New CRM for DataKnowl platform
Published 07/23/2020
DataKnowl now integrates a new multimodal
CRM (V3) engine, with multiple operating configurations to better adapt to
various
business scenarios. The mode currently available is the Contact Manager mode,
designed for organizing company contacts and managing
interactions with customers.
But
what exactly does that mean? We have all heard about CRM, the abbreviation for Customer
Relationship Management.
The "C" stands for "Customer", the focus of your activities,
without which your business would not exist and, for this reason, is right at the
front. The "R" stands for "Relationship", the golden bridge between you and your
customers. Building good customer relationships is the key to
success for customer
satisfaction and subsequent customer retention. The "M" stands for "Management", the
management of the customer
relationship.
Speaking about CRM and the benefits
of using CRM software, many often tend to focus on how a CRM system can help in sales,
in planning marketing campaigns, in offering excellent customer support, but forget
its basic functionality: contact management. A
key feature that, according
to Software
Advice,
is requested by 88% of CRM users.
Source: https://www.softwareadvice.com/resources/crm-trends-2016/
So,
even only a customer name and a phone number are enough to use CRM as a simple
contact management system. DataKnowl CRM, in the
Contact Manager mode, will allow
you to add and store contact information and edit or remove information easily and
efficiently. Add a
person and save a set of properties such as first name,
last name, title, phone, email, website, address, organization, and a description;
or
you can add an organization. It is also possible to associate a person
with an organization simply and quickly.
For each contact, you can add
tags, handy for classifying, identifying contacts, and searching for them based
on the tags inserted
(e.g. customer, supplier, partner, etc.) and, if necessary,
write a short description.
All saved contacts will be present in
the Contacts View. Search for a contact simply by entering in the search box
the contact's name
(or part of the name). You can perform actions on a contact:
view, edit, or delete.
A CRM system is a central
place to store and manage all contacts' data and keep them updated. Start
creating your own
CRM now by following this Tutorial Getting started with CRM
Tags: CRM, Contact
Manager, Customer Support, People, Organizations, Small Business, Contacts, Startup,
Customer Service