What is CRM?

Updated on April 17, 2021 04:46AM by Admin

Starting with the basics, let's know what CRM Software is. A CRM or Customer Relationship Management is a software/application that allows you to save and manage your prospects and customer information including their personal information, contact details, accounts, leads, business information, and sales opportunities, etc. But the main advantage of a CRM is that it lets you store all this data and information at a single location so that you can make use of that information across your organizational operations and not have to look anywhere else for anything. So, in simple words, a CRM is essentially a contact list that stores more than just contact details and uses that additional information to provide you with valuable insights to grow your business. Moving on, let's talk about how CRM helps your business.

Main Benefits of a CRM Software

  • It helps in increasing your sales

A CRM system allows you to increase your sales process by streamlining the routing of your leads by centralizing your contacts and making you store all the valuable information at a central place. So, with Apptivo CRM, you don’t have to search for contact and lead details in paper files and notes. You can just get all the information on your CRM portal and track all the required details and activities there. 


  • It helps you in finding more leads

With the right CRM solution like Apptivo, you get complete access to contacts and their databases that allows you to track their activity related to your business and sales. It helps you in filtering your prospects and finding the right leads for your business. Along with that it also provides you with valuable insights based on contact data so that you can have a detailed analysis of your prospects and work on turning them into leads.


  • It helps in increasing customer satisfaction

When talking about customer value, Apptivo CRM makes it crucial for your business to have it as it gives you access to solutions ranging from customer self-service to cloud contact center. It provides a great interface between your support agents and customers along with letting your reps keep track of all customer activity. Apptivo CRM makes it easier for your support agents to deal with customer issues by providing them with all the data about the customers so that they can give them the best solution to their problems.


  • It saves your time

One of the major benefits of CRM is that it provides you with automated solutions to most of your business needs. It does so by automating repetitive tasks that don’t need much time to be invested. With Apptivo CRM, you can have simple business tasks such as email marketing, campaign communication, and routing of leads automated so that you don’t have to waste your valuable time on repetitive tasks. Automation also ensures that you don’t miss out on any leads and contact information.


  • It helps in better team collaboration

While using a CRM solution, you can make the information stored in it to be accessible across your organization, so that all your employees have access to it without having to roam across different departments. With Apptivo, you can make your employees have access to customer data and information stored on the cloud so that they can have any work done anywhere, anytime.