• Transactional (operational) CRM. This includes marketing
(contact management, sales management and customer
opportunity teams, monitoring of interactions
with the customer, campaigns), sales (collected by different
order, delivery note and bill channels) and after-sales
(queries, complaints, and so forth).
• Analytical CRM. This corresponds to the integration
and processing of the data acquired, converting it into
information that is useful for diagnosing customer
relationship management and defining improvement
projects.
The core of the application is similar to a performance
measurement system based on a set of indicators. It shows graph and textual comparisons between the
actual and the desired situation in various aspects of
customer relationship management and helps with
drawing up an integrated plan for improving customer
relations.
• Strategic CRM. This is directed at evaluating customer
profitability and defining short-, medium- and long-term
customer objectives (Curry and Curry, 2000). It is used
so that a company can:
– structure its customer types into different segments;
– analyse their value using a customer-based cost
model that is different to the traditional productbased
one;
– calculate income, profits and total profitability for
customers, by segment and by individual customer;
– evaluate the cost-effectiveness of investment in marketing
and sales;
– construct a historical matrix of customer migration;
– simulate customer flow forecasts in the matrix.