The primary goal of customer relationship management systems (CRM) is to integrate and automate sales, marketing, and customer support through a single dashboard that gives an overall view of the three functions on a single page for each customer that a company may have. The dashboard provides client information, past sales, previous marketing efforts, and more, summarizing all of the relationships between the customer and the company. Mobius CRM is made up of 3 main components: sales force automation, marketing automation, and service automation.
- Sales force automation works with all stages in the sales cycle, from initially entering contact information to converting a prospective client into an actual client. Sales force automation implements sales promotion analysis, automates the tracking of a client’s account history for repeated sales or future sales and coordinates sales, marketing, call centers, and retail outlets. It prevents duplicate efforts between a salesperson and a customer and also automatically tracks all contacts and follow-ups between both parties.
- Marketing Automation focuses on easing the overall marketing process to make it more effective and efficient. The goal with marketing automation is to turn a sales lead into a full customer.
- Service automation is the part of the CRM system that focuses on direct customer service technology. Through service automation, customers are supported through multiple channels such as phone, email, knowledge bases, FAQs, and more.