ArtsAutosBooksBusinessEducationEntertainmentFamilyFashionFoodGamesGenderHealthHolidaysHomeHubPagesPersonal FinancePetsPoliticsReligionSportsTechnologyTravel

101 Guide to CRMs

Updated on August 22, 2014

Basic CRM Guide

Anyone with their own business has likely heard the term CRM, but oddly many of these same people don't fully understand what it is. CRM is an acronym for Customer Relationship Management, but that doesn't really describe the full potentials or scope of a CRM solution. Here's what you should know:

Key features of CRM software

  • Customers are the cornerstone for any business, and a CRM solution is a way of organizing, managing, and tracking current and potential customers for greater business results. Key features include integrated email marketing, project management, and enhanced reporting tools.

The Benefits are Real

  • CRM solutions eliminate inefficient practices by consolidating all sales, employees, and customer service tasks into one quick, user-friendly place. This allows more efficient and streamlined invoicing and quoting, ensuring that no customer gets overlooked and all documents are sent on time. Customers will appreciate the greater customer service, while employees will have greater organization and be able to stay on top of tasks in an easy and efficient manner.

Choosing the right solution for your needs

  • There are many CRMs available today, and it's important to research the pros and cons of each to find a solution tailored to your needs.
    • SalesForce. Quite possibly the most well-known, this CRM is highly recommended to sales-heavy organizations, but is less flexible to meet business-specifc needs. This CRM solution offers easy-to-use tools with enhanced sales force automation functionality, but it's lack of options for smaller or more industry-specific businesses may not make it the best option for you.
    • Sugar. This CRM must be self-hosted, but offers a number of common CRM tools. Sugar was designed on an open source model that gives a basic CRM platform. Companies then use their own IT resources or add-on products and apps to build on this platform and customize it better to meet their needs.
    • Dynamics. Consider the industry-standard for business productivity, Dynamics is built on the .Net platform, making it the ideal choice for companies already using Microsoft tools. Its extensive network of partners, resellers, and ISVs ensure that there's plenty of solutions for more specific companies.

In summary, not every CRM solution is right for every business. But CRM software is an excellent way to get better control and organization of many of your business aspects. Research the different solutions available, and find the most appropriate solution for your needs.


    0 of 8192 characters used
    Post Comment

    No comments yet.


    This website uses cookies

    As a user in the EEA, your approval is needed on a few things. To provide a better website experience, uses cookies (and other similar technologies) and may collect, process, and share personal data. Please choose which areas of our service you consent to our doing so.

    For more information on managing or withdrawing consents and how we handle data, visit our Privacy Policy at:

    Show Details
    HubPages Device IDThis is used to identify particular browsers or devices when the access the service, and is used for security reasons.
    LoginThis is necessary to sign in to the HubPages Service.
    Google RecaptchaThis is used to prevent bots and spam. (Privacy Policy)
    AkismetThis is used to detect comment spam. (Privacy Policy)
    HubPages Google AnalyticsThis is used to provide data on traffic to our website, all personally identifyable data is anonymized. (Privacy Policy)
    HubPages Traffic PixelThis is used to collect data on traffic to articles and other pages on our site. Unless you are signed in to a HubPages account, all personally identifiable information is anonymized.
    Amazon Web ServicesThis is a cloud services platform that we used to host our service. (Privacy Policy)
    CloudflareThis is a cloud CDN service that we use to efficiently deliver files required for our service to operate such as javascript, cascading style sheets, images, and videos. (Privacy Policy)
    Google Hosted LibrariesJavascript software libraries such as jQuery are loaded at endpoints on the or domains, for performance and efficiency reasons. (Privacy Policy)
    Google Custom SearchThis is feature allows you to search the site. (Privacy Policy)
    Google MapsSome articles have Google Maps embedded in them. (Privacy Policy)
    Google ChartsThis is used to display charts and graphs on articles and the author center. (Privacy Policy)
    Google AdSense Host APIThis service allows you to sign up for or associate a Google AdSense account with HubPages, so that you can earn money from ads on your articles. No data is shared unless you engage with this feature. (Privacy Policy)
    Google YouTubeSome articles have YouTube videos embedded in them. (Privacy Policy)
    VimeoSome articles have Vimeo videos embedded in them. (Privacy Policy)
    PaypalThis is used for a registered author who enrolls in the HubPages Earnings program and requests to be paid via PayPal. No data is shared with Paypal unless you engage with this feature. (Privacy Policy)
    Facebook LoginYou can use this to streamline signing up for, or signing in to your Hubpages account. No data is shared with Facebook unless you engage with this feature. (Privacy Policy)
    MavenThis supports the Maven widget and search functionality. (Privacy Policy)
    Google AdSenseThis is an ad network. (Privacy Policy)
    Google DoubleClickGoogle provides ad serving technology and runs an ad network. (Privacy Policy)
    Index ExchangeThis is an ad network. (Privacy Policy)
    SovrnThis is an ad network. (Privacy Policy)
    Facebook AdsThis is an ad network. (Privacy Policy)
    Amazon Unified Ad MarketplaceThis is an ad network. (Privacy Policy)
    AppNexusThis is an ad network. (Privacy Policy)
    OpenxThis is an ad network. (Privacy Policy)
    Rubicon ProjectThis is an ad network. (Privacy Policy)
    TripleLiftThis is an ad network. (Privacy Policy)
    Say MediaWe partner with Say Media to deliver ad campaigns on our sites. (Privacy Policy)
    Remarketing PixelsWe may use remarketing pixels from advertising networks such as Google AdWords, Bing Ads, and Facebook in order to advertise the HubPages Service to people that have visited our sites.
    Conversion Tracking PixelsWe may use conversion tracking pixels from advertising networks such as Google AdWords, Bing Ads, and Facebook in order to identify when an advertisement has successfully resulted in the desired action, such as signing up for the HubPages Service or publishing an article on the HubPages Service.
    Author Google AnalyticsThis is used to provide traffic data and reports to the authors of articles on the HubPages Service. (Privacy Policy)
    ComscoreComScore is a media measurement and analytics company providing marketing data and analytics to enterprises, media and advertising agencies, and publishers. Non-consent will result in ComScore only processing obfuscated personal data. (Privacy Policy)
    Amazon Tracking PixelSome articles display amazon products as part of the Amazon Affiliate program, this pixel provides traffic statistics for those products (Privacy Policy)