Types of CRM: Everything You Need to Know

types of crm

If you’re a small business owner, you know there’s a ton of information that you need to track, especially when it comes to sales and marketing. If you’re tired of drowning in spreadsheets, you might want to consider using a CRM.

CRM stands for customer relationship management. It’s a system for tracking interactions with customers and guiding them through the sales pipeline. CRM systems will have features such as contact management and sales automation.

There are a lot of CRM systems out there, each one offering different features. If you’re not sure what your business needs are, keep reading to learn more about different types of CRM.

Types of CRM

If you think all CRM systems are created equal, think again. There are actually three types of CRM: collaborative, operational, and analytical. We’ll dig into some of the differences and discuss how each one can help you achieve various business goals.

Collaborative CRM

Collaborative CRMs connect separate departments, such as customer service, marketing, and sales. This ensures that everyone has access to the same customer data. This allows teams to better manage customer relationships by referencing past interactions.

This type of CRM is best for companies that have siloed teams or work in several locations. But, with many departments using the same system, it’s important to make sure employees are well-trained. Data entry errors can hurt the customer experience.

Operational CRM

Operational CRMs streamline processes and manage customer relationships through the sales pipeline. They are like collaborative CRMs but often have more features, such as sales or marketing automation. This helps reduce repetitive tasks, giving your employees more time to focus on other aspects of their job.

This type of CRM is best for companies that want to improve their efficiency. It can give you a high-level view of the customer lifecycle so you can find ways to improve your day-to-day processes.

Analytical CRM

Analytical CRMs analyze customer data and turn it into useful insights. It allows you to see trends with your customers, which can help you figure out the best ways to make more sales. 

This type of CRM is best for companies that have a lot of customer data, but don’t know how to use it. It can help you understand customer pain points and find weaknesses in your current sales process.  Analytical CRMs are best for employees who work in data analysis, rather than those who interact with customers.

The Best CRM for Small Business Owners

As a small business owner, you might be wondering which of these types of CRM is right for you. Maybe you need marketing automation, but you also need analytics. Or maybe you need to stay organized and have everything in one place.

SMBcrm is an all-in-one sales and marketing CRM. Our cutting-edge tools will help you streamline your processes and generate more leads. We have all the features you need to grow your business, all for one low monthly price.

Ready to get started? Schedule a demo today!

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