What is CRM?

Reading Time: 2 Minutes CRM 101

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’re awesome for small enterprise, too!

As long as you have an internet connection, you’ll be able to better relate to your customers because:

Each of your customers has a dedicated Contact record where you can:

  • track the important, categorized data in fields
  • add additional ad-hoc information via notes
  • send and receive email with your contacts
  • upload/download documents
  • create and work tasks, events and calls
  • manage support tickets
  • create and close opportunities
  • view opens and clicks from Benchmark Email Marketing campaigns

Potential deals are Opportunity records where you can:

  • track the important, categorized data in fields
  • add additional ad-hoc information via notes
  • send and receive email to contacts related to the opportunity
  • upload/download documents
  • create and work tasks, events and calls

Support Cases are tracked via Support Ticket Records where you can:

  • track the important, categorized data in fields
  • add additional ad-hoc information via notes
  • send and receive email to contacts  and/or users related to the support ticket
  • upload/download documents
  • create and work tasks, events and calls

Potential Customers are managed on Lead records

  • track the important, categorized data in fields
  • add additional ad-hoc information via notes
  • send and receive email to help qualify the lead
  • convert those leads to contacts, with related opportunities and organizations when you’ve qualified them

Automation saves time and supercharges your workflows

Based on criteria and triggers you set, the CRM will

  • send emails to your contacts or leads
  • create follow up tasks for your company’s users
  • fill in data on contacts, tickets or leads

The Calendar and Notifications keep your team focused

  • You can create reminders on your important tasks, events and calls
  • A calendar shows you your engagements and todos

Webforms capture leads and contacts from your website

  • create custom webforms based on your contact, lead or support ticket fields
  • generate code to be hosted on your own website
  • people fill out the form and automatically create records
  • you can even have automation kick in on these form-created records

Permissions keep your data private between team members

  • you can set up profiles to manage what functions users have access to
  • set your sharing settings to private to keep records private to their owners
  • set up permissions exceptions to privacy via roles, groups and sharing rules.

The best way for you to see what you can do is to start a free trial. Come in and kick the tires. We’re ready to help you when you have questions.

 

 

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The Best CRM Software For Email Marketers

CRM + Help Desk + Integrated Email Messaging + Email Marketing Campaign Metrics + Automations