What is CRM?


Customer relationship management (CRM) entails all aspects of interaction that a company has with its customers, whether it is sales or service-related.Information tracked in a CRM system includes contacts, clients, contract wins and sales leads and more. CRM software is a phrase used to describe a category of enterprise software that covers a broad set of applications and software to help businesses manage customer data and customer interaction, access business information, automate sales, marketing and customer support and also manage employee, vendor and partner relationships.

The eresource CRM software is designed to help businesses meet the overall goals of customer relationship management. eresource CRM software is highly scalable and customizable, allowing businesses to gain actionable customer insights with a back-end analytical engine, view business opportunities with predictive analytic, streamline operations and personalize customer service based on the customer's known history and prior interactions with your business.

In CRM Dashboard is a term that is widely used to describe an application interface that provides users with quick access to information or common tasks. In CRM (customer relationship management) the dashboard is used

eresource CRM dashboard provides a real time snapshot of your organization's key metrics. Using dashboard to visualize the opportunities, approach, status of sales-lead in SPANCO model i.e Suspect Definition Prospect Identification, Approach -Analysis Evaluation and qualification of requirements, identification of the solution negotiation, Closing Finalization, Order Ongoing Account follow-up and Order management and sales monitoring.A CRM dashboard is designed to let users perform some specific actions and tasks with a single mouse-click from this interface. For example, a click from the CRM dashboard could provide you with a detailed report on any lead follow-ups that are scheduled for today.