Customer relationship management
Customer relationship management is the practice and supporting software for managing an organization’s information, interactions, and relationships with current and prospective customers.
Tech Startup Toolkit
A customer relationship management (CRM) system is software for managing and supporting an organization's interactions with current and prospective customers.
- How it is used
- Organizes sales and marketing interactions, tracks prospects through the funnel, and supports revenue forecasting.
- How deep it goes
- Defines CRM and explains records, funnel stages, probabilities, and forecasts, but does not detail implementation or configuration.
- Examples
- Uses Salesforce, customer interactions, contact lists, funnel stages, closing probabilities, and expected sale dates as examples.
- What you can do after
- Operate/configure CRM software to maintain interactions, monitor funnel progress, coordinate teams, and support sales projections.
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First-Party Data Activation
Customer relationship management is a set of processes and software systems for managing an organization’s interactions and relationships with customers.
- How it is used
- Deploys CRM to activate first-party data for personalized sales outreach, lead prioritization, nurturing, and campaign improvement.
- How deep it goes
- Explains core CRM data, scoring, segmentation, automation, and analysis, but stops short of technical implementation.
- Examples
- Uses website behavior, purchase history, campaign engagement, automated email sequences, and Boston Red Sox audience segmentation.
- What you can do after
- Operate/configure CRM workflows to prioritize leads, personalize outreach, nurture prospects, and evaluate conversion results.
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Related concepts
- salesused by · Sales are the commercial transactions, quantities, or monetary values associated with goods or services sold to customers.
- customer data platformused by · A customer data platform is a platform that unifies customer data from multiple sources into persistent customer profiles for activation and analysis.
- first-party datauses · Data collected directly by an organization from its customers’ interactions with the organization across digital and physical touch points.
- CRUDuses · CRUD is the set of data-management operations for creating, reading, updating, and deleting records or resources.
- repositorypart of · A software repository is an organized storage location or collection of project files and related artifacts, often managed with version history and change tracking.
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