.
What is a CRM?

This is the first post in a five-part series answering the what, why, who, when and where of CRM’s. Customer Relationship Management systems are designed to help small businesses solve challenges when it comes to managing marketing and sales.
.
CRM refers to the system a company uses to analyse customer interactions and measure data throughout the customer lifecycle. The goal of a CRM is to improve business relationships with customers through retention and acquisition.
.
Customer Relationship Management What is a CRM system
.
Think of it as a tool to manage business relationships (with clients, partners and suppliers), projects and strategies. It goes beyond managing your business contacts because it also manages relationships with suppliers, and employees.
.
Zoho CRM is designed to help you gain insight into the sales performance of our business so you can adjust strategies based on trends.  You’ll also help your sales team stay on track by setting up automatic workflow rules so interactions with potential customers don’t fall through the cracks.
.
Whether you’re a small business looking for a place to store information and have it accessible across multiple devices or you’re a larger business wanting to manage customer interactions and focus on improving customer satisfaction, you’ll need CRM software.
.


.
5 Ways a CRM makes an immediate impact:
.
1: Get organised. 
Import leads, contacts and customers into the CRM and start tracking your engagement with leads and customers.
.
2: Enhance communication. 
Make it easy to follow up potential leads by scheduling automatic reminders and creating a set of email templates.
.
3: Share information. 
Give your sales team access to the same resources through data sharing rules.
.
4: Catch leads. 
Create a web form for your website contact page. Information captured will be pushed to your CRM, with an immediate email notification to ensure potential sales are quickly followed up.
.
5: Know the numbers. Schedule weekly emailed reports, so your business knows whether it is achieving its targeted goals.
.
Next, ‘Why does your business need a CRM?
.