Customer Relationship Management Tools| | Types & Benefit with Process (2023)

Customer Relationship Management Tools| | Types & Benefit with Process (1)

All About The Customer Relationship Management Tools

Customer Relationship Management Tools (CRM) – Almost every person who owned any kind of company or worked in the retail industry, or even stepped into the industry of service has one rule ingrained into them that the customer is always right. This is because it is the customers that make a business successful and take them to the next level of growth and development. But with time, instead of just focusing on providing customers with products and services, brands are now looking at maintaining strong relationships with their target audience. Today client Customer Relationship Management process has become a very important part of brand management because they are extremely useful in helping companies to not just connect with their existing customer base but also expanding it in an effective manner. Before going towards some of the effective customer relationship management process software available in the market today, let us know how CRM practices can be an effective tool in the growth story of a company.

How does Customer Relationship Management Process – CRM Software helps?

Here will see how CRM software helps:

A happy customer is an effective brand ambassador for a company.

A brand can only be successful if it was effective in maintaining its relationships with its customers and clients. A good brand is based on effective relationships with customers; this goes without saying. Relationships are a big aspect of any company, and they have immense benefits other just satisfied and happy customers. With the spread of social media, it has become very easy for customers to vent their feeling about the products and services that they use, not just to their friends and families but to a wider audience as well. This, in turn, can enhance or tarnish the reputation of a brand in a matter of seconds. That is why keeping an effective track of these conversations that customers are having of a brand is extremely important. The customer relationship management process can also help brands to take their engagement and relationship to the next level by effectively building brands loyalties as well as improving the reputation of the company. When companies put in extra efforts to exceed the expectations of a customer, they can rest assured that this can help them not just grow their customer base but also create effective engagement and empowerment of the brand.

Manage customers expectations in an effective manner

Customer needs and expectations are changing at a rapid pace. That is why understanding them requires good and effective management. Effective customer relationship managementprocess strategy can provide companies with important insights about how customer expectations can be met in a realistic fashion. Companies must remember that they must raise the expectations of the customers only if they are capable of fulfilling them in an effective manner. Raising the expectations of the customer and failing to meet them can have disastrous consequences for the brand, not just in the short term but in the long term as well.

Customer Relationship Management Tools| | Types & Benefit with Process (2)

Learn to understand the needs of the customer

Every brand offers something unique to the customers but convincing the consumer that this product is good is really important. However, more often than not, customers do not look for products that have innovative features but fulfill their needs in a better and simple manner than customer relationship management tools. That is why brands must innovate and manufacture such products and services that are capable of meeting even the simplest needs of the customer. Every person has some requirements or the other, be it lunch suggestions or help with fixing the WiFi at their homes; brands must learn to innovate so that they can fulfill all the needs of the customers with the least amount of hurdles. This might seem to be a lot of work in the beginning, but these connections can earn immense dividends in the future. As they say, trust and loyalty have to be earned by customer relationship management tools. This is true for brands across all categories as well.

(Video) CRM(Customer Relationship Management) with complete detail in hindi

Keep a record of customer information.

As mentioned above, customers are the main asset of any company. Companies must keep track of important details of customers like names, birthdays, and anniversaries dates, among other relevant information, so that campaigns can be personalized, thereby creating better engagement and empowerment. By sending personalized notes or cards on important days of your customers, lives can help in making the connection with them stronger and effective in the true sense. With so many advancements done in the field of customer engagement, many brands still look only the address books or spreadsheets to track information about customers and clients. With entrepreneurs managing more than hundreds and thousands of relationships, it is surprising that brands and companies are looking at only Google spreadsheets. That is why investing in a customer relationship management process strategy is important for companies because they can help keep track of reporters, investors, prospective hires, and other things.

Respond to customer complaints and needs in a fast and effective fashion

Getting honest customer feedback is the backbone for brands and companies that want to improve the overall experience of their customers. But capturing customer feedback is not easy because almost 91 percent of customers feel that brands do not consider their feedback as important. That is why brands must always be ready with quick responses as they can leave a lasting impact on the minds of the customer. Further, with the advancement of social media, keeping track of customer feedback is extremely important because Customer Relationship Management benefits in the digital world can be destroyed in seconds. This is to say that prompt and quick responses, feedback, and comments can be the link between mediocre and impressive client relationships. The digital world has made it possible for customers to have real-time conversations with brands, and it is extremely important that companies take advantage of this medium. While brands and companies may have very hectic and diverse schedules, immediate responses to their customers can forge long-lasting relationships. Sometimes even a simple acknowledgment or how can we help in the meantime messages can go a long way in creating an effective relationship with the customer. While these may seem to be very small things for a company, they go a long way in showing customers that brands are interested in meeting their needs and expectations.

Always think like a retail person.

Social media and digital marketing have created new dynamics in the field of marketing and, in the process, completely altered it. The first challenge that many companies face in this situation is making contact with the customers. In other words, companies must understand that it is important that they become an integral part of the journey of the customer. Companies need to focus on becoming an authority in their own respective field. If they cannot be a part of the customer’s journey, then in most cases, they are going to be left behind in the race. Earlier, many salespeople were following a normal approach where they would go out and look for potential customers and convince them to buy their products and services while considering the current situation; it is important that brands try to build a good Customer Relationship Management benefit with customers and go try to locate them rather than waiting for them to come them.

After having at the importance of customer relationship managementbenefit software, here are the top five most popular CRM software that can help brands and companies to establish long-lasting relationships with their customer base.

Customer Relationship Management Tools – CRM Software

Following are the different tools:

(Video) Customer Relationship Marketing/ process/ goals/ benefits/ transactional vs relationship marketing

Customer Relationship Management Tools:-

A leader in on-demand customer relationship management types, Salesforce offers a wide range of CRM suites for small, mid-level, and enterprise organizations across sectors. With a focus on sales and support, Salesforce offers vertical solutions for wealth management and financial segments on the one hand and a number of industry-specific solutions on the other hand. Build on the platform, all the applications on this tool provide immense flexibility and scalability for companies of any size and category. Salesforce helps companies with a lot of tasks that include management of customer accounts, tracking of sales leads, conducting and monitoring marketing campaigns, among other functions customer relationship management tools. In addition, the social media application of this software is called Chatter, and it allows companies to collaborate on their social networking needs across all levels. Available as a software as service deployment, Salesforce is implemented in the cloud means that companies do not have to invest extra resources in hardware or IT support.

Customer Relationship Management Tools:- Infusionsoft

Built exclusively for small brands and businesses, Infusionsoft brings together a whole range of solutions for meeting the sales and marketing goals of a company. Featuring lead generation tools and marketing automation, email, and social media tools to engage and convert leads, this tool aids brands in helping them to retain and engage clients and customers in an effective fashion. With e-commerce tools provided within this software, they can help brands to grow and empower their brand in the digital scenario as well. In addition, with personalized and direct coaching, Infusionsoft can help brands to implement this software and effectively reach their goal as well.

Customer Relationship Management Tools:- TeamSupport Software

A successful client support team, TeamSupport, helps brands to effectively meet the customer needs and expectations. By helping teams to work together, this software is ideal for removing communications hurdles, improving customer communication, and addressing client needs in an effective fashion. A full-service software suite, Team Support takes customer service to the next level. With several key features that are unique and innovative, Team Support delivers cohesive and impressive customer support, something that sets it apart from other CRM software. For a company that uses this software, the customers are assigned a particular ticket. With the ticket automation feature, the concerned official can flag certain messages by typing in a word or keyword. For example, a flag could be added for ant support request that contains the word dissatisfied or unhappy, thereby allowing the company to focus on these issues that need to be addressed on a priority level. Further, the knowledge base tool also provides solutions for minor issues, thereby allowing the companies to focus on other challenges and hurdles. An ideal choice for companies that need to focus on their attention on a support team, Team Support also has a Water Cooler feature, which is a private place where the customer team of your company can meet to collaborate and discuss ideas.

Customer Relationship Management Tools:- Pardot Marketing Automation Software

With a primary focus on business-to-business companies, Pardot is a unique and sustainable solution. By offering automated support for a long duration and multi-step decisions associated with B2B sales, some of the products include lead management, batch email marketing, automated drip marketing, and sales alerts in real-time. Recognized for its lead scoring capability, the enterprise edition of this software also offered a lot of advanced capabilities like custom security controls, bigger storage space, and dedicated IP addresses. Combined with Salesforce Engage, companies can deliver campaigns, receive alerts, get the latest trends, track email, and a lot more, not just in real-time but also on their smartphones as well. This makes them easy to use at any place and time. A Software as a service tool, this software integrates with Salesforce on the one hand and with Microsoft CRM, SugarCRM, and Netsuite on the other hand. Used by over 300 companies in over ten countries across the globe, Pardot fulfills the CRM needs of numerous organizations.

Customer Relationship Management Tools:- Mhelpdesk

A field service solution that helps companies to organize and manage service requests, billing, reports, and customer relationships, Mhelpdesk was introduced in the year 2007. It is currently used by over 6000 different companies and helps them to manage all aspects of their field service business through one centralized system. With multiple features that support a field service-oriented business like integration with Quickbooks for accounting, Mhelpdesk is entirely web-based, making it extremely easy to access on both desktops, laptops, and mobile devices. By allowing techs to access the necessary information on their smartphone, this tool helps companies to save time and take decisions in real-time. In addition, by providing complete visibility to all the staff individuals, Mhelpdesk allows companies to also create work schedules that make sense of the campaigns and strategies of a company.

(Video) What is Customer Relationship Management | Marketing| CRM | Hindi

This software is only the tip of the iceberg. There is much other software available, and understanding your company goals and objectives can go a long way in helping you to choose the right tool. Brands must implement some sort of CRM software in their company so that they can create effective and long-lasting relationships with their customers at all times.


So here are some courses that will help you to get more detail about the customer relationship management tools, customer relationship management types, and also about the customer relationship management benefit, so just go through the link which is given below.

  1. Customer Data
  2. Customer Analytics Training (2 Courses)
  3. Innovative Customer Service Techniques Training
CRM Training (6 Courses, 3+ Projects) 6 Online Courses 3 Hands-on Projects 44+ Hours Verifiable Certificate of Completion Lifetime AccessLearn More
(Video) Customer Relationship Management | Main Components of CRM | Great Learning


What are customer relationship management processes? ›

The CRM process is that concept in action. It is the tangible steps an organisation must take to help drive consumers through the cycle of learning about your brand and ultimately becoming repeat customers. According to the customer lifecycle, the first step in the CRM process is maximising reach with leads.

What are the types of CRM software and their benefits? ›

Let's now take a closer look at each one of them.
  • Operational CRMs. Operational CRMs give your marketing, sales, and customer service departments the possibility to better support your existing and potential customers. ...
  • Analytical CRMs. ...
  • Collaborative CRMs. ...
  • Campaign management CRMs. ...
  • Strategic CRMs.
12 Dec 2019

Which CRM tool is the best? ›

The best CRM software
  • Zoho CRM for scaling a business.
  • Salesforce Sales Cloud for customizability.
  • Bitrix24 for multi-channel communication.
  • Pipedrive for being easy-to-use.
  • Ontraport for automating online transactions.
  • Nimble for customer prospecting.
  • Nutshell for managing a sales team.
  • Apptivo for business management.

What is the most important tool in establishing a relationship with the customer? ›

Communicate. As a key to any good relationship, communication is an essential way to build customer relationships. Promoting your business and listening to your customers are equally important. Rather than just telling customers about your business, have conversations with them.

What are the types aspects of CRM? ›

These four aspects of CRM were:
  • Strategy. The strategic aspect of CRM is business oriented and it provides assistance in developing a business strategy that not only wins new customers for the organization but also helps retain high-value customers.
  • Operations. ...
  • Analytics. ...
  • Collaboration.

What are the 3 types of CRM? ›

The three types of CRM systems are operational, analytical and collaborative.

What are the three stages of CRM process? ›

The process of creating a CRM strategy has three steps: Set the destination, audit the current situation, and map the journey to the destination.

What are the five benefits of CRM? ›

While the benefits vary by department or industry, six benefits of CRM platforms that affect every user include:
  • Trustworthy reporting.
  • Dashboards that visually showcase data.
  • Improved messaging with automation.
  • Proactive service.
  • Efficiency enhanced by automation.
  • Simplified collaboration.

What is an example of Customer Relationship Management? ›

Examples of CRM Marketing Automation

Sending out a thank you when a customer makes a purchase. Upsell or cross-sell a client if they purchase a particular product. Offering a birthday greeting with a promo code. Sending a discount to a customer that hasn't made a purchase recently.

What are the different types of customers? ›

What are the Different Types of Customers?
  • Five Main Types of Customers. In the retail industry, customers can be segmented into five main types: ...
  • Loyal Customers. ...
  • Impulse Customers. ...
  • Discount Customers. ...
  • Need-Based Customers. ...
  • Wandering Customers. ...
  • Related Readings.
25 Apr 2022

Is Google Analytics a CRM tool? ›

Google Analytics and the CRM have their unique purposes and capture data differently. Analytics tracks anonymous website visits, clicks and goals. The CRM, on the other hand, stores contact information, opportunity and revenue activity.

What is a CRM software system? ›

What is a CRM system? It's a platform that connects your different departments, from marketing to sales to customer service, and organizes their notes, activities, and metrics into one cohesive system. Every user has easy, direct access to the real-time client data they need.

What CRM tool does Amazon use? ›

Folio3 is your amazon CRM technology partner

Our integrated CRM integrated approach enables customers to transform the working approach and adopt the best practices.

What tools allow you to build and enhance trusted relationships with clients? ›

Three tools to build relationships with clients, customers and...
  • Use an autoresponder to quickly build loyalty and name recognition. ...
  • Offer a newsletter and forge strong relationships with customers in the long run. ...
  • Let your customers create their own community with a forum.

What is an example of customer relationship management? ›

Examples of CRM Marketing Automation

Sending out a thank you when a customer makes a purchase. Upsell or cross-sell a client if they purchase a particular product. Offering a birthday greeting with a promo code. Sending a discount to a customer that hasn't made a purchase recently.

Are tools used by businesses to select customers and maintain relationships? ›

CRM software or technology is a tool or system of tools that help businesses aggregate, organize, and analyze customer information data to better manage relationships with customers.

Is Jira a CRM tool? ›

Needless to say, we've been using Jira as a CRM with much success and today we're focused on polishing its functionalities to better suit our needs. I hope this case study illustrates that using Jira components for creating and organizing a CRM is a smart move.


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