The basics of CRM
CRM Nuts and Bolts - the Basics.
Why we use CRM.

What is CRM?

CRM is customer relationship management — it's strategy, planning, coaching blended with technology tools. And the process offers the opportunity for sales and marketing — from support personnel, to on-the-street business development, to management — to excel.

Key Benefits to Customer Relationship Management


  • Increase sales per customer
  • Discover new customers
  • Cross sell and "up sell" products more effectively
  • Close deals faster
  • Give sales a qualification and sales process to follow
  • Know the customer - complete repository of profile, communication, proposals, requests, needs, goals
  • Customized to your business — lead qualification and sales process, customers and account information, marketing
  • Treat each customer as an individual


  • Reports, reports, reports — standardized or configured specifically for you
  • Assist sales people in their sales efforts
  • Provide better customer service
  • Evaluate and manage sales people
  • Any-time access to monitor the status of leads — for both sales manager and sales representative
  • Synchronizes with Outlook® — contacts, emails, appointments


  • Identify and segment prospect and customers into target groups
  • Email marketing campaigns - real-time response measurements
  • Evaluate the value of sources of leads — tradeshows, networking events, publications, etc.
  • Repository of marketing materials - logos, marketing sheets, graphics, etc.


  • Treat each client as an individual - personalized service all the time
  • Track customer service calls, responses, outcomes
InTimeTools CRM for Business