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Store and manage prospect and customer information

CRM (customer relationship management) lets you store and manage prospect and customer information, like contact info, accounts, leads, and sales opportunities, in one central location.

Accelerate and streamline the sales process

At the heart of a good CRM solution is something called “sales force automation,” which might sound a little intimidating, but it’s not. At the most basic level, CRM means putting account and contact information in a central and accessible place, so you accelerate and streamline the sales process.

A quick way to score and route leads

A CRM system gives you a quick way to score and route leads, track opportunities and activities, and gain visibility into deal stages and business health for both prospects and customers.

A customer service solution

CRM is also valuable for customer service, with solutions that range from self-help pages that let customers help themselves (allowing agents to focus on the tough cases), to full call centers.

TODD_OLSON

Salesforce CRM

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President and CEO at Pendo

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