Ayavin Solutions
July 24, 2022

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. CRM specialists are analysts who constantly examine and monitor a firm’s practices with existing customers, helping ensure that retention levels are as high as possible. They also analyze data to find ways to attract new customers, as … Read more. Customer Relationship Management (CRMSpecialist Tasks.

  • physical resources : computers and technological infrastructure
  • informational resources: ustomer databases, salespeople's call records, customer service interactions
  • organisation resource: customer-oriented culture, information-sharing routines

We Are Microsoft CRM Expert

About Us

We are CRM Expert software company setup in Gurugram, Haryana. CRM is a Customer Relationship Management tool. It’s a bit of software where you manage business relationships and keep information on people of interest, like potential and current clients. The idea is to drive retention and also grow sales.


It hosts all of your contacts’ details including emails, phone numbers and any correspondence you have with them. From emails to tasks and even invoices and a sales pipeline, a CRM can be the centre of your sales world. What’s more, the whole team can access the data in real time and always be up-to-date.

Although a CRM is seen as a sales tool, if can also be an essential tool for keeping in contact with your current customer base and building deeper relationships with them. From remembering their birthdays to keeping a secure but important record of the conversations you have, a CRM can be the extra memory you’ve always wanted.

Here Are Some Key Features Of A Good CRM And Why They’re Important…

Cloud-Based Client Management

A CRM gives you a cloud-based platform to monitor your prospects and clients – and gives your team the ability to record interactions with them too. Because it’s in the cloud you can access it wherever you are and work in real-time and from any device. Many CRMs will come with an app to help you work on clients on the go by enabling you to add in details from phone calls and those emails you make while you’re on the move.

Team Members

Most CRM systems will have the option to invite team members and give them different access rights and assign them tasks related to certain people. This gives you control over the data that you share and the access you allow. A good CRM will help you manage people you meet and guide them from lead to conversion. You’ll also be able to get different people working on the same client and assign tasks for people in your team.

CRM Contacts

Each contact has their own profile or card and this allows you to store all the important information on your contacts. This data includes anything from emails and phone numbers to simple, more personal information like their favourite coffee and what you talked about last time you met.

Most CRMs give you a section to add content ‘about’ them and this can be really useful for starting or continuing conversations on the phone, email, or at meetings.

Each contact can have their information stored here too. From email and phone number to address, position in the company, and even their social media links.

CRM gives you all the info that you need to do that. 

CRM Tasks

Tasks will keep you on track with your clients and leads and when managed well can become one of the daily tasks in your business (like checking email). Action them to build your business and keep your customers happy.

Tasks in a CRM also make working with a remote team really simple. In this ever-digital world, many outsourced agencies or assistants now work on projects through tools like a CRM to manage prospects and clients.

One of the key features of many CRM systems is the ability to apply tasks to any of the contacts and then assign the tasks to yourself or a member of your team. Tasks will keep you on track with your clients and leads and when managed well can become one of the daily tasks in your business (like checking email). Action them to build your business and keep your customers happy.

A Clear Overview Of Your Sales Process…

When you get past the basics of a CRM it s