What Is a CRM? The Basics

If you find yourself wondering, “What is a CRM?” the answer is quite simple. Customer relationship management (CRM) is a type of technology that helps businesses manage their relationships and interactions with current and potential customers. The goal of CRMs is straightforward. 

The improve your relationships in order for your business to grow. With CRM software, your business can stay connected to customers, streamline business processes, and improve customer retention.

When people discuss CRMs, they are often talking about a client relationship management application such as Salesforce. These tools help an array of departments with sales management, productivity, contact management, and other tools benefitting your employees. Today, CRMs impact operations company-wide, from marketing and customer service to sales and e-commerce. 

Who Uses CRMs? 

With CRM management software, your employees – from recruiting to sales to marketing – have a better way to manage the relationships that drive your company’s success. This tool allows you to store customer and lead information so that you can identify opportunities, maintain a record of their interactions, and manage your marketing campaigns. Most importantly, all of this happens in one centralized location. Moreover, it makes the information available to anyone who needs it. 

This increased level of access to data makes it easier for your departments to collaborate and increase their productivity. They can examine when and how customers interact with your customers, what services they use, when they last used them, and much, much more. 

Companies of any size can use a CRM to drive growth. They can be especially useful for small businesses, though, where teams tend to have a need to do more with less. From marketing automation to an improved sales process, a CRM platform makes managing customer satisfaction far easier.

What Does a CRM Do? 

In short, a CRM puts your customer data to work for you. From your sales team’s strategy to email marketing campaigns, organized customer information allows real-time access across the baord.

When you use a customer relationship management (CRM) solution, it helps you identify and acquire new customers, improving your ability to retain them. How? With organized information, you build stronger relationships with clients and customers, allowing your business to grow. 

CRM software often starts with the basics. You collect their basic contact information across multiple channels and pull in other information about their company’s activity. It stores an array of information on their preferences as well. With proper maintenance, CRMs offer a complete record of individuals and companies, giving your teams what they need to understand your relationship across time. 

With this consolidated information, your teams manage the day-to-day activities and interactions of customers. For your marketing team, they know what messaging to use and when. From a sales perspective, your representatives work smarter and faster, with a clear view of how to accomplish more. For e-commerce, your teams can streamline processes while your customer service team responds to needs no matter where they work from. 

When you use a CRM, you’ll find they integrate with many of your preferred business tools and applications. This allows the information to flow easily throughout your business. 

Ready to Implement a CRM? 

When you want to implement a new customer relationship management (CRM) tool, you might feel a bit overwhelmed. With all the integrations that need to be made and all the data that needs to be cleaned up, maybe you aren’t sure where to start. That’s where The Nuage Group can help! 

Our team of certified Salesforce experts has the experience and skills needed to help you implement CRMs. Let us help you ensure that your teams have everything they need to improve their workflow so your business can grow. Reach out today and see how we can get you started today. 


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