Customer relationship management (CRM) is a software system that manages your relationships with customers.
A CRM system isn’t just one solution. To effectively manage, analyze, and improve your customer relationships, you
need a comprehensive set of cloud solutions that supports every step in your customer’s journey. Such an end-to-end solution should include a sales cloud, service cloud, commerce cloud, and marketing cloud, as well as an
AI-enabled customer data platform (CDP) that can combine online, offline, and third-party data sources for a complete, 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
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Use actionable data to make better decisions.
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Real-time overview
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.