Analytical CRM

 
Analytical CRM supports the detailed analysis that provides the insights and evidence necessary to identify opportunities for increased effectiveness and efficiency.  Analytical CRM enables sales managers to: 

• Analyse conversions at each stage of the sales funnel
• Monitor team and account manager performance against sales KPIs and metrics 
• Perform sales value and profitability tracking (including account investment analysis)

Operational CRM

Operational CRM enables consistent and efficient execution of all customer-facing processes.  Operational CRM for Sales supports: 

• Account set up – contract, agreement and customer master data
• Account management (including key accounts and intermediaries)
• Contact management
• Single view of customer
• Sales funnel management – lead, opportunity, quote, proposal management
• Sales materials and merchandising materials management