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Glossary · IT & systems

CRM

A system for managing customer relationships and sales in one clear overview.

CRM stands for Customer Relationship Management. It is a system in which you keep track of everything to do with your customers and your sales: contact details, appointments, quotes and the history of every conversation. Everyone who works with the customer sees the same picture.

Without such a system, that information lives in mailboxes, in people's heads and in separate files. When a colleague leaves the company, the knowledge about their customers often disappears too. A CRM keeps that knowledge within the organisation.

A CRM is only as good as the data in it. If your team doesn't keep it up to date consistently, the system quickly loses its value. Introducing one is therefore as much a matter of agreements and habits as of technology.