A CRM or as it is called a Customer Relationship Management software is used for managing company’s relationship with customers, vendors, and potential customers.
Many people of a company work hard to get or obtain the information about their customers. From call tracking to appointments to sale pipelines. What the CRM does is put all of that information together and in one central location for everybody to use together. It becomes one cohesive unit. So notes, emails, phone numbers, and appointments are in one central location and with that everybody that is on the CRM can see the same info.
Most people that have used a CRM will never go back to a business without one. It is the difference between winning a deal and losing it. It increases productivity, helps with communication with teams and also helps with building a stronger relationship with your customers.
Now many CRMs have the ability to incorporate many applications like chat software, marketing automation tools, KPI’s and many other tools. All of this in real time so the other employees of the business can stay up to date with what is going on with all of the customers.
In the past CRM’s were on physical servers at a business but more and more CRMs are moving to the cloud so it can be accessed on desktops, mobile (IOS or Android), and tablets. With this now there is no worry about the cost or maintenance of a server.
All of this creates higher revenue, sale pipelines that are healthier, enhanced relationships with customers and better communication with not only your customers but also with the sales staff. All of this creates a stronger business that gives the business the success that is needed