Customer Relationship Management

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Software Spotlight

TechnologyAdvice is able to offer our services for free because some vendors may pay us for web traffic or other sales opportunities. Our mission is to help technology buyers make better purchasing decisions, so we provide you with information for all vendors — even those that don’t pay us.

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Customer Relationship Management: What to look for

Customer relationship management software is used by organizations to manage their sales, marketing, and customer service efforts. Most are either cloud-based or on-site, and no matter which type you choose, CRM software is designed to streamline and simplify the process of handling customers and prospects. It can be a valuable asset to companies of any size and industry.

CRM software typically offers these features:

  • Lead management
  • Lead scoring
  • Sales activity monitoring
  • Email tracking
  • Automatic updates to contact records
  • Notifications and calendar alerts

The most advanced CRM platforms serve multiple business units with contract management, project management, document management, sales goal planning and tracking, invoicing and billing, sales performance and activity monitoring, and campaign mapping and analytics.


Benefits of using CRM software

CRM software has changed the way companies do business because of the numerous benefits it offers. It’s made remote work easier through mobile features and SaaS offerings, while AI and customer experience management have improved the quality of customer interactions.

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