Customer relationship management (CRM) is a software system that maintains your relationships with customers. A CRM solution isn’t a single product. To correctly manage, analyze, and improve your customer relationships, you need a system of cloud solutions designed to support every step of your customer’s journey. Such an end-to-end system should include a sales cloud, service cloud, commerce cloud, and marketing cloud, as well as an AI-powered customer data platform (CDP) that can combine online, offline, and third-party data sources for a comprehensive, dynamic customer view.
CRM features and benefits
There are many different types of CRM and vendors to choose from. However, there are a few capabilities you should look—no matter whose CRM system you’re evaluating. It must:
- Be easy to use or people won’t use it.
- Fit within your budget and provide an adequate return on investment (ROI).
- Integrate well with your other systems.
Get more done in less time
Great Tools = Happy People
Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all the information you need, directly on the opportunity: website pages viewed, mail received, etc.
Get accurate forecasts
Easily review your performances & next activities.
Know exactly how you perform compared to your monthly targets.
Organize your work based on your scheduled next actions.