Glossary of terms

CRM (Customer Relationship Management)

Explanation:

Customer Relationship Management (CRM) refers to a strategy and software system used by businesses to manage and analyze customer interactions and data throughout the customer lifecycle. The goal of CRM is to improve customer service, drive sales, and enhance customer retention by organizing and automating various aspects of customer interactions, such as sales, support, and marketing.

Best Practices:

  • Centralize Customer Data: Keep all customer information, including communication history, preferences, and purchase history, in one central system for easy access.
  • Segment Your Customers: Use CRM tools to segment customers based on behavior, demographics, and preferences, allowing for more personalized and targeted communication.
  • Track and Measure Interactions: Monitor customer interactions across all touchpoints, such as phone, email, chat, and social media, to gain a holistic view of the customer experience.
  • Automate Follow-Ups: Use CRM automation to schedule follow-up emails, reminders, and task assignments to maintain ongoing engagement with customers.

How Daktela Can Help:

Daktela's platform integrates with CRM systems, allowing businesses to manage customer interactions across all communication channels, including voice, email, chat, and social media, from a unified interface. Daktela's CRM integration provides agents with complete customer profiles and interaction history, enabling personalized service and faster issue resolution. The system also supports customer segmentation, allowing businesses to tailor communications and marketing efforts. With real-time reporting and analytics, Daktela's CRM integration ensures businesses have the insights needed to drive customer satisfaction, loyalty, and sales.