1-Customer data management: Central storage and management of customer data, contact and purchase histories for quick and easy access to all relevant information
2-Contact management: Creation and management of contacts such as new leads or acquired customers including activity and history logs for a comprehensive overview of interactions
3-Sales management and forecasts: Management of the sales process. This includes the tracking of opportunities, planning of sales activities, offer preparation, sales contracts and sales forecasts
4- Marketing automation: Segmentation of target groups, preparation of email campaigns, recording of metrics (e.g., opening and click rates) for successful and time-saving marketing activities
5-Customer service and support: Management of customer support requests, assignment to the responsible employees, progress tracking in problem-solving
6-Reports, dashboards, and analyses: Preparation of reports and analyses concerning customer activities, sales successes, and marketing campaigns, evaluation of measures and performances, adaptation of future decisions (learnings)
7-Linking of relevant systems: Data from email programs, calendars, social media or e-commerce platforms can be merged in CRM for seamless processing, optimized work processes, and transparency