The document outlines three key functions of CRM: sales force automation, marketing automation, and customer service automation. These functionalities enhance business performance by streamlining sales processes, improving marketing campaign efficiency, and fostering better customer relationships. Each function includes specific tools and strategies for managing contacts, forecasting, and automating marketing efforts.

1. 3 KEY FUNCTIONS OF A CRM
ROLUSTECH

2. AGENDA
● What are the 3 key functions of a CRM?
● How will CRM functionalities benefit your business?

3. 3 Key Functions of a CRM
Following are the three key functions
of a CRM.
1. Sales Force Automation
2. Marketing Automation
3. Customer Service Automation

4. Sales Force Automation
Sales Management
Find the bottlenecks in
communication and streamline
your sales pipeline.
Accurate Forecasting
Generate accurate & timely
reports for better decision
making and sales strategies.

5. Contact Management
Seamlessly manage your
contacts to engage clients better
and win more sales.
Activity Management
Keep control of all activities with
alerts and notifications to never
miss a deadline.
Sales Force Automation

6. Opportunity Management
Streamline your sales pipeline with
quick follow up and convert more
leads.
Task Management
Boost productivity by managing all
tasks efficiently and keeping track
of all activities.
Sales Force Automation

7. Customer Journey Automation
Never miss any customer
touchpoint by enhancing
customer engagement in a cost-
effective manner to streamline
customer journey and run
automated marketing
campaigns.
Marketing Automation

8. Marketing Funnel Automation
Ensure that leads are effectively
passed between sales and
marketing teams by seeing an
increase in your lead acquisition,
lead nurturing and lead
assignment. By streamlining
communication, you can ensure
that leads don’t slip through the
cracks.
Marketing Automation

9. Marketing Campaign Automation
Increase the ROI on your
marketing campaigns by keeping
track of all campaign metrics. Have
reports of how consumers interact
with your marketing campaigns to
launch campaigns that result in a
higher conversion rate.
Marketing Automation

10. Automated Email Marketing
Cut the repetitive tasks and
automate your email marketing
process by keeping track of email
opens and clicks. Marketing
automation in CRM also helps you
run effective drip marketing
campaigns.
Marketing Automation

11. Personalized Customer Experience
Automate the customer service
process to deliver meaningful
customer experiences. Keep track of
all your interactions with customers
to quickly address their complaints,
provide solutions and ensure
customer satisfaction.
Customer Service Automation

12. Customer Contact Management
Improve your company’s
profitability with efficient customer
contact management by
leveraging a consolidated
customer support base in your
CRM to deliver services timely and
have happy customers.
Customer Service Automation

13. Improve Customer Relationships
Respond to customer queries fast,
handle customer complaints
efficiently and streamline
communication across your teams
to deliver unmatchable customer
experiences and continuously
improve customer relationships.
Customer Service Automation

14. Read our entire blog here:
https://www.rolustech.com/blog/3-key-functionalities-of-crm

15. Our Expertise
CRM Mobile Product Development
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17. Further Reading
1. Sugar Sell – What makes Sugar the Best CRM Sales Solution?
2. Sugar Market- Your End-to-End Marketing Automation Platform
3. Sugar Serve- How the New Sugar Helps Make Customers For Life
4. Salesforce Cloud Editions- Revolutionizing Business