What is CRM?

Customer Relationship Management as a term is almost self explanatory. Nevertheless you will meet numerous version of explanations if you ask you colleagues , suppliers and friends.

In ChannelCRM we define CRM as the handling of all relations and actions (with the intend to achieve something) between your company and persons in other companies. Other customers can off course be your customers, but it could also be prospects, partners, competitors, suppliers, or the partners of you customers, ...To "achieve something" is off course to sell. But it could very well be related things; to extend a message, to establish contact, to make a subject do something.

What will you get from CRM?

The purpose of CRM must be to achieve more than you would have without CRM. More specifically it would be to sell more to your existing customers and to sell more to brand new customers.

To be more concrete we can observe a number of day to day processes that gives you benefits:

•        Control and overview of all relations to a customer

•        Cooperation sales-rep to sales-rep, sales-rep to consultant, sales-rep to manager

•        Prioritizing time and activities

•        Protecting Information

•        Effectively conducting work processes

•        Trustworthy forecasts

•        Track on all communication (including e-mails)

•        Effective Campaign Management

•        Utilize the customer information - upsell, crosssell, accountcontrol

•        Insight into activity levels

•        Control over progress status - its too late to check the bottom line at year end

•        Reporting too your board of directors

•        Information sharing and avoiding dependency on individuals

•        …

The list goes on. So CRM is much more than sending direct mails or having a list of "who bought what last year".

In this Guide ...

In this guide you will find help and information about almost anything that has to do with your ChannelCRM system. How to install, update and use it, with practical examples and video clips to support the text.

If you miss anything or have comments please send us an email at info@channelcrm.dk . Your feedback is much appreciated.

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