1. Customer Relationship Management (CRM) Understanding CRM Functionality When I first dove into Salesforce, one of the most powerful features that hit me right off the bat was its CRM capabilities. Customer Relationship Management is all about pooling your customer data to give you a 360-degree view of your interactions with them. This means tracking […]
The Foundation of CRM: Understanding Customer Relationship Management What is CRM? Let me set the stage for what CRM really is. At its core, Customer Relationship Management (CRM) is about managing a company’s interactions with potential and current customers. I think of it as the backbone of any successful business strategy that relies on establishing
Understanding CRM: What’s the Big Deal? What is CRM, Anyway? Alright, so let’s start with the basics. CRM stands for Customer Relationship Management. In essence, it’s all about creating better relations with your customers. Imagine you’re that friend who remembers everyone’s birthdays—how special does that make others feel? That’s what CRM does but on a
Understanding Dynamic CRM What is Dynamic CRM? So, let’s kick things off by talking about what exactly Dynamic CRM is. To put it simply, Dynamic CRM is a customer relationship management software solution from Microsoft that helps businesses streamline, automate, and analyze customer interactions and data. The goal? To make customer relations smoother and more