For most businesses, Customers are their most valuable and important asset.
Historically, customer information and interactions with the business were stored across a variety of sources for example: the CEO’s brain, a sales rep's inbox, the accountant’s stack of invoices.
Business growth today relies on smart systems and processes to centralise all information (one single source of truth) across the entire organisation, accessible by everyone, in real-time and on-demand.
Teams need quick answers to important questions:
Who are our customers? How do we get in touch with them? How do they interact with our content? What does our pipeline of new business look like?
Customer Relationship Management (CRM) is a system for managing relationships with your customers.
CRM systems are designed to solve for every customer relationship: