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Features of a Customer Relationship Management System by Jamie Shellman





Article Author Biography
Features of a Customer Relationship Management System by
Article Posted: 10/10/2011
Article Views: 41
Articles Written: 296
Word Count: 376
Article Votes: 0
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Features of a Customer Relationship Management System


 
Business
Customer Relationship Management (CRM) is a software system that handles different information about the client and customer. It is custom-made for a particular business so that transactions and information are formally gathered and collected.

The main objective of CRM software is to have the database automated. This means that everything is saved in one database and it strictly follows certain guidelines and rules that make searching and filtering simple. For example, sales representatives have a template that they can easily fill-in and save in the database. If they need to find things in the database, they can easily search for it because everything’s uniform.

Along with ease of pulling up information, the CRM can also help in creating a better relationship between the employee and the customer. Records are readily available and they can give exact information as needed. Most of the time, a CRM of a company has a system that is available for clients so they can help themselves. This creates a smoother transition and workflow.

Most, if not all, CRM software is integrated with other programs for ease of access. For example, a computer does not have the CRM program needed to open the file; he can use a different program to open the file. They have full sage timberline support and can handle different operations with some restrictions. This way, business can still be continued though the main program is not in use.

While not all computers may have the CRM software installed, that does not mean that it is not available. Most CRM software is readily available in different platforms. This is perfect for a business owner who is on the go. He can simply open his PDA and have full sage timberline support and real time information about the business he is running.

If there is no Internet access, features of the CRM include offline data gathering. If the business owner has information loaded on the computer or the PDA, he can simply open it and he can still see the last figures he left out. This way, he will still not be completely lost in where the numbers are going and how the business is holding up. Full sage timberline support is given when needed.

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