In today’s digital world, most businesses use various software tools to streamline their operations and enhance their customer relationships. There are various essential tools available in the market. Two of the most common tools include Customer Relationship Management (CRM) and Content Management System (CMS). Both CRM and CMS are important but serve different purposes. Thus, having a detailed understanding of these two tools is crucial for businesses. Find out differences between CRM vs CMS, so that It will give a look of making informed decisions about which one they need.
In this blog, we’ll discuss CRM and CMS, their functions. The type of CMS and CRM consulting services your business might require.
Customer Relationship Management (CRM)
A CRM system is a software solution designed to manage interactions with current and potential customers throughout the customer lifecycle. Its primary goal is to improve customer relationships, streamline processes, and drive sales growth. Content Management System tools typically include features for contact management, lead and opportunity tracking, sales analytics, and customer support.
Core Features of CRM Software
- Contact management: It creates, updates, stores, and shares customer profiles including, email, phone number, and social media accounts. CRMs give users the ability to segment customers based on their location, company type, or company size. Using CRM consulting services makes customers’ details available to employees and provides a detailed view of important information across the teams.
- Interaction tracking: CRM software is helpful in recording and monitoring transactions related to customers and prospects. Keeping a track of these transactions provides a 360-degree view of each customer’s sales history and preferences.
- Lead management: This software is used to collect information related to leads including their names, phone number, company details, job titles, etc. and other relevant data obtained online. CRM implementation process is useful in effectively tracking and scoring leads and getting insights on conversions.
Content Management System (CMS)
A CMS is a software platform facilitating the creation, management, and publication of digital content, typically for websites. The main purpose of using this software is to simplify content management, making it easier for non-technical users to create and update web content. CMS solutions often include tools for content creation, publishing, and website maintenance. It lets users organise content within different categories, tags, and taxonomies framing a structural layout. This system also features several templates or themes used to alter the website layout to stay updated with the latest changes.
Primary Features of CMS Software
- Collaboration Content Management System Tools: These tools promote collaboration within team members by offering role-based access to dashboards with customised tasks. With this feature, the businesses can let team members make alterations, add comments, and create an audit trail of all changes.
- Content Publishing Options: This feature provides tools to schedule and publish content. Users can post content directly on the website or schedule the same for a specific date and time. This feature will let you preview how the content will look on the website and does it require some further alterations or not?
- Document management: This tool is used to create, organise, store, and retrieve digital documents like files, presentations, spreadsheets, images, through a centralised platform. By using this feature, one can easily share documents and provide access to the users.
CRM vs CMS: Which is Suitable for Your Business?
If you deal with a huge amount of customer data, you’ll probably require CRM consulting services. However, when you have started acquiring more customers and want to grow your customer base, then deploying CRM solutions is ideal.
Though CRM and CMS serve distinct purposes, but there is some overlap, especially in managing customer-related content. CRM consists of basic contact management while CMS often integrates with marketing tools. In many cases, businesses might require the right combination of both CRM and CMS.