A customer relationship management (CRM) platform tracks customer data for marketing, customer service, and sales teams. But pricing and functionality differ among solutions. Asking the right questions before purchasing CRM software helps you get the best tools for your budget. Use this guide as a springboard to draft a list of questions to ask CRM vendors during product demos.
1. What is customer relationship management?
Customer relationship management refers to the systems and strategies companies use to catalog and track current and prospective client interactions. Along with contact information, various teams may track purchases, the sales funnel, and the customer experience. The purpose of a CRM tool is to build better relationships, leading to more sales and happy customers. [Discover use cases, benefits, and more in our CRM software guide.]