Glossary

What is a CRM?

A CRM (Customer Relationship Management) is a system that centralizes all interactions with customers and prospects: contact history, business opportunities, offer tracking, and after-sales service. An effective CRM improves customer loyalty and increases the conversion rate of prospects.

Key Features of a CRM

  • Enriched customer profile: Contact details, purchase history, preferences, and exchanges.
  • Opportunity management: Tracking the sales pipeline and current quotes.
  • Automated follow-ups: Reminders for pending commercial follow-ups.
  • Sales reporting: Conversion rate, revenue per salesperson.

Read our article on how to use customer data to improve sales. The CRM module of GestiumERP integrates these features directly into your management system.

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