Customer Relationship Management (CRM) Integration
The use of CRM systems to support account planning by providing a centralized view of customer interactions, history, and opportunities.
Implications
The process of integrating CRM tools and data with other business systems, such as marketing automation, sales platforms, and customer service systems, to create a unified view of customer interactions and improve overall efficiency and customer experience.
Example
Example: A retail company integrates its CRM with its e-commerce platform, allowing it to track customer interactions across online and offline channels, leading to more personalized marketing and improved sales conversions.
Related Terms
Different from standalone CRM systems, which operate independently, CRM integration connects the CRM with other tools and data sources for a more holistic approach to customer management.
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