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