Traditional CRM systems were often custom-built and installed on-site, leading to challenges, particularly when the developing company no longer existed. The alternative, relying on spreadsheets, proved inadequate for professional needs. Modern solutions include numerous SaaS CRMs that enhance the sales process and foster better client relationships through cloud capabilities. These tools centralize customer data, making it accessible for various business teams. Important evaluation criteria for SaaS CRMs involve essential features, interdepartmental usability, cost-effectiveness, and operational efficiency.
CRM systems in the past were often custom-built tools that required on-premise installation, leading to significant problems, especially if the developing company ceased operations.
SaaS CRM is a cloud-based tool designed to help businesses manage and analyze customer interactions, centralizing customer information for sales, marketing, and support teams.
When evaluating CRM platforms, important considerations include specific must-have features, cross-team functionality, affordable pricing options, and tool speed to maintain smooth operations.
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