As a business owner, once you have decided to go for an Off-the-Shelf Customer Relationship Management (CRM) solution, choosing a suitable one can be challenging as there are many in the market. Each has different capabilities and strengths to offer. The goal is to get one that meets the requirements of your industry.
What are the different types in the market?
Off-the-Shelf CRM Solutions fall into one of three types as listed below:
- Operational CRM – Facilitates your operations that support your customers. It incorporates best practices and streamlines tasks to enable your team to deliver top-notch service to your customers. It automates routine tasks including everything from scheduling meetings to transitioning leads through the pipeline to generating sales reports. Automating these processes means your team can be more efficient and productive.
- Collaborative CRM – It is all about making communication and collaboration more efficient across your teams in order to provide your customers' outstanding support and experience no matter which channel they prefer (phone, WhatsApp, email, and social media).
- Analytical CRM - Evaluates customer data through the use of data analytics. It gives you insights so that you can make data-driven decisions. You will have a better understanding of how your customer behaves and which approach converts to sales.
How to choose?
If you’re just getting started with a CRM and don’t have many historical data to sift through, an Analytical CRM might not be the best choice. A better choice would be an Operational CRM that allows you to quickly onboard your current staff allowing them to experience the benefits of automating routine tasks.
How does Microsoft’s CRM solution compare?
Microsoft’s CRM solution covers all of the three types mentioned earlier. It offers a wide range of features you can choose from to help you meet your needs as your business grows.
We recommend that you start off with an Operations CRM configuration with integration to other Microsoft products such as Outlook, SharePoint, Microsoft Teams, and Office 365. This allows for a seamless transition for your existing staff.
When you are ready, we can configure the solution to be integrated with the different channels which your customers prefer.
Finally, when you have sufficient data on your customers, we can configure the solution to be integrated with Microsoft’s PowerBI for data analytics. This will allow you to create detailed customer journeys and buyer personas, target prospects and customers with relevant content, and grow revenue by analyzing what sells and what doesn’t.
Get in touch with Zooloo's digital solutions experts at sales@zooloo.asia for the first step towards digital transformation.
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- Learn more from our eBook series on Digital Transformation for Wholesale Trade
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