CLIENT RELATIONSHIP
MANAGEMENT

What is a CRM


CRM stands for customer (or client) relationship management. Traditionally, this refers to an approach to managing relationships with customers that uses data analysis about customer preferences and behavior to provide deeper information about buyers and leads. However, as this approach has become more widespread, the acronym CRM has come to refer not just to the method, but also to the digital tools and software used to carry it out.

As a software, a CRM is a critical small business marketing asset. It stores data about current and potential customers, analyzes past customer interactions, and facilitates communication between clients and company representatives.

Using this digital tool is important for many reasons. For one, information about customers tends to be all over the place - scattered across social media platforms, buried in the inbox of a customer service rep, stored as a mental note by a marketing professional - the list goes on and on. When that information isn’t consolidated, it’s challenging to obtain a clear understanding of your customers and develop a marketing strategy that accurately reflects their needs.

CRMs solve this problem by pulling data from various marketing assets - including a company’s website, social media platforms, and email marketing system - and putting it in a single place. They also help companies make use of this data by providing features such as chat tools, marketing automation and contact management.

In doing so, CRMs make it easier for businesses to track their leads and prospects as they move through the marketing funnel, from the first touchpoint to the sale.

Why You Need a CRM


CRM stands for customer (or client) relationship management. Traditionally, this refers to an approach to managing relationships with customers that uses data analysis about customer preferences and behavior to provide deeper information about buyers and leads. However, as this approach has become more widespread, the acronym CRM has come to refer not just to the method, but also to the digital tools and software used to carry it out.

As a software, a CRM is a critical small business marketing asset. It stores data about current and potential customers, analyzes past customer interactions, and facilitates communication between clients and company representatives.

Using this digital tool is important for many reasons. For one, information about customers tends to be all over the place - scattered across social media platforms, buried in the inbox of a customer service rep, stored as a mental note by a marketing professional - the list goes on and on. When that information isn’t consolidated, it’s challenging to obtain a clear understanding of your customers and develop a marketing strategy that accurately reflects their needs.

CRMs solve this problem by pulling data from various marketing assets - including a company’s website, social media platforms, and email marketing system - and putting it in a single place. They also help companies make use of this data by providing features such as chat tools, marketing automation and contact management.

In doing so, CRMs make it easier for businesses to track their leads and prospects as they move through the marketing funnel, from the first touchpoint to the sale.

Benefits of Using a CRM System

Improved
Analytics

Deeper Understanding of Customers

Improved
Customer
Service

Increased
Sales

Increased
Customer
Retention

Streamlined
Workflow

Better
Internal
Communication

The massive amounts of data that businesses accumulate about their potential and existing customers is simply too large for the human mind to process alone. CRM data analytics tools not only consolidate this information, but also sort it to make it more readable and digestible for employees.

You can think of a CRM as an all-in-one customer management solution that helps you generate leads while engaging your existing customer base.

Types of CRM Systems

An operational CRM uses marketing automation, sales automation and service automation to streamline business processes. Its primary purpose is to accomplish tasks that might otherwise take up large amounts of time. These include compiling important marketing analytics data, sending automated messages and keeping a record of sales and other customer behavior.

  • Marketing Automation
     

  • Sales Automation
     

  • Service Automation

Choosing a CRM 

Shore Software Development offers options for a CRM that fits your business needs.
 

  • CRM managed through the WIX Dashboard
     

    ​ Managed by us

    Managed by you

     

  • HubSpot CRM integrated into your website

     Managed by us


     Managed by you
     

  • A separate CRM that's purchased and managed on its own platform

     Managed by us


     Managed by you

Shore Software Development
Atlantic City, NJ

  • Facebook

©2021 Shore Software Development