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CRM Architecture &

What is A CRM?

A CRM is a Customer Relationship Management tool. It is used for managing your customers, and potential customers, information and, your company’s relationships and interactions with those customers.  It can be used to manage customer relationships across the entire customer lifecycle, spanning marketing, sales, digital commerce, and customer service interactions. The

A CRM’s purpose is simple.  It is to improve your business relationships and to help you grow/ maximize your business keeping you connected to customers, streamlining your workflows/ processes, and improve your company’s profitability.

What is CRM Architecture?

CRM architecture defines and maps the strategy, structure, workflows and processes necessary for successful customer relationship management system.  

During our consultation with you, we will help you determine your company’s goals and business needs. We will then determine the best CRM system to meet your needs and budget and develop a strategy and guide for your selected software selection process.  We will then structure your CRM and prioritize data collection points that are most beneficial to your business.  Finally, we will build your CRM processes and map out  workflows and automations before deploying your CRM.

Why do you need A CRM Administrator?

As your CRM administrator we manage your CRM system and its implementation. We consistently  monitor your system and bridge the gap between the CRM system and the people who use it.  We are the primary advocate for the CRM system within your organization and ensure that it is used effectively to accomplish your business goals.


Even though there is a standard focus on building customer relationships, every company will have its own needs and goals, and as with most things in life, these can be every evolving.  What won’t change is the role of your CRM strategy as the high-level, big-picture outline of a CRM architecture.

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