Customer Relationship Management

A robust CRM program can lead to repeat business and new customers as it will simplify and automate mundane organizational tasks. This allows your team to spend more time focusing on what's important

Jun 27, 2016

CRM

Customer Relationship Management (CRM) is a term that refers to the practices, strategies and technologies that companies use to manage and analyze customer data and interactions, with the goal of improving relationships with customers, assisting in customer retention and driving sales growth.

CRM software exists to help companies manage the customer relationship process in an intuitive easy to use format. With a standard or simple CRM program, new leads are entered into the program's database and salespeople add notes and updates throughout the sales cycle.  It's then easy for a company to compile reports from this data that help it to design a CRM strategy that's tailored to its customers. The standard CRM software can do things such as automatically send out emails to individual customers. For example, a salesperson can send out an automatic thank-you message whenever a customer reaches his or her one-year anniversary of purchase, or send a message on the customer's birthday.

A robust CRM program can lead to repeat business and new customers as it will simplify and automate mundane organizational tasks. This allows your team to spend more time focusing on what's important - providing superior customer service, while attracting new clients and retaining your current customer base. It's also an easy way of managing communication with not only customers but vendors and partners.


A good CRM assists with building your pipeline and measures the effectiveness of your marketing investments — all in real time. The Social Merlin CRM has been developed specifically to help you do that, but it can also optimize and enhance the way your enterprise operates. Social Merlin's CRM can assist with running Multi-Platform campaigns engaging customer in more personalized interactions. Social Merlin's CRM program assists your team to plan, execute, and measure marketing campaigns across various marketing platforms such as print ad, a website, a promotional event, a rewards card or a retail location. It will enable you to improve your customer service by making the process of working with clients faster and more efficient. And the Social Merlin CRM can be customized, based on your needs.

With the Social Merlin CRM you can measure pipeline and revenue across every marketing investment to drive revenue and get a accurate view of your return on investment (ROI). Empower your Marketing team with access to data through personalized dashboards and get a clear overview of marketing results so you and your team can quickly judge performance. Make reporting easy by giving marketers familiar tools, including Excel and Power BI, for real-time reporting.

Empower your sales team by increasing sales-ready leads with advanced lead management tools and lead scoring. Nurture prospects who are not yet sales ready without committing valuable sales resources with targeted trigger-based messaging. A relevant stream of messages can be sent and a variety of automated actions can be triggered as the prospects begin to respond. Providing sales teams with visibility into the marketing calendar and provide actionable input. Sales can now get more insights into campaigns and targeting. And both Marketing and Sales can share the same view of the customer process.

The Social Merlin CRM can assist with sales automation, company calendar's, E-Mail (emails automatically get linked to corresponding records) activity streams, customer support, documentation, Inventory Management, Analytics (reports), telephony (VOIP integration), and workflow management.

frontdesk@socialmerlin.com

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