An Introduction To CRM Terms

Buying customer relationship software for small business –or any size business, really–can sometimes seem a little bit tricky.  There’s some jargon.

There are a lot of terms out there that people in the CRM ecosystem–vendors, integrators, IT admins, software reviewers, customers–use whose meaning isn’t necessarily obvious at first if you haven’t been using a CRM before.  And then, of course, if you’ve been using one, you still might come across a term you haven’t seen before.

Don’t fret!  We’ve got a handy CRM glossary below.


1. Activities

One of the key features of a CRM is to keep everybody […]


8 Important CRM Stats for Small Business

Having a CRM for your business is all about data–turning the key pieces of creating and managing customer relationships into  data that can be tracked, analyzed and acted upon.

So it only makes sense that the consideration of using a CRM should be informed by data too.

Have no fear, we’ve got the data.  Below are 8 key stats about CRMs.


1.  CRMs Offer Great ROI

At the end of the day, business is about earning more than you spend and making smart investments.  CRM software is definitely a smart investment.  Nucleus Research reports that CRMs average a […]