A Beginner’s Guide to Customer Relationship Management (CRM) Software

“The secret to all victory lies in the organization of the non-obvious.”

 –Marcus Aurelius

 

 

What is a CRM tool?

Why should I use CRM?

1.Optimizing Efficiency

CRMs can keep track of multiple forms of data and customer information. In most cases, this can lead to the development of more accurate reporting and more efficient strategies. With the recorded data, analysts can study actions taken and recognize what works better to drive desired results. Did mailing current or potential customers create higher revenues? Which campaigns were the most effective? Which channel generated the highest ROI? Knowing the answer to these questions helps sales managers reallocate time and marketing managers reallocate budget.

 

2. Improving Relationships with Customers

3. Tracks Performance of Agents