Creatio CRM

СRM stands for Customer Relationship Management and refers to the software that enables businesses to turn prospects into customers, engage and nurture leads, and retain existing clients, covering the whole customer lifecycle. The main goals of using a CRM platform are to improve a company’s relationships with clients, increase loyalty and close rates, and drive profits.

Customer relationship management (CRM) software helps businesses acquire new customers, win their trust and satisfaction, and retain them by organizing their information, such as order history, preferences, or service cases, in a way that assists in building stronger relationships with them.

The three types of CRM are collaborative (connects different departments with a single source of truth to align their activities), operational (offers flexible tools to create, monitor, and optimize customer-facing business processes), and analytical CRM systems (emphasize reporting capabilities and AI/ML-powered predictive analytics to clarify customer-facing activities to managers and executives).

The cost of the CRM products is estimated per user/month and depends on many factors such as functionality, the type of system deployment (cloud or on-premise), level of customization, etc. Creatio CRM starts from $40 per user/month.

The best place to start is by requesting a demo tailored to your specific business needs. The basic requirements for any CRM include user-friendliness and functionality, offering interfaces that are easy to use and can be customized without coding. Integration capabilities with other services and apps are crucial, as is scalability. Your chosen CRM should be able to handle a growing client database effortlessly and accommodate the addition of new users or teams at any time.

Start by defining your CRM strategy, including what goals you want to accomplish and the actions to do it. Then select a CRM platform and import existing customer information and contacts, customizing data entry fields and dashboards for a convenient view. Add tasks, files, tags, notes, and other business information to the CRM and configure automated analytics and workflows for the tasks that don't require human involvement. Now, you can leverage marketing CRM to create campaigns and manage your sales funnel. Try Creatio CRM for free to explore this process.