What is CRM Software?

At its core, CRM software is a way to build and maintain relationships with current and potential customers. It allows you to keep a record of all communication between you and the customer and share this easily amongst every user in your business. This helps you to always know where both you and your customers are coming from.

CRM can make a huge difference to the efficiency of your sales, marketing, and customer service teams by integrating the efforts from all three areas.

An effective CRM system lets everyone in your business work together to and share information about customers, and enables you to be confident that you are providing a joined-up service to all your customers.

CRM software is designed to help you by:

• Making sure you are able to record and keep track of all your sales leads
• Coordinating marketing efforts, measuring their effects and targeting messages to the right people
• Recording customer service requests to ensure they are dealt with quickly and efficiently
• Get detailed mangement reports on sales, marketing and customer service at the touch of a button, containing up-to-the-minute information.

For more information on what to look for in a CRM system, download the leaflet How To Choose a CRM (pdf, 426 KB)