Think of the customer relationship management software as a virtual repository of all your clients’ information. By using CRM software particularly built to hold such information, you can ‘see’ records of all interactions, purchases, contact details, complaints and notes pertinent to the company’s clients.
For example…
Salesforce is a CRM product that has really taken off in recent years. Salesforce and other CRMs help you map out recent and past meetings and conversations with clients, relationships with other clients, purchases, next steps to close or grow accounts and a repository to store related documents.
