Customer Relationship Management (CRM) is the practice of building a business by nurturing relationships with hundreds, thousands, or millions of customers, one customer at a time. Historically, shop keepers and craftsmen got to know their customers, who returned to them again and again--and brought their friends. Mass production and big retailers and service chains changed all that, but today, thanks to technology tools, successful companies are keeping track of their individual customers, creating products and services especially for them, and building lasting relationships with on-going business and customer referrals. You can, too, with PowerMate Software™.

CRM Software helps you keep track of your customers and builld an all referral business. Sure, you can use index cards or file folders, but after you have a couple of hundred prospects, you “hit the wall.” Get started now with the #1 Easy-to-Use PowerMate Software™ that simply saves you time and money and improves your customer service.

How is Customer Relationship Management (CRM) different from Contact Management? Contact management (for example Outlook Express®) is very limited. It usually just keeps names and addresses. CRM software keeps a detailed history of every time you talk on the phone, write a letter or email, have a meeting, generate a “to-do,” and more automatically and in an instant review format. PowerMate Software™ goes much further, with a complete planner-calendar system linked to each individual contact, reports, prewritten letters, checklists, and much more. Compare a bicycle to a Bently: that’s contact management versus PowerMate Software™ CRM.

Customer Relationship Managment (CRM) Database Essentials:

Database:  CRM software should allow unlimited entry of contacts, identification of duplicate records, and have powerful search capabilities so you can find what you need fast. This core feature lets you build and store records on contacts. It should be easy to set up, easy to use and have multiple-field and multiple-search capability. It should allow live capability for email and accessing websites.

Relationship-based: CRM software helps you manage your customer and contact database.  The database should have relationships built in so that fields in related records can automatically populate, automatically record mailings, emails, appointments, to-dos, etc. in the contact’s history, and auto-populate and maintain related records, even if the type of contact changes over time (e.g. from Prospect to Client).

Import/Export Capabilities: CRM software should have the ability to move all data between applications and import and export all data easily. Some databases (especially proprietary ones) do not allow users to import and export all the data, limiting or charging for export of additional data.

Interactive Planner/Calendar:  CRM software should have the capability of tying the Planner to the contact’s record.

Reports: CRM software should have the ability to run quick and easy reports that give you what you need.

Ease of Use and Good Technical Support:  The database should be easy to learn and use.  A good relationship and ease of contact with your software company is very important.

PowerMate Software™--whether the real estate CRM software, small business CRM software or sports coaches CRM software--has all of these capabilities and more!

• Read more important tips: How Does CRM Work?

•Especially for Realtors: More Important Tips

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