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

  • Use actionable data to make better decisions.
  • Get the insights you need to make smarter decisions.
  • Design custom dashboards to get a picture of your business at a glance.
  • Dig deeper with real-time reports and flow charts that anyone can create and share.

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.

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