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  2. Customer relationship management - Wikipedia

    en.wikipedia.org/wiki/Customer_relationship...

    Opportunity management, which helps the company to manage unpredictable growth and demand and implement a good forecasting model to integrate sales history with sales projections. [30] CRM systems that track and measure marketing campaigns over multiple networks, tracking customer analysis by customer clicks and sales. Some CRM software is ...

  3. eCRM - Wikipedia

    en.wikipedia.org/wiki/ECRM

    However, since communications is the central aspect of customer relations activities, many opt for the following definition of mCRM: "communication, either one-way or interactive, which is related to sales, marketing and customer service activities conducted through mobile medium for the purpose of building and maintaining customer ...

  4. Sales force management system - Wikipedia

    en.wikipedia.org/wiki/Sales_force_management_system

    Salesforce management systems (also sales force automation systems (SFA)) are information systems used in customer relationship management (CRM) marketing and management that help automate some sales and sales force management functions. They are often combined with a marketing information system, in which case they are often called CRM systems.

  5. Consumer relationship system - Wikipedia

    en.wikipedia.org/wiki/Consumer_relationship_system

    Consumer relationship systems (CRS) are specialized customer relationship management (CRM) software applications that are used to handle a company's dealings with its customers. [1] Current consumer relationship systems integrate the software with telephone and call recording systems as well as with corporate systems for input and reporting ...

  6. Ultimate Client Onboarding Checklist for Financial Advisors ...

    www.aol.com/ultimate-client-onboarding-checklist...

    Having the right CRM can help to ease the struggles of onboarding tremendously. When choosing a CRM for your advisory business, start by evaluating the full range of features and benefits it has ...

  7. Social CRM - Wikipedia

    en.wikipedia.org/wiki/Social_CRM

    [4] [5] Social CRM enables companies to track a customer's social influence and source data from conversations occurring outside of formal, direct communication. Social CRM also allows companies to keep a full audit history of all customer interactions, regardless of social channel they choose to use, available to all customer care employees. [6]

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