In the world of modern business, operational efficiency and effective customer relationship management (CRM) are critical factors for success. Both Operational CRM and Business Process Management (BPM) play crucial roles in streamlining operations, enhancing customer experiences, and driving business growth. However, the true power lies in tightly integrating these two systems to create a seamless and holistic approach that can enable customer-centric processes. In this blog, I will explain the importance of integrating operational CRM and BPM and the benefits it can bring to businesses.

What is Operational CRM?

Operational CRM focuses on automating and optimizing customer-facing processes such as sales, marketing, and customer service. It involves managing customer interactions, collecting and analyzing customer data, and facilitating efficient communication with customers. Operational CRM aims to enhance customer satisfaction, improve sales effectiveness, and drive revenue growth.

What is BPM?

Business Process Management (BPM) is a systematic approach to identifying, designing, executing, and continuously improving business processes. It involves analyzing existing processes, identifying bottlenecks and inefficiencies, and implementing changes to optimize workflow and increase productivity. BPM provides a structured framework for aligning processes with organizational goals and ensuring operation efficiency.

The key benefits of CRM and BPM integration

1. Seamlessly connected Customer Journey

By combining CRM data with BPM insights, businesses can design and implement end-to-end processes that effectively meet customer needs. For example, when a customer places an order, the integrated system can automatically trigger the necessary processes, such as inventory management, order fulfillment, and shipping. This integration ensures a smooth and consistent experience for the customer throughout their entire journey.

2. Real-time CX data sharing and consistent Data Flow

Customer data captured through CRM interactions can be automatically shared with BPM systems in real-time, providing valuable insights for process improvement. Likewise, BPM analytics and performance metrics can be integrated into CRM dashboards, allowing teams to make data-driven decisions and optimize customer-centric processes. The efficient exchange of data eliminates manual data entry, reduces errors, and enhances the accuracy and timeliness of information.

3. End-to-end Process Automation and Optimization

When mapping CRM interactions to BPM workflows, companies can automate routine tasks, reduce manual effort, and minimize errors. For example, when a lead is qualified in the CRM system, the integrated solution can automatically trigger the appropriate BPM process for follow-up and nurturing. Process automation can improve process efficiency, reduce cycle times, and free up agent resources to stay focused on high-value activities.

4. Enhanced Visibility and Control

With BPM and CRM, you can leverage a unified view of both customer interactions and underlying business processes. This holistic view allows businesses to gain comprehensive insights into customer behavior, preferences, and process performance. For example, by connecting CRM data alongside BPM analytics, organizations can make the captured real-time insights actionable. For example, if a customer left an item in the shopping cart but did not finish the purchase an automated message or email can be sent that kindly offers the continuation of their journey where they left off. The integration also enables real-time monitoring and alerts, empowering teams to proactively address issues and ensure smooth process execution.

5. Continuous Improvement

The combined system enables businesses to capture customer feedback, analyze process data, and identify areas for refinement during every transaction. By leveraging these rich insights, organizations can make educated decisions in a hyper personalized manner to optimize processes, enhance customer satisfaction, and adapt to evolving market demands. The iterative nature of continuous improvement ensures that businesses learn from each customer engagement, stay agile, are responsive, and remain customer-centric.

In conclusion, the integration of Operational CRM and BPM offers significant benefits to businesses aiming to enhance customer experiences and streamline operations. By combining the power of customer data with process optimization, organizations can achieve seamless customer journeys, improved data flows, seamless process automation, visibility in all major KPIs, and continuous improvement. Embracing the integration of operational CRM and BPM is crucial to meet your customer’s evolving needs for quality experience.

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