Customer Relationship Management, or CRM, is a business practice that helps owners, managers, and employees manage each other and their customers. All projects, sales, etc. are all completed with customer satisfaction and, most importantly, communication in mind.

CRM software streamlines this intention to create better communication and, in turn, higher profits. It features all the business processes you might need in one specially-designed application. The term “customer relationship management,” then, implies the use of CRM software.

If you’re reading this article, you may be new to the CRM world. Whether you are an expert or not, we want to give you the information you need to get started on the right foot.

So what does this software do? What features should you be familiar with? Let’s answer these questions and more as we breakdown 4 CRM basics you need to know.

what is a crm

#1: The Business Dashboard Puts Everything You Need in One Place

The business dashboard is a great place to start. This section has the connections, projects, deals, etc. you are working on in one quick-view place. Graphs, diagrams, and statistics are all automatically created so that you can get the information you need easily.

The dashboard is also connected to Gmail. While not all CRMs have this feature, OneCube has your email and dashboard all linked in one convenient place. Here is an example from the application:

what is a crm business dashboard

#2: A CRM is A Business Management Tool

Business management… is managing the coordination and organization of business activities. This typically includes the production of materials, money, and machines, and involves both innovation and marketing.

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Most people are familiar with the term business management. But what does this look like at work in customer relationship management software?

A critical feature of this software is the ability to coordinate and monitor the sales process. Sales between an employee and customer, the tracking of a patient’s progress in a hospital setting, or the development of products in supply chain management, can all be followed through this software element.

Here is a visual example of this using our own software:

deals feature what is a crm

Deal-tracking allows you to label and add your own steps in the sales process. This allows for customization and easy tracking. No specific need or deal, then, is out of reach for CRM software.

#3: Online Business Management Helps Track Essential Tasks

One of the most important features of any CRM software is its online business management capabilities. Your tasks, contacts, deals, etc. can all be managed far more effectively in this format.

With this software, you can create projects, manage, and share tasks to its completion. Its full customization abilities allow for expert management that produces results.

Using OneCubeCRM as an example, here is what this online business dashboard management would look like:

What is a CRM essential tasks

#4: Team Collaboration Makes Sales

On top of CRM software’s business management capabilities, it is also able to manage team collaboration and contacts. All of the other listed features can be shared with the employees, owner, and manager.

As an owner or manager, you are also able to add new employees to the application. Thus, all communication and project work can be shared and completed in one spot.

This example from OneCubeCRM’s application demonstrates it’s contact-saving capability:

what is a crm contacts

Interested in a CRM Free Trial? Contact OneCube Today!

Our team here at OneCube hopes that this article has given you a better understanding of how CRM for small business software should work. But not all CRMs are made equal—there’s a reason we used our own app as an example of these features.

what is a crm -contact us

How, then, can your business have access to a well-priced, high-quality CRM application? We suggest starting with a free trial. If you would like a one month free trial of OneCube CRM, contact us by calling 1 (832) 863-5581 or email info@onecubecrm.com. We look forward to hearing from you!

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