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Customer Relationship Management (CRM) is a system for making and maintaining close relationships with customers. This system allows the company to keep track of a customer’s prior history with the organization, the status of any current orders as well as incomplete service issues. Other information that might be important to track is any feedback about customer likes or dislikes or anything they have publicly said about the company.
The ultimate purpose of a CRM system is to help maintain a positive customer experience so that customers will continue purchasing the products and services the company offers. If this process continues for enough customers, the company can build a stable customer base. Keeping track of when the customer discovered the company, how they learned about offered products and services, and their purchase and post-purchase behavior will help to better anticipate customer needs. Additionally, this database can be a useful tool for tracking sales metrics because customers who have not made a purchase in a certain amount of time should be contacted.
The tools managers typically use for Customer Relationship Management include CRM software, spreadsheet and other SaaS applications.
Unlike most traditional Customer Relationship Management (CRM) processes, upBOARD’s online Customer Relationship Management (CRM) tools allow any team or organization to instantly begin working with our web templates and input forms. Our digital platform goes far beyond other software tools by including progress dashboards, data integration from existing documents or other SaaS software, elegant intuitive designs, and full access on any desktop or mobile device.
Learn more about upBOARD’s portfolio of other marketing best practice tools and templates, including:
7 Cs Compass Model, AIDA Marketing Model, BCG Matrix, Brand Identity Prism, Brand Pyramid, Closed Loop Customer Feedback, Content Marketing, Content Marketing Metrics, Customer Experience Maturity Model, Customer Relationship Management, Customer Journey Mapping, Digital Marketing, Environmental Scanning, Ethnographic Research, Four Ps, Market Sizing, Net Promoter Score, Personas, Positioning, Segmentation, STP Model, Trend Mapping, and Value Propositions.