Customer Relationship Management (CRM)

Here is the challenge - The world is more dynamic than ever. So are companies. To achieve your company goals, you need to know what’s going on with your customers. Good planning, forecasting, and managing your forecast are key.

CRM is often regarded as a tool for sales only to keep track of sales opportunities and to store contact details. Even though it is very hard to keep on track. Information is stored in different systems (inbox, documents), and not all information is stored or is hard to access. Not only sales contact your customers. Logistics, F&A, Service department, project managers etc.

Collaboration in managing a CRM process includes the capabilities to have one view of what is being discussed. With what purpose? keeping track of what kind of contacts have taken place? What has been agreed upon? what documents belong to these agreements? What happens to your company if you cannot track these kinds of contacts? It will cost you a lot of time and effort to get this data on the table if you cannot make this accessible to all stakeholders involved.