CONTACT
I accept the privacy policy

The information you send through this form is of a personal nature and, therefore, we need to remind you of the rights you have in terms of data protection. The responsible. We inform you that your data will be processed by BCM Integra Comunicación as responsible for this website. Purpose. We ask for your name, email and telephone number in this form to be able to answer your question; By sending this information you will NOT be subscribing to any mailing list nor will you receive commercial news periodically. Legitimation. By checking the checkbox that appears above, you are giving your consent for your data to be treated in accordance with the purpose of this form that appears in our privacy policy.

What is CRM software and what is it for?

What is CRM software and what is it for?

If you are into relationship marketing or business or customer relationship management, chances are you've heard of the term CRM. The acronym CRM means Customer Relationship Management.

In this new article on the BCM Marketing blog we tell you exactly what we mean when we talk about a CRM and what features and benefits it has for the company.

 

What is a CRM? 

CRM (Customer Relationship Management) is software that allows companies to create a history of all interactions with their leads and potential customers, allowing them to quickly know the status of the lead and its position in the conversion funnel.

It is commercial software for managing the company's database. This database manages three important aspects such as:

  • The marketing strategy.
  • Business management.
  • Customer service.

By having all this information centralised in the same software, the marketing, sales and after-sales teams can act in a coordinated manner and address the user at the right time and with the right message.

 

What is a CRM for?

For the commercial and sales team, in addition to the digital marketing professionals, the use of CRM software in the company is especially useful to ensure that the strategy is directed towards the right leads. These are the main advantages of a CRM:

  • Improve the personalisation of messages, since we have up-to-date information on the lead or potential customer at all times.
  • It allows you to track the customer's life cycle, since we can quickly know the status of the lead in the sales funnel.
  • Prevent leads from getting lost along the way, as we have all their history recorded.



  •  
  •  

The 3 types of CRM according to the objective of your company

Next, we are going to discover the main differences between the three types of CRM available in the market, and which could be the ideal software to meet the needs of your company:

1. Operational CRM

An operational CRM is designed to simplify the management of business processes in order to help the company generate new leads, convert them into customers and offer them the added value necessary to retain them in the portfolio.

Operational CRMs achieve these goals through their three main characteristics:

  • Marketing automation.
  • Sales automation.
  • Automation of services.

2. Analytical CRM

An analytical CRM is based on the collection and analysis of data to help companies know how to offer a better service to their customers. They are used to analyse data such as customer preferences, their contact details and other information collected from both online and offline channels.

The most crucial components for most analytical CRMs are:

  • Data storage.
  • Data mining.
  • OLAP (online analytical processing) tools.

  •  

3. Collaborative CRM

A collaborative CRM allows information to be freely shared between the marketing, sales and service departments of a company in order to improve the ability to understand the needs and interests of the client.

The main components of collaborative CRMs are the following:

  • Interaction management.
  • Channel management.

  •  

Advantages of using a CRM in your company

  • Real-time information: Centralises all the information on your clients, as well as daily updates so that you kthat you are able to know everything you need to about your clients at all times.
  • Broaden the business vision: Thanks to the centralisation of information, managers and team leaders can have a broader vision of the business. Through this tool, the chances of making the right decisions are much greater.
  • Customer loyalty: The better organisation of information along with better internal collaboration is something that customers also perceive. By offering better personalised attention, much more effective marketing strategies and better sales processes, you will be able to retain your customers.
  • Increase in productivity: Another great advantage of using a CRM is the gain in productivity, since it facilitates the preparation of reports for each area of ​​our company, helping to improve processes and make them more efficient.
  • Reduced software costs: Most of this software works with a SaaS (Software as a Service) model. That is, you only pay for what you use, and if you need a more complete solution over time, you just have to move to a more advanced plan.

  •  

Top 5 CRMs available in the market

Here we present 5 possible CRMs that you could use in your company.

Hubspot

The HubSpot CRM platform includes all the tools and integrations you need for digital marketing, sales, content management, support and operations.

Salesforce

Salesforce CRM is #1 on the market today. It allows you to manage contacts, manage sales opportunities and customise the characteristics for each department of the company.

Zoho

Zoho's CRM software allows for the integration of popular applications such as Office365, Twitter, and LinkedIn, among others. It helps automate all company processes, also offering security and delivery of results and performance.

SugarCRM

The SugarCRM platform offers relevant results for your marketing and sales strategy, with a simple platform that adapts to all types of businesses, automating processes effectively.

Pipedrive

Pipedrive's CRM software is easy to set up and simple to use. It allows the integration all the contact channels for leads and customers, as well as automatically monitoring and following your sales process.

 

At BCM Marketing we have experience in varying CRM software and in the use of relationship marketing and customer management platforms. Do not hesitate to contact us to resolve any questions in this regard. We will be delighted to help you.

 

 


Technical cookies are strictly necessary for our website to work and you can navigate through it. These types of cookies are those that, for example, allow us to identify you, give you access to certain restricted parts of the page if necessary, or remember different options or services already selected by you, such as your privacy preferences. Therefore, they are activated by default, your authorization not being necessary in this regard. Through the configuration of your browser, you can block or alert the presence of this type of cookies, although such blocking will affect the proper functioning of the different functionalities of our website.


The analysis cookies allow us to study the navigation of the users of our website in general (for example, which sections of the page are the most visited, which services are used most and if they work correctly, etc.). From the statistical information on navigation on our website, we can improve both the operation of the page itself and the different services it offers. Therefore, these cookies do not have an advertising purpose, but only serve to make our website work better, adapting to our users in general. By activating them you will contribute to this continuous improvement. You can enable or disable these cookies by checking the corresponding box, being disabled by default.


Functionality cookies allow us to remember your preferences, to personalize certain characteristics and general options of our website, every time you access it (for example, the language in which the information is presented to you, the sections marked as favorites, your browser type, etc.) Therefore, this type of cookies does not have an advertising purpose, but by activating them you will improve the functionality of the website (for example, adapting to your type of browser) and the customization of it based on your preferences (for example, by presenting the information in the language that you have chosen in previous occasions), which will contribute to the ease, usability and comfort of our page during your navigation. You can enable or disable these cookies by checking the corresponding box, being disabled by default.


Advertising cookies allow us to manage the advertising spaces included in our website based on criteria such as the content shown or the frequency in which the ads are displayed. For example, if you have been shown the same ad several times on our website, and you have not shown a personal interest by clicking on it, it will not appear again. In summary, by activating this type of cookies, the advertising shown on our website will be more useful and diverse, and less repetitive. You can enable or disable these cookies by checking the corresponding box, being disabled by default.


Behavioral advertising cookies allow us to obtain information based on the observation of your browsing habits and behaviors on the web, in order to show you advertising content that best suits your personal tastes and interests. To understand it in a very simple way, we will give you a fictitious example: if your last searches on the web were related to suspense literature, we would show you advertising about suspense books. Therefore, activating this type of cookies, the advertising that we show you on our website will not be generic, but will be oriented to your searches, tastes and interests, therefore adjusting exclusively to you. You can enable or disable these cookies by checking the corresponding box, being disabled by default.
To understand it in a very simple way, we will give you a fictitious example: if your last searches on the web were related to suspense literature, we would show you advertising about suspense books. Therefore, activating this type of cookies, the advertising that we show you on our website will not be generic, but will be oriented to your searches, tastes and interests, therefore adjusting exclusively to you. You can enable or disable these cookies by checking the corresponding box, being disabled by default.

SAVE

BCM Integra Comunicación, S.L. uses its own and third-party cookies to ensure the proper functioning of the website, collect information on its use and personalize your navigation. Click "Accept" if you accept all cookies.

You can also configure or reject cookies by clicking on SETTINGS
or obtain more information in our COOKIE POLICY.
X