What is CRM?

This is the second post in a five part series answering the who, what, when, where and why of CRM Systems.

In the first post, we discussed who should use a CRM system. In this post we’ll define CRM.

Crm System

CRM refers to the system a company uses to analyze customer interactions and measure data throughout the customer lifecycle. The goal of CRM is to improve business relationships with customers through retention and acquisition.

C- Customer

R- Relationship

M- Management

Think of it as a tool you need to manage business relationships, practices and strategies. It goes beyond managing your business contacts by also managing relationships with vendors, and internal sales and marketing teams.

Zoho CRM is designed to help you gain insight into your business’ sales performance so you can adjust your strategies based on trends.  You’ll also help your sales team stay on task by setting up automatic workflow rules so interactions with potential customers don’t fall through the cracks. 

Whether you’re a small business looking for a place to store information and have it accessible across multiple devices or you’re a larger business wanting to manage customer interactions and focus on improving customer satisfaction, you’ll need CRM software.

Zoho CRM

5 Ways You Can Use Zoho CRM Immediately:

  1. Get organized– Import your list of leads, contacts and customers into Zoho CRM and start tracking your sales and account management team’s engagement with leads and customers.

  2. Enhance communication– Make it easy for your sales to follow up with outstanding proposals by scheduling automatic reminders and creating a set of email templates.

  3. Share information– Give your sales team access to the same resources through data sharing rules. 

  4. Catch leads– Create web forms and embed them into your contact pages on your website. The information that is captured will be pushed to your CRM and assigned to the appropriate sales person, which allows for quick follow up so you don’t lose sales.

  5. Know numbers– Schedule weekly, emailed reports, so each of your sales team members will know how close they are to achieving their monthly, quarterly and annual goals. 

Our next post will look at why you might need a CRM system.


2 Replies to What is CRM?

  1. CRM tools ate valuable for managers. They help in knowing when to contact people. They build a relationship between buyer and seller increasing the level of service from good to great.

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