What is a CRM (Customer Relationship Management)?
System for managing customer interactions, sales pipeline, and customer data. Popular platforms include Salesforce, HubSpot, and Microsoft Dynamics. Essential for sales teams and customer service. Companies use CRMs to track customer interactions, manage deals, and analyze sales performance.
Essential CRM features include contact management, pipeline tracking, reporting tools, and integration capabilities. Focus on user-friendly interfaces, automation features, and customization options for specific business needs.
Successful CRM implementation requires clear processes, user training, and data migration strategy. Focus on user adoption, workflow optimization, and integration with existing systems.
CRM best practices include regular data cleanup, standardized processes, and consistent usage policies. Focus on data quality, team training, and performance monitoring.
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