Monday, November 18, 2013

What is CRM

What is CRM   Customer Relationship Management software is a category of software product designed to help you manage customer relationships.  Originally designed as a database solution that tracked customer details like name, address, birthdate, wife's name, wife's birthday, children, children's brithdays, and hobbies as examples.

CRM has expanded to connect with email systems (so you can look up contact details directly from your CRM system) or case management systems as examples.  Extensive CRM data can not only help you reinforce relationships with your customers or clients, but can be helpful in disclosing potential conflicts of interest (track the boards of directors your contacts are members of.. ) or cross-selling opportunities or similar marketing opportunities.