How CRM Software helps to stay connected to clients

Customer Relationship Management (CRM) is simply defined as the model for managing your company’s interactions with its customers, both current and potential. CRM software can assist you with this process by using technology as a way to organize and automate sales, marketing, and customer service.

CRM software can handle any and all of the following:

  • Managing Contacts

    You can use CRM solutions to capture client data, as well as track customer purchases, providing you a way to send more targeted advertising. It also allows you to quickly contact clients through direct mail, email, telephone, and social media such as Facebook, Twitter, LinkedIn, and Google+. Additionally, it can store the communication methods your clients prefer for you to use when contacting them.

  • Track Interactions

    CRM tools allow you to quickly and easily see the various ways you have connected with your clients thus keeping all the history of your communications under your fingertips.

  • Quick Access to Customer Information

    CRM software can be integrated with your telephone systems. This way, when a customer calls, their information will be readily available, and your staff can immediately personalize their experience.

  • Helps Identify Successful Marketing Campaigns

    CRM software can begin tracking your customers from their very first interaction with you. A simple report can provide you with more information on how your customers found out about your company.

  • Ensures the Security of Your Customer Data

    CRM software keeps your customer data safe from harm, as it is not at the same risk for corruption as spreadsheets and documents you may save to your personal computer.

  • A Single Information Source

    CRM software is a single source that can be used by your entire organization, which creates a sense of shared responsibility and teamwork among employees to provide the best service possible to your customers.

Learn how your business can benefit with bpm'online CRM>>


Insights from CEO and Managing Partner,
Katherine Kostereva and Chief Evangelist,
Matthew Tharp!

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