Operational CRM

Operational CRM

The KundenMeister as operative CRM for professional support in sales, marketing and customer service

Operational CRM for a targeted customer approach

For employees with direct customer contact, operative CRM forms a fundamental basis for providing all essential departments such as marketing, sales and customer service with relevant data and for supporting business processes in the long term. The primary goal in operative CRM is thus the targeted use of the customer information that is collected in the context of analytical CRM. The customer knowledge can therefore be used for example for sales or e-mail marketing. Across all these contact points, it is important to automate customer activities to a large extent with the help of operative CRM.

Communicative CRM ensures an integrated information supply

With the help of a central database in the company, the communicative CRM always provides up-to-date information for a targeted customer approach and customer loyalty. Both communication and the course of various marketing, sales or service activities are to be digitally supported with this data. In this context, communicative CRM is also referred to as “front office”, consisting of marketing automation, sales automation and service automation.

Marketing Automation

Marketing Automation enables you to successfully manage all your marketing activities for complete communication and interaction with your customers. Based on an existing contact history and the previous buying behavior of your customers, Marketing Automation ensures target group-oriented campaign management in operative CRM. This is based on the customer value determined in the strategic CRM as well as the predefined market segments in order to optimally adapt all marketing activities to your customers and their preferences. Software such as KundenMeister makes it easier to select the customers to be reached by a specific campaign. At the touch of a button, you can carry out your marketing activities for specific contact groups and distribution lists within the database, or cross-sell or up-sell products based on previously purchased products.

Sales Automation

Eine weitere Funktion im operativen CRM ist die sogenannte Sales Automation. Hierbei werden Vertriebsmitarbeiter zentral mithilfe von umfangreichen Informationen über Kunden, Produkte etc. in ihren Verkaufsaktivitäten unterstützt. Verkaufsgespräche können basierend auf stichhaltigen Daten gezielter geführt werden. Während strategisches CRM außerdem für die Auswertung diverser Umsatz- und Produktkennzahlen sorgt, vereinfacht Sales Automation im operativen CRM auch das Angebotsmanagement. Der KundenMeister bietet hierbei einen eigenen Auftragskonfigurator, mit dem Sie in nur wenigen Klicks Ihre Angebote und Verträge erstellen. Darüber hinaus verfügt unsere Software für kommunikatives CRM über ein umfangreiches Termin- und Zeitmanagement, welches ebenfalls die Automatisierung des Vertriebs unterstützt.

Service Automation

In the area of service automation, CRM software such as the KundenMeister offers administrative support both in contact planning and in the recording and processing of complaints or requests for information. Whether information or complaints, when customers call, all data about the corresponding contact immediately appears on the screens of your service employees. But it’s not just your support staff who are relieved, customers also benefit from much faster response times and targeted assistance. Using so-called follow-ups, you can also define the time for further or renewed contact with specific customers in our software for operational CRM. In this way, you ensure integrated customer communication in operative CRM. A connection to the software’s merchandise management system also ensures precise control of product availability and delivery dates.