Traditionally, CRM has been associated with lead tracking, contact management, and post-sales customer service support. At Mavenlink, we believe that there is a missing element in this definition—professional service delivery and the customer relationship management that happens after the sale, via project management and financial tracking through to payment and reporting.
Filed under crm, customer relationship management, toolset, vital role, development, social features
Most sales managers see the benefits of a Customer Relationship Management (CRM) system. In CRM their sales data is stored centrally and presented in an easy-to-follow format, allowing them to monitor sales processes, staff performance and, as a result, optimize selling.
Filed under crm, customer relationship management, toolset, best practices, development
5 Reasons why Customer Relationship Management (CRM) software is your gateway to efficient lead management.
Filed under customer relationship management, crm, small business, business, new customers, retain
Today, many businesses and service providers in the financial sector realize the importance of Customer Relationship Management (CRM) and its potential to help them acquire new customers, retain existing ones and maximize their lifetime value.
Filed under customer relationship management, crm, banks, financial services, business, banking, investment, new customers, retain