Therefore the ability to visualize results and create reports

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The security level differs depending on the product so select one according to the nature of your business and personal information. History management In the customer management function you can basically manage past history. For example purchase history such as when by whom what was purchased how often purchases were made and response history such as what kind of requests were received when contacted and how the company responded etc. will be easier to manage.


By accumulating the content of complaints it becomes easier to find the problems of the company and by accumulating the communication history it becomes easier to find the customer s needs. You can also set up a Q A corner on your website for areas that receive a lot of inquiries and reduce the time and effort of answering phone calls. Basic functions of CRM . Analysis function Here are some features related to data analysis that will help you move forward. It is equip sweden phone number list ped with functions for extracting specific information and outputting the results of analysis in an easy to understand format. Specific customer extraction Analytics capabilities make it easy to narrow down to specific customers even with very large amounts of data. Complex conditions can be set and not only can you search by address or name but you can also narrow down based on past actions. This also facilitates prospect analysis.




You will be able to avoid wasteful activities such as performing accurate promotions and you will be able to achieve an approach aimed at the optimal target. Actions based on useful analysis will reduce employee effort and help cut costs. Analysis report CRM also has a function that basically allows you to check the analysis results as a report. Even if useful information is obtained from the analysis results it cannot be used effectively unless it is presented in a way that the person in charge can understand. is also important. It can be used as a persuasive material that shows judgment criteria not only to the person in charge who actually takes action but also to others as a reference for future strategies and actions.