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08/02/2019 11:19:46 In Our Blog

Customer relationship management (CRM) is a concept, which includes numerous ways to handle the relationship of an organization with its customers. It involves so many practices, strategies, and technologies to analyze customer interactions and data throughout the customer life cycle, to build a healthy relationship with them, further, it helps in customer retention and boosting sales growth. CRM software is built to gather and organize all the customer-related information across different channels and to record and store point of contact between the business and customers, which include the organization's website, live chat, emails, social media, telephone, and other marketing materials. Furthermore, this system can also give you the detail of your salesperson, who are responsible for taking care of all the customer-related activities.

CRM consolidates customer information and documents into a single CRM database so business users can more easily access and manage it. There are other functions that its software includes such as storing the data and information of customer interactions with various methods like over email, website, social media, phone calls, or other channels. Also, it helps in automating many processes such as tasks, calendars, and alerts, etc. as well as it enables managers to track performance and productivity as per the information logged within the system.

Basic features of CRM:

1.Marketing automation: This CRM tool will allow organizations to automate their marketing functions and activities, where you can automate repetitive tasks to improve marketing efforts.

2.Salesforce automation: It is meant to prevent duplicate efforts between a salesperson and a customer.

3.Contact center automation: Designed to reduce tedious aspects of a contact center agent's job, contact center automation might include pre-recorded audio that assists in customer problem-solving and information dissemination. Various software tools that integrate with the agent's desktop tools can handle customer requests to cut down the time of calls and simplify customer service processes.

4.Geolocation technology, or location-based services: Some CRM systems include technology that can create geographic marketing campaigns based on customers' physical locations, sometimes integrating with popular location-based GPS apps. Geo-location technology can also be used as a networking or contact management tool in order to find sales prospects based on location.


Open source CRM programs allow anyone to modify or alter the code of the system, which will beneficial because it can add more features and functionalities in the system. For anything related CRM contact O2b Technologies and leave all worries related to CRM on us.