"Customer management" refers to the process of organizing and managing customer information as well as interactions with customers.
Typical functions of software in the area of customer management include:
Customer Contact Management: The software allows for storing, organizing, and updating customer contacts, including contact information such as names, phone numbers, email addresses, and addresses.
Customer History: Users can track interactions with customers, including past purchases, support requests, complaints, and other relevant information.
Activity Tracking: The software enables tracking activities related to customers, such as calls, emails, meetings, and tasks.
Customer Communication: Users can communicate directly with customers from within the software, such as sending emails or making calls.
Sales Management: The software supports the sales process, including lead tracking, quote creation, order processing, and revenue reporting.
Customer Analysis: Users can analyze data on customer behavior and preferences to make informed business decisions and optimize marketing strategies.
Customer Engagement: The software provides features for customer engagement, such as sending birthday greetings, sending promotions, and managing loyalty programs.
Privacy and Security: The software ensures the protection of sensitive customer information and complies with applicable privacy regulations.