How to use CRM.

Get practical tips on how to use CRM software to streamline your sales, marketing, and customer service processes for better results.

Depending on what your goal with a CRM is and what CRM you're using, CRMs do a lot of things. You can use a CRM to manage customer data, handle support tickets, or keep track of payments. But even better, with the right CRM you can do it all at once.

With a CRM, you can easily manage your relationship with customers without the need for dozens of spreadsheets. In a CRM you assign account managers to each customer and send notifications to those managers if there's anything to resolve regarding your customer.

Popular CRMs include HubSpot, ClickUp, and Salesforce – and each can help you stay on top of customer management. But have you heard of a tool called an xRM?

An xRM is a tool that you can use to do all this and much more. With the right xRM tool, you can not only manage customers, but also employees, payrolls, recruitment and much more.

Flex

Serviceform's Flex xRM is a fully flexible, all-in-one management tool that helps you manage leads, sales, tasks, and even billing. It's a unique combination of spaces, filters, and fully customisable fields that gives you an unparalleled playground to manage any and all projects.

Sign up for a free Serviceform account to try Flex xRM for free!

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