What is CRM and why should you care?

CRM stands for Customer Relationship Management, which already hints at one of the primary benefits of using a CRM system like Microsoft Dynamics 365. But there’s a lot more to CRM systems than just managing your relationships with customers!

So what is CRM, exactly, and how does it go above and beyond its name?

CRM systems like Microsoft Dynamics 365 aren’t limited to tracking customer interactions. Among other features, they also help you track your interactions with everyone from prospects to partners, and can help you smooth and standardize workflows while increasing visibility for management and team members.

In this session of CRM 101, I’ll walk you through more of what CRM can do for your business!

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Want more CRM 101?

Then be sure to check out the rest of our CRM 101 video series!

Ready for the next step?

Now that you know what CRM can do for you, it’s time to learn the lingo! Check out our buzzword primer, 5 Simple Terms That Will Up Your Dynamics 365 CRM Game, for the intro treatment.

To move beyond the basics beneath the CRM buzzword iceberg, download our FREE Buzzword White Paper for a more advanced course that will get you in the know on all sorts of additional CRM lingo.

And of course, you can always find more great CRM video content in our Channel Q archives!

Was this video helpful? Do you have feedback or additional questions? Let us know in the comments, or contact us directly. We’re here to help!


That's all for this episode, but you can continue your CRM education with our CRM 101 series on Channel Q!

For specific questions, or to find out whether CRM is a good fit for your business, contact us!

Was this video helpful? Enjoyable? Do you have feedback or additional questions? Let us know in the comments or contact us directly. We’re here to help!