Telephone: +44(0)118 3030 100

What is CRM?

What is CRM ImageCRM is more than just keeping track of your customers


You may have been utilising a contact management system for some time, or just using spreadsheets to manage your customers. Unfortunately neither of these are capable of providing the underlying needs of today’s fast moving businesses.


Customer Relationship Management systems (CRM) extend the basic functionality beyond pure contacts and schedules found in most contact management solutions. CRM should be able to track all of the functional areas of your business; creating and running marketing campaigns, leads and opportunity management, quotation production through to sales order processing and contract management. When implemented well, CRM will deliver real tangible benefits to your business by helping you reduce administration time, drive business process, and increase customer-facing activities.


How will it help me?


Each of these areas will benefit from a greater insight into what is going on - leading to faster and better decisions being made which in turn increases productivity and more importantly, profitability.

If you are looking to implement a CRM solution then a good first step is to look at our white paper "What is an effective CRM solution?" here.

Marketing Sales Customer Service Data Marketing Sales Finance & Admin Customer Service Marketing Finance & Admin Customer Service Data Marketing Sales Finance & Admin Data Sales Finance & Admin Customer Service Data Workbooks CRM Professional Edition Workbooks Business Edition Notes and Attachments Dashboards Quotations Quotes to Invoice Custom Fields Outlook Marketing ROI Customer Data Web to Lead Survey