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CRM Systems: A 10-Point Guide

CRM, or Customer Service Management System, is a necessary part of any business that needs to better understand its customers. Good CRM systems are designed to track interactions with customers so businesses in an organized space. Without an official CRM system, businesses often keep no record of interactions with customers or if they do, those interactions are no organized in one location. This creates problems with follow-up activities, leads and prospects, and staff turnover. There are several different types and features can be included in a CRM. How do you know which is the best one to use? Take a look at our 10-point guide before you invest in a CRM that doesn’t work for your needs. 1. Types of CRM Systems There are three different types of CRM systems that meet the needs of businesses of all sizes. A single entrepreneur can get by with a basic desktop version on one computer. Small businesses with more several employees often rely on a self-hosted CRM on a server. Larger businesses tend to use CRM systems that are hosted on the cloud and can be accessed anywhere via WiFi because a third party provides it. 2. What does a CRM do? The question should be what doesn’t a CRM do. The real goal of a CRM system is to manage customer contacts – everything from basic details like phone numbers and email addresses to details about conversations. With this information, users can track activities and goals to build sales. The CRM also helps employees take a customer from the lead stage to the conversion stage – even if more than one employee is involved. 3. Do CRM systems integrate with other applications and systems? Yes. They can be synced with email programs and calendar applications.  Some CRM systems actually have messaging functions built right in, so they do not need to be synced. Larger companies benefit from complex CRM systems that allow employees to interact within them. 4. Can CRM systems customize data for individual employees? Yes. All three types of CRM systems have dashboards that can be customized based on…

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