The terms you will need to know to understand CRM.
CLIENT MANAGEMENT SOFTWARE
Client management software is more commonly referred to as CRM software or customer relationship management software. See our definition of ‘CRM Software’ below.
CLOUD COMPUTING
Cloud Computing involves storing data online allowing it to be accessed by a number of servers. The shift towards cloud computing has lead to the development and prosperity of Cloud CRM.
CLOUD CRM
Also known as Online CRM or Web CRM, a Cloud CRM system is one which is accessed via the internet and all hardware and software are housed off-site.
CRM (CUSTOMER RELATIONSHIP MANAGEMENT)
CRM systems are a convenient way of managing customer information and communications. They provide an organised record along with many other features.
CRM APPLICATION
CRM application is another term that may be used to describe CRM software. See our definition of ‘CRM Software’ below.
CRM MARKETING
CRM marketing is the implementation of a CRM system to assist your marketing strategy.
CRM PROGRAMS
CRM programs is another term that may be used to describe CRM software. See our definition of ‘CRM Software’ below.
CRM SOFTWARE
CRM software is one of the many terms used to describe the programs or applications through which CRM systems are run. There is a huge range of CRM software available – including mobile, on-site and cloud programs – so you will be able to find one that meets your needs!
CRM SOLUTIONS
CRM solutions are ways to help manage the relationship you have with your customers. CRM software is a common solution to all your customer relationship management problems!
CRM SYSTEM
A CRM system in an organised interface that allows you to keep track of client information, communications, revenue and a range of other information depending on your needs.
CRM TOOLS
CRM tools are various things companies utilise to help them manage their relationships with customers. CRM software is an extremely effective CRM tool!
CUSTOMER RELATIONS
Customer relations is simply interactions with customers!
EMAIL MARKETING
The promotion of products or services via email. When used properly, email marketing is one of the most effective forms of online advertising.
LARGE BUSINESS
In Australia, a large business is a business with greater than 200 employees.
LEAD MANAGEMENT
Managing leads effectively and optimizing lead flow across sales and marketing are critical to sales success. With Lead Management, companies can track prospect inquiries and route qualified leads to the right people so sales reps get instant access to the latest prospects and leads are never dropped or lost.
MEDIUM BUSINESS
In Australia, a medium business is a business with 20-199 employees.
MOBILE CRM
Mobile CRM is CRM software that is compatible with mobile phones or other devices, allowing easy, portable access to a CRM system.
ONLINE CRM
Online CRM is more commonly referred to as Cloud CRM. See our definition of ‘Cloud CRM’ above.
ON-SITE CRM
On-site CRM is run on your own server and hardware and software are stored on-site.
SALES CRM
Sales CRM is utilising CRM software to track and/or increase sales.
SMALL BUSINESS
In Australia, a small business is one with fewer than 20 employees.
SOCIAL CRM
Social CRM is the use of a CRM system to help you build a social relationship with customers, often by involving social media.
WEB-BASED CRM
Web-based CRM is more commonly referred to as Cloud CRM. See our definition of ‘Cloud CRM’ above.
