Back to Basics: What is CRM?
Summary
The most common and critical functions of any good CRM system typically include: Contact & Communications Management: One of the most important functions of CRM is to store information about all your contacts in a single database (like ERP stores all your operational data). Contact numbers, meeting notes, email communication, transaction history, and other critical sales and customer data is in one location rather than spread across stand-alone laptops or disconnected spreadsheets. KPIs and dashboards allow you to track leads, manage your pipeline, and measure sales performance. At the end of the day, CRM software helps your sales and service teams become more efficient and effective. In addition to eliminating duplicate data and spreadsheets, management has a full picture of customer performance across all departments to help make critical decisions.
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