CRM Tools-Karteikarten | Quizlet

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20 Terms

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Data Collection

Gathering customer information from various touchpoints.

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Data Analysis

The process of inspecting, cleansing, and modeling data.

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Customer Interaction Tracking

Monitoring all customer communications and interactions.

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Personalized Communication

Tailoring messages based on customer data for stronger relationships.

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Lead Management

Capturing and qualifying potential customers through marketing channels.

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Campaign Execution

Automating marketing tasks like emails and social media posts.

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Performance Analysis

Tracking success metrics of marketing campaigns.

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Open Rates

Percentage of emails opened by recipients.

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Click-through Rates

Percentage of email recipients who clicked on a link.

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Conversion Rates

Percentage of leads that become customers.

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Requirement Analysis

Initial stage to identify project specifications and needs.

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System Design

Creating a blueprint for integrating CRM with business processes.

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Implementation

Coding, testing, and deploying a custom CRM system.

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Bespoke Approach

Customizing CRM to meet specific business needs.

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Integration

Connecting CRM with existing systems and technologies.

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Data Ownership

Control over the customer data collected and used.

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Customization Capabilities

Ability to tailor CRM functionalities to business requirements.

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Customer Relationship Strategy

Plan to manage and improve interactions with customers.

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Marketing Automation

Process of automating repetitive marketing tasks.

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Touchpoints

Various channels through which businesses interact with customers.