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The Beginner's Guide to CRM.

“Customer relationship management” can sound intimidating to small- and midsized businesses. After all, if your company only has a handful of customers, why do you need a dedicated process or system to keep track of them? A few spreadsheets and rules of thumb will do just fine.

But what happens when business starts to boom? At some point, the organization will need to implement a customer contact management system that’s more organized and streamlined than a mass of spreadsheets. And such a migration could be painful if the decision has been put off a few too many months, or even years.



But don’t just take our word for it. Did you know that 75% of sales managers say that using a CRM helps to drive and increase sales? Or that CRM systems improve customer retention by 27%?

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