Technology CRM tools constitute an excellent support in the implementation of initiatives of centralization on the client. Their selection and implementation must follow a clear and practical methodology that guarantees success. Select the appropriate tool involves knowing the different options or types of tools available and their alternatives of recruitment, to make the project successful and demonstrate the benefits expected in the defined strategy, in addition to getting a return on investment clear and fast for your organization. We must not forget that technology is only a facilitator, a support or a means to the end which is the implementation of a CRM initiative. The technological tools should not be the main objective of implementation, but its correct use will support a well-defined strategy of centralization on the client. Undoubtedly always will discuss failures at the time of implementing CRM tools, but they mostly do not obey to the tool itself, but to the proper articulation that she has within the defined initiative.
If we talk about CRM applications, we are going to talk about three major processes, or modules as they are usually called, are: marketing, sales and customer service. In some tools you will find it as independent processes, and even different user interfaces, but other tools is difficult to differentiate when is this moving from one to the other. Anyone who the case tools provide functionality such as that described in the following module features Mer cadeo construction of data base profiling and segmentation relational campaigns send direct mails and e-mails personalized first contacts qualification of leads management ROI promotional material of relational marketing sales account management and administration contacts (customers(, prospects, competitors, partners, businesses, etc) sales management of goals or quotas consumer force management Plans for visits or ruteros Record of transactional information (inventories, prices, orders, receipts, etc.) Products or complex services Administration of quotations and proposals (opportunities) Automatiz ation of processes of sale Forecasts be Vice Customer Call Center complaints and claims administration of contracts of service work in field (field service) portals of auto-asistencia for customers if we analyze the tools by platform in which they operate, we find various alternative 1.