Why have a CRM?

CRM = customer/client/constituent relationship management

Summary of: 9 areas of CRM data base

Best Reason: organize all those details that result from working with people - birthdates/pieces of paper for this and that/pet's name

9 Areas of Use:

1. Sales/Service Pipeline

2. History of Transactions/Encounters/Contacts

3. Type/Quality/Quantity of Relationship with People

4. Procedures for Doing Stuff

5. Preferences/Interests of the People Involved

6. Relationship Status with People

7. Product/Service Info

8. Info About Competition

9. Info About Industry