Customer Relationship Management (CRM) is an information industry term for methodologies, software, and usually Internet capabilities that help an enterprise manage customer relationships in an organized and efficient manner. In many cases, an enterprise builds a database about its customers. This database describes relationships in sufficient detail so that management, salespeople, and customer service reps can access information; match customer needs with product plans and offerings; remind customers of service requirements; know what other products a
Transcript
Customer Relationship Management (CRM) is an information industry term for methodologies, software, and usually Internet capabilities that help an enterprise manage customer relationships in an organized and efficient manner. In many cases, an enterprise builds a database about its customers. This database describes relationships in sufficient detail so that management, salespeople, and customer service reps can access information; match customer needs with product plans and offerings; remind customers of service requirements; know what other products a customer had purchased; etc.
There are three parts of application architecture of CRM.
1.Operational CRM
Operational CRM means supporting the so-called "front office" business processes, which include customer contact (sales, marketing and service). Tasks resulting from these processes are forwarded to employees responsible for them, as well as the information necessary for carrying out the tasks and interfaces to back-end applications are being provided and activities with customers are being documented for further reference.
2. Analytical CRMIn analytical CRM, data gathered within operational CRM are analyzed to segment customers or to identify cross- and up-selling potential. Data collection and analysis is viewed as a continuing and iterative process. Ideally, business decisions are refined over time, based on feedback from earlier analysis and decisions. Business Intelligence offers some more functionality as separate application software.
3. Collaborative CRMCollaborative CRM facilitates interactions with customers through all channels (personal, letter, fax, phone, web, e-mail) and supports co-ordination of employee teams and channels. It is a solution that brings people, processes and data together so companies can better serve and retain their customers. The data/activities can be structured, unstructured, conversational, and/or transactional in nature.
Bee CRM Benefits
How can Bee CRM help your business?
Why use Bee CRM?
Bee CRM can help your business streamline interactions with your customers, to maximize sales and improve customer service.
Lead Management
Maximize business from your leadsAssign ownership, drive resultsConvert to prospects and manage sales
pipeline.
Drive Sales Productivity
• Manage accounts, contacts, and opportunities
• Help sales team organize activities and follow up
• Get full picture and improve performance• Streamline your sales engine, increase
business
Marketing Campaigns
Manage marketing campaignsRun personalized mass email campaigns on
subsets of your contacts databaseTrack campaign effectiveness
Inventory, Quotes, Invoices
Track inventory and targeted price books Generate and track quotes and sales ordersGenerate and manage invoicesStreamline order processing and fulfillment
And other tools
Role hierarchy to ensure proper level of access for various users in the organization
Drill-down dashboards and reports to get an instant picture of your business
And much more ...
SummaryUse Bee CRM to manage :
leads, accounts, and contactssales opportunitiesmarketing campaignscustomer support and serviceinventory, quotes and invoicessecurity, reports, dashboards, and more
Bee CRM User Guide :
You can also use ‘standarduser’ with a password ‘standarduser’
Home Page contains :
Main Menu .Home Page Dashboard which provides a
general overview about all entities in Bee CRM.
Top 5 Accounts , Opportunities and Invoices.
Bee CRM ModulesMarketing Automation :
Campaign Management
E-mail Marketing
Sales Force Automation Account Management
Contact Management
Lead Management
Manage leads end-to-end (from creating leads to converting them into opportunities)
Convert leads into sales opportunities, accounts, and contacts with a single-click
Lead conversion mapping for all the custom fields
Create fully customizable lead reportsQualify leads to next stage based on
information captured in lead details
Reports & Dashboards
Pre-build reports for sales force automationSales pipeline analysis by stageMonthly Sales pipeline analysisSales opportunities by lead sourceDrill-down the dashboards by time and
opportunity stage
Dashboards
Security and User Management
Two built in users have access to Bee CRM but with different security settings , ’admin’ user has access to every part of Bee CRM, and allowed to create new users and change their security settings through the settings option in the main menu the following figure shows how a wizard helps the admin user to create new users , and check how many users are in Bee CRM.
