Understanding your CRM

The CRM is your team shared memory for every customer relationship. Three pillars: CONTACTS: Individual people including leads, customers, and partners. Full history of every interaction in one place. COMPANIES: Organisations contacts belong to. Link multiple contacts to one company. DEALS: Opportunities. Create a deal when you are trying to sell something. Move it through stages as you progress. Goal: every customer interaction is recorded, searchable, and visible to your whole team.