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Operational CRM

1Tool as an operational CRM for professional support in sales, marketing and customer service

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Operative CRM for a targeted customer approach

For employees with direct customer contact, the operative CRM forms a fundamental basis for supplying all essential departments such as marketing, sales and customer service with relevant data and supporting business processes in the long term. The primary goal in operational CRM is therefore the targeted use of customer information that is collected as part of analytical CRM.

The customer knowledge can therefore be used for sales or e-mail marketing, for example. Across all these contact points, it is important to automate customer activities to a large extent with the help of operative CRM.

Communicative CRM ensures the holistic supply of information

With the help of a central database in the company, current information is always available in the communicative CRM for targeted customer contact and customer loyalty. Both the communication and the process of various marketing, sales or service activities should be digitally supported with this data. In this context, communicative CRM also speaks of the so-called "front office", consisting of marketing automation, sales automation and service automation.

Marketing Automation

With the help of marketing automation, you are able to successfully manage all your marketing activities for full communication and interaction with your customers.

Based on an existing contact history and the previous purchasing behavior of your customers, marketing automation in operative CRM ensures target group-oriented campaign management. The customer value determined in the strategic CRM and the predefined market segments are used in order to optimally adapt all marketing campaigns to your customers and their preferences. A software like 1Tool facilitates the selection of those customers who are to be reached by a specific campaign. At the push of a button, you can carry out your marketing campaign for specific contact groups and distribution lists within the database, or carry out targeted cross-selling or up-selling based on previously purchased products.

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Dirty automation

Another function in operative CRM is the so-called sales automation. Here, sales employees are centrally supported in their sales activities with the help of extensive information about customers, products, etc. Sales pitches can be more targeted based on valid data. While strategic CRM also ensures the evaluation of various sales and product key figures, sales automation in operative CRM also simplifies this bid management. 1Tool offers its own order configurator, with which you can create your offers and contracts in just a few clicks. In addition, our software for communicative CRM has extensive appointment and time management, which also supports the automation of sales.

service automation

In the area of ​​service automation, a CRM software like 1Tool Administrative support both in planning contacts and in receiving and processing complaints or requests for information.

Whether it's information or a complaint, when customers call you, all data about the relevant contact appears immediately on the screens of your service staff. Not only will your support staff be relieved, customers will also benefit from significantly faster response times and targeted assistance. You can also use so-called resubmissions in our software for operative CRM to define the point in time for further or renewed contact with specific customers. This ensures holistic customer communication in operative CRM. A connection to the merchandise management system of the software also ensures precise control of product availability and delivery dates.

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