{"id":9629,"date":"2017-11-02T09:40:35","date_gmt":"2017-11-02T16:40:35","guid":{"rendered":"https:\/\/blog.benchmarkemail.wpengine.com\/?p=39437"},"modified":"2020-04-03T10:53:48","modified_gmt":"2020-04-03T10:53:48","slug":"what-is-crm","status":"publish","type":"post","link":"https:\/\/www.benchmarkemail.com\/in\/what-is-crm\/","title":{"rendered":"What is CRM?"},"content":{"rendered":"<p>CRM is Customer Relationship Management.<\/p>\n<p>CRM software helps you manage your customer relationships by improving your sales and support workflows.<\/p>\n<p>The Benchmark CRM is a powerful cloud-based customer relationship software application that you access from your computer, laptop, or tablet. We strongly believe we are the best <a href=\"https:\/\/www.benchmarkcrm.com\">CRM software for small business<\/a>. We&#8217;re awesome for small enterprise, too!<\/p>\n<p>As long as you have an internet connection, you\u2019ll be able to better relate to your customers because:<\/p>\n<h2>Each of your customers has a dedicated Contact record where you can:<\/h2>\n<ul>\n<li>track the important, categorized data in fields<\/li>\n<li>add additional ad-hoc information via notes<\/li>\n<li>send and receive email with your contacts<\/li>\n<li>upload\/download documents<\/li>\n<li>create and work tasks, events and calls<\/li>\n<li>manage support tickets<\/li>\n<li>create and close opportunities<\/li>\n<li>view opens and clicks from Benchmark Email Marketing campaigns<\/li>\n<\/ul>\n<h2>Potential deals are Opportunity records where you can:<\/h2>\n<ul>\n<li>track the important, categorized data in fields<\/li>\n<li>add additional ad-hoc information via notes<\/li>\n<li>send and receive email to contacts related to the opportunity<\/li>\n<li>upload\/download documents<\/li>\n<li>create and work tasks, events and calls<\/li>\n<\/ul>\n<h2>Support Cases are tracked via Support Ticket Records where you can:<\/h2>\n<ul>\n<li>track the important, categorized data in fields<\/li>\n<li>add additional ad-hoc information via notes<\/li>\n<li>send and receive email to contacts\u00a0 and\/or users related to the support ticket<\/li>\n<li>upload\/download documents<\/li>\n<li>create and work tasks, events and calls<\/li>\n<\/ul>\n<h2>Potential Customers are managed on Lead records<\/h2>\n<ul>\n<li>track the important, categorized data in fields<\/li>\n<li>add additional ad-hoc information via notes<\/li>\n<li>send and receive email to help qualify the lead<\/li>\n<li>convert those leads to contacts, with related opportunities and organizations when you&#8217;ve qualified them<\/li>\n<\/ul>\n<h2>Automation saves time and supercharges your workflows<\/h2>\n<p>Based on criteria and triggers you set, the CRM will<\/p>\n<ul>\n<li>send emails to your contacts or leads<\/li>\n<li>create follow up tasks for your company&#8217;s users<\/li>\n<li>fill in data on contacts, tickets or leads<\/li>\n<\/ul>\n<h2>The Calendar and Notifications keep your team focused<\/h2>\n<ul>\n<li>You can create reminders on your important tasks, events and calls<\/li>\n<li>A calendar shows you your engagements and todos<\/li>\n<\/ul>\n<h2>Webforms capture leads and contacts from your website<\/h2>\n<ul>\n<li>create custom webforms based on your contact, lead or support ticket fields<\/li>\n<li>generate code to be hosted on your own website<\/li>\n<li>people fill out the form and automatically create records<\/li>\n<li>you can even have automation kick in on these form-created records<\/li>\n<\/ul>\n<h2>Permissions keep your data private between team members<\/h2>\n<ul>\n<li>you can set up profiles to manage what functions users have access to<\/li>\n<li>set your sharing settings to private to keep records private to their owners<\/li>\n<li>set up permissions exceptions to privacy via roles, groups and sharing rules.<\/li>\n<\/ul>\n<p>The best way for you to see what you can do is to start a free trial. Come in and kick the tires. We&#8217;re ready to help you when you have questions.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>CRM is Customer Relationship Management. CRM software helps you manage your customer relationships by improving your sales and support workflows. The Benchmark CRM is a powerful cloud-based customer relationship software application that you access from your computer, laptop, or tablet. We strongly believe we are the best CRM software for small business. We&#8217;re awesome for&hellip;<\/p>\n","protected":false},"author":270,"featured_media":16850,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[2149],"tags":[],"class_list":["post-9629","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What is CRM? - in<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What is CRM? - in\" \/>\n<meta property=\"og:description\" content=\"CRM is Customer Relationship Management. CRM software helps you manage your customer relationships by improving your sales and support workflows. The Benchmark CRM is a powerful cloud-based customer relationship software application that you access from your computer, laptop, or tablet. We strongly believe we are the best CRM software for small business. 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