CRM (Customer Relationship Management)

system and practice

01 Definition

CRM (Customer Relationship Management) meaning: A system and process for managing customer and prospect relationships.

CRM can refer to the strategy data and software used to record contacts companies opportunities communication service and lifecycle status.

Also called

customer relationship management

Why it matters

How CRM (Customer Relationship Management) fits the work

A well-governed CRM connects marketing sales and service around a shared customer record.

In context

The webinar form creates a lead record in the CRM.

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Practical note

Technology cannot fix unclear ownership duplicate data or inconsistent lifecycle definitions.