Glossary
What is CRM?
CRM is short for Customer Relationship Management. It is a system that records calls, quotes, contracts and inquiries with each account in one place, and manages sales and service from that record. Think of a personal notebook and spreadsheet grown to team scale.
What kinds of CRM exist?
- Sales CRM: leads, opportunities and pipeline. This is what most B2B teams mean by CRM.
- Marketing CRM: campaigns, email and segmentation.
- Support CRM: tickets and conversations.
When does a company need a CRM?
- You cannot tell where inquiries come from.
- Account history disappears when the owner changes.
- Quote versions are scattered across mailboxes.
- Quarterly forecasts are guesses.