Customer Relationship Management (CRM) software enables a business to keep track of client communications. By recording their contact details, when they were last contacted, who contacted them, what was discussed and when they would like to be contacted again, you sales/customer service tam can organise and provide an excellent service for the customer.

Many CRM software packages can also integrate with your accounts package allowing orders to be logged and for a purchase history to be created alongside this information. It can also be integrated with an IP Telephony system enabling mouse click dialling and call registering.

The system also allows any staff member to access information if a regular account handler is out of the office. This enables a colleagues to understand the client and it's past communications with the business without the need for the customer to explain from scratch.

See also:

Document Management

IP Telephony

  

 

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