If your business had a brain – CRM is it! It should be the control centre or hub of all your business activity.
CRM (XRM) systems are like an interactive database – compiling information on your clients, stakeholders, staff, stakeholders and vendors (following strict GDPR guidelines). This includes the traditional “contact details”, but also so much more… tasks, reminders, opportunities, forecasts and integrations with your website, phone, emails & calendars, live chat, marketing materials, social media, project management, HR, accounts and ordering. It provides purchase history, sophisticated analytics & reports, buying preferences and concerns. And more… so much more.
Essentially CRM is a single source for all Business Relationship Management.