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A CRM is a customer relationship management tool that allows you to oraganize contact info and manage your relationships with current and prospective customers, clients, and other contacts. It's the modern version of the old-fashioned Rolodex.
A good address book app like Google Contacts lets you list your contacts, add detailed contact info, write notes about each contact, and find emails they sent you in Gmail. You can even organize contacts into groups, perhaps to keep customers in one list and leads in another.
A CRM app will do that and more, thanks to the R in its name: relationship.
CRM apps are sales tools built around relationships. They'll help you find all your contacts who work for the same company and any messages that have been sent about your work with that company. They'll tell you who on your team was in contact with them last so you can get an intro, remind you what to talk about at your next meeting, and even automatically send follow-up messages to help you nurture leads.
The 4 main types of CRM software
All CRMs put leads and deals front and center. Any CRM lets you track potential customers and clients as "leads," add info as you work on convincing that customer to use your product or service, and then turn that lead into a "deal" once they've decided to buy your products or services. CRMs help you log the steps, tracing the interactions that led from the first contact to the finalized deal—and they're crucial for working together in a sales team that otherwise would struggle to know exactly where the deal stood at any given time.
Generally, CRMs can be broken down into four types:
1. Operational CRM
2. Collabrative CRM
3. Analytical CRM
4..Marketing CRM
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Our CRM Development approach is very organized to ensure satisfaction for our esteemed clients.
A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.
More DetailsWe have to meet people face-to-face when possible, though our first meetings to Discovery your mind and needs.
Learn MoreWe come prepared to questionnaires, checklists, & software tools, which keeps approach consistent, organized.
Learn MoreProject planning is an output-oriented process performed during every project phase, development in application only by the level of scope and detail involved
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