At its fundamentals, a CRM is a system that first needs to be taught all there is to know in terms of the static information about your accounts and the contacts you have at those accounts. Once the CRM gains that knowledge, it leverages that knowledge by using it to organize and retain information about all your daily business activities as they relate to those accounts and contacts.
After just a few weeks of regular use, a quick look at the CRM can remind you about the history of successful and unsuccessful sales opportunities in your accounts, what each account’s service history has been like, and what new sales opportunities are coming up in each account.
Let us take a quick look at SugarCRM to get an initial feel of the powerful organizational and managerial boost it will give your business.