Overview

Customer Relationship Management (CRM) is an approach to actively track and manage customer information and simplify repetitive tasks. The objective is to create and enhance business associations with customers.

 Key elements of CRM framework are: 

1. Adaptable security and access permissions, utilizing consent based access to information.

2. Tracking partners and product support.

3. Effectively stores customer information and aides in tracking marketing efforts successfully. It additionally stores prospects information and helps in accomplishing targets. 

4. It helps in recording and breaking down customer behavior trends or to comprehend which moves should be made to enhance a client relationship.

 Business Purpose

 Customer Relationship management (CRM) encourages organizations to know customer conduct and enhance their business operations to make a point to serve customers in an ideal way. CRM causes a business to recognize customer esteem and benefit from enhancing the customer relations. It is essential to comprehend your customers to be receptive to their requirements. In this manner, you can update your promoting and advertising endeavors successfully. You would thus be able to be guaranteed that you don't squander your shot on less gainful client gatherings.

Activity Diagrams

 Customer, Account and Contact Management

The relationships cultivated with customers/contacts are directly proportional to the success of a business. CRM offers a centralized repository of customer data the help to identify, assist and understand the clients. So that you never lose an opportunity due to data insufficiency.

 Level-1 : 

Level-2 :

Level-3 :

Lead Management

Lead is a new inquiry that comes directly to a company as a part of a campaign/trade show/direct mail. etc. and could form the basis for future deals.

Level-1:

Level-3: