CRM
(การจัดการลูกค้าสัมพันธ์)
Definition
CRM (การจัดการลูกค้าสัมพันธ์) Tool
Customer Relationship Management (CRM) refers to the strategies, technologies, and tools used to manage and analyze customer interactions and data throughout the customer lifecycle, aiming to improve customer service, retention, and sales growth.
Expertise Level
Level 1
Basic
1. Understands the basic purpose and functions of CRM software.
2. Can input and update customer information accurately.
3. Can use CRM to retrieve basic customer data and contact details.
Level 2
Intermediate
1. Can manage customer interactions and track communication history using CRM.
2. Uses CRM features for sales pipeline tracking and follow-ups.
3. Generates standard reports and analyzes basic customer data trends.
Level 3
Advanced
1. Customizes CRM workflows and automations to optimize customer management.
2. Analyzes complex customer data and generates insights to inform strategic decisions.
3. Integrates CRM with other business tools to enhance overall operational efficiency.
