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What is a CRM? – Try FileMaker Video Series – FMTraining.TV

What is a CRM? – Try FileMaker Video Series – FMTraining.TV – 7065

What is the CRM and do you need one? Well, a CRM is a customer relationship management system, and that’s a pretty good definition of what it does. It allows an organization track the communications and interaction with each specific customer, so it really helps to manage or coordinate the relationship with each individual, lead or customer. Now I’m modern. A CRM is a centralized system, it allows all the users, whether they’re on desktops or laptop computers or any sort of mobile device that allows all these people to access the same shared information. So the team is collaborating together as they worked to communicate and sell to their customers. Now the collaboration, part of the CRM Is one of the biggest pieces. The whole idea with the serum is that each of your team can see what’s going on with each customer or a lead. And so, for example, say your back office staff takes a phone call and they want to update some information about that customer conversation.They would go to that customer screen. They would create a new note. They would share that information and then everyone on their mobile devices or desktop computers would be able to access that.

Introduction To TryFileMaker – Try FileMaker Video Series – FMTraining.TV – Video 1

Take Your Business to the next level with Software Innovation that is easy-to-use, with many tools to streamline your Organization’s Work Flow,Team Collaboration, Customer Relationship Management, Accounting Package and Custom Project Management.

This software Solution allows you to pick and choose the functions you really need. You can customize it to your business needs to get to the result you want for your company’s day-to-day tasks. Beyond that, the software will work for you in the Office and in the Field on many devices; so everyone has live progress updates of the current projects being worked on.

FileMaker is a cross-platform relational database application from FileMaker Inc.

FileMaker Pro is simply a powerful software used to create custom apps that work seamlessly across iPad, iPhone, Windows, Mac, and the web.

Customer Relationship Management – this is a process implemented to manage a company’s interactions with customers and prospects.

Richard is the Product Manager for FM Starting Point, the most downloaded **Free FileMaker CRM Starter Solution**.
Get your free copy of this CRM Software at

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Top-Rated Try FileMaker Video Series by FileMaker Pro Expert, Richard Carlton, at

RCC also provides one on one FileMaker Pro Coaching

Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top-tier FileMaker consultancies worldwide.

RCC, FileMaker Videos, and FMTraining.TV are headquartered in Santa Clara, CA.

RCC’s staff: A team of 28 FileMaker developers, With offices in California, Nevada, and Texas.

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