Why use CRM software?
Managing relationships with customers mean being able to look beyond data and understand the context that drives interactions. This context is obtained through different channels—spreadsheets, phone, email, face-to-face meetings, etc.
Being able to access all this context instantly and with minimal effort is a struggle, especially when it is scattered across different tools. Even to get a quick update on a deal or prospect, your salespeople have to switch multiple tabs and platforms.
Between one jump and the next, valuable time and prospects are lost. That’s where a single tool (read CRM tool) can make a pivotal difference.
There are a lot of CRM systems in the market, but only a handful can be certified as ideal CRM examples.