CRM is an acronym widely used and heard by entrepreneurs and entrepreneurs, so if you are venturing into opening your own business, chances are you have heard about it. Only the system that promises to give you more information about your customers and the interactions with your products and services does not work in a unique way. In fact, there are different types of CRM for different needs.
A small company, for example, will not need all the same information and data as a larger company. There may also be cases where the implementation of CRM will be different for each one. If you are in doubt, just check out our tips on the different types of CRM below!
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What CRM?
First of all, it is good to talk about what CRM means, especially for those who are learning about the system. This acronym means nothing less than "Customer Relationship Management". This can be translated into “Customer Relationship Gesture” in our language.
Basically, it is a system that you can use to manage and analyze interactions with your customers. This is done through a specialized software or platform.
Overall, it is a good method of knowing better how to deal with customers better and increase your number of sales. That is why it is considered something so important for both small and large companies.
What types of CRM?
Knowing more about the system, how it works and how it can help a company, it's time to explain the types of CRM. This basically divides into how CRM can be used to help your business.
It is something important to know so that you can use CRM more effectively. In these cases, everything depends only on what your company needs. The main types of CRM are as follows:
1. Collaborative CRM
Collaborative CRM is the one in which information about customers is shared with the most employees of the company, especially with those who deal directly with customers. This includes both the support person and the salesperson.
In such cases, it is good that the CRM system is available in a simpler way to use. There are systems that we only implement in the cloud, for example, something that we will talk more about in a moment.
With something like this, your employees can access the system on computers, smartphones and tablets. When making a sale or taking out a customer's debt, this helps the process a lot.
2. Operational CRM
Operational CRM is one that takes care of customer service. This can include customer service channels, from supporting your company to customers and automating customer contact.
The program used can safely store all the necessary information of the customer and which are easy to access by his team. This type of CRM can also help when it comes to tracking salespeople's performance and setting certain goals.
It is a good method of checking commissions, scheduling meetings and various other company activities.
3. Analytical CRM
Analtico CRM exactly what its name proposes. It takes all the data you collect from your customers and analyzes it to process it in a more useful way.
Basically, it is the way that will help you to know your customer's profile, how they behave, what their shopping habits, etc. It is also a system that shows more data about your own company.
You will be able to easily see your sales volume, which products attract the most customers, if you are getting those customers back, etc. All of this can be used to your advantage to strengthen your strengths and improve what is weakest.
4. Strategic CRM
Finally, we have the Strategic CRM. it gathers most of the information acquired with the system so that the company can better plan how to proceed.
Basically, you put into practice a little bit of the other types of CRM that we mentioned to improve the way your company works. It is ideal to use the analysis carried out beforehand to see which strategies to implement.
This goes from methods to serve your client more effectively to marketing planning.
Implementation types
With all this in mind, it is also good to talk about the types of CRM with regard to its implementation.
This category has two different types. There is on-premises CRM and CRM in the cloud, each with its advantages depending on what you need.
1. Local CRM
The local CRM is the one that is installed on the server or on the company's computer. Its maintenance is usually carried out by a professional who understands more about the subject or simply by the company's IT staff.
- Advantages: greater control of your server, can work offline, only employees have access to data
- Disadvantages: high initial investment, it is necessary to have professionals to deal with the software, updates can be expensive.
2. CRM in the cloud
CRM in the cloud is exactly what its name suggests: completely online and without the need for local installation. Generally, this version does not need to be maintained by your IT staff, since management is usually performed by the company that provides the CRM service.
- Advantages: can be accessed at any time and place, has automatic updates, low initial investment.
- Disadvantages: depends on the use of internet, less control of the platform in some situations
Types for different companies
As we mentioned earlier, there are also types of CRM that change according to the need and size of your company. After all, there is no point in using the same options as a huge company for an entrepreneur who is just starting out.
We'll talk more about the types of CRM for small and large companies below:
SME
The SME system is aimed at small and medium-sized companies, as its name already makes clear. In these cases of companies with smaller teams, there is a greater need for mobility and speed in actions.
Fortunately, the cost of purchasing a CRM tool for these companies ends up being considerably less. After all, there are fewer options and the personalization system is also less advanced.
Everything to ensure that you do not worry about options that are not yet part of your company's reality.
Enterprise
The system is now known as the most robust Enterprise with many customization options. Services of this type do everything possible to offer everything that large companies need to organize their customers' data.
Fortunately, there are also many platforms that offer additional plans for companies that have more specific needs. The cost tends to be higher, but it makes sense when the income of the company itself is also higher.
Did you like tips?
Did you take advantage of our tips to learn more about the different types of CRM? So don't forget to leave your comment telling us what you think of the guide and whether CRM seems like a good option for your company.
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