Terms

Operational CRM

What is an Operational CRM?

Operational CRM is a software designed to streamline customer interactions and business processes related to sales, marketing, and customer service. It focuses on automating and enhancing customer-facing operations to improve customer experiences, increase efficiency, and drive sales. This type of CRM integrates functionalities like marketing automation, sales-force automation, and service automation to manage customer relationships in real-time effectively.

Key Benefits of Operational CRM

Operational CRM offers several advantages that facilitate effective customer relationship management:

  • Automation of Repetitive Tasks: Frees up staff to focus on more strategic activities by automating routine tasks across sales, marketing, and service.
  • Enhanced Collaboration: Centralizes customer data across departments, ensuring all team members have up-to-date information, which enhances coordination and customer service.
  • Improved Customer Interactions: Provides tools for quicker response times and personalized communication, significantly boosting customer satisfaction and retention.

Implementing Operational CRM Successfully

To successfully implement an operational CRM system, businesses should:

  • Identify Essential Features: Determine the features necessary for immediate needs and future growth.
  • Evaluate Software Usability: Select a CRM that aligns with your team’s technical skills and test it through trials or demos to ensure it meets your requirements.
  • Automate and Integrate: Streamline operations by automating time-consuming tasks and integrating with existing digital tools for centralized data management.
  • Train Staff: Provide comprehensive training to ensure employees can effectively use the new system.
  • Focus on Customer Experience: Use automation tools to tailor customer interactions, enhancing satisfaction and loyalty.

Operational CRM vs. Analytical CRM

Operational CRM streamlines sales, marketing, and customer service processes by automating tasks and centralizing client data. It enhances customer experiences through real-time interactions and supports daily business operations.

On the other hand, Analytical CRM focuses on storing, organizing, and analyzing customer information to support data-driven decision-making and strategy. It helps businesses understand customer behaviors and trends, enabling them to make informed decisions and tailor their offerings accordingly.

Essential Features of Operational CRM

Operational CRM systems offer a range of features that help businesses streamline customer interactions and improve efficiency. Some essential features include:

  • Sales-force Automation: Tools for managing customer contact information, prospecting, lead generation, sales forecasting, and sales pipeline management.
  • Marketing Automation: Automated email campaigns and tools for gathering client information to guide marketing strategies, enabling efficient lead management, targeted advertising, and campaign management across multiple channels.
  • Service Automation: Systems that track customer interactions and centralize customer information for better service, allowing easy access to customer history and needs, which helps in providing timely and relevant responses to customer inquiries or issues.
  • Integration Capabilities: Operational CRM can integrate with over 500+ apps that businesses already use at work, ensuring that all customer-related data and interactions across different platforms and departments are centralized.

Other terms

Oops! Something went wrong while submitting the form.
00 items

Git

Learn about git, including overview of Git features, benefits of using Git, common Git commands, & tips for effective Git usage.

Git

Customer Retention

Learn about customer retention, including strategies for improving customer retention, & key metrics in customer retention.

Customer Retention

Content Rights Management

Learn about content rights management, including importance of protecting digital assets, & benefits of implementing content rights management.

Content Rights Management

High Availability

Learn about high availability, including benefits of high availability, implementing high availability strategies, & high availability best practices.

High Availability

Smile and Dial

Learn about smile and dial, including the benefits of smile and dial, strategies for effective smile and dial campaigns, & smile and dial vs. digital outreach.

Smile and Dial

Triggers

Learn about triggers, including identifying effective sales triggers, crafting compelling trigger-based messages, triggers vs. traditional sales approaches.

Triggers

Brand Equity

Learn about brand equity, including understanding its importance, building strong brand equity, measuring brand equity, & real-world applications.

Brand Equity

Product Recommendations

Learn about product recommendations, including tips for effective product recommendations, & benefits of personalized suggestions.

Product Recommendations

Subscription Models

Learn about subscription models, including how subscription models work, advantages of subscription models, & implementing subscription pricing.

Subscription Models

Value Statement

Learn about value statement, including crafting your value statement, key components of a value statement, & value statements vs. mission statements.

Value Statement

Landing Pages

Learn about landing pages, including creating effective landing pages, key elements, examples of successful landing pages, & landing pages vs. home pages.

Landing Pages

Sales Pitch

Learn about sales pitch, including crafting an effective sales pitch, essential components of a sales pitch, sales pitch vs. sales presentation.

Sales Pitch

Sales Engagement

Learn about sales engagement, including strategies for effective sales engagement, key principles of sales engagement, & sales engagement vs. sales enablement.

Sales Engagement

Intent Data

Learn about intent data, including sources of intent data, utilizing intent data effectively, & comparing intent data and traditional analytics.

Intent Data

B2B Intent Data

Learn about B2B intent data, including how B2B intent data enhances sales strategies, sources of B2B intent data, leveraging B2B intent data for competitiveness.

B2B Intent Data

Virtual Private Cloud

Learn about virtual private cloud, including benefits of using virtual private cloud, & setting up your virtual private cloud.

Virtual Private Cloud

Cross-Selling

Learn about cross-selling, including benefits of effective cross-selling, strategies for successful cross-selling, cross-selling vs. upselling: understanding the differences.

Cross-Selling

Inventory Management

Learn about inventory management, including benefits of effective inventory management, & steps to implement inventory management.

Inventory Management

Quarterly Business Review

Learn about quarterly business review, including preparing for a successful quarterly business review, & key components of an effective QBR.

Quarterly Business Review

CDP

Learn about CDP, including how CDP enhances outbound sales, benefits of using CDP, implementing CDP tools, & CDP vs. CRM.

CDP

After-Sales Service

Learn about after-sales service, including benefits of effective after-sales service, & key elements of after-sales support.

After-Sales Service

Follow-up

Learn about follow-up, including strategies for effective follow-up, crafting compelling follow-up messages, & differences between first contact and follow-up.

Follow-up

Digital Rights Management

Learn about digital rights management, including how digital rights management works, & benefits of digital rights management.

Digital Rights Management

Total Audience Measurement

Learn about total audience measurement, including key components of total audience measurement, & benefits of adopting total audience measurement.

Total Audience Measurement

Needs Assessment

Learn about needs assessment, including steps for conducting needs assessment, key components of needs assessment, & needs assessment vs. demand analysis.

Needs Assessment

Triggered Email

Learn about triggered email, including crafting effective triggered emails, benefits of triggered email marketing, & triggered emails vs. traditional campaigns.

Triggered Email

Kanban

Learn about Kanban, including benefits of using Kanban, implementing Kanban in your process, Kanban vs. other methodologies, & key components of Kanban.

Kanban

Cost Per Impression

Learn about cost per impression, including calculating cost per impression, cost per impression vs cost per click, & improving your cost.

Cost Per Impression

Retargeting Marketing

Learn about retargeting marketing, including the foundations of a successful retargeting campaign, & strategies for effective retargeting.

Retargeting Marketing

Account-Based Advertising

Learn about account-based advertising, including strategies for implementing account-based advertising, & benefits of account-based advertising.

Account-Based Advertising

Sales Partnerships

Learn about sales partnerships, including building effective sales partnerships, types of sales partnership models, benefits of cultivating sales partnership.

Sales Partnerships

FAB Technique

Learn about FAB technique, including implementing FAB in sales strategies, benefits of the FAB technique, & FAB vs. other sales techniques.

FAB Technique

Multi-touch Attribution

Learn about multi-touch attribution, including benefits of multi-touch attribution, & implementing multi-touch attribution models.

Multi-touch Attribution

Remote Sales

Learn about remote sales, including challenges of remote sales, strategies for effective remote sales, & remote sales vs. traditional sales.

Remote Sales

Email Deliverability

Learn about email deliverability, including improving email deliverability rates, & key factors affecting email deliverability.

Email Deliverability

Shipping Solutions

Learn about shipping solutions, including how shipping solutions work, benefits of shipping solutions, & shipping solutions best practices.

Shipping Solutions

Email Engagement

Learn about email engagement, including maximizing email engagement rates, strategies for crafting compelling emails, analyzing email engagement: metrics.

Email Engagement

Account Development Representative

Learn about account development representative, including key responsibilities of an account development representative.

Account Development Representative

Bad Leads

Learn about bad leads, including identifying bad leads, warning signs of bad leads, impact of bad leads on sales, & strategies to minimize bad leads.

Bad Leads

Market Intelligence

Learn about market intelligence, including sources and types of market intelligence, & implementing market intelligence effectively.

Market Intelligence

Adobe Analytics

Learn about Adobe Analytics, including benefits of Adobe Analytics, how Adobe Analytics works, & Adobe Analytics vs. Google Analytics.

Adobe Analytics

Complex Sale

Learn about complex sale, including navigating complex sale challenges, key strategies in complex sales, & complex sale vs. simple sale.

Complex Sale

B2B Marketing KPIs

Learn about B2B marketing KPIs, including identifying key B2B marketing KPIs, setting achievable KPI targets, B2B vs B2C marketing KPIs: understanding the differences.

B2B Marketing KPIs

Bulk Application Programming Interface

Learn about bulk API, including how it works, the advantages of using it, common use cases, and tips for optimizing it.

Bulk Application Programming Interface

Batch Processing

Learn about batch processing, including benefits of batch processing, best practices for implementation, & common use cases.

Batch Processing

Outside Sales

Learn about outside sales, including strategies for successful outside sales, benefits of employing outside sales, & comparing inside and outside sales.

Outside Sales

User Interaction

Learn about user interaction, including enhancing user interaction strategies, principles of effective user engagement, & user interaction vs. user experience.

User Interaction

Sales Manager

Learn about sales manager, including qualities of an effective sales manager, skills every sales manager needs, sales manager vs. sales representative.

Sales Manager

WordPress

Learn about WordPress, including understanding WordPress features, benefits of using WordPress, comparing WordPress and other CMS, and essential WordPress plugins.

WordPress

AI-Powered Marketing

Learn about AI-powered marketing, including benefits of AI-powered marketing, implementing AI in marketing strategies, & AI vs. traditional marketing methods.

AI-Powered Marketing

Audience Targeting

Learn about audience targeting, including developing an audience targeting strategy, & key benefits of audience targeting.

Audience Targeting

Small to Medium-Sized Business

Learn about small to medium-sized business, including characteristics of SMEs, scaling strategies for SMEs, challenges facing SMEs, & SMEs in the global market.

Small to Medium-Sized Business

Social Proof

Learn about social proof, including harnessing social proof effectively, types of social proof in marketing, & social proof vs. traditional advertising.

Social Proof

Buying Committee

Learn about buying committee, including identifying key members of a buying committee, & strategies for engaging a buying committee.

Buying Committee

Sales Operations

Learn about sales operations, including key responsibilities in sales operations, & building an effective sales operations strategy.

Sales Operations

Elevator Pitch

Learn about elevator pitch, including crafting an effective elevator pitch, key components of a strong elevator pitch, & elevator pitch dos and don'ts.

Elevator Pitch

GTM

Learn about GTM, including understanding GTM basics, GTM implementation process, common GTM use cases, & GTM limitations and alternatives.

GTM

Firmographic Data

Learn about firmographic data, including sources and methods for gathering firmographic data, & applying firmographic data in sales strategies.

Firmographic Data

Knowledge Base

Learn about knowledge base, including building an effective knowledge base, essential components of a knowledge base, differences between knowledge bases and databases.

Knowledge Base

Unit Economics

Learn about unit economics, including calculating unit economics: step-by-step, key metrics in unit economics, & unit economics vs. overall profitability.

Unit Economics

Email Deliverability Rate

Learn about email deliverability rate, including factors affecting email deliverability, & improving your email deliverability rate.

Email Deliverability Rate

Customer Centricity

Learn about customer centricity, including benefits of customer centricity, key strategies for success, & customer centricity vs. product centricity.

Customer Centricity

Lead List

Learn about lead list, including building a high-quality lead list, strategies for effective lead generation, lead list vs. CRM database: understanding the differences.

Lead List

Value Chain

Learn about value chain, including key elements of value chain, building an efficient value chain, & value chain vs. supply chain.

Value Chain

No Spam

Learn about no spam, including ensuring compliance with no spam rules, strategies for effective no spam practices, & no spam vs. traditional email marketing.

No Spam

Closed Lost

Learn about closed lost, including understanding common causes of closed lost, & strategies to minimize closed lost scenarios.

Closed Lost

Consumer Relationship Management

Learn about consumer relationship management, including building effective consumer relationships, & strategies for enhanced consumer engagement.

Consumer Relationship Management

Data Cleansing

Learn about data cleansing, including data cleansing benefits, steps for effective data cleansing, & data cleansing vs. data enrichment.

Data Cleansing

Draw on Sales Commission

Learn about draw on sales commission, including types of commission draws, advantages and disadvantages, & implementing a draw agreement.

Draw on Sales Commission

Marketing Qualified Opportunity

Learn about marketing qualified opportunity, including identifying marketing qualified opportunities, & key elements of successful identification.

Marketing Qualified Opportunity

Enrichment

Learn about enrichment, including benefits of data enrichment, steps to implement enrichment successfully, enrichment vs. data cleaning: understanding the differences.

Enrichment

Sales Forecast Accuracy

Learn about sales forecast accuracy, including improving sales forecast accuracy, & factors influencing forecast precision.

Sales Forecast Accuracy

Sales Process

Learn about sales process, including designing your sales process, key components of effective sales processes, sales process vs. sales methodology.

Sales Process

Digital Advertising

Learn about digital advertising, including types of digital advertising platforms, & key strategies for effective digital advertising.

Digital Advertising

Upsell

Learn about upsell, including benefits of effective upselling, strategies for successful upselling, & upsell vs. cross-sell: understanding the difference.

Upsell

Sender Policy Framework

Learn about sender policy framework, including understanding SPF records, implementing SPF for email security, SPF vs. DKIM and DMARC, & benefits of using SPF.

Sender Policy Framework

Lightning Components

Learn about lightning components, including understanding lightning components benefits, & key features of lightning components.

Lightning Components

Sales Calls

Learn about sales calls, including optimizing sales calls for success, crafting the perfect sales pitch, & beyond cold calling: exploring alternatives.

Sales Calls

Request for Proposal

Learn about request for proposal, including crafting a winning RFP, key elements of an effective RFP, & RFP vs. RFQ.

Request for Proposal

Marketing Play

Learn about marketing play, including crafting effective marketing plays, examples of successful marketing plays, & marketing plays vs. sales strategies.

Marketing Play

Return on Marketing Investment

Learn about return on marketing investment, including calculating your ROMI, key factors influencing ROMI, & maximizing ROMI in your strategy.

Return on Marketing Investment

Corporate Identity

Learn about corporate identity, including how to build a strong corporate identity , & key components of corporate identity .

Corporate Identity

Real-time Data Processing

Learn about real-time data processing, including benefits of real-time data processing, best practices for implementation, & challenges and solutions.

Real-time Data Processing

Lead Management

Learn about lead management, including key stages of lead management, effective lead scoring strategies, & lead management vs. customer relationship management.

Lead Management

Buyer’s Remorse

Learn about buyer’s remorse, including causes of buyer’s remorse, mitigating buyer’s remorse strategies, & the impact of buyer’s remorse on sales.

Buyer’s Remorse

Gone Dark

Learn about gone dark, including identifying prospects gone dark, strategies to re-engage dark prospects, & the impact of gone dark on sales strategy.

Gone Dark

Customer Relationship Marketing

Learn about customer relationship marketing, including benefits of effective customer relationship marketing, strategies for building strong customer relationships.

Customer Relationship Marketing

Customer Relationship Management Systems

Learn about customer relationship management systems, including benefits of using CRM systems, & key features of effective CRM solutions.

Customer Relationship Management Systems

Logo Retention

Learn about logo retention, including improving logo retention rates, strategies for effective logo retention, & logo retention vs. revenue retention.

Logo Retention

Pipeline Coverage

Learn about pipeline coverage, including key components of pipeline coverage, improving pipeline coverage efficiency, pipeline coverage vs. traditional s.

Pipeline Coverage

Consultative Selling

Learn about consultative selling, including key principles of consultative selling, & implementing consultative selling strategies.

Consultative Selling

Simple Object Access Protocol Application Programming Interface

Learn about SOAP API, including benefits of SOAP API, how SOAP API works, SOAP API vs. REST API, and common use cases for SOAP API.

Simple Object Access Protocol Application Programming Interface

Sales Plan Template

Learn about sales plan template, including crafting an effective sales plan, key components of a sales plan, sales plan vs. marketing strategy.

Sales Plan Template

Buyer Intent

Learn about buyer intent, including understanding buyer intent signals, strategies to capture buyer intent, & buyer intent vs. customer interest.

Buyer Intent

Buyer Behavior

Learn about buyer behavior, including understanding the buyer's journey, influencing factors in buyer behavior, & buyer behavior and marketing strategy.

Buyer Behavior

Product-Market Fit

Learn about product-market fit, including identifying product-market fit, key metrics for product-market fit, & strategies to achieve product-market fit.

Product-Market Fit

Application Performance Management

Learn about application performance management, including benefits of application performance management, & challenges in implementing APM.

Application Performance Management

Sales Demo

Learn about sales demo, including preparing a winning sales demo, characteristics of successful sales demos, & sales demo versus product demo.

Sales Demo

Sales Territory Planning

Learn about sales territory planning, including strategies for successful territory planning, & key components of territory planning.

Sales Territory Planning

Funnel Analysis

Learn about funnel analysis, including how funnel analysis works, steps to implement funnel analysis, & common funnel analysis mistakes.

Funnel Analysis