Using technology in your business

The ultimate guide to CRM

09 July 2015

What is CRM?

Customer Relationship Management (CRM) is a way of tracking and managing interaction with prospects, leads and customers as they move through every stage of a company’s sales cycle. 

CRM software helps businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments including sales, marketing and customer service. 

It provides a level of automation that enables businesses to run smoothly and efficiently. And, because every customer interaction is stored in the one place, you and your team can nurture these relationships at every stage. As a manager, you can also gain insight into how your sales and marketing campaigns are performing, helping you make more informed business decisions.

Our guide covers everything you need to know about CRM including:

  • The seven most useful features of CRM
  • How CRM can boost sales
  • Using CRM to support sales and marketing teams
  • Signs that you need a CRM system
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