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March 16, 2018

What is CRM? | Infographic {Guest Post}

My, my, the world of sales has come a long way in just a few decades: From tablets of paper and loads of pens, most salespeople can now access online-based information gathering systems that tell them everything from a customer’s first contact with…

My, my, the world of sales has come a long way in just a few decades: From tablets of paper and loads of pens, most salespeople can now access online-based information gathering systems that tell them everything from a customer’s first contact with a business to what they prefer and who their key contacts are. The new pen and paper have a name, now, too: customer relationship management, or CRM, software systems. CRM resemble the pen-and-paper systems in only one way: they’re a record of a customer. In every other facet, the best CRM systems have kept pace with technology, enabling every department of every business to access account details and relevant data about current, past and potential clients. And they can access that information wherever they are—on the road, from a smartphone, for example. What else do you need to know about CRM systems? This graphic helps explain it. _____________________________________________________________________ This infographic originally appeared on Salesforce.com.

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Joseph Michelli

Joseph Michelli, Ph.D., is a Certified Speaking Professional and #1 New York Times bestselling author whose books are drawn from his work inside Starbucks, The Ritz-Carlton, Mercedes-Benz, Airbnb, and Zappos. His new book, Get Me a Person, releases December 8. Signed, personalized copies available now. He helps leadership teams design human-centered, technology-aided experiences that build loyalty and referrals. Start a conversation about your team.

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