Components of CRMs: What Elements to Shop For скачать в хорошем качестве

Components of CRMs: What Elements to Shop For

👉 Want to try Knack for free? Get instant access with a 14-day free trial: https://dashboard.knack.com/sign-up Managing customer data shouldn’t feel like herding cats on roller skates. In this video, Dylan from Knack demystifies CRM by unpacking its five core components—contact management, sales force automation, marketing automation, customer service & support, and analytics & reporting—and explains how no-code tools let you shape each piece around your exact workflow. You’ll also discover the top five features to demand in any platform (ease of use, mobile access, integrations, customization, scalability) plus a six-step framework to implement and optimize your CRM so it fuels efficiency, loyalty, and long-term growth. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ LINKS & RESOURCES 👉 Link to Blog Article: https://www.knack.com/blog/components... 👉 Explore all Knack solutions: https://www.knack.com/solution-invent... 👉 Discover dozens of other app templates: https://www.knack.com/template-invent... 👉 Learn more on the Knack blog: https://www.knack.com/blog/ 👉 Like what you see? Subscribe for more videos from Knack:    / @knackhq   ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ CONNECT WITH US ON SOCIAL MEDIA Twitter/X: https://x.com/knackhq/ Facebook:   / knackhq   Instagram:   / knackteam   Medium:   / knackhq   LinkedIn:   / knackhq   ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 👋 ABOUT KNACK Knack makes it easy to build custom online apps without coding. Simple, powerful, and backed by world-class support. Build your own app today! Check us out: https://www.knack.com/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #CRM #CustomerRelationshipManagement #NoCode #Knack #SalesAutomation #MarketingAutomation #CustomerSupport #BusinessGrowth #SaaS #DataAnalytics #TechTutorial #SmallBusiness ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 00:00 Intro – Turning chaos into choreography 00:20 What is a CRM? 00:32 Why choosing the right platform matters 01:01 Overview of the 5 core components 01:05 Component 1: Contact Management 01:20 Component 2: Sales Force Automation 01:35 Component 3: Marketing Automation 01:52 Component 4: Customer Service & Support 02:22 Component 5: Analytics & Reporting 02:47 5 must-have CRM features 02:49 Ease of Use 03:12 Mobile Access 03:36 Integrations 03:57 Customization 04:05 Scalability 04:06 6-step framework to optimize your CRM 04:28 Step 1 – Map the customer journey 04:40 Step 2 – Involve every department 04:56 Step 3 – Test usability 05:00 Step 4 – Ensure data security & compliance 05:15 Step 5 – Evaluate vendor support 05:30 Step 6 – Calculate cost & ROI 05:46 Key takeaways & closing