This is a glossary of CRM terms that you might see on our website or elsewhere online. Each word has a link that will show you its definition, origin and more details.
A:
Accounts:
An Account is the record for a company or organization that centralizes all associated contacts and interactions. This information effectively turns the contact manager into a strategic tool for managing business relationships.
Administrator:
As a highly privileged user, an Administrator holds full control over a software system’s configuration, user access, and management.
B:
Bulk Options:
Bulk actions are a powerful feature in a contact manager that lets you apply changes to many records at once, not just one by one. This streamlines your workflow and saves significant time.
C:
Call List:
A call list is a structured reminder system used by sales teams to schedule and track outreach to current and potential customers. It helps ensure timely follow-ups with leads and clients, improving organization and vital for maintaining relationships and closing deals.
Contact Manager:
A Contact Manager is a software solution designed to centralize and organize all customer and prospect information, including interactions, tasks, and documents. This database provides your teams with a unified view of client details, streamlining communication and helping monitor work status and effectiveness.
CRM (Customer Relationship Management):
CRM is a strategic approach for businesses to build and improve customer relationships throughout their lifecycle. It uses CRM systems to collect and analyze customer data, boosting service and sales efficiency.
Contact Manager vs CRM:
A Contact Manager focuses mainly on organizing individual contact details and communications. A CRM (Customer Relationship Management) system, however, is much broader; it manages the entire customer journey, integrating sales, marketing, and service to build deeper relationships beyond just contact information.
CRM Trends:
CRM trends refer to the latest changes and innovations in how companies use technology and strategies to manage customer relationships. These trends often involve new features like AI and mobile access to better understand and serve customers.
