What is a CRM and what is it for: Complete guide Customer Relationship Management (CRM) could be defined as software that manages, in an integrated manner, the following actions. Sales Marketing Customer Service Points of contact That is, they are commercial strategies , practices and technological solutions, focused on the relationship with a company's customers . Its main use for companies is to track each of the interactions with users, leads and current customers. It centralizes all customer information in a single platform , allowing companies to have a complete view of past and present interactions with each customer.
This includes contact information, purchase twitter database history, preferences, customer service interactions, among others. Main functions of a CRM: learn what it is used for The main functions of a CRM can vary depending on the specific software and the needs of the company, but generally include the following: Contact and Customer Management Centralized storage of detailed information about customers and prospects, including contact details, purchase history, past interactions, preferences and other relevant information. Interaction Tracking , such as phone calls, emails, meetings, website visits, social media interactions, among others. Sales Automation Automation of tasks related to the sales process.
Record of all interactions with customers
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