CRM Classifications: Operational, Analytical and Collaborative

There are many steps in the modern sales process. Automation of these steps can provide your organization with a more complete customer profile and save time and resources. Companies must balance the desire to conduct business quickly and efficiently with maintaining customer relations. CRM (Customer Relationship Management) can help maintain and foster this balance. There are three main classifications for CRM:

Operational CRM

Analytical CRM

Collaborative CRM

Operational CRM is the automation of processes achieved through systems integration. It provides a single platform for sales staff to enter and track customer data. CRM software is equipped to track customer interactions, call records, meeting scheduling, time allocation and more. Most CRM software is adaptable to your organizational needs and users are able to add specifications for products or services in this interface. Sales automation reduces communication and scheduling errors which ensures better customer management.

Analytical CRM works in conjunction with sales automation. CRM software allows the data input by users to be retrieved in charts, graphs, reports and statistics. By preparing a comprehensive analysis of customer behavior your sales staff can make informed decisions about future business opportunities and strategies. Dashboard features in CRM systems provide a snapshot of your progress in regards to a single prospective customer or your entire organization.

Collaborative CRM collects data and shares it within your organizational departments. By sharing information between departments like sales and customer service, your business is able to manage all aspects of the customer experience. Through collaborative sharing you can ensure proper management of leads, deals, follow-up, marketing, promotional activities, customer service and more  Storing customer information, historical data and interactions in a single location ensures your customers receive the best service possible. This is in turn leads to more satisfied and loyal customers and greater profitability for your organization.

CRM software can benefit all aspects of the customer cycle by bringing more organization to your processes and increasing the effectiveness of your initiatives. Improving the effectiveness of sales, marketing and customer service activities can save your company time and resources while maintaining valuable customer relationships.

If you would like to learn more about how CRM software can benefit your organization, please contact Oasis Solutions Group at 502-429-6902 or

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