{"id":765,"date":"2016-11-15T12:26:49","date_gmt":"2016-11-15T11:26:49","guid":{"rendered":"http:\/\/elementor.itaf.eu\/?p=765"},"modified":"2023-09-27T14:59:29","modified_gmt":"2023-09-27T12:59:29","slug":"what-is-crm-system","status":"publish","type":"post","link":"https:\/\/www.itaf.eu\/en\/what-is-crm-system\/","title":{"rendered":"What is CRM?"},"content":{"rendered":"

Deep personal relationships are the basis of any successful business. In the beginning, when your customers are mainly people who you know, you can easily remember when their birthday is and send them a \u2018best wishes\u2019 card. But once your business starts to grow, the number of customers will start to grow too. Deep connections you had at the beginning will be hard to maintain at some point. Of course, appreciating each and every customer is essential for any business, no matter if you are small with only 15 customers or larger with 15 new ones each day. At that very moment, when you outgrow your ability to keep up with every customer on your own, you are ready for a new strategy \u2013 a CRM system.<\/p>\n

From a simple excel spreadsheet to a complex CRM<\/h2>\n

In the beginning, when you only have to remember where your clients live, their mail or phone number, an excel spreadsheet can be very useful. But, as your company grows, your sale processes keep adjusting and the information you need in order to convert a simple lead into a customer can exceed the limited possibilities of an excel spreadsheet.<\/p>\n

At some point, when your sales team starts counting more than you, an excel spreadsheet could limit your team communication and information sharing. With an upgraded sales pipeline and process, your business deserves a new level of organization.<\/p>\n

CRM<\/a> (customer relationship management) is a program that helps you manage current and potential customers. With a CRM system, your business has one place to store every customer, every lead, every service request, all of their contact info, preferences, and history. In this way, your conversations are always personal, relevant, and up-to-date.<\/p>\n

Leads, campaigns, quotes…?<\/h2>\n

CRM solutions use different terms for different actions. In order to use the full potential of CRM, you need to fully understand its terminology. Here are 4 of the most important terms in every CRM:<\/p>\n