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CRM Basics

Customer relationship management (CRM) is a process that helps businesses manage their interactions with customers. CRM tools support functions and processes for marketing, sales, and customer service. 

CRM tools help companies:

  • Organize, record, and enable action with customer data
  • Track and advance customers along every stage of the buying journey
  • Stay connected to customers
  • Streamline processes
  • Improve profitability
  • Accelerate their lead-to-deal cycle by running targeted and personalized marketing campaigns


Operational CRM:

An operational CRM system is a centralized system that combines functions for sales, marketing, and customer service.

It's designed to improve routine business operations and store data on all business activities with customers and prospects.



Analytics CRM:

Analytical CRM systems gather and analyze user data to help companies manage their customer relationships.

They handle strategy, analytics, and other functions that aren't directly related to customer interactions. 


Collaborative CRM:

A collaborative CRM, also known as strategic CRM, is a platform that brings together a company's marketing, sales, and customer support teams. It can help improve collaboration and synchronicity between departments, even if they're located in different regions.






List of CRM services provided by salesforce:





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