What modules does CRM software include?
CRM software is an indispensable tool for all companies, enabling them to increase productivity and improve their day-to-day customer relations.
Thanks to its integrated modules, this software package enables you to optimize your approach to customers throughout their lifecycle (prospecting, sales and loyalty).
Customer and prospect database management
The heart of CRM is customer data.
That's why this software has a module dedicated to this data, listing the profiles of all customers and prospects present in the information system.
To ensure that your data is as reliable and complete as possible, we recommend that you set up a questionnaire to find out more about your target audience.
The completeness of this data enables you to profile your customers, i.e. categorize them according to their characteristics and behavior.
This module automatically segments your lists to create intelligently targeted databases for later use (in marketing campaigns, for example).
You'll find all the standard profile management functions in this module, such as creating, modifying or searching for a customer or prospect in a single address book.
You also have the option of exporting your databases in different formats, either for sharing between different departments and collaborators, or for sending for commercial purposes.
Customer and prospect database management is essential for meticulous segmentation, with the aim of ensuring consistent, effective sales action and personalized communication.
Setting up marketing campaigns: marketing automation
CRM software features a module for automating all your marketing actions, so that you can capture your customer's attention throughout the entire lifecycle.
Whatever channel you choose for your marketing campaigns (e-mailing, telemarketing or professional Sms), the advantage of this module is to automate and script your communications.
To achieve this, you can choose from 4 main stages in setting up your campaigns: creation, planning, distribution and analysis.
Thanks to this module, when you create your marketing message, you can adapt and personalize it according to the profiles and needs of your target audience.
The message is then scheduled to be sent at a precise date and time of your choice, and broadcast.
Thanks to the scenarios available in the module, you can program different messages and broadcast times according to your target's actions or criteria.
During broadcasting, you can check recipients' reactions in real time, as well as the module's various kpi (open rate, click rate, response rate, unsubscribes, etc.). This information, available thanks to tracking, enables you to assess the receptiveness of your marketing campaign.
Once your campaign is complete, you can retrieve the reports generated in the module. These analyses will enable you to perfect your future Marketing Automation campaigns.
For a more detailed analysis, you can also manage the campaign budget and track its ROI, both of which depend on the objectives set in advance.
Ultimately, the aim of this module is not only to promote your company to customers and prospects, but also to convert your target into a business opportunity to be seized.
Definition of the sales process
The sales process module is designed for sales people. Its primary role is to help them win new customers and sign contracts. To achieve this, the module enables you to set up a sales process that takes into account your company's activity, its target and the offer it wishes to propose.
This is why various stages are available in the module to support sales staff throughout the customer relationship. From pre-sales to quotations and invoicing, different actions are available, such as scheduling an appointment, scheduling a call, sending an e-mail, etc.
This module is relevant insofar as it manages and organizes salespeople's prospecting and opportunities, and enables them to monitor their practices.
The sales process is defined as follows
- Creating an opportunity
- Internal distribution of the opportunity
- Assigning the sales opportunity to a manager
- Assigning products and services to the sales opportunity
- Setting up the phases of the sales cycle
- Feasibility and success rate study
Diary tool
The agenda module enables sales reps to organize their appointments, manage calls and set up a daily schedule. To this end, the salesperson has an overview of overdue actions and upcoming tasks, as well as determining his or her availability. They can also enter notes and reminders.
The aim of this module is to better manage salespeople's time, with the possibility of synchronizing the module with different agendas (Gmail, Outlook, etc.).
Article translated from French