{"id":6616,"date":"2020-11-04T11:45:36","date_gmt":"2020-11-04T11:45:36","guid":{"rendered":"https:\/\/cofficient.co.uk\/?p=6616"},"modified":"2020-11-04T11:45:36","modified_gmt":"2020-11-04T11:45:36","slug":"3-components-crm-software","status":"publish","type":"post","link":"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/","title":{"rendered":"The 3 Components of CRM Software"},"content":{"rendered":"<p>Customer relationship management (CRM) software is the gateway from your customers into the business.\u00a0 It\u2019s the component part of your business software suite which manages interactions with potential customers through your sales pipeline.\u00a0 From <strong>lead to prospect, a prospect to opportunity and from an opportunity to close.<\/strong><\/p>\n<p>This process (typically referred to as sales force automation) is controlled by the salespeople in your organisation and should be the main tool of their trade.<\/p>\n<p>However, a really great customer relationship management (CRM) software doesn\u2019t just stop at sales force automation.<\/p>\n<p>In this blog, we have outlined the 3 main components of successful CRM software, from marketing automation to customer service solutions.<\/p>\n<p>If you are in the market for a new CRM software and would like to find out more or where to begin, then why not sign up for our free CRM Webinar.\u00a0 Hosted by experts in the field, ready to provide your business with all the CRM answers you could need, from the best CRM software.<\/p>\n<h3><\/h3>\n<h3><strong>Component #1 &#8211; Marketing Automation<\/strong><\/h3>\n<p>Before your salespeople even get their hands on a prospect, it is likely that your marketing team are working hard to identify the best leads and warm them up for the sales force.<\/p>\n<p>However, many marketing responsibilities are boring and repetitive.\u00a0 Tasks such as customer segmentation and profiling, email marketing and data cleansing can be laborious and tedious.\u00a0 Marketing automation exists to help systemise many of these tasks and to enable the marketing agents to invest their time in more meaningful work \u2013 like creating collateral or organising events.<\/p>\n<p>A good marketing software will have these key features:<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Effective multi-channel campaign management<\/strong> \u2013 to help you streamline marketing campaigns across your website, email, events and social<\/li>\n<li><strong>Collaborative tools like task allocation and reporting<\/strong> \u2013 to enable better working between sales and marketing departments<\/li>\n<li><strong>Lead reporting and analytics<\/strong><\/li>\n<li><strong>Landing pages and forms<\/strong> \u2013 so that anyone completing a form on your site posts directly into your system for follow up<\/li>\n<li><strong>Delivers full email marketing automation<\/strong> \u2013 from creation to execution<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><strong>Component #2 &#8211;\u00a0 Sales Force Automation<\/strong><\/h3>\n<p>Neither marketing nor sales operate in isolation, so why should your software?\u00a0 If marketing automation and sales force automation are completed in the same system then the marketing team can push successfully warmed up leads straight through to the sales team.\u00a0 Sales teams can analyse campaign outcomes and crucially access campaigns directly from the customer record so they know what information the customer has been served.<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Territory management<\/strong> \u2013 to help your salespeople make the most out of their sales territories<\/li>\n<li><strong>Opportunity management<\/strong> \u2013 to track prospects through the various opportunity statuses through to closed-won<\/li>\n<li><strong>Forecasting<\/strong> \u2013 assigning % probability to each prospect in order to accurately forecast sales values and successes<\/li>\n<li><strong>Quote generation<\/strong> \u2013 right through to order creation<\/li>\n<li><strong>Incentive management<\/strong> \u2013 to calculate commissions<\/li>\n<li><strong>Intuitive Upsell<\/strong> \u2013 allow salespeople to maximise their success by offering to upsell based upon previously purchased items or typical combinations<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><strong>Component #3 &#8211;\u00a0 Customer Service Solutions \/ Case Management<\/strong><\/h3>\n<p>Of course, your relationship with the customer doesn\u2019t end after you have closed the deal.\u00a0 There will be order fulfilment, customers services to be completed and often, issues to resolve.<\/p>\n<p>In order to get the full 360-degree picture of your customer journey from marketing and sales to experience right through to after-sales care, you really need your CRM software to handle case management and customer service solutions as well.<\/p>\n<p>A great case management solution will allow your customers to:<\/p>\n<ul>\n<li>Log cases themselves via email, phone or website<\/li>\n<li>Track responses from request to resolve<\/li>\n<li>Reorder products or services from a customer portal<\/li>\n<\/ul>\n<p>Great case management software will allow you to:<\/p>\n<ul>\n<li>Effectively and speedily respond to customers<\/li>\n<li>Track interactions back and forth between customer and service rep within one system and against the customer record<\/li>\n<li>Track time and materials incurred against cases<\/li>\n<li>Reporting based on outcomes<\/li>\n<\/ul>\n<p>Imagine the power behind running all three components from a single unified system.\u00a0 You would instantly increase customer satisfaction, reduce costs by allowing customers to self-serve where possible. \u00a0Increase staff engagement and collaboration, increase efficiency and productivity, increase profitability through quicker sales close and better upsell management.<\/p>\n<p><strong>What\u2019s not to like?<\/strong><\/p>\n<p>To speak to someone about the best CRM software and components suited to your companies needs \u2013 get in <a href=\"https:\/\/cofficient.co.uk\/get-in-touch\/\">touch<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<p>[minti_button link=&#8221;https:\/\/register.gotowebinar.com\/register\/5064168445198093839&#8243; size=&#8221;medium&#8221; target=&#8221;_self&#8221; lightbox=&#8221;false&#8221; color=&#8221;color-3&#8243; icon=&#8221;&#8221;] Want to know more about CRM ? Sign up to our CRM Webinar Here [\/minti_button]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customer relationship management (CRM) software is the gateway from your customers into the business.\u00a0 It\u2019s the component part of your business software suite which manages interactions with potential customers through your sales pipeline.\u00a0 From lead to prospect, a prospect to opportunity and from an opportunity to close. This process (typically referred to as sales force [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":12769,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[31],"tags":[774,99,32,936,937,938,675,919,528,939],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CRM Software - 3 Components of CRM Software - CRM For Marketing<\/title>\n<meta name=\"description\" content=\"CRM Software isn&#039;t just sales force automation. A good CRM software will have marketing automation and customer service solutions too\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Software - 3 Components of CRM Software - CRM For Marketing\" \/>\n<meta property=\"og:description\" content=\"CRM Software isn&#039;t just sales force automation. A good CRM software will have marketing automation and customer service solutions too\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/\" \/>\n<meta property=\"og:site_name\" content=\"Cofficient\" \/>\n<meta property=\"article:published_time\" content=\"2020-11-04T11:45:36+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.cofficient.co.uk\/wp-content\/uploads\/2020\/11\/3-components-of-CRM1-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"550\" \/>\n\t<meta property=\"og:image:height\" content=\"280\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"aram\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"aram\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/\",\"url\":\"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/\",\"name\":\"CRM Software - 3 Components of CRM Software - CRM For Marketing\",\"isPartOf\":{\"@id\":\"https:\/\/www.cofficient.co.uk\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.cofficient.co.uk\/wp-content\/uploads\/2020\/11\/3-components-of-CRM1-1.jpg\",\"datePublished\":\"2020-11-04T11:45:36+00:00\",\"dateModified\":\"2020-11-04T11:45:36+00:00\",\"author\":{\"@id\":\"https:\/\/www.cofficient.co.uk\/#\/schema\/person\/5747f652db2665e2cb76ec78c226f2d5\"},\"description\":\"CRM Software isn't just sales force automation. A good CRM software will have marketing automation and customer service solutions too\",\"breadcrumb\":{\"@id\":\"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/#primaryimage\",\"url\":\"https:\/\/www.cofficient.co.uk\/wp-content\/uploads\/2020\/11\/3-components-of-CRM1-1.jpg\",\"contentUrl\":\"https:\/\/www.cofficient.co.uk\/wp-content\/uploads\/2020\/11\/3-components-of-CRM1-1.jpg\",\"width\":550,\"height\":280,\"caption\":\"3 components of CRM\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.cofficient.co.uk\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"The 3 Components of CRM Software\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.cofficient.co.uk\/#website\",\"url\":\"https:\/\/www.cofficient.co.uk\/\",\"name\":\"Cofficient\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.cofficient.co.uk\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.cofficient.co.uk\/#\/schema\/person\/5747f652db2665e2cb76ec78c226f2d5\",\"name\":\"aram\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.cofficient.co.uk\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/629ff7e4901d93d5820033d0e6bdfb34?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/629ff7e4901d93d5820033d0e6bdfb34?s=96&d=mm&r=g\",\"caption\":\"aram\"},\"url\":\"https:\/\/www.cofficient.co.uk\/author\/aram\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"CRM Software - 3 Components of CRM Software - CRM For Marketing","description":"CRM Software isn't just sales force automation. A good CRM software will have marketing automation and customer service solutions too","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/","og_locale":"en_US","og_type":"article","og_title":"CRM Software - 3 Components of CRM Software - CRM For Marketing","og_description":"CRM Software isn't just sales force automation. A good CRM software will have marketing automation and customer service solutions too","og_url":"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/","og_site_name":"Cofficient","article_published_time":"2020-11-04T11:45:36+00:00","og_image":[{"width":550,"height":280,"url":"https:\/\/www.cofficient.co.uk\/wp-content\/uploads\/2020\/11\/3-components-of-CRM1-1.jpg","type":"image\/jpeg"}],"author":"aram","twitter_card":"summary_large_image","twitter_misc":{"Written by":"aram","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/","url":"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/","name":"CRM Software - 3 Components of CRM Software - CRM For Marketing","isPartOf":{"@id":"https:\/\/www.cofficient.co.uk\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/#primaryimage"},"image":{"@id":"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/#primaryimage"},"thumbnailUrl":"https:\/\/www.cofficient.co.uk\/wp-content\/uploads\/2020\/11\/3-components-of-CRM1-1.jpg","datePublished":"2020-11-04T11:45:36+00:00","dateModified":"2020-11-04T11:45:36+00:00","author":{"@id":"https:\/\/www.cofficient.co.uk\/#\/schema\/person\/5747f652db2665e2cb76ec78c226f2d5"},"description":"CRM Software isn't just sales force automation. A good CRM software will have marketing automation and customer service solutions too","breadcrumb":{"@id":"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.cofficient.co.uk\/3-components-crm-software\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/#primaryimage","url":"https:\/\/www.cofficient.co.uk\/wp-content\/uploads\/2020\/11\/3-components-of-CRM1-1.jpg","contentUrl":"https:\/\/www.cofficient.co.uk\/wp-content\/uploads\/2020\/11\/3-components-of-CRM1-1.jpg","width":550,"height":280,"caption":"3 components of CRM"},{"@type":"BreadcrumbList","@id":"https:\/\/www.cofficient.co.uk\/3-components-crm-software\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.cofficient.co.uk\/"},{"@type":"ListItem","position":2,"name":"The 3 Components of CRM Software"}]},{"@type":"WebSite","@id":"https:\/\/www.cofficient.co.uk\/#website","url":"https:\/\/www.cofficient.co.uk\/","name":"Cofficient","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.cofficient.co.uk\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.cofficient.co.uk\/#\/schema\/person\/5747f652db2665e2cb76ec78c226f2d5","name":"aram","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.cofficient.co.uk\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/629ff7e4901d93d5820033d0e6bdfb34?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/629ff7e4901d93d5820033d0e6bdfb34?s=96&d=mm&r=g","caption":"aram"},"url":"https:\/\/www.cofficient.co.uk\/author\/aram\/"}]}},"_links":{"self":[{"href":"https:\/\/www.cofficient.co.uk\/wp-json\/wp\/v2\/posts\/6616"}],"collection":[{"href":"https:\/\/www.cofficient.co.uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cofficient.co.uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cofficient.co.uk\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cofficient.co.uk\/wp-json\/wp\/v2\/comments?post=6616"}],"version-history":[{"count":0,"href":"https:\/\/www.cofficient.co.uk\/wp-json\/wp\/v2\/posts\/6616\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.cofficient.co.uk\/wp-json\/wp\/v2\/media\/12769"}],"wp:attachment":[{"href":"https:\/\/www.cofficient.co.uk\/wp-json\/wp\/v2\/media?parent=6616"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cofficient.co.uk\/wp-json\/wp\/v2\/categories?post=6616"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cofficient.co.uk\/wp-json\/wp\/v2\/tags?post=6616"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}