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ERP / CRM

Customer Relationship Management (CRM)​

What are the benefits of a CRM?​

CRM improves customer experience retention, resulting in higher revenue. CRM will help you gain an understanding of your customers, improve communication and customer service, automate repetitive tasks, and improve analytical data and reporting.

Why is CRM important in sales?​

Because a CRM can allow you to cater to the needs of your customers in a better way by understanding their behavior and improving their experience on your platform.

What does a CRM system do?​

A CRM system is used to keep track of customer information and interactions. CRM can be used to improve and automate marketing, process orders, or act as a ticketing system for customer support.

What is CRM API?​

A CRM API lets you connect functionality with another system such as newsletter services or accounting software.

What is CRM integration?​

Connecting a CRM to a different software platform like accounting or newsletter tools is referred to as a CRM integration.

https://www.toptal.com/crm/crm-api-integration-guide

What is CRM? | A guide to CRM software by Zoho CRM

SAP

Customer Data Platform (CDP)​

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A Customer Data Platform (CDP) is a software that aggregates and organizes customer data across a variety of touchpoints and is used by other software, systems, and marketing efforts. CDPs collect and structure real-time data into individual, centralized customer profiles.

Acustomer data platform(CDP) is a type of packaged software which creates a persistent, unified customer database that is accessible to other systems. Data is pulled from multiple sources, cleaned and combined to create a single customer profile. This structured data is then made available to other marketing systems.According to Gartner, customer data platforms have evolved from a variety of mature markets, "including multichannel campaign management, tag management and data integration"

Example - Apache Unomi

https://blog.hubspot.com/service/customer-data-platform-guide

https://en.wikipedia.org/wiki/Customer_data_platform

https://www.rudderstack.com

CRM vs CDP​

The difference between a CRM and a CDP comes down to this: CRMs help manage customer relationships, while CDPs help manage customer data.

https://segment.com/blog/CRM-vs-CDP

ERP​

CRM vs ERP - What's the Difference?

Top 10 ERP Systems for 2024

Freshworks / Zoho​

Omnichannel customer support Helpdesk, ITSM solution, Chat solutions, Bot functionalities, Sales CRM, Marketing automation

Products​

Tools for Customer Success (CSM - Customer Success Manager)​

  • Adoption Management
    • Pendo
    • Gainsight
    • Tango
  • Co-Browsing
    • Upscope
    • Surfly
    • Acquire
  • Calendar
  • Surveys
    • Typeform
    • AskNicely
    • Delighted
  • Metrics
    • ProfitWell
    • UserIQ
    • Customer Success Box

Others​