CRM: An overview
Your company and its people create vast quantities of data every day. Each time someone picks up the phone and talks to a customer, goes out to meet a new sales prospect, or follows up a promising lead, they learn something new and potentially valuable.
But where does this data go? Into notepads or documents on laptops perhaps; or maybe it's just stored in their head. If that's the case then details can get lost or forgotten, meetings and phone conversations may not be followed up, and choosing what to focus on can be a matter of guesswork rather than a rigorous exercise based on fact.
Worst of all, if the staff member leaves then all their knowledge may walk out of the door with them.
Fortunately there is a solution to this problem. The solution is Customer Relationship Management or CRM for short. CRM takes your customer data and turns it into useful, actionable insight that can transform your business.