CRM

Did your boss just announce a company-wide CRM implementation? Did they mention it during a meeting? Did they ask you to do some research on its basics, value, and benefits?

If you were left scratching your head, don’t fret! You’re not the only one.

CRM may seem overwhelming at first, but once you understand what’s it’s made up of, what’s possible once you implement and use it, and what it’s benefits are, you will triumph over any lingering technological fears you may have.


CRM means “Customer Relationship Management” and identifies technology that helps you manage your internal and external relationships with vendors, customers, prospects, suppliers, competitors, etc. CRM is much broader than it used to be when it first hit the market.

It has evolved massively over the years to help you respond to modern consumer and business demands. Relationship management is just the start of what current leading CRM technology, like Microsoft Dynamics and Salesforce, offers its customers.

CRM may encompass any or all of the following features and benefits, among many others:

  • Data & Analytics
  • Documentation
  • Customer Loyalty
  • Communication
  • Personalization & Promotions
  • Interactions
  • Transformative Business Growth

CRM partners or business and technology consulting firms, like Ledgeview, help you, as a customer of the technology and firm, to use it in the most optimized ways to meet your unique objectives and goals over time.

CRM works to help salespeople gain more new business, and extend opportunities with existing customers while building more through and sustainable relationships. CRM helps to align sales, marketing, and customer service departments.… Click To Tweet

Once you have a CRM it should operate at the core of your business functionality and operation.

CRM helps drive value during your sales processes, helping marketing send qualified leads to sales with more efficiency than with spreadsheets or binders, for example. CRM provides ample data your team can leverage for success.

Gain 360-degree customer views, holistic performance insights, establish a reputable web presence, and much, much more!

In 2019, SuperOffice notes that CRM usage increased from 56, to 74%. Now that’s an impressive stat!


Learn more about what CRM is, what its benefits are, and how you can leverage it to create more effective outcomes in Ledgeview’s newest eBook, “CRM from A to Z.”

Download your complimentary copy here.

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