What is the Role of a CRM?

Raise your hand if your business:

  • Maintains a public-facing website
  • Offers products or services through that website
  • Creates and initiates digital marketing campaigns
  • Tracks digital marketing efforts — or at least aims to
  • Collects customer data, such as names, emails and purchase history
  • Stores customer data
  • Handles customer service inquiries
  • Generally wishes to work smarter — not harder — to maximize its sales pipeline
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