What is Customer Relationship Management (CRM)?



CRM is best explained as:

  • a system that helps business owners and leaders improve customer relationships and assist in customer retention to drive growth.
  • a system that uses software and technology to organize customer information, creating a single source of reliable information to track each interaction with a prospect or customer.



CRM is useful for:

  • individuals, small businesses, companies, non-profits, and industries of all sizes and types.
  • leaders, those supporting leaders, and any departments or divisions of organizations who are responsible for interacting and communicating with customers.
  • teams including sales, service, marketing, IT, administration, operations, communications, and more.



CRM is essential because:

  • it provides a single, simple, secure, and customizable source of information on customer interactions.
  • it keeps leaders and organizations both organized and focused on revenue-generating activities.
  • it brings teams together by sharing information that makes fulfilling responsibilities easier.
  • it helps leaders save time, work more efficiently, unlock opportunities, and serve customers better.



With CRM solutions, you can:

  • centralize client information;
  • track customer interactions;
  • support strong customer relationships;
  • discover insights to drive sales and growth;
  • streamline processes;
  • improve revenue;
  • close deals faster;
  • increase returns on investment;
  • improve customer satisfaction;
  • facilitate repeat customers;
  • decrease IT costs and systems;
  • scale operations efficiently;
  • and more!