Drew | Business Insights

What is a CRM and what is it used for?

Written by Drew's editorial team | Nov 15, 2021 3:04:34 PM

Do you have a thousand Microsoft Excel spreadsheets with different information about your customers? Or even worse, do you forget to call customers sometimes? 
In this article, you will learn key aspects about what a CRM is and what you can use it for in your company.


What does "CRM" mean?


Let's start with what this acronym means; CRM stands for Customer Relationship Manager.

In general, it's a tool that allows you to do a follow-up of your contacts, prospects and customers. Amazing, right?

What's a CRM?


It's a software tool that, in general, allows you to follow up (and monitor) your opportunities and current customers, without losing any information. It's not a program that you need to install on your computer, but a web system that you can access to from any part of the world only by having an Internet connection.  

So, what's it used for?


Considering implementing a CRM in your company should be one of your priorities this year. As time passes by, customers become more and more demanding (something we already know) and it's more difficult to measure their behavior with just a spreadsheet. 

A CRM is in charge of solving all the problems that you're used to having. Say goodbye to spreadsheets and start managing all the information of your prospects and customers professionally. 

And the best part is... You will get rid of the feeling of being losing customers due to lack of organization! 

Let's talk about its functionalities


A CRM will allow you to carry out a lot of tasks related to information, such as: 

  • Managing your business cycle clearly. 
  • Recording sales automatically. 
  • Checking all the information about a sales opportunity in one place.

You find more information about the CRM we use here. (The best part is that it's for free...yes, 100% free).

 

Have you ever used a CRM? Are you implementing a CRM right now? Let's keep this conversation in the comments below.