits:

    Intuitive, easy-to-use interface


    Streamlined lead generation
    Optimized mobile app
    Full email integration
    Unified Communication
    Automated digital pipeline

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